Inspire Corporate Bond ETFIBDETF

13F holders, Q2 2024 (June 30)
72holders +8
8new positions
3sold out
1famous investor
$23.34avg. 13F price*

At the end of Q2 2024, 72 institutions reported holding Inspire Corporate Bond ETF (IBD) in their 13F filings, up 8 from Q1 2024. 8 opened new positions and 3 sold out. The largest holders were Inspire Advisors, LLC ($86.4M), Faithward Advisors, LLC ($33.2M) and Inspire Investing, LLC ($23.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Inspire Corporate Bond ETF
Filed as
NORTHERN LTS FD TR IV (Q2 2024)
CUSIP
66538H633
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 64Q1 2024Q2 2024: 72Q2 2024Q3 2024: 81Q3 2024Q4 2024: 88Q4 2024Q1 2025: 92Q1 2025Q2 2025: 94Q2 2025Q3 2025: 97Q3 2025Q4 2025: 100Q4 2025Q1 2026: 107Q1 2026Q2 2026: 110Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions8$25.2M
Exits3$257K

All 13F filers, Q1 2024 → Q2 2024: 2,982,014 shares bought and 342,804 shares sold, net +2,639,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 72 holders

Inspire Advisors, LLC 11.45% Add +23.4% 3,702,978 $86.4M
Faithward Advisors, LLC 6.01% Add +0.6% 1,425,301 $33.2M
Inspire Investing, LLC 2.66% Add +59.2% 991,206 $23.1M
CreativeOne Wealth, LLC 0.69% Reduce -9.1% 587,668 $13.7M
Creative Financial Designs Inc. 1.15% Add +8.3% 555,150 $12.9M
PAX Financial Group, LLC 2.27% Reduce -4.4% 497,570 $11.6M
Bare Financial Services, Inc 5.55% Add +25.3% 446,359 $10.6M
Atria Investments, Inc 0.13% New 437,246 $10.2M
OneAscent Financial Services LLC 1.02% Add +1185.9% 313,432 $7.3M
Old Mission Capital LLC 0.18% New 299,765 $7.0M
Jane Street Group, LLC 0.01% Add +2291.8% 226,190 $5.3M
OneAscent Wealth Management LLC 2.19% New 180,264 $4.2M
LVZ, Inc. 0.55% Reduce -1.9% 171,454 $4.0M
LPL Financial LLC 0.00% Add +55.3% 166,906 $3.9M
Legacy Wealth Asset Management, LLC 0.92% Add +8.7% 139,634 $3.3M
Envestnet Asset Management Inc. 0.00% Reduce -7.7% 137,786 $3.2M
Cetera Investment Advisers 0.00% Add +17.4% 83,980 $2.0M
Citadel Advisors 0.00% New 76,619 $1.8M
Valmark Advisers, Inc. 0.03% Reduce -17.0% 75,173 $1.8M
Range Financial Group LLC 0.89% Add +8.1% 74,349 $1.7M
Vicus Capital 0.13% Add +5.8% 61,553 $1.4M
Paradiem, LLC 0.34% No change 57,716 $1.3M
Astoria Portfolio Advisors LLC. 0.47% Add +18.8% 56,086 $1.3M
AlphaStar Capital Management, LLC 0.12% Reduce -13.8% 53,505 $1.2M
Trust Point Inc. 0.10% Reduce -3.0% 52,179 $1.2M
EverSource Wealth Advisors, LLC 0.08% Add +343.7% 49,029 $1.2M
Raymond James Financial Services Advisors, Inc. 0.00% Add +10.1% 46,085 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +64.5% 44,041 $1.0M
Commonwealth Equity Services, LLC 0.00% Add +7.5% 39,456 $920K
Osaic Holdings, Inc. 0.00% Reduce -62.8% 37,610 $877K
Kestra Advisory Services, LLC 0.00% New 32,551 $759K
AIFG Consultants Ltd. 0.52% New 30,098 $702K
Keel Point, LLC 0.06% Reduce -67.6% 25,771 $616K
LaSalle St. Investment Advisors, LLC 0.30% Add +17.6% 25,849 $603K
Optivise Advisory Services LLC 0.32% — 25,465 $594K
Avantax Advisory Services, Inc. 0.00% Add +12.0% 23,397 $546K
McElhenny Sheffield Capital Management, LLC 0.19% Reduce -2.6% 23,138 $540K
Cyndeo Wealth Partners, LLC 0.04% Add +6.6% 21,709 $506K
Financial Advocates Investment Management 0.03% Reduce -0.2% 20,561 $479K
Merit Financial Group, LLC 0.01% Add +0.1% 19,492 $455K
GTS Securities LLC 0.01% Add +52.4% 17,720 $413K
Belpointe Asset Management LLC 0.03% Reduce -71.6% 17,626 $411K
LifeGuide Financial Advisors, LLC 0.19% Add +13.3% 17,152 $400K
Advisory Alpha, LLC 0.02% Reduce -3.4% 16,898 $394K
Silver Oak Securities, Incorporated 0.06% Reduce -4.2% 16,859 $393K
Hobbs Group Advisors, LLC 0.15% — 16,430 $383K
Simplicity Wealth,LLC 0.01% New 15,240 $355K
Independent Financial Group, LLC 0.01% Add +2.8% 14,879 $347K
TrueWealth Advisors, LLC 0.12% Add +8.9% 13,811 $322K
Cwm, LLC 0.00% No change 13,066 $305K
MML Investors Services, LLC 0.00% Reduce -33.2% 11,949 $279K
Strategic Blueprint, LLC 0.02% Reduce -0.5% 11,694 $273K
Blue Trust, Inc. 0.00% No change 11,219 $263K
Allen Capital Group, LLC 0.04% Add +8.1% 10,756 $251K
StoneX Group Inc. 0.02% No change 10,646 $249K
D.A. Davidson & Co. 0.00% Reduce -20.1% 9,116 $213K
Atria Wealth Solutions, Inc. 0.00% Reduce -81.0% 8,593 $201K
Royal Bank of Canada 0.00% Reduce -10.7% 8,376 $196K
Gradient Investments LLC 0.00% Reduce -0.1% 7,922 $185K
Creekmur Asset Management LLC 0.04% New 6,115 $143K
Clarity Asset Management, Inc. 0.08% Add +3080.7% 4,771 $111K
Harbour Investments, Inc. 0.00% Add +1.0% 2,009 $47K
Concourse Financial Group Securities, Inc. 0.00% No change 1,690 $40K
Ameritas Investment Partners, Inc. 0.00% Reduce -3.1% 1,249 $29K
Principal Securities, Inc. 0.00% Add +35.5% 1,095 $26K
Values First Advisors, Inc. 0.01% Add +19.7% 710 $17K
Glen Eagle Advisors, LLC 0.00% Add +0.8% 374 $9K
Continuum Advisory, LLC 0.00% No change 341 $8K
Smartleaf Asset Management LLC 0.00% No change 203 $5K
Oliver Lagore Vanvalin Investment Group 0.00% No change 103 $2K
Horizon Investments, LLC 0.00% No change 74 $2K
Wells Fargo & Company 0.00% Add +0.0% 1 $12

"% of holder's portfolio" is IBD's weight in each manager's 13F, not the share of Inspire Corporate Bond ETF the manager owns.