Inspire Corporate Bond ETFIBDETF

13F holders, Q3 2024 (September 30)
81holders +9
15new positions
5sold out
$24.08avg. 13F price*

At the end of Q3 2024, 81 institutions reported holding Inspire Corporate Bond ETF (IBD) in their 13F filings, up 9 from Q2 2024. 15 opened new positions and 5 sold out. The largest holders were Inspire Advisors, LLC ($70.3M), Atria Investments, Inc ($34.1M) and Faithward Advisors, LLC ($34.1M).

Company
Inspire Corporate Bond ETF
Filed as
NORTHERN LTS FD TR IV (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions15$4.1M
Exits5$16.3M

All 13F filers, Q2 2024 → Q3 2024: 2,069,163 shares bought and 2,006,009 shares sold, net +63,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Inspire Advisors, LLC 8.55% Reduce -21.2% 2,918,897 $70.3M
Atria Investments, Inc 0.42% Add +224.2% 1,417,602 $34.1M
Faithward Advisors, LLC 5.94% Reduce -0.6% 1,417,453 $34.1M
Inspire Investing, LLC 2.05% Reduce -16.2% 830,385 $20.0M
Creative Financial Designs Inc. 1.36% Add +20.3% 667,785 $16.1M
OneAscent Wealth Management LLC 5.86% Add +254.1% 638,311 $15.4M
CreativeOne Wealth, LLC 0.52% Add +8.9% 640,181 $15.4M
Bare Financial Services, Inc 4.87% Add +10.3% 492,169 $11.9M
PAX Financial Group, LLC 2.03% Reduce -5.7% 469,149 $11.3M
LPL Financial LLC 0.00% Add +35.0% 225,300 $5.4M
LVZ, Inc. 0.53% Reduce -0.4% 170,717 $4.1M
Legacy Wealth Asset Management, LLC 0.91% Add +0.8% 140,790 $3.4M
Envestnet Asset Management Inc. 0.00% Add +1.2% 139,490 $3.4M
Cetera Investment Advisers 0.00% Add +10.1% 92,460 $2.2M
Range Financial Group LLC 2.70% Add +9.7% 81,542 $2.0M
Raymond James Financial Services Advisors, Inc. 0.00% Add +63.0% 75,095 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +67.2% 73,637 $1.8M
Vicus Capital 0.15% Add +12.3% 69,130 $1.7M
JPMorgan Chase & Co. 0.00% New 66,904 $1.6M
Silver Oak Securities, Incorporated 0.15% Add +256.4% 60,079 $1.4M
Paradiem, LLC 0.33% No change 57,716 $1.4M
Astoria Portfolio Advisors LLC. 0.46% Add +0.5% 56,355 $1.3M
AlphaStar Capital Management, LLC 0.10% Reduce -0.7% 53,156 $1.3M
Osaic Holdings, Inc. 0.00% Add +31.9% 49,610 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +2.4% 40,382 $972K
Trust Point Inc. 0.07% Reduce -22.8% 40,301 $970K
EverSource Wealth Advisors, LLC 0.05% Reduce -27.8% 35,387 $852K
TrueWealth Advisors, LLC 0.26% Add +137.0% 32,731 $788K
Kestra Advisory Services, LLC 0.00% Reduce -0.6% 32,344 $779K
LaSalle St. Investment Advisors, LLC 0.26% Add +5.3% 27,228 $655K
Optivise Advisory Services LLC 0.34% Add +4.4% 26,584 $640K
Keel Point, LLC 0.05% Add +0.0% 25,779 $621K
Avantax Advisory Services, Inc. 0.00% Add +9.6% 25,644 $618K
AIFG Consultants Ltd. 0.45% Reduce -18.6% 24,514 $590K
Simplicity Wealth,LLC 0.05% Add +48.1% 22,573 $544K
McElhenny Sheffield Capital Management, LLC 0.17% Reduce -6.1% 21,725 $523K
Jane Street Group, LLC 0.00% Reduce -90.7% 21,133 $509K
Allen Capital Group, LLC 0.06% Add +94.7% 20,938 $504K
Goldman Sachs Group Inc. 0.00% New 20,809 $501K
Financial Advocates Investment Management 0.03% Reduce -1.9% 20,163 $486K
GTS Securities LLC 0.01% Add +10.8% 19,630 $473K
Belpointe Asset Management LLC 0.03% Add +5.7% 18,630 $449K
Merit Financial Group, LLC 0.01% Reduce -4.5% 18,606 $448K
LifeGuide Financial Advisors, LLC 0.18% Add +1.8% 17,463 $421K
Advisory Alpha, LLC 0.01% No change 16,898 $407K
Hobbs Group Advisors, LLC 0.14% Reduce -1.1% 16,257 $391K
Independent Financial Group, LLC 0.01% Reduce -0.5% 14,807 $357K
First Heartland Consultants, Inc. 0.04% New 14,584 $351K
MML Investors Services, LLC 0.00% Add +15.4% 13,792 $332K
Trek Financial, LLC 0.02% New 13,484 $325K
Cwm, LLC 0.00% No change 13,066 $315K
Cyndeo Wealth Partners, LLC 0.02% Reduce -46.3% 11,653 $281K
RFG Advisory, LLC 0.01% New 11,149 $268K
Blue Trust, Inc. 0.00% No change 11,219 $262K
Schwallier Wealth Management LLC 0.19% New 10,793 $260K
PFG Investments, LLC 0.02% New 10,776 $259K
Strategic Blueprint, LLC 0.02% Reduce -8.2% 10,740 $259K
StoneX Group Inc. 0.02% No change 10,646 $257K
Atria Wealth Solutions, Inc. 0.00% Add +11.5% 9,584 $232K
Arete Wealth Advisors, LLC 0.02% New 9,601 $231K
D.A. Davidson & Co. 0.00% Add +1.1% 9,218 $222K
Betterment LLC 0.00% New 8,952 $216K
Valmark Advisers, Inc. 0.00% Reduce -88.7% 8,516 $205K
Royal Bank of Canada 0.00% Reduce -24.5% 6,325 $153K
Clarity Asset Management, Inc. 0.08% Add +0.0% 4,772 $115K
Harbour Investments, Inc. 0.00% Add +132.0% 4,661 $112K
Ameritas Investment Partners, Inc. 0.00% Add +16.6% 1,456 $35K
Ascentis Independent Advisors 0.01% New 1,439 $35K
Principal Securities, Inc. 0.00% No change 1,095 $26K
Smartleaf Asset Management LLC 0.00% Add +326.1% 865 $21K
Concourse Financial Group Securities, Inc. 0.00% Reduce -60.1% 674 $16K
Values First Advisors, Inc. 0.01% Reduce -11.8% 626 $15K
DT Investment Partners, LLC 0.00% New 394 $9K
Glen Eagle Advisors, LLC 0.00% Add +1.1% 378 $9K
Continuum Advisory, LLC 0.00% No change 341 $8K
Creekmur Asset Management LLC 0.00% Reduce -94.5% 333 $8K
Transcendent Capital Group LLC 0.00% New 313 $8K
IFP Advisors, Inc 0.00% New 202 $5K
Horizon Investments, LLC 0.00% No change 74 $2K
Morgan Stanley 0.00% New 1 $25
FMR LLC 0.00% New 1 $24

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