Inspire Capital AppreciationRISNETF
13F holders, Q2 2026 (June 30)21holders
5new positions
6sold out
$30.72avg. 13F price*
At the end of Q2 2026, 21 institutions reported holding Inspire Capital Appreciation (RISN) in their 13F filings, unchanged from Q1 2026. 5 opened new positions and 6 sold out. The largest holders were Inspire Advisors, LLC ($62.2M), Avior Wealth Management, LLC ($3.5M) and LPL Financial LLC ($1.9M).
- Company
- Inspire Capital Appreciation
- Filed as
- NORTHERN LTS FD TR IV (Q2 2026)
- CUSIP
- 66538H393
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.6M |
| Exits | 6 | $2.8M |
All 13F filers, Q1 2026 → Q2 2026: 202,997 shares bought and 458,659 shares sold, net −255,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Inspire Advisors, LLC | 4.33% | Reduce -15.0% | 2,025,711 | $62.2M |
| Avior Wealth Management, LLC | 0.09% | New | 115,050 | $3.5M |
| LPL Financial LLC | 0.00% | New | 61,946 | $1.9M |
| Revisor Wealth Management LLC | 0.25% | Add +145.0% | 34,316 | $1.1M |
| GTS Securities LLC | 0.01% | Reduce -16.2% | 11,679 | $359K |
| Inspire Investing, LLC | 0.01% | No change | 9,741 | $299K |
| AE Wealth Management LLC | 0.00% | Add +0.1% | 8,551 | $263K |
| Arax Advisory Partners | 0.00% | No change | 6,154 | $189K |
| Westside Investment Management, Inc. | 0.02% | No change | 4,340 | $133K |
| Global Retirement Partners, LLC | 0.00% | — | 3,927 | $121K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 3,408 | $105K |
| AdvisorNet Financial, Inc | 0.00% | Add +20.0% | 3,295 | $101K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 3,066 | $94K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,146 | $66K |
| Continuum Advisory, LLC | 0.00% | New | 1,462 | $45K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 1,208 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.1% | 823 | $25K |
| Bare Financial Services, Inc | 0.00% | No change | 638 | $20K |
| Institute for Wealth Management, LLC. | 0.00% | New | 253 | $8K |
| Allworth Financial LP | 0.00% | No change | 10 | $308 |
| Morgan Stanley | 0.00% | Add +100.0% | 4 | $147 |
"% of holder's portfolio" is RISN's weight in each manager's 13F, not the share of Inspire Capital Appreciation the manager owns.