Inspire Capital AppreciationRISNETF
13F holders, Q1 2025 (March 31)14holders +2
2new positions
0sold out
$25.84avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Inspire Capital Appreciation (RISN) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Inspire Advisors, LLC ($69.4M), GTS Securities LLC ($771K) and Inspire Investing, LLC ($427K).
- Company
- Inspire Capital Appreciation
- Filed as
- NORTHERN LTS FD TR IV (Q1 2025)
- CUSIP
- 66538H393
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $403K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 21,554 shares bought and 360,694 shares sold, net −339,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Inspire Advisors, LLC | 8.02% | Reduce -11.0% | 2,686,591 | $69.4M |
| GTS Securities LLC | 0.03% | Add +16.4% | 29,846 | $771K |
| Inspire Investing, LLC | 0.05% | No change | 16,530 | $427K |
| Ascentis Independent Advisors | 0.05% | New | 9,455 | $244K |
| Arax Advisory Partners | 0.01% | New | 6,154 | $159K |
| Osaic Holdings, Inc. | 0.00% | No change | 5,081 | $131K |
| Westside Investment Management, Inc. | 0.02% | Reduce -87.2% | 4,340 | $112K |
| Creative Financial Designs Inc. | 0.00% | Add +0.5% | 2,228 | $58K |
| Harbour Investments, Inc. | 0.00% | No change | 1,953 | $50K |
| AE Wealth Management LLC | 0.00% | No change | 1,583 | $41K |
| Continuum Advisory, LLC | 0.01% | No change | 1,562 | $40K |
| UBS Group AG | 0.00% | Add +1975.4% | 1,432 | $37K |
| Bare Financial Services, Inc | 0.01% | Add +239.2% | 519 | $13K |
| Morgan Stanley | 0.00% | Add +300.0% | 4 | $108 |
"% of holder's portfolio" is RISN's weight in each manager's 13F, not the share of Inspire Capital Appreciation the manager owns.