Inspire Capital AppreciationRISNETF
13F holders, Q4 2025 (December 31)17holders
2new positions
2sold out
$29.04avg. 13F price*
At the end of Q4 2025, 17 institutions reported holding Inspire Capital Appreciation (RISN) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 2 sold out. The largest holders were Inspire Advisors, LLC ($73.8M), Creative Financial Designs Inc. ($3.8M) and Nations Financial Group Inc, /Ia/ ($1.4M).
- Company
- Inspire Capital Appreciation
- Filed as
- NORTHERN LTS FD TR IV (Q4 2025)
- CUSIP
- 66538H393
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $179K |
| Exits | 2 | $424K |
All 13F filers, Q3 2025 → Q4 2025: 32,041 shares bought and 84,619 shares sold, net −52,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Inspire Advisors, LLC | 6.79% | Reduce -2.4% | 2,541,835 | $73.8M |
| Creative Financial Designs Inc. | 0.24% | Add +2.3% | 132,222 | $3.8M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +52.4% | 47,651 | $1.4M |
| Inspire Investing, LLC | 0.03% | Reduce -41.1% | 9,741 | $283K |
| Goldman Sachs Group Inc. | 0.00% | Add +6.1% | 8,791 | $255K |
| Ascentis Independent Advisors | 0.04% | Add +2.1% | 8,297 | $241K |
| AE Wealth Management LLC | 0.00% | Add +366.3% | 7,382 | $214K |
| Arax Advisory Partners | 0.01% | New | 6,154 | $179K |
| Westside Investment Management, Inc. | 0.02% | No change | 4,340 | $126K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,927 | $114K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.5% | 3,791 | $110K |
| Harbour Investments, Inc. | 0.00% | Reduce -14.3% | 3,059 | $89K |
| Bare Financial Services, Inc | 0.00% | No change | 519 | $15K |
| UBS Group AG | 0.00% | Reduce -87.9% | 22 | $639 |
| Allworth Financial LP | 0.00% | New | 10 | $291 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2 | $58 |
| Morgan Stanley | 0.00% | Reduce -95.0% | 1 | $41 |
"% of holder's portfolio" is RISN's weight in each manager's 13F, not the share of Inspire Capital Appreciation the manager owns.