Inspire Capital AppreciationRISNETF

13F holders, Q1 2026 (March 31)
21holders +4
7new positions
2sold out
1famous investor
$28.69avg. 13F price*

At the end of Q1 2026, 21 institutions reported holding Inspire Capital Appreciation (RISN) in their 13F filings, up 4 from Q4 2025. 7 opened new positions and 2 sold out. The largest holders were Inspire Advisors, LLC ($68.4M), Nations Financial Group Inc, /Ia/ ($1.6M) and Citadel Advisors ($568K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Inspire Capital Appreciation
Filed as
NORTHERN LTS FD TR IV (Q1 2026)
CUSIP
66538H393
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 13Q1 2024Q2 2024: 11Q2 2024Q3 2024: 14Q3 2024Q4 2024: 12Q4 2024Q1 2025: 14Q1 2025Q2 2025: 14Q2 2025Q3 2025: 17Q3 2025Q4 2025: 17Q4 2025Q1 2026: 21Q1 2026Q2 2026: 21Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$1.8M
Exits2$256K

All 13F filers, Q4 2025 → Q1 2026: 75,395 shares bought and 299,749 shares sold, net −224,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders

Inspire Advisors, LLC 5.57% Reduce -6.2% 2,383,561 $68.4M
Nations Financial Group Inc, /Ia/ 0.08% Add +20.3% 57,312 $1.6M
Citadel Advisors 0.00% New 19,804 $568K
Revisor Wealth Management LLC 0.11% New 14,006 $403K
GTS Securities LLC 0.01% New 13,931 $400K
Ascentis Independent Advisors 0.02% Add +19.1% 9,880 $283K
Inspire Investing, LLC 0.02% No change 9,741 $279K
AE Wealth Management LLC 0.00% Add +15.8% 8,546 $245K
Susquehanna International Group, LLP 0.00% New 8,130 $233K
Arax Advisory Partners 0.01% No change 6,154 $177K
Westside Investment Management, Inc. 0.02% No change 4,340 $125K
Root Financial Partners, LLC 0.00% New 3,131 $90K
Harbour Investments, Inc. 0.00% No change 3,059 $88K
AdvisorNet Financial, Inc 0.00% New 2,745 $79K
Osaic Holdings, Inc. 0.00% Reduce -43.4% 2,146 $62K
Creative Financial Designs Inc. 0.00% Reduce -99.1% 1,205 $35K
EverSource Wealth Advisors, LLC 0.00% Add +41000.0% 822 $24K
Bare Financial Services, Inc 0.00% Add +22.9% 638 $18K
Advisory Services Network, LLC 0.00% New 300 $9K
Allworth Financial LP 0.00% No change 10 $287
Morgan Stanley 0.00% Add +100.0% 2 $75

"% of holder's portfolio" is RISN's weight in each manager's 13F, not the share of Inspire Capital Appreciation the manager owns.