IBD Inspire Corporate Bond ETF
Aún no hay datos fundamentales para este ticker.
Propietarios institucionales (13F) 114 declarantes · $359.4M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 17 (0 vs trimestre anterior) | 14 (+8 vs trimestre anterior) | 53 (-9 vs trimestre anterior) | 31 (+12 vs trimestre anterior) | -2.2M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Inspire Advisors, LLC | $97 515 524 | 4 102 463 | 27,13% | Acciones |
| Faithward Advisors, LLC | $40 786 956 | 1 715 901 | 11,35% | Acciones |
| Inspire Investing, LLC | $23 587 946 | 988 722 | 6,56% | Acciones |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $23 016 017 | 968 280 | 6,40% | Acciones |
| LPL Financial LLC | $19 569 507 | 823 286 | 5,44% | Acciones |
| Bare Financial Services, Inc | $18 899 379 | 795 094 | 5,26% | Acciones |
| OneAscent Financial Services LLC | $13 046 896 | 548 881 | 3,63% | Acciones |
| PAX Financial Group, LLC | $8 287 765 | 348 665 | 2,31% | Acciones |
| Plan A Wealth LLC | $7 654 917 | 322 041 | 2,13% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6 354 555 | 267 448 | 1,77% | Acciones |
| ASSETMARK, INC | $5 299 902 | 222 966 | 1,47% | Acciones |
| LVZ, Inc. | $4 697 539 | 197 625 | 1,31% | Acciones |
| Valmark Advisers, Inc. | $4 455 551 | 187 444 | 1,24% | Acciones |
| Legacy Wealth Asset Management, LLC | $4 391 959 | 184 769 | 1,22% | Acciones |
| Allworth Financial LP | $4 295 252 | 180 701 | 1,19% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $4 281 706 | 180 131 | 1,19% | Acciones |
| WorthPointe, LLC | $3 664 638 | 154 171 | 1,02% | Acciones |
| Range Financial Group LLC | $3 630 178 | 152 721 | 1,01% | Acciones |
| OneAscent Investment Solutions LLC | $3 516 462 | 147 937 | 0,98% | Acciones |
| OSAIC HOLDINGS, INC. | $2 998 525 | 126 122 | 0,83% | Acciones |
| TrueWealth Advisors, LLC | $2 939 969 | 123 684 | 0,82% | Acciones |
| GOLDMAN SACHS GROUP INC | $2 727 251 | 114 735 | 0,76% | Acciones |
| Belpointe Asset Management LLC | $2 527 564 | 106 334 | 0,70% | Acciones |
| Farther Finance Advisors, LLC | $2 499 010 | 105 133 | 0,70% | Acciones |
| CITADEL ADVISORS LLC | $2 326 822 | 97 889 | 0,65% | Acciones |
| VICUS CAPITAL | $2 162 718 | 90 985 | 0,60% | Acciones |
| Kestra Advisory Services, LLC | $2 096 785 | 88 211 | 0,58% | Acciones |
| IFP Advisors, Inc | $1 928 698 | 81 140 | 0,54% | Acciones |
| Cetera Investment Advisers | $1 878 966 | 79 048 | 0,52% | Acciones |
| AlphaStar Capital Management, LLC | $1 769 076 | 74 425 | 0,49% | Acciones |
| SUMMIT WEALTH GROUP LLC / CO | $1 441 270 | 60 634 | 0,40% | Acciones |
| Simplicity Wealth,LLC | $1 387 336 | 58 365 | 0,39% | Acciones |
| Discipline Wealth Solutions, LLC | $1 335 874 | 56 200 | 0,37% | Acciones |
| Cornerstone Financial Management LLC | $1 267 864 | 53 339 | 0,35% | Acciones |
| Allen Capital Group, LLC | $1 266 489 | 53 281 | 0,35% | Acciones |
| Optivise Advisory Services LLC | $1 227 293 | 51 632 | 0,34% | Acciones |
| Revisor Wealth Management LLC | $1 213 276 | 50 838 | 0,34% | Acciones |
| AE Wealth Management LLC | $1 138 142 | 47 881 | 0,32% | Acciones |
| LaSalle St. Investment Advisors, LLC | $1 134 066 | 47 710 | 0,32% | Acciones |
| First Heartland Consultants, Inc. | $1 056 386 | 44 442 | 0,29% | Acciones |
| TRUST POINT INC. | $1 016 429 | 42 761 | 0,28% | Acciones |
| SILVER OAK SECURITIES, INCORPORATED | $996 665 | 41 930 | 0,28% | Acciones |
| HFG Wealth Management, LLC | $956 248 | 40 229 | 0,27% | Acciones |
| Tulsa Wealth Advisors, INC | $886 592 | 37 299 | 0,25% | Acciones |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $743 953 | 31 298 | 0,21% | Acciones |
| LifeGuide Financial Advisors, LLC | $702 292 | 29 545 | 0,20% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $694 480 | 29 217 | 0,19% | Acciones |
| HARBOUR INVESTMENTS, INC. | $690 548 | 29 051 | 0,19% | Acciones |
| H D Vest Advisory Services | $688 925 | 28 693 | 0,19% | Acciones |
| Larry Mathis Financial Planning, LLC | $612 363 | 25 762 | 0,17% | Acciones |
| Merit Financial Group, LLC | $606 772 | 25 527 | 0,17% | Acciones |
| Cyndeo Wealth Partners, LLC | $592 617 | 24 931 | 0,16% | Acciones |
| Keel Point, LLC | $589 639 | 24 806 | 0,16% | Acciones |
| ROYAL BANK OF CANADA | $573 000 | 24 127 | 0,16% | Acciones |
| Pioneer Wealth Management Group | $561 083 | 23 605 | 0,16% | Acciones |
| JOHNSON INVESTMENT COUNSEL INC | $520 892 | 21 914 | 0,14% | Acciones |
| CWM, LLC | $477 641 | 20 021 | 0,13% | Acciones |
| Turning Point Benefit Group, Inc. | $465 888 | 19 600 | 0,13% | Acciones |
| INDEPENDENT FINANCIAL GROUP, LLC | $464 727 | 19 551 | 0,13% | Acciones |
| Demars Financial Group, LLC | $461 946 | 19 434 | 0,13% | Acciones |
| Advisory Services Network, LLC | $455 505 | 19 163 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $446 329 | 18 777 | 0,12% | Acciones |
| EverSource Wealth Advisors, LLC | $445 550 | 18 744 | 0,12% | Acciones |
| BENJAMIN EDWARDS INC | $433 444 | 18 235 | 0,12% | Acciones |
| Blue Trust, Inc. | $405 417 | 17 056 | 0,11% | Acciones |
| Waverly Advisors, LLC | $387 071 | 16 284 | 0,11% | Acciones |
| MML INVESTORS SERVICES, LLC | $381 168 | 16 036 | 0,11% | Acciones |
| MRA Advisory Group | $350 057 | 14 727 | 0,10% | Acciones |
| Cornerstone Wealth Management, LLC | $348 064 | 14 643 | 0,10% | Acciones |
| Trek Financial, LLC | $347 708 | 14 628 | 0,10% | Acciones |
| PANORAMIC INVESTMENT ADVISORS, LLC | $344 665 | 14 500 | 0,10% | Acciones |
| Hobbs Group Advisors, LLC | $344 371 | 14 488 | 0,10% | Acciones |
| HOWARD BAILEY SECURITIES, LLC | $331 835 | 13 960 | 0,09% | Acciones |
| Atria Investments, Inc | $331 805 | 13 959 | 0,09% | Acciones |
| Stewardship Advisors, LLC | $320 729 | 13 493 | 0,09% | Acciones |
| RFG Advisory, LLC | $318 257 | 13 389 | 0,09% | Acciones |
| Harvest Investment Services, LLC | $302 126 | 12 710 | 0,08% | Acciones |
| Atria Wealth Solutions, Inc. | $301 830 | 12 544 | 0,08% | Acciones |
| Pinnacle Financial Partners, Inc. | $296 721 | 12 483 | 0,08% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $268 070 | 11 301 | 0,07% | Acciones |
| Straight Path Wealth Management | $259 045 | 10 898 | 0,07% | Acciones |
| Schwallier Wealth Management LLC | $252 691 | 10 631 | 0,07% | Acciones |
| Bedel Financial Consulting, Inc. | $251 201 | 10 568 | 0,07% | Acciones |
| PVG ASSET MANAGEMENT CORP | $249 300 | 10 488 | 0,07% | Acciones |
| STIFEL FINANCIAL CORP | $243 094 | 10 227 | 0,07% | Acciones |
| Sterling Investment Advisors, Ltd. | $237 700 | 10 000 | 0,07% | Acciones |
| Sheets Smith Investment Management | $221 480 | 9 171 | 0,06% | Acciones |
| Triad Wealth Partners, LLC | $213 832 | 9 053 | 0,06% | Acciones |
| Private Advisor Group, LLC | $210 747 | 8 866 | 0,06% | Acciones |
| Van Diest Capital, LLC | $207 337 | 8 723 | 0,06% | Acciones |
| Christian Investment Advisors, Inc. | $206 943 | 8 706 | 0,06% | Acciones |
| D.A. DAVIDSON & CO. | $200 452 | 8 433 | 0,06% | Acciones |
| SHP Wealth Management | $166 485 | 7 004 | 0,05% | Acciones |
| WELLS FARGO & COMPANY/MN | $144 474 | 6 078 | 0,04% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $111 006 | 4 670 | 0,03% | Acciones |
| AdvisorNet Financial, Inc | $95 365 | 4 012 | 0,03% | Acciones |
| IFG Advisory, LLC | $85 496 | 3 597 | 0,02% | Acciones |
| PROEQUITIES, INC. | $65 903 | 2 802 | 0,02% | Acciones |
| Ameritas Investment Partners, Inc. | $60 563 | 2 548 | 0,02% | Acciones |
| Continuum Advisory, LLC | $56 073 | 2 359 | 0,02% | Acciones |