IBD Inspire Corporate Bond ETF
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Détenteurs institutionnels (13F) 114 déclarants · $359.4M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 17 (0 vs T. préc.) | 14 (+8 vs T. préc.) | 53 (-9 vs T. préc.) | 31 (+12 vs T. préc.) | -2.2M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Inspire Advisors, LLC | $97 515 524 | 4 102 463 | 27,13% | Actions |
| Faithward Advisors, LLC | $40 786 956 | 1 715 901 | 11,35% | Actions |
| Inspire Investing, LLC | $23 587 946 | 988 722 | 6,56% | Actions |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $23 016 017 | 968 280 | 6,40% | Actions |
| LPL Financial LLC | $19 569 507 | 823 286 | 5,44% | Actions |
| Bare Financial Services, Inc | $18 899 379 | 795 094 | 5,26% | Actions |
| OneAscent Financial Services LLC | $13 046 896 | 548 881 | 3,63% | Actions |
| PAX Financial Group, LLC | $8 287 765 | 348 665 | 2,31% | Actions |
| Plan A Wealth LLC | $7 654 917 | 322 041 | 2,13% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6 354 555 | 267 448 | 1,77% | Actions |
| ASSETMARK, INC | $5 299 902 | 222 966 | 1,47% | Actions |
| LVZ, Inc. | $4 697 539 | 197 625 | 1,31% | Actions |
| Valmark Advisers, Inc. | $4 455 551 | 187 444 | 1,24% | Actions |
| Legacy Wealth Asset Management, LLC | $4 391 959 | 184 769 | 1,22% | Actions |
| Allworth Financial LP | $4 295 252 | 180 701 | 1,19% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $4 281 706 | 180 131 | 1,19% | Actions |
| WorthPointe, LLC | $3 664 638 | 154 171 | 1,02% | Actions |
| Range Financial Group LLC | $3 630 178 | 152 721 | 1,01% | Actions |
| OneAscent Investment Solutions LLC | $3 516 462 | 147 937 | 0,98% | Actions |
| OSAIC HOLDINGS, INC. | $2 998 525 | 126 122 | 0,83% | Actions |
| TrueWealth Advisors, LLC | $2 939 969 | 123 684 | 0,82% | Actions |
| GOLDMAN SACHS GROUP INC | $2 727 251 | 114 735 | 0,76% | Actions |
| Belpointe Asset Management LLC | $2 527 564 | 106 334 | 0,70% | Actions |
| Farther Finance Advisors, LLC | $2 499 010 | 105 133 | 0,70% | Actions |
| CITADEL ADVISORS LLC | $2 326 822 | 97 889 | 0,65% | Actions |
| VICUS CAPITAL | $2 162 718 | 90 985 | 0,60% | Actions |
| Kestra Advisory Services, LLC | $2 096 785 | 88 211 | 0,58% | Actions |
| IFP Advisors, Inc | $1 928 698 | 81 140 | 0,54% | Actions |
| Cetera Investment Advisers | $1 878 966 | 79 048 | 0,52% | Actions |
| AlphaStar Capital Management, LLC | $1 769 076 | 74 425 | 0,49% | Actions |
| SUMMIT WEALTH GROUP LLC / CO | $1 441 270 | 60 634 | 0,40% | Actions |
| Simplicity Wealth,LLC | $1 387 336 | 58 365 | 0,39% | Actions |
| Discipline Wealth Solutions, LLC | $1 335 874 | 56 200 | 0,37% | Actions |
| Cornerstone Financial Management LLC | $1 267 864 | 53 339 | 0,35% | Actions |
| Allen Capital Group, LLC | $1 266 489 | 53 281 | 0,35% | Actions |
| Optivise Advisory Services LLC | $1 227 293 | 51 632 | 0,34% | Actions |
| Revisor Wealth Management LLC | $1 213 276 | 50 838 | 0,34% | Actions |
| AE Wealth Management LLC | $1 138 142 | 47 881 | 0,32% | Actions |
| LaSalle St. Investment Advisors, LLC | $1 134 066 | 47 710 | 0,32% | Actions |
| First Heartland Consultants, Inc. | $1 056 386 | 44 442 | 0,29% | Actions |
| TRUST POINT INC. | $1 016 429 | 42 761 | 0,28% | Actions |
| SILVER OAK SECURITIES, INCORPORATED | $996 665 | 41 930 | 0,28% | Actions |
| HFG Wealth Management, LLC | $956 248 | 40 229 | 0,27% | Actions |
| Tulsa Wealth Advisors, INC | $886 592 | 37 299 | 0,25% | Actions |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $743 953 | 31 298 | 0,21% | Actions |
| LifeGuide Financial Advisors, LLC | $702 292 | 29 545 | 0,20% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $694 480 | 29 217 | 0,19% | Actions |
| HARBOUR INVESTMENTS, INC. | $690 548 | 29 051 | 0,19% | Actions |
| H D Vest Advisory Services | $688 925 | 28 693 | 0,19% | Actions |
| Larry Mathis Financial Planning, LLC | $612 363 | 25 762 | 0,17% | Actions |
| Merit Financial Group, LLC | $606 772 | 25 527 | 0,17% | Actions |
| Cyndeo Wealth Partners, LLC | $592 617 | 24 931 | 0,16% | Actions |
| Keel Point, LLC | $589 639 | 24 806 | 0,16% | Actions |
| ROYAL BANK OF CANADA | $573 000 | 24 127 | 0,16% | Actions |
| Pioneer Wealth Management Group | $561 083 | 23 605 | 0,16% | Actions |
| JOHNSON INVESTMENT COUNSEL INC | $520 892 | 21 914 | 0,14% | Actions |
| CWM, LLC | $477 641 | 20 021 | 0,13% | Actions |
| Turning Point Benefit Group, Inc. | $465 888 | 19 600 | 0,13% | Actions |
| INDEPENDENT FINANCIAL GROUP, LLC | $464 727 | 19 551 | 0,13% | Actions |
| Demars Financial Group, LLC | $461 946 | 19 434 | 0,13% | Actions |
| Advisory Services Network, LLC | $455 505 | 19 163 | 0,13% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $446 329 | 18 777 | 0,12% | Actions |
| EverSource Wealth Advisors, LLC | $445 550 | 18 744 | 0,12% | Actions |
| BENJAMIN EDWARDS INC | $433 444 | 18 235 | 0,12% | Actions |
| Blue Trust, Inc. | $405 417 | 17 056 | 0,11% | Actions |
| Waverly Advisors, LLC | $387 071 | 16 284 | 0,11% | Actions |
| MML INVESTORS SERVICES, LLC | $381 168 | 16 036 | 0,11% | Actions |
| MRA Advisory Group | $350 057 | 14 727 | 0,10% | Actions |
| Cornerstone Wealth Management, LLC | $348 064 | 14 643 | 0,10% | Actions |
| Trek Financial, LLC | $347 708 | 14 628 | 0,10% | Actions |
| PANORAMIC INVESTMENT ADVISORS, LLC | $344 665 | 14 500 | 0,10% | Actions |
| Hobbs Group Advisors, LLC | $344 371 | 14 488 | 0,10% | Actions |
| HOWARD BAILEY SECURITIES, LLC | $331 835 | 13 960 | 0,09% | Actions |
| Atria Investments, Inc | $331 805 | 13 959 | 0,09% | Actions |
| Stewardship Advisors, LLC | $320 729 | 13 493 | 0,09% | Actions |
| RFG Advisory, LLC | $318 257 | 13 389 | 0,09% | Actions |
| Harvest Investment Services, LLC | $302 126 | 12 710 | 0,08% | Actions |
| Atria Wealth Solutions, Inc. | $301 830 | 12 544 | 0,08% | Actions |
| Pinnacle Financial Partners, Inc. | $296 721 | 12 483 | 0,08% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $268 070 | 11 301 | 0,07% | Actions |
| Straight Path Wealth Management | $259 045 | 10 898 | 0,07% | Actions |
| Schwallier Wealth Management LLC | $252 691 | 10 631 | 0,07% | Actions |
| Bedel Financial Consulting, Inc. | $251 201 | 10 568 | 0,07% | Actions |
| PVG ASSET MANAGEMENT CORP | $249 300 | 10 488 | 0,07% | Actions |
| STIFEL FINANCIAL CORP | $243 094 | 10 227 | 0,07% | Actions |
| Sterling Investment Advisors, Ltd. | $237 700 | 10 000 | 0,07% | Actions |
| Sheets Smith Investment Management | $221 480 | 9 171 | 0,06% | Actions |
| Triad Wealth Partners, LLC | $213 832 | 9 053 | 0,06% | Actions |
| Private Advisor Group, LLC | $210 747 | 8 866 | 0,06% | Actions |
| Van Diest Capital, LLC | $207 337 | 8 723 | 0,06% | Actions |
| Christian Investment Advisors, Inc. | $206 943 | 8 706 | 0,06% | Actions |
| D.A. DAVIDSON & CO. | $200 452 | 8 433 | 0,06% | Actions |
| SHP Wealth Management | $166 485 | 7 004 | 0,05% | Actions |
| WELLS FARGO & COMPANY/MN | $144 474 | 6 078 | 0,04% | Actions |
| RAYMOND JAMES FINANCIAL INC | $111 006 | 4 670 | 0,03% | Actions |
| AdvisorNet Financial, Inc | $95 365 | 4 012 | 0,03% | Actions |
| IFG Advisory, LLC | $85 496 | 3 597 | 0,02% | Actions |
| PROEQUITIES, INC. | $65 903 | 2 802 | 0,02% | Actions |
| Ameritas Investment Partners, Inc. | $60 563 | 2 548 | 0,02% | Actions |
| Continuum Advisory, LLC | $56 073 | 2 359 | 0,02% | Actions |