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Inspire 500 ETF

80 hedge funds and large institutions have $332M invested in Inspire 500 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XPN
26
XY Planning Network
Montana
$2.42M
CFD
27
Creative Financial Designs
Indiana
$2.33M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$2.32M
Goldman Sachs
29
Goldman Sachs
New York
$2.12M
SFS
30
Sowell Financial Services
Arkansas
$2.12M
AWM
31
AE Wealth Management
Kansas
$2.08M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.97M
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.92M
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.7M
FWP
35
Family Wealth Partners
North Carolina
$1.59M
SF
36
SageOak Financial
Oklahoma
$1.42M
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.16M
PWMG
38
Pioneer Wealth Management Group
Texas
$1.12M
Jane Street
39
Jane Street
New York
$1.1M
Osaic Holdings
40
Osaic Holdings
Arizona
$1.04M
FHC
41
First Heartland Consultants
Missouri
$857K
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$782K
PI
43
PFG Investments
New York
$768K
SIAP
44
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$766K
WIA
45
World Investment Advisors
California
$759K
RWM
46
RMG Wealth Management
Wisconsin
$701K
IA
47
IFG Advisory
Georgia
$699K
SWM
48
Schwallier Wealth Management
Michigan
$659K
MFWP
49
Mosaic Family Wealth Partners
Missouri
$630K
OWM
50
OneAscent Wealth Management
Alabama
$618K