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Inspire 500 ETF

68 hedge funds and large institutions have $268M invested in Inspire 500 ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
0.91%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
32
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.44M +$1.44M +6,280 New
SF
27
SageOak Financial
Oklahoma
$1.33M -$689K -3,006 -34%
AWM
28
AE Wealth Management
Kansas
$938K +$290K +1,264 +45%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$924K +$257K +1,122 +39%
FAIM
30
Financial Advocates Investment Management
Washington
$904K +$359K +1,564 +66%
Jane Street
31
Jane Street
New York
$822K +$822K +3,583 New
PWMG
32
Pioneer Wealth Management Group
Texas
$805K +$386K +1,683 +92%
FHC
33
First Heartland Consultants
Missouri
$802K -$44.7K -195 -5%
IA
34
IFP Advisors
Florida
$801K +$717K +3,126 +852%
PI
35
PFG Investments
New York
$709K +$51.1K +223 +8%
SIAP
36
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$705K +$143K +625 +26%
WIA
37
World Investment Advisors
California
$663K +$31K +135 +5%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$601K +$116K +511 +24%
SWM
39
Schwallier Wealth Management
Michigan
$561K +$5.05K +22 +0.9%
MFWP
40
Mosaic Family Wealth Partners
Missouri
$548K +$31.6K +138 +6%
AWA
41
Arete Wealth Advisors
Illinois
$547K +$296K +1,288 +118%
GS
42
GTS Securities
New York
$545K -$2.91M -12,680 -84%
IA
43
IFG Advisory
Georgia
$529K -$113K -494 -18%
Goldman Sachs
44
Goldman Sachs
New York
$449K
NFG
45
Nations Financial Group
Iowa
$430K +$430K +1,877 New
OWM
46
OneAscent Wealth Management
Alabama
$406K +$406K +1,771 New
OMC
47
Old Mission Capital
Illinois
$405K +$405K +1,768 New
GSEP
48
Golden State Equity Partners
California
$390K +$390K +1,702 New
WMWM
49
Whitaker-Myers Wealth Managers
Ohio
$384K +$9.4K +41 +3%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$383K +$383K +1,670 New