PTL icon

Inspire 500 ETF

81 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, 41 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
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
IA
41
IFP Advisors
Florida
$878K
FHC
42
First Heartland Consultants
Missouri
$857K
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$782K
PI
44
PFG Investments
New York
$768K
SIAP
45
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$766K
WIA
46
World Investment Advisors
California
$759K
RWM
47
RMG Wealth Management
Wisconsin
$701K
IA
48
IFG Advisory
Georgia
$699K
SWM
49
Schwallier Wealth Management
Michigan
$659K
MFWP
50
Mosaic Family Wealth Partners
Missouri
$630K