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Inspire 500 ETF

90 hedge funds and large institutions have $385M invested in Inspire 500 ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 17

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $334M → $385M (+$50.5M)

7% more funds holding

Funds holding: 8490 (+6)

1.26% less ownership

Funds ownership: 67.88%66.62% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
14
Increased
53
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$3.45M +$1.76M +7,027 +103%
AWM
27
AE Wealth Management
Kansas
$3.4M +$1.35M +5,394 +65%
PFA
28
Pettinga Financial Advisors
Indiana
$3.31M +$54.2K +217 +2%
GS
29
GTS Securities
New York
$2.92M +$2.7M +10,801 +1,099%
SFSG
30
Sound Financial Strategies Group
Mississippi
$2.92M +$750 +3 +0%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.92M +$1.01M +4,058 +53%
XPN
32
XY Planning Network
Montana
$2.76M +$144K +576 +5%
Jane Street
33
Jane Street
New York
$2.48M +$1.39M +5,581 +127%
VA
34
Valmark Advisers
Ohio
$2.45M -$37K -148 -1%
LFA
35
LifeGuide Financial Advisors
Pennsylvania
$2.42M +$2.42M +9,702 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.42M +$461K +1,844 +23%
W
37
WorthPointe
California
$2.19M +$2.2M +8,817 New
SFS
38
Sowell Financial Services
Arkansas
$1.8M -$307K -1,228 -14%
EWA
39
EverSource Wealth Advisors
Alabama
$1.75M +$1.69M +6,756 +2,404%
OAS
40
Optivise Advisory Services
Tennessee
$1.74M +$1.75M +7,018 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.64M +$491K +1,963 +42%
SF
42
SageOak Financial
Oklahoma
$1.42M +$6.75K +27 +0.5%
FA
43
Fiduciary Alliance
South Carolina
$1.12M +$772K +3,091 +217%
PWMG
44
Pioneer Wealth Management Group
Texas
$1.11M -$4.5K -18 -0.4%
SA
45
Sanctuary Advisors
Indiana
$1.03M -$125K -499 -11%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$1.02M +$243K +974 +31%
Raymond James Financial
47
Raymond James Financial
Florida
$946K -$2.15M -8,605 -69%
IA
48
IFG Advisory
Georgia
$924K +$229K +918 +33%
Osaic Holdings
49
Osaic Holdings
Arizona
$893K -$158K -632 -15%
IA
50
IFP Advisors
Florida
$878K +$3.25K +13 +0.4%