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Inspire 500 ETF

102 hedge funds and large institutions have $505M invested in Inspire 500 ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

228% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 18

31% more capital invested

Capital invested by funds: $385M → $505M (+$120M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more funds holding

Funds holding: 90102 (+12)

7.89% more ownership

Funds ownership: 66.62%74.51% (+7.9%)

Holders
102
Holders Change
+12
Holders Change %
+13.33%
% of All Funds
1.26%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
16
Increased
59
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Frontier Asset Management
Wyoming
$4.31M +$62.4K +243 +1%
AWM
27
AE Wealth Management
Kansas
$4.09M +$674K +2,623 +19%
Citadel Advisors
28
Citadel Advisors
Florida
$3.7M +$3.53M +13,751 +1,371%
SFSG
29
Sound Financial Strategies Group
Mississippi
$3.57M +$633K +2,465 +21%
PFA
30
Pettinga Financial Advisors
Indiana
$3.5M +$171K +665 +5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.36M +$416K +1,619 +14%
XPN
32
XY Planning Network
Montana
$3.18M +$391K +1,521 +14%
IAA
33
Independent Advisor Alliance
North Carolina
$3.11M +$3.19M +12,425 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.07M +$646K +2,514 +26%
TWA
35
Tulsa Wealth Advisors
Oklahoma
$2.73M +$2.8M +10,902 New
LFA
36
LifeGuide Financial Advisors
Pennsylvania
$2.64M +$217K +845 +9%
VA
37
Valmark Advisers
Ohio
$2.53M +$65.3K +254 +3%
Jane Street
38
Jane Street
New York
$2.32M -$182K -708 -7%
FA
39
Fiduciary Alliance
South Carolina
$1.95M +$706K +2,746 +61%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.94M +$290K +1,128 +17%
OAS
41
Optivise Advisory Services
Tennessee
$1.69M -$68.1K -265 -4%
Raymond James Financial
42
Raymond James Financial
Florida
$1.6M +$661K +2,571 +67%
SF
43
SageOak Financial
Oklahoma
$1.42M -$10.3K -40 -0.7%
VC
44
Vicus Capital
Pennsylvania
$1.37M +$1.4M +5,455 New
PWMG
45
Pioneer Wealth Management Group
Texas
$1.34M +$224K +872 +20%
W
46
WorthPointe
California
$1.32M -$913K -3,552 -40%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$1.17M +$145K +563 +14%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1.14M -$3.25M -12,645 -74%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$1.11M +4,320 +4,075%
GS
50
GTS Securities
New York
$1.11M -$1.89M -7,368 -63%