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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
WIA
51
World Investment Advisors
California
$817K +$61K +244 +8%
SWM
52
Schwallier Wealth Management
Michigan
$773K +$96.5K +386 +15%
SIAP
53
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$763K
OWM
54
OneAscent Wealth Management
Alabama
$734K +$119K +478 +19%
LMFP
55
Larry Mathis Financial Planning
Arizona
$720K +$725K +2,900 New
FHC
56
First Heartland Consultants
Missouri
$715K -$140K -559 -16%
PI
57
PFG Investments
New York
$710K -$54.2K -217 -7%
PGF
58
Plan Group Financial
Oklahoma
$658K +$262K +1,050 +66%
MFWP
59
Mosaic Family Wealth Partners
Missouri
$646K +$16.5K +66 +3%
GSEP
60
Golden State Equity Partners
California
$506K +$88.2K +353 +21%
WMWM
61
Whitaker-Myers Wealth Managers
Ohio
$454K +$1.75K +7 +0.4%
CI
62
CX Institutional
Indiana
$434K +$380K +1,522 +668%
CF
63
Centaurus Financial
California
$407K +$220K +880 +116%
GS
64
GWN Securities
Florida
$372K
CA
65
Continuum Advisory
Idaho
$305K +$5.75K +23 +2%
TIP
66
Tandem Investment Partners
New Jersey
$304K +$11.2K +45 +4%
SB
67
Strategic Blueprint
Georgia
$302K +$98K +392 +48%
CC
68
Courier Capital
New York
$295K +$24.5K +98 +9%
PFPG
69
Pinnacle Financial Partners (Georgia)
Georgia
$267K +$268K +1,074 New
MAG
70
MRA Advisory Group
New Jersey
$256K +$20.2K +81 +9%
Citadel Advisors
71
Citadel Advisors
Florida
$249K +$251K +1,003 New
HBS
72
Howard Bailey Securities
Indiana
$227K -$9.75K -39 -4%
PS
73
Principal Securities
Iowa
$223K +$65K +260 +41%
ACM
74
AlphaStar Capital Management
North Carolina
$218K
IFG
75
Independent Financial Group
California
$218K -$2.25K -9 -1%