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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
IA
1
Inspire Advisors
Idaho
$59.6M +$5.72M +22,903 +11%
PAW
2
Plan A Wealth
Nebraska
$35.2M +$1.48M +5,936 +4%
LPL Financial
3
LPL Financial
California
$28.1M +$5.64M +22,576 +25%
OFS
4
OneAscent Financial Services
Alabama
$25.4M -$4.27M -17,087 -14%
CIA
5
Christian Investment Advisors
Texas
$22.9M +$1.35M +5,396 +6%
SEM
6
Strategic Equity Management
Arizona
$15.7M +$2.13M +8,512 +16%
SOS
7
Silver Oak Securities
Tennessee
$15M +$1.39M +5,557 +10%
Stifel Financial
8
Stifel Financial
Missouri
$13.6M +$2.03M +8,143 +18%
GWM
9
Geneos Wealth Management
Colorado
$11.6M +$9.07M +36,296 +351%
II
10
Inspire Investing
Idaho
$10.7M -$270K -1,082 -2%
BAM
11
Belpointe Asset Management
Nevada
$9.23M +$277K +1,107 +3%
UCFA
12
United Capital Financial Advisors
Texas
$8.89M +$2.18M +8,731 +32%
MI
13
Moneywise Inc
Virginia
$8.76M +$804K +3,219 +10%
IRP
14
Investment Research Partners
Pennsylvania
$7.03M -$108K -433 -2%
LWAM
15
Legacy Wealth Asset Management
Minnesota
$6.61M +$80.5K +322 +1%
PFG
16
PAX Financial Group
Texas
$5.96M -$70.5K -282 -1%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$4.98M -$31.5K -126 -0.6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.71M +$334K +1,335 +8%
NFG
19
Nations Financial Group
Iowa
$4.45M +$877K +3,510 +24%
Goldman Sachs
20
Goldman Sachs
New York
$4.31M +$2.22M +8,868 +104%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$4.27M +$1.97M +7,871 +84%
FAM
22
Frontier Asset Management
Wyoming
$4.21M +$842K +3,369 +25%
CFD
23
Creative Financial Designs
Indiana
$3.91M +$1.6M +6,411 +69%
FWP
24
Family Wealth Partners
North Carolina
$3.53M +$1.95M +7,818 +122%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$3.52M -$2.34M -9,346 -40%