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Inspire Corporate Bond ETF (IBD) Institutional Ownership

Inspire Corporate Bond ETF logo
$23.61 +0.02 (+0.08%)
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Institutional Ownership Changes (13F Filings) for Inspire Corporate Bond ETF (NYSEARCA:IBD)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$10.66M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.17M
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IBD Institutional Buying and Selling by Quarter

Inspire Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025 OLD Mission Capital LLC17,008$404K0.0%N/A0.100%
5/13/2025 Nations Financial Group Inc. IA ADV8,500$202K0.0%N/A0.050%
5/13/2025 EverSource Wealth Advisors LLC18,001$428K0.0%-23.4%0.106%
5/12/2025 Bare Financial Services Inc613,272$14.57M5.6%+14.6%3.607%
4/23/2025 Creative Financial Designs Inc. ADV673,268$15.99M1.3%-1.0%4.156%
4/17/2025 Vicus Capital74,972$1.78M0.2%+1.1%0.463%
2/18/2025 Mosaic Family Wealth Partners LLC8,650$203K0.0%N/A0.068%
2/18/2025 Continuum Advisory LLC1,280$30K0.0%+275.4%0.010%
2/13/2025 United Capital Financial Advisors LLC37,709$884K0.0%N/A0.297%
2/10/2025 Creative Financial Designs Inc. ADV680,277$15.95M1.3%+1.9%5.357%
2/10/2025 Bare Financial Services Inc534,964$12.54M5.0%+8.7%4.212%
2/10/2025 EverSource Wealth Advisors LLC23,505$551K0.0%-33.6%0.185%
2/4/2025 Transcendent Capital Group LLC1,638$38K0.0%+423.3%0.013%
1/30/2025 Vicus Capital74,180$1.74M0.2%+7.3%0.584%
1/29/2025 AIFG Consultants Ltd.18,136$425K0.7%-26.0%0.143%
1/24/2025 Trust Point Inc.42,358$993K0.1%+5.1%0.334%
1/23/2025 Strategic Blueprint LLC15,166$355K0.0%+41.2%0.119%
12/26/2024 JPMorgan Chase & Co.66,904$1.61M0.0%N/A0.527%
10/28/2024 Creative Financial Designs Inc. ADV667,785$16.08M1.4%+20.3%5.258%
10/25/2024 Strategic Blueprint LLC10,740$259K0.0%-8.2%0.085%
10/21/2024 Vicus Capital69,130$1.67M0.1%+12.3%0.544%
10/21/2024 AIFG Consultants Ltd.24,514$590K0.4%-18.6%0.193%
10/17/2024 Trust Point Inc.40,301$970K0.1%-22.8%0.317%
8/14/2024 EverSource Wealth Advisors LLC49,029$1.16M0.1%+343.7%0.386%
7/23/2024 Vicus Capital61,553$1.44M0.1%+5.8%0.485%
4/17/2024 Vicus Capital58,176$1.37M0.1%+2.8%0.524%
2/9/2024 EverSource Wealth Advisors LLC11,146$263K0.0%+630.4%0.100%
2/6/2024 Bare Financial Services Inc122,493$2.89M5.8%N/A1.104%
2/1/2024 Vicus Capital56,574$1.34M0.1%+1.6%0.510%
1/23/2024 Trust Point Inc.55,098$1.30M0.1%N/A0.496%
1/10/2024 Creative Financial Designs Inc. ADV455,283$10.74M1.1%-4.6%4.102%
11/4/2023 EverSource Wealth Advisors LLC1,526$35K0.0%-46.9%0.014%
10/23/2023 Vicus Capital55,670$1.26M0.1%+16.9%0.502%
10/18/2023 Strategic Blueprint LLC11,729$266K0.0%N/A0.106%
8/17/2023 Vicus Capital47,642$1.10M0.1%+43.5%0.429%
8/4/2023 EverSource Wealth Advisors LLC2,876$66K0.0%-27.9%0.025%
7/26/2023 Creative Financial Designs Inc. ADV458,973$10.60M1.2%+66.8%4.062%
5/5/2023 Silver Oak Securities Incorporated57,996$1.36M0.2%+196.6%0.569%
5/2/2023 Vicus Capital33,209$777K0.1%N/A0.326%
4/26/2023 James Investment Research Inc.3,129$73K0.0%+397.5%0.031%
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4/25/2023 Creative Financial Designs Inc. ADV275,094$6.44M0.8%-0.2%2.697%
3/6/2023 OLD Mission Capital LLC6,513$150K0.0%N/A0.069%
2/1/2023 Creative Financial Designs Inc. ADV275,553$6.35M0.9%+34.5%2.901%
11/1/2022 Creative Financial Designs Inc. ADV204,843$4.64M0.8%+2.6%1.829%
10/31/2022 James Investment Research Inc.3,208$73K0.0%+18.5%0.029%
10/27/2022 Absolute Capital Management LLC3,122$71K0.1%N/A0.028%
8/13/2022 PAX Financial Group LLC341,519$7.99M2.0%+24.1%3.521%
8/12/2022 Financial Advocates Investment Management29,924$700K0.1%-14.3%0.308%
8/11/2022 Cetera Investment Advisers20,956$490K0.0%-6.6%0.216%
8/11/2022 Keel Point LLC75,019$1.79M0.3%+14.2%0.773%
8/10/2022Inspire Investing LLC1,672,226$39.13M5.2%+3.6%17.239%
8/3/2022 Envestnet Asset Management Inc.133,636$3.13M0.0%-1.9%1.378%
8/3/2022 AE Wealth Management LLC14,576$341K0.0%+4.6%0.150%
8/2/2022 Avantax Advisory Services Inc.28,075$657K0.0%-8.6%0.289%
8/2/2022 Lincoln National Corp14,238$333K0.0%N/A0.147%
8/1/2022 EverSource Wealth Advisors LLC4,037$94K0.0%-11.1%0.042%
8/1/2022 Creative Financial Designs Inc. ADV199,697$4.67M0.8%+5.8%2.059%
7/27/2022 LVZ Inc.78,138$1.83M0.3%+2.2%0.814%
7/20/2022 Values First Advisors Inc.67,543$1.58M1.1%+2.7%0.704%
7/19/2022 Commonwealth Equity Services LLC11,828$276K0.0%-27.0%0.123%
7/19/2022 Legacy Wealth Asset Management LLC152,641$3.57M1.4%-4.3%1.590%
7/11/2022 Paradiem LLC63,481$1.49M0.6%-20.0%0.661%
7/11/2022 Range Financial Group LLC29,058$680K0.5%-14.6%0.303%
5/25/2022 EverSource Wealth Advisors LLC4,542$111K0.0%-10.9%0.048%
5/18/2022 Range Financial Group LLC34,039$830K0.5%N/A0.358%
5/12/2022 OneAscent Financial Services LLC9,930$242K0.2%N/A0.105%
5/12/2022 Legacy Wealth Asset Management LLC159,537$3.89M1.4%+7.3%1.679%
5/10/2022 PAX Financial Group LLC275,153$6.71M1.6%+50.2%2.896%
5/10/2022 SILVER OAK SECURITIES Inc14,713$353K0.1%N/A0.155%
5/4/2022 Advisor Group Holdings Inc.190,909$4.66M0.0%+13.8%2.010%
5/4/2022 Commonwealth Equity Services LLC16,210$395K0.0%N/A0.171%
5/4/2022 Envestnet Asset Management Inc.136,261$3.32M0.0%+10.4%1.434%
5/3/2022 Values First Advisors Inc.65,765$1.60M1.0%+5.7%0.692%
4/28/2022 Alphastar Capital Management LLC88,278$2.15M0.2%+6.8%0.929%
4/27/2022 Keel Point LLC65,709$1.60M0.2%+23.0%0.692%
4/27/2022 Avantax Advisory Services Inc.30,710$748K0.0%+18.4%0.323%
4/25/2022 Bailard Inc.15,125$369K0.0%+12.8%0.159%
4/21/2022Inspire Investing LLC1,613,864$39.35M4.6%-24.3%17.169%
4/21/2022 Inspire Advisors LLC2,216,628$54.05M15.2%+4.0%23.581%
4/20/2022 Koshinski Asset Management Inc.3,827$93K0.0%+137.7%0.041%
4/20/2022 McElhenny Sheffield Capital Management LLC11,870$289K0.1%-48.5%0.126%
4/19/2022 LVZ Inc.76,455$1.86M0.3%+2.4%0.813%
4/18/2022 AE Wealth Management LLC13,937$340K0.0%-50.9%0.148%
4/15/2022 Creative Financial Designs Inc. ADV188,692$4.60M0.7%-50.0%2.007%
4/15/2022 Paradiem LLC79,397$1.91M0.6%+0.7%0.845%
2/10/2022 OLD Mission Capital LLC8,220$212K0.0%N/A0.090%
1/28/2022 McDonald Partners LLC1,944$50K0.0%N/A0.021%
1/28/2022 James Investment Research Inc.2,302$59K0.0%+73.3%0.025%
1/26/2022 Creative Financial Designs Inc. ADV377,287$9.71M1.5%+6.2%4.146%
10/29/2021 Harvest Investment Services LLC13,112$342K0.1%+35.7%0.146%
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10/8/2021 Creative Financial Designs Inc. ADV355,424$9.29M1.5%+4.1%4.085%
8/13/2021 OLD Mission Capital LLC43,756$1.15M0.0%N/A0.540%
8/12/2021 Strategic Blueprint LLC2,112$56K0.0%N/A0.026%
7/31/2021 AlphaStar Capital Management LLC62,421$1.64M0.2%+40.1%0.800%
7/31/2021 Creative Financial Designs Inc. ADV341,409$8.97M1.6%-2.4%4.377%
(Data available from 1/1/2016 forward)

IBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBD shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Inspire Corporate Bond ETF. The most heavily invested institutionals were Creative Financial Designs Inc. ADV ($15.99M), Bare Financial Services Inc ($14.57M), Vicus Capital ($1.78M), JPMorgan Chase & Co. ($1.61M), Trust Point Inc. ($993K), United Capital Financial Advisors LLC ($884K), and EverSource Wealth Advisors LLC ($428K).Learn more on IBD's institutional investors.

Which institutional investors have been buying Inspire Corporate Bond ETF stock?

Of the 13 institutional investors that purchased Inspire Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Financial Designs Inc. ADV ($309.01K), Bare Financial Services Inc ($243.60K), JPMorgan Chase & Co. ($66.90K), Trust Point Inc. ($57.16K), EverSource Wealth Advisors LLC ($47.60K), Vicus Capital ($41.76K), and United Capital Financial Advisors LLC ($37.71K).

How much institutional buying is happening at Inspire Corporate Bond ETF?

Institutional investors have bought a total of 856,309 shares in the last 24 months. This purchase volume represents approximately $20.16M in transactions.

Which Inspire Corporate Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold Inspire Corporate Bond ETF stock in the last 24 months: Creative Financial Designs Inc. ADV ($28.89K), EverSource Wealth Advisors LLC ($19.85K), AIFG Consultants Ltd. ($11.96K), Trust Point Inc. ($11.88K), and Strategic Blueprint LLC ($954.00).

How much institutional selling is happening at Inspire Corporate Bond ETF?

Institutional investors have sold a total of 73,529 shares in the last 24 months. This volume of shares sold represents approximately $1.74M in transactions.


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This page (NYSEARCA:IBD) was last updated on 5/23/2025 by MarketBeat.com Staff
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