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Inspire Corporate Bond ETF (IBD) Institutional Ownership

Inspire Corporate Bond ETF logo
$24.01 -0.04 (-0.17%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

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

Of the 13 institutional investors that purchased Inspire Corporate Bond ETF's 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 448,523 shares in the last 24 months. This purchase volume represents approximately $10.66M in transactions.

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

The following institutional investors have sold Inspire Corporate Bond ETF stock in the last 24 months: EverSource Wealth Advisors LLC ($17.39K), AIFG Consultants Ltd. ($11.96K), Trust Point Inc. ($11.88K), Creative Financial Designs Inc. ADV ($7.01K), and Strategic Blueprint LLC ($954.00).

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

Institutional investors have sold a total of 49,189 shares in the last 24 months. This volume of shares sold represents approximately $1.17M in transactions.


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This page (NYSEARCA:IBD) was last updated on 7/5/2025 by MarketBeat.com Staff
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