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Inspire Corporate Bond ETF (IBD) Institutional Ownership

Inspire Corporate Bond ETF logo
$23.53 -0.09 (-0.38%)
As of 07/29/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Inspire Corporate Bond ETF (NYSEARCA:IBD)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$14.82M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$256.04K
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Skip Chart & View Institutional Buying and Selling Data

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
7/8/2026 Trust Point Inc.42,761$1.02M0.1%-2.4%0.212%
5/18/2026 EverSource Wealth Advisors LLC18,255$436K0.0%-4.6%0.093%
5/14/2026RMG Wealth Management LLC18,082$432K0.1%N/A0.092%
4/24/2026Root Financial Partners LLC4,936$118K0.0%N/A0.025%
4/23/2026Vicus Capital84,925$2.03M0.1%+1.9%0.431%
4/17/2026 AdvisorNet Financial Inc2,277$54K0.0%+6,054.1%0.011%
4/15/2026 Nations Financial Group Inc. IA ADV75,819$1.81M0.1%+15.8%0.372%
2/17/2026Advisory Services Network LLC8,634$209K0.0%+14.3%0.044%
2/16/2026Cornerstone Financial Management LLC58,030$1.40M1.3%N/A0.295%
2/6/2026 EverSource Wealth Advisors LLC19,126$463K0.0%+53.2%0.097%
2/6/2026 Bare Financial Services Inc714,733$17.30M4.8%+6.0%3.628%
2/6/2026 Creative Financial Designs Inc. ADV987,188$23.89M1.5%+5.3%5.011%
1/30/2026 PVG Asset Management Corp11,071$268K0.6%+20.7%0.057%
1/26/2026 Nations Financial Group Inc. IA ADV65,475$1.59M0.1%+19.1%0.338%
1/22/2026Vicus Capital83,349$2.02M0.2%+4.4%0.430%
1/13/2026 Trust Point Inc.40,269$975K0.1%+2.4%0.212%
11/17/2025United Capital Financial Advisors LLC147,391$3.56M0.0%+21.3%0.810%
11/12/2025 Creative Financial Designs Inc. ADV937,889$22.65M1.5%+4.3%5.153%
11/12/2025 Bare Financial Services Inc673,970$16.28M4.9%+5.8%3.703%
11/10/2025 EverSource Wealth Advisors LLC12,483$301K0.0%-13.1%0.069%
10/28/2025 Nations Financial Group Inc. IA ADV54,968$1.33M0.1%+499.2%0.305%
10/24/2025Vicus Capital79,858$1.93M0.1%+2.4%0.446%
10/15/2025Hanson & Doremus Investment Management6,475$156K0.0%N/A0.036%
10/10/2025 Trust Point Inc.39,310$949K0.1%-7.6%0.222%
8/13/2025 EverSource Wealth Advisors LLC14,366$345K0.0%-20.2%0.087%
8/13/2025 Bare Financial Services Inc637,196$15.30M5.2%+3.9%3.839%
8/4/2025 Creative Financial Designs Inc. ADV899,262$21.59M1.6%+33.6%5.483%
7/24/2025 IFP Advisors Inc58,790$1.41M0.0%+29,004.0%0.358%
7/23/2025RMG Wealth Management LLC15,533$372K0.1%N/A0.095%
7/18/2025Vicus Capital78,007$1.87M0.2%+4.0%0.476%
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%
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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%
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%
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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%


IBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 22 institutional investors and hedge funds held shares of Inspire Corporate Bond ETF. The most heavily invested institutionals were Creative Financial Designs Inc. ADV ($23.89M), Bare Financial Services Inc ($17.30M), United Capital Financial Advisors LLC ($3.56M), Vicus Capital ($2.03M), Nations Financial Group Inc. IA ADV ($1.81M), JPMorgan Chase & Co. ($1.61M), and IFP Advisors Inc ($1.41M).Learn more on Inspire Corporate Bond ETF's institutional investors.

Of the 21 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 ($439.05K), Bare Financial Services Inc ($222.56K), Nations Financial Group Inc. IA ADV ($75.15K), JPMorgan Chase & Co. ($66.90K), United Capital Financial Advisors LLC ($63.56K), IFP Advisors Inc ($58.59K), and Cornerstone Financial Management LLC ($58.03K).

Institutional investors have bought a total of 615,136 shares in the last 24 months. This purchase volume represents approximately $14.82M in transactions.

The following institutional investors have sold Inspire Corporate Bond ETF stock in the last 24 months: EverSource Wealth Advisors LLC ($6.39K), and Trust Point Inc. ($4.26K).

Institutional investors have sold a total of 10,650 shares in the last 24 months. This volume of shares sold represents approximately $256.04K in transactions.


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This page (NYSEARCA:IBD) was last updated on 7/30/2026 by MarketBeat.com Staff.
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