Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free IBD Stock Alerts

Inspire Corporate Bond ETF (IBD) Institutional Ownership

Inspire Corporate Bond ETF logo
$23.38 +0.05 (+0.21%)
As of 10:50 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$9.11M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$365.01K
Get IBD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Inspire Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IBD Institutional Buying and Selling by Quarter

Inspire Corporate Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Sterling Investment Advisors Ltd.10,000$238K0.0%N/A0.048%
8/28/2026 Cornerstone Financial Management LLC53,339$1.27M1.0%-13.4%0.258%
8/21/2026 Continuum Advisory LLC2,359$56K0.0%N/A0.011%
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%
5/14/2026 RMG Wealth Management LLC18,082$432K0.1%N/A0.092%
4/24/2026 Root Financial Partners LLC4,936$118K0.0%N/A0.025%
4/23/2026 Vicus 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%
2/17/2026 Advisory Services Network LLC8,634$209K0.0%+14.3%0.044%
2/16/2026 Cornerstone 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%
1/22/2026 Vicus Capital83,349$2.02M0.2%+4.4%0.430%
1/13/2026 Trust Point Inc.40,269$975K0.1%+2.4%0.212%
11/17/2025 United 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%
10/24/2025 Vicus Capital79,858$1.93M0.1%+2.4%0.446%
10/15/2025 Hanson & 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%
7/23/2025 RMG Wealth Management LLC15,533$372K0.1%N/A0.095%
7/18/2025 Vicus 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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%


IBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 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 22 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 377,577 shares in the last 24 months. This purchase volume represents approximately $9.11M in transactions.

The following institutional investors have sold Inspire Corporate Bond ETF stock in the last 24 months: Cornerstone Financial Management LLC ($8.26K), Trust Point Inc. ($4.26K), and EverSource Wealth Advisors LLC ($2.75K).

Institutional investors have sold a total of 15,271 shares in the last 24 months. This volume of shares sold represents approximately $365.01K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IBD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
DOJ Admits It In Court—Your Cash Can Be Seized Without Warning
The Department of Justice recently argued in court that cash may not be legally your property - raising concer...
Priority Gold | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel