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RISN Institutional Ownership

Inspire Capital Appreciation ETF
1W: +0.6% 1M: -2.0% 3M: -2.7% YTD: +4.1% 1Y: +2.1% 3Y: +37.7% 5Y: +17.3%
$30.29
+0.17 (+0.55%)
 
Weekly Expected Move ±1.4%
$29 $30 $30 $31 $31
ETF AMEX · AUM $78.6M

Institutional Ownership — RISN

27
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
71M
Total Invested
6
New Positions
7
Increased
8
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (29 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Inspire Advisors, LLC 2,025,711 61M -357,850 -15.0% 23Q SEC ↗
2 Avior Wealth Management, LLC NEW 115,050 3M — +0.0% 1Q SEC ↗
3 LPL Financial LLC NEW 61,946 2M — +0.0% 1Q SEC ↗
4 Revisor Wealth Management LLC 34,316 1M +20,310 +145.0% 2Q SEC ↗
5 GTS SECURITIES LLC 11,679 354K -2,252 -16.2% 2Q SEC ↗
6 Inspire Investing, LLC 9,741 295K — +0.0% 20Q SEC ↗
7 AE Wealth Management LLC 8,551 259K +5 +0.1% 7Q SEC ↗
8 Arax Advisory Partners 6,154 186K — +0.0% 3Q SEC ↗
9 Westside Investment Management, Inc. 4,340 131K — +0.0% 8Q SEC ↗
10 Global Retirement Partners, LLC NEW 3,927 119K — +0.0% 1Q SEC ↗
11 Steward Partners Investment Advisory, NEW 3,408 103K — +0.0% 1Q SEC ↗
12 AdvisorNet Financial, Inc 3,295 100K +550 +20.0% 2Q SEC ↗
13 HARBOUR INVESTMENTS, INC. 3,066 93K +7 +0.2% 17Q SEC ↗
14 OSAIC HOLDINGS, INC. 2,146 65K — +0.0% 20Q SEC ↗
15 Continuum Advisory, LLC NEW 1,462 44K — +0.0% 1Q SEC ↗
16 CREATIVE FINANCIAL DESIGNS INC /ADV 1,208 37K +3 +0.2% 23Q SEC ↗
17 EverSource Wealth Advisors, LLC 823 25K +1 +0.1% 4Q SEC ↗
18 Bare Financial Services, Inc 638 19K — +0.0% 9Q SEC ↗
19 Institute for Wealth Management, LLC. NEW 253 8K — +0.0% 1Q SEC ↗
20 Allworth Financial LP 10 0K — +0.0% 3Q SEC ↗
21 MORGAN STANLEY 4 0K +2 +100.0% 7Q SEC ↗
22 Advisory Services Network, LLC 0 0K -300 -100.0% 1Q SEC ↗
23 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0 0K -57,312 -100.0% 3Q SEC ↗
24 GOLDMAN SACHS GROUP INC 0 0K -8,791 -100.0% 2Q SEC ↗
25 UBS Group AG 0 0K -22 -100.0% 5Q SEC ↗
26 Ascentis Independent Advisors 0 0K -9,880 -100.0% 5Q SEC ↗
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -8,130 -100.0% 1Q SEC ↗
28 CITADEL ADVISORS LLC 0 0K -19,804 -100.0% 1Q SEC ↗
29 Root Financial Partners, LLC 0 0K -3,131 -100.0% 1Q SEC ↗
Biggest Increases (7)
HolderAddedChange %Total Shares
Revisor Wealth Management LLC +20,310 +145.0% 34,316
AdvisorNet Financial, Inc +550 +20.0% 3,295
HARBOUR INVESTMENTS, INC. +7 +0.2% 3,066
AE Wealth Management LLC +5 +0.1% 8,551
CREATIVE FINANCIAL DESIGNS INC /ADV +3 +0.2% 1,208
MORGAN STANLEY +2 +100.0% 4
EverSource Wealth Advisors, LLC +1 +0.1% 823
Biggest Decreases (2)
HolderReducedChange %Total Shares
Inspire Advisors, LLC -357,850 -15.0% 2,025,711
GTS SECURITIES LLC -2,252 -16.2% 11,679

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms