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WWJD Institutional Ownership

Inspire International ETF
1W: -2.1% 1M: -5.3% 3M: -0.5% YTD: +5.3% 1Y: +9.7% 3Y: +57.7% 5Y: +37.0%
$38.63
+0.44 (+1.15%)
 
Weekly Expected Move ±1.7%
$37 $38 $39 $39 $40
ETF AMEX · AUM $534.9M

Institutional Ownership — WWJD

128
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
387M
Total Invested
19
New Positions
60
Increased
34
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (135 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Inspire Advisors, LLC 3,282,710 $127M +370,165 +12.7% 23Q SEC ↗
2 OneAscent Financial Services LLC 551,263 $21M -31,731 -5.4% 7Q SEC ↗
3 Bare Financial Services, Inc 533,340 $21M +10,654 +2.0% 11Q SEC ↗
4 PAX Financial Group, LLC 452,976 $17M +1,492 +0.3% 23Q SEC ↗
5 Faithward Advisors, LLC 441,139 $17M -2,902 -0.7% 27Q SEC ↗
6 Inspire Investing, LLC 424,886 $16M +53,359 +14.4% 27Q SEC ↗
7 LPL Financial LLC 361,204 $14M +87,085 +31.8% 22Q SEC ↗
8 Fiduciary Alliance LLC 357,061 $14M +10,525 +3.0% 13Q SEC ↗
9 Legacy Wealth Asset Management, LLC 292,460 $11M +10,991 +3.9% 23Q SEC ↗
10 CREATIVE FINANCIAL DESIGNS INC /ADV 272,496 $11M -55,631 -17.0% 26Q SEC ↗
11 Turning Point Benefit Group, Inc. 232,672 $9M -163,395 -41.3% 7Q SEC ↗
12 SILVER OAK SECURITIES, INCORPORATED 176,048 $7M +22,225 +14.4% 14Q SEC ↗
13 Sound Financial Strategies Group, LLC 170,928 $7M +1,854 +1.1% 9Q SEC ↗
14 EverSource Wealth Advisors, LLC 163,517 $6M +2,003 +1.2% 19Q SEC ↗
15 Focus Partners Wealth 131,891 $5M +5,021 +4.0% 6Q SEC ↗
16 UNITED CAPITAL FINANCIAL ADVISORS, LLC 126,413 $5M +19,096 +17.8% 7Q SEC ↗
17 Simplicity Wealth,LLC 104,034 $4M +90,429 +664.7% 6Q SEC ↗
18 World Investment Advisors 91,361 $4M — +0.0% 7Q SEC ↗
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 89,773 $3M +5,221 +6.2% 13Q SEC ↗
20 COMMONWEALTH EQUITY SERVICES, LLC 89,038 $3M +1,557 +1.8% 11Q SEC ↗
21 Frontier Asset Management, LLC 87,244 $3M -3,206 -3.5% 19Q SEC ↗
22 Kestra Advisory Services, LLC 83,615 $3M +2,793 +3.5% 22Q SEC ↗
23 Plan A Wealth LLC 81,787 $3M +1,321 +1.6% 7Q SEC ↗
24 Belpointe Asset Management LLC 75,467 $3M +109 +0.1% 6Q SEC ↗
25 Range Financial Group LLC 70,029 $3M +10,395 +17.4% 18Q SEC ↗
26 AE Wealth Management LLC 68,964 $3M +7,412 +12.0% 7Q SEC ↗
27 Security Financial Services, INC. 66,957 $3M +2,812 +4.4% 11Q SEC ↗
28 OSAIC HOLDINGS, INC. 58,884 $2M +9,271 +18.7% 25Q SEC ↗
29 ENVESTNET ASSET MANAGEMENT INC 58,863 $2M +8,059 +15.9% 17Q SEC ↗
30 SageOak Financial, LLC 58,611 $2M +11,921 +25.5% 7Q SEC ↗
31 WorthPointe, LLC 57,920 $2M -13,736 -19.2% 3Q SEC ↗
32 Strategic Equity Management 55,489 $2M +1,991 +3.7% 6Q SEC ↗
33 Cambridge Investment Research Advisors 53,663 $2M -4,525 -7.8% 19Q SEC ↗
34 Tulsa Wealth Advisors, INC 52,221 $2M +15,242 +41.2% 2Q SEC ↗
35 LifeGuide Financial Advisors, LLC 52,090 $2M -280 -0.5% 13Q SEC ↗
36 TRUST POINT INC. 48,231 $2M -5,689 -10.6% 11Q SEC ↗
37 MONEYWISE, INC. 46,565 $2M +2,722 +6.2% 6Q SEC ↗
38 RAYMOND JAMES FINANCIAL INC 39,153 $2M -982 -2.4% 7Q SEC ↗
39 Farther Finance Advisors, LLC 38,078 $1M +8,339 +28.0% 2Q SEC ↗
40 Cetera Investment Advisers 36,504 $1M +3,875 +11.9% 15Q SEC ↗
41 GTS SECURITIES LLC 36,252 $1M +2,048 +6.0% 7Q SEC ↗
42 MOSAIC FAMILY WEALTH PARTNERS, LLC 32,924 $1M +1,321 +4.2% 8Q SEC ↗
43 Whitaker-Myers Wealth Managers, LTD. 26,077 $1M +1,465 +6.0% 15Q SEC ↗
44 Advisory Services Network, LLC 24,933 $963K +469 +1.9% 15Q SEC ↗
45 JANE STREET GROUP, LLC 21,996 $850K -59,924 -73.1% 6Q SEC ↗
46 IFP Advisors, Inc 21,084 $814K +186 +0.9% 9Q SEC ↗
47 Envestnet Portfolio Solutions, Inc. 20,851 $805K +5,554 +36.3% 12Q SEC ↗
48 Schwallier Wealth Management LLC 20,803 $804K +983 +5.0% 10Q SEC ↗
49 Optivise Advisory Services LLC 19,820 $766K -742 -3.6% 9Q SEC ↗
50 CARLSON FINANCIAL, INC. 17,267 $667K +328 +1.9% 3Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Inspire Advisors, LLC +370,165 +12.7% 3,282,710
Simplicity Wealth,LLC +90,429 +664.7% 104,034
LPL Financial LLC +87,085 +31.8% 361,204
Inspire Investing, LLC +53,359 +14.4% 424,886
SILVER OAK SECURITIES, INCORPORATED +22,225 +14.4% 176,048
UNITED CAPITAL FINANCIAL ADVISORS, +19,096 +17.8% 126,413
Tulsa Wealth Advisors, INC +15,242 +41.2% 52,221
SageOak Financial, LLC +11,921 +25.5% 58,611
Legacy Wealth Asset Management, LLC +10,991 +3.9% 292,460
Bare Financial Services, Inc +10,654 +2.0% 533,340
Fiduciary Alliance LLC +10,525 +3.0% 357,061
Range Financial Group LLC +10,395 +17.4% 70,029
OSAIC HOLDINGS, INC. +9,271 +18.7% 58,884
Farther Finance Advisors, LLC +8,339 +28.0% 38,078
ENVESTNET ASSET MANAGEMENT INC +8,059 +15.9% 58,863
AE Wealth Management LLC +7,412 +12.0% 68,964
Pinnacle Financial Partners, Inc. +6,438 +114.1% 12,081
Hilltop Holdings Inc. +6,191 +109.3% 11,854
Envestnet Portfolio Solutions, Inc. +5,554 +36.3% 20,851
NORTHWESTERN MUTUAL WEALTH MANAGEME +5,221 +6.2% 89,773
Biggest Decreases (20)
HolderReducedChange %Total Shares
Turning Point Benefit Group, Inc. -163,395 -41.3% 232,672
JANE STREET GROUP, LLC -59,924 -73.1% 21,996
CREATIVE FINANCIAL DESIGNS INC /ADV -55,631 -17.0% 272,496
OneAscent Financial Services LLC -31,731 -5.4% 551,263
WorthPointe, LLC -13,736 -19.2% 57,920
Cornerstone Financial Management LL -7,024 -66.3% 3,572
TRUST POINT INC. -5,689 -10.6% 48,231
Cambridge Investment Research Advis -4,525 -7.8% 53,663
CWM, LLC -4,370 -37.8% 7,194
Strategic Blueprint, LLC -4,055 -37.2% 6,848
Gateway Wealth Partners, LLC -3,967 -35.5% 7,199
OneAscent Wealth Management LLC -3,834 -21.3% 14,194
Frontier Asset Management, LLC -3,206 -3.5% 87,244
Faithward Advisors, LLC -2,902 -0.7% 441,139
Sterling Investment Advisors, Ltd. -2,500 -16.0% 13,100
Independent Advisor Alliance -2,166 -18.9% 9,301
Sanctuary Advisors, LLC -2,017 -11.1% 16,109
RAYMOND JAMES FINANCIAL INC -982 -2.4% 39,153
Optivise Advisory Services LLC -742 -3.6% 19,820
SHP Wealth Management -504 -21.0% 1,897

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