Inspire Fidelis Multi Factor (FDLS)

CUSIP: 66538H187 | NYSE | 76 institutional holders

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Institutional Holders — Q3 2026

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Creative Financial Designs Inc484,930

0.9% of portfolio$20.0M

Inspire Investing, LLC93,411

0.2% of portfolio$3.8M

Cambridge Investment Research Advisors, Inc.65,501

0.0% of portfolio$2.7K

Frontier Asset Management, LLC62,848

0.5% of portfolio$2.6M

Simplicity Wealth,LLC43,973

0.1% of portfolio$1.8M

Discipline Wealth Solutions, LLC20,588

0.1% of portfolio$847.8K

Carlson Financial, Inc.18,128

0.4% of portfolio$746.5K

Ascentis Independent Advisors10,044

0.0% of portfolio$413.6K

Optivise Advisory Services LLC9,580

0.2% of portfolio$394.5K

Blue Trust, Inc.9,501

0.0% of portfolio$391.2K

Commonwealth Equity Services, LLC7,589

0.0% of portfolio$312.5K

MGO One Seven LLC7,067

0.0% of portfolio$291.0K

Synergy Asset Management, LLC6,519

0.0% of portfolio$268.5K

Strategic Equity Management6,478

0.2% of portfolio$266.7K

Revisor Wealth Management LLC6,035

0.1% of portfolio$248.0K

Integrated Advisors Network LLC5,602

0.0% of portfolio$230.7K

Strategic Blueprint, LLC5,402

0.0% of portfolio$222.5K

Atria Investments, Inc5,368

0.0% of portfolio$221.1K

Focus Financial Network, Inc.5,062

0.0% of portfolio$208.8K

CX Institutional4,621

0.0% of portfolio$190

EverSource Wealth Advisors, LLC2,147

0.0% of portfolio$88.4K

Farther Finance Advisors, LLC100

0.0% of portfolio$4.1K

Main Street Group, LTD70

0.0% of portfolio$2.9K

				Style	Turnover	Location	Filed
Creative Financial Designs Inc	484,930	$20.0M	0.9%	ETF	Medium	Kokomo, IN	2026-11-04
Inspire Investing, LLC	93,411	$3.8M	0.2%	GARP	High	Meridian, ID	2026-10-22
Cambridge Investment Research Advisors, Inc.	65,501	$2.7K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Frontier Asset Management, LLC	62,848	$2.6M	0.5%	ETF	Low	Sheridan, WY	2026-10-28
Simplicity Wealth,LLC	43,973	$1.8M	0.1%	ETF	Low	Summit, NJ	2026-10-23
Discipline Wealth Solutions, LLC	20,588	$847.8K	0.1%	ETF	Low	Greenville, SC	2026-10-14
Carlson Financial, Inc.	18,128	$746.5K	0.4%	Growth	Low	Canby, OR	2026-11-05
Ascentis Independent Advisors	10,044	$413.6K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Optivise Advisory Services LLC	9,580	$394.5K	0.2%	ETF	Medium	Franklin, TN	2026-10-19
Blue Trust, Inc.	9,501	$391.2K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Commonwealth Equity Services, LLC	7,589	$312.5K	0.0%	ETF	Low	Waltham, MA	2026-11-02
MGO One Seven LLC	7,067	$291.0K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Synergy Asset Management, LLC	6,519	$268.5K	0.0%	Growth	High	Vancouver, WA	2026-11-05
Strategic Equity Management	6,478	$266.7K	0.2%	ETF	High	Tucson, AZ	2026-11-04
Revisor Wealth Management LLC	6,035	$248.0K	0.1%	Core	Low	Akron, OH	2026-10-20
Integrated Advisors Network LLC	5,602	$230.7K	0.0%	Growth	Medium	Dallas, TX	2026-10-20
Strategic Blueprint, LLC	5,402	$222.5K	0.0%	ETF	Low	Atlanta, GA	2026-10-22
Atria Investments, Inc	5,368	$221.1K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Focus Financial Network, Inc.	5,062	$208.8K	0.0%	ETF	Low	Minneapolis, MN	2026-10-14
CX Institutional	4,621	$190	0.0%	Core	Medium	Auburn, IN	2026-10-02
EverSource Wealth Advisors, LLC	2,147	$88.4K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Farther Finance Advisors, LLC	100	$4.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Main Street Group, LTD	70	$2.9K	0.0%	ETF	Medium	Glen Allen, VA	2026-10-28