IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Inspire Fidelis Multi Factor (FDLS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Financial Designs Inc
INCREASED
Shares484,930 from 452,893
Change+32,037 (+7%)
Value$20.0M (+$825.6K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares243,382 from 182,936
Change+60,446 (+33%)
Value$10.0M (+$2.3M)
Filed 2026-11-06
Inspire Investing, LLC
DECREASED
Shares93,411 from 99,722
Change-6,311 (-6%)
Value$3.8M (-$368.6K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares65,501 from 61,129
Change+4,372 (+7%)
Value$2.7K (-$2.6M)
Filed 2026-11-02
Frontier Asset Management, LLC
INCREASED
Shares62,848 from 45,058
Change+17,790 (+39%)
Value$2.6M (+$683.4K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares43,973 from 23,068
Change+20,905 (+91%)
Value$1.8M (+$835.7K)
Filed 2026-10-23
Valmark Advisers, Inc.
DECREASED
Shares35,171 from 35,713
Change-542 (-2%)
Value$1.4M (-$61.2K)
Filed 2026-11-06
Discipline Wealth Solutions, LLC
INCREASED
Shares20,588 from 20,226
Change+362 (+2%)
Value$847.8K (-$7.1K)
Filed 2026-10-14
Carlson Financial, Inc.
INCREASED
Shares18,128 from 17,389
Change+739 (+4%)
Value$746.5K (+$11.6K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares10,044
Change+10,044
Value$413.6K
Filed 2026-11-03
Optivise Advisory Services LLC
INCREASED
Shares9,580 from 8,372
Change+1,208 (+14%)
Value$394.5K (+$40.6K)
Filed 2026-10-19
Blue Trust, Inc.
NEW
Shares9,501
Change+9,501
Value$391.2K
Filed 2026-10-15
Schwallier Wealth Management LLC
INCREASED
Shares8,570 from 7,519
Change+1,051 (+14%)
Value$352.9K (+$35.1K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares7,589 from 8,846
Change-1,257 (-14%)
Value$312.5K (-$61.4K)
Filed 2026-11-02
MGO One Seven LLC
NEW
Shares7,067
Change+7,067
Value$291.0K
Filed 2026-10-28
Synergy Asset Management, LLC
NEW
Shares6,519
Change+6,519
Value$268.5K
Filed 2026-11-05
Strategic Equity Management
DECREASED
Shares6,478 from 163,636
Change-157,158 (-96%)
Value$266.7K (-$6.7M)
Filed 2026-11-04
Revisor Wealth Management LLC
DECREASED
Shares6,035 from 26,634
Change-20,599 (-77%)
Value$248.0K (-$880.1K)
Filed 2026-10-20
Integrated Advisors Network LLC
UNCHANGED
Shares5,602 from 5,602
Change0 (0%)
Value$230.7K (-$6.1K)
Filed 2026-10-20
Strategic Blueprint, LLC
NEW
Shares5,402
Change+5,402
Value$222.5K
Filed 2026-10-22
Atria Investments, Inc
NEW
Shares5,368
Change+5,368
Value$221.1K
Filed 2026-10-15
Focus Financial Network, Inc.
NEW
Shares5,062
Change+5,062
Value$208.8K
Filed 2026-10-14
Littlejohn Financial Services, Inc.
INCREASED
Shares4,931 from 4,797
Change+134 (+3%)
Value$203.1K (+$290)
Filed 2026-11-06
CX Institutional
NEW
Shares4,621
Change+4,621
Value$190
Filed 2026-10-02
EverSource Wealth Advisors, LLC
DECREASED
Shares2,147 from 2,295
Change-148 (-6%)
Value$88.4K (-$8.6K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares100 from 59
Change+41 (+69%)
Value$4.1K (+$1.6K)
Filed 2026-10-08
Main Street Group, LTD
INCREASED
Shares70 from 3
Change+67 (+2233%)
Value$2.9K (+$2.8K)
Filed 2026-10-28
Moneywise, Inc.
CLOSED
Shares0 from 87,113
Change-87,113 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,735
Change-2,735 (-100%)
Value$0 (-$115.6K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 237
Change-237 (-100%)
Value$0 (-$10.0K)
Filed 2026-11-06
Inspire Advisors, LLC
N/A
Shares— from 1,220,431
Change-1,220,431 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 108,218
Change-108,218 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 102,053
Change-102,053 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 95,407
Change-95,407 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 78,581
Change-78,581 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 69,410
Change-69,410 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 43,008
Change-43,008 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 35,132
Change-35,132 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 20,736
Change-20,736 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 19,346
Change-19,346 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,576
Change-15,576 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,318
Change-15,318 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,047
Change-15,047 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,930
Change-11,930 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,717
Change-9,717 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,609
Change-8,609 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 612
Change-612 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 558
Change-558 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 340
Change-340 (-100%)
Value—
FMR LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Status
Creative Financial Designs Inc
INCREASED484,930452,893+32,037+7%$19.1M$20.0M+$825.6K2026-11-04
LPL Financial LLC
INCREASED243,382182,936+60,446+33%$7.7M$10.0M+$2.3M2026-11-06
Inspire Investing, LLC
DECREASED93,41199,722-6,311-6%$4.2M$3.8M-$368.6K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED65,50161,129+4,372+7%$2.6M$2.7K-$2.6M2026-11-02
Frontier Asset Management, LLC
INCREASED62,84845,058+17,790+39%$1.9M$2.6M+$683.4K2026-10-28
Simplicity Wealth,LLC
INCREASED43,97323,068+20,905+91%$975.1K$1.8M+$835.7K2026-10-23
Valmark Advisers, Inc.
DECREASED35,17135,713-542-2%$1.5M$1.4M-$61.2K2026-11-06
Discipline Wealth Solutions, LLC
INCREASED20,58820,226+362+2%$855.0K$847.8K-$7.1K2026-10-14
Carlson Financial, Inc.
INCREASED18,12817,389+739+4%$734.9K$746.5K+$11.6K2026-11-05
Ascentis Independent Advisors
NEW10,044—+10,044——$413.6K—2026-11-03
Optivise Advisory Services LLC
INCREASED9,5808,372+1,208+14%$353.9K$394.5K+$40.6K2026-10-19
Blue Trust, Inc.
NEW9,501—+9,501——$391.2K—2026-10-15
Schwallier Wealth Management LLC
INCREASED8,5707,519+1,051+14%$317.8K$352.9K+$35.1K2026-11-05
Commonwealth Equity Services, LLC
DECREASED7,5898,846-1,257-14%$373.9K$312.5K-$61.4K2026-11-02
MGO One Seven LLC
NEW7,067—+7,067——$291.0K—2026-10-28
Synergy Asset Management, LLC
NEW6,519—+6,519——$268.5K—2026-11-05
Strategic Equity Management
DECREASED6,478163,636-157,158-96%$6.9M$266.7K-$6.7M2026-11-04
Revisor Wealth Management LLC
DECREASED6,03526,634-20,599-77%$1.1M$248.0K-$880.1K2026-10-20
Integrated Advisors Network LLC
UNCHANGED5,6025,60200%$236.8K$230.7K-$6.1K2026-10-20
Strategic Blueprint, LLC
NEW5,402—+5,402——$222.5K—2026-10-22
Atria Investments, Inc
NEW5,368—+5,368——$221.1K—2026-10-15
Focus Financial Network, Inc.
NEW5,062—+5,062——$208.8K—2026-10-14
Littlejohn Financial Services, Inc.
INCREASED4,9314,797+134+3%$202.8K$203.1K+$2902026-11-06
CX Institutional
NEW4,621—+4,621——$190—2026-10-02
EverSource Wealth Advisors, LLC
DECREASED2,1472,295-148-6%$97.0K$88.4K-$8.6K2026-11-04
Farther Finance Advisors, LLC
INCREASED10059+41+69%$2.5K$4.1K+$1.6K2026-10-08
Main Street Group, LTD
INCREASED703+67+2233%$127$2.9K+$2.8K2026-10-28
Moneywise, Inc.
CLOSED087,113-87,113-100%$3.7M$0-$3.7M2026-10-30
AdvisorNet Financial, Inc
CLOSED02,735-2,735-100%$115.6K$0-$115.6K2026-10-15
Institute for Wealth Management, Llc.
CLOSED0237-237-100%$10.0K$0-$10.0K2026-11-06
Inspire Advisors, LLC
N/A—1,220,431-1,220,431-100%$51.6M———
AE Wealth Management LLC
N/A—108,218-108,218-100%$4.6M———
PAX Financial Group, LLC
N/A—102,053-102,053-100%$4.3M———
Goldman Sachs Group Inc
N/A—95,407-95,407-100%$4.0M———
Belpointe Asset Management LLC
N/A—78,581-78,581-100%$3.3M———
OneAscent Financial Services LLC
N/A—69,410-69,410-100%$2.9M———
Envestnet Asset Management Inc
N/A—43,008-43,008-100%$1.8M———
Raymond James Financial Inc
N/A—35,132-35,132-100%$1.5M———
Osaic Holdings, Inc.
N/A—20,736-20,736-100%$876.5K———
Pinnacle Financial Partners, Inc.
N/A—19,346-19,346-100%$817.8K———
Susquehanna International Group, LLP
N/A—15,576-15,576-100%$658.4K———
Citadel Advisors LLC
N/A—15,318-15,318-100%$647.5K———
Cetera Investment Advisers
N/A—15,047-15,047-100%$636.0K———
Envestnet Portfolio Solutions, Inc.
N/A—13,723-13,723-100%$580.1K———
Brown Advisory Inc
N/A—11,930-11,930-100%$504.3K———
Geneos Wealth Management Inc.
N/A—9,717-9,717-100%$410.7K———
Sanctuary Advisors, LLC
N/A—8,609-8,609-100%$363.9K———
Stifel Financial Corp
N/A—5,271-5,271-100%$222.8K———
Van Diest Capital, LLC
N/A—4,877-4,877-100%$206.2K———
Steward Partners Investment Advisory, LLC
N/A—1,548-1,548-100%$65.4K———
O'shaughnessy Asset Management, LLC
N/A—942-942-100%$39.8K———
Morgan Stanley
N/A—612-612-100%$25.9K———
Harbour Investments, Inc.
N/A—558-558-100%$23.6K———
IFG Advisory, LLC
N/A—453-453-100%$19.1K———
Ameritas Advisory Services, LLC
N/A—405-405-100%$17.1K———
Royal Bank of Canada
N/A—340-340-100%$14.0K———
FMR LLC
N/A—105-105-100%$4.4K———
Showing 57 of 57 institutions