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Inspire Growth ETF (GLRY)

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
Shares560,847 from 521,556
Change+39,291 (+8%)
Value$21.3M (-$1.5M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares202,550 from 174,884
Change+27,666 (+16%)
Value$7.7M (+$38.0K)
Filed 2026-11-06
PFG Advisors
INCREASED
Shares74,313 from 69,547
Change+4,766 (+7%)
Value$2.8M (-$221.3K)
Filed 2026-10-16
Carlson Financial, Inc.
INCREASED
Shares30,308 from 29,767
Change+541 (+2%)
Value$1.1M (-$152.3K)
Filed 2026-11-05
Valmark Advisers, Inc.
DECREASED
Shares24,981 from 25,244
Change-263 (-1%)
Value$947.0K (-$155.9K)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares17,899 from 10,623
Change+7,276 (+68%)
Value$679 (-$463.3K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares15,758 from 14,902
Change+856 (+6%)
Value$597.4K (-$53.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,809 from 15,080
Change-1,271 (-8%)
Value$524 (-$658.5K)
Filed 2026-11-02
Howard Capital Management, LLC
INCREASED
Shares10,497 from 10,496
Change+1 (+0%)
Value$397.9K (-$60.6K)
Filed 2026-10-16
CX Institutional
NEW
Shares9,429
Change+9,429
Value$357
Filed 2026-10-02
IFP Advisors, Inc
INCREASED
Shares8,885 from 693
Change+8,192 (+1182%)
Value$336.8K (+$306.6K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares8,270 from 7,761
Change+509 (+7%)
Value$313.5K (-$25.5K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares7,863 from 7,336
Change+527 (+7%)
Value$298.1K (-$22.4K)
Filed 2026-11-04
Summit Wealth Group LLC / Co
DECREASED
Shares6,835 from 11,184
Change-4,349 (-39%)
Value$259.1K (-$229.5K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
INCREASED
Shares6,646 from 6,643
Change+3 (+0%)
Value$252.0K (-$38.3K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares6,641
Change+6,641
Value$251.8K
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares5,321 from 5,292
Change+29 (+1%)
Value$201.7K (-$29.5K)
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares1,171 from 1,433
Change-262 (-18%)
Value$44.4K (-$18.2K)
Filed 2026-10-21
Inspire Investing, LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$42.3K (-$6.4K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares594 from 286
Change+308 (+108%)
Value$22.5K (+$10.0K)
Filed 2026-10-08
Signaturefd, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.5K (-$232)
Filed 2026-10-23
Focus Financial Network, Inc.
CLOSED
Shares0 from 11,156
Change-11,156 (-100%)
Value$0 (-$487.4K)
Filed 2026-10-14
Revisor Wealth Management LLC
CLOSED
Shares0 from 10,555
Change-10,555 (-100%)
Value$0 (-$461.2K)
Filed 2026-10-20
Littlejohn Financial Services, Inc.
CLOSED
Shares0 from 4,845
Change-4,845 (-100%)
Value$0 (-$211.7K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,896
Change-1,896 (-100%)
Value$0 (-$82.8K)
Filed 2026-10-15
Faithward Advisors, LLC
N/A
Shares— from 736,729
Change-736,729 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 215,325
Change-215,325 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 180,940
Change-180,940 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 140,290
Change-140,290 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 48,362
Change-48,362 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 20,392
Change-20,392 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,352
Change-16,352 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 15,256
Change-15,256 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 14,036
Change-14,036 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,330
Change-10,330 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 7,677
Change-7,677 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,577
Change-6,577 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 6,568
Change-6,568 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 5,253
Change-5,253 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 298
Change-298 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 140
Change-140 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 90
Change-90 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 43
Change-43 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Creative Financial Designs Inc
INCREASED560,847521,556+39,291+8%$22.8M$21.3M-$1.5M2026-11-04
LPL Financial LLC
INCREASED202,550174,884+27,666+16%$7.6M$7.7M+$38.0K2026-11-06
PFG Advisors
INCREASED74,31369,547+4,766+7%$3.0M$2.8M-$221.3K2026-10-16
Carlson Financial, Inc.
INCREASED30,30829,767+541+2%$1.3M$1.1M-$152.3K2026-11-05
Valmark Advisers, Inc.
DECREASED24,98125,244-263-1%$1.1M$947.0K-$155.9K2026-11-06
Thrivent Financial for Lutherans
INCREASED17,89910,623+7,276+68%$464.0K$679-$463.3K2026-11-05
Commonwealth Equity Services, LLC
INCREASED15,75814,902+856+6%$651.1K$597.4K-$53.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED13,80915,080-1,271-8%$659.0K$524-$658.5K2026-11-02
Howard Capital Management, LLC
INCREASED10,49710,496+1+0%$458.6K$397.9K-$60.6K2026-10-16
CX Institutional
NEW9,429—+9,429——$357—2026-10-02
IFP Advisors, Inc
INCREASED8,885693+8,192+1182%$30.3K$336.8K+$306.6K2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED8,2707,761+509+7%$339.1K$313.5K-$25.5K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED7,8637,336+527+7%$320.5K$298.1K-$22.4K2026-11-04
Summit Wealth Group LLC / Co
DECREASED6,83511,184-4,349-39%$488.6K$259.1K-$229.5K2026-10-29
Cornerstone Wealth Management, LLC
INCREASED6,6466,643+3+0%$290.2K$252.0K-$38.3K2026-11-04
Ascentis Independent Advisors
NEW6,641—+6,641——$251.8K—2026-11-03
First Heartland Consultants, Inc.
INCREASED5,3215,292+29+1%$231.2K$201.7K-$29.5K2026-10-08
Assetmark, Inc
DECREASED1,1711,433-262-18%$62.6K$44.4K-$18.2K2026-10-21
Inspire Investing, LLC
UNCHANGED1,1151,11500%$48.7K$42.3K-$6.4K2026-10-22
Farther Finance Advisors, LLC
INCREASED594286+308+108%$12.5K$22.5K+$10.0K2026-10-08
Signaturefd, LLC
UNCHANGED404000%$1.7K$1.5K-$2322026-10-23
Focus Financial Network, Inc.
CLOSED011,156-11,156-100%$487.4K$0-$487.4K2026-10-14
Revisor Wealth Management LLC
CLOSED010,555-10,555-100%$461.2K$0-$461.2K2026-10-20
Littlejohn Financial Services, Inc.
CLOSED04,845-4,845-100%$211.7K$0-$211.7K2026-11-06
AdvisorNet Financial, Inc
CLOSED01,896-1,896-100%$82.8K$0-$82.8K2026-10-15
Faithward Advisors, LLC
N/A—736,729-736,729-100%$32.2M———
Inspire Advisors, LLC
N/A—215,325-215,325-100%$9.4M———
OneAscent Financial Services LLC
N/A—180,940-180,940-100%$7.9M———
Jones Financial Companies Lllp
N/A—140,290-140,290-100%$5.9M———
AE Wealth Management LLC
N/A—48,362-48,362-100%$2.1M———
Pinnacle Financial Partners, Inc.
N/A—20,392-20,392-100%$890.9K———
Osaic Holdings, Inc.
N/A—16,352-16,352-100%$714.5K———
GTS Securities LLC
N/A—15,256-15,256-100%$666.5K———
OneAscent Wealth Management LLC
N/A—14,036-14,036-100%$613.2K———
Citadel Advisors LLC
N/A—10,330-10,330-100%$451.3K———
Delta Investment Management, LLC
N/A—7,677-7,677-100%$335.4K———
Cetera Investment Advisers
N/A—7,045-7,045-100%$307.8K———
Two Sigma Investments, LP
N/A—6,600-6,600-100%$288.4K———
Independent Advisor Alliance
N/A—6,577-6,577-100%$287.3K———
Harvest Investment Services, LLC
N/A—6,568-6,568-100%$287.0K———
Spartan Wealth Advisory Services LLC
N/A—5,253-5,253-100%$229.5K———
MML Investors Services, LLC
N/A—4,905-4,905-100%$214.3K———
Harbour Investments, Inc.
N/A—2,803-2,803-100%$122.5K———
Geneos Wealth Management Inc.
N/A—2,317-2,317-100%$101.2K———
Ameritas Advisory Services, LLC
N/A—1,932-1,932-100%$84.4K———
Steward Partners Investment Advisory, LLC
N/A—1,492-1,492-100%$65.2K———
Continuum Advisory, LLC
N/A—858-858-100%$37.5K———
SHP Wealth Management
N/A—298-298-100%$13.0K———
IFG Advisory, LLC
N/A—173-173-100%$7.6K———
JPMorgan Chase & Co
N/A—140-140-100%$6.0K———
Wells Fargo & Company
N/A—90-90-100%$3.9K———
Smartleaf Asset Management LLC
N/A—73-73-100%$3.1K———
Arax Advisory Partners
N/A—43-43-100%$1.9K———
Keating Financial Advisory Services, Inc.
N/A—5-5-100%$218———
Morgan Stanley
N/A—1-1-100%$82———
Showing 55 of 55 institutions