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Inspire Capital Appreciation (RISN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares61,474 from 61,946
Change-472 (-1%)
Value$1.8M (-$68.2K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares9,755
Change+9,755
Value$291.1K
Filed 2026-11-03
Inspire Investing, LLC
UNCHANGED
Shares9,741 from 9,741
Change0 (0%)
Value$290.7K (-$8.5K)
Filed 2026-10-22
Westside Investment Management, Inc.
DECREASED
Shares3,700 from 4,340
Change-640 (-15%)
Value$110.4K (-$22.9K)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares2,935
Change+2,935
Value$87.6K
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares1,242 from 1,208
Change+34 (+3%)
Value$37.1K (-$32)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares650 from 823
Change-173 (-21%)
Value$19.4K (-$5.9K)
Filed 2026-11-04
Bare Financial Services, Inc
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$19.0K (-$558)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$308 ($0)
Filed 2026-11-06
Avior Wealth Management, LLC
CLOSED
Shares0 from 115,050
Change-115,050 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-13
Revisor Wealth Management LLC
CLOSED
Shares0 from 34,316
Change-34,316 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,295
Change-3,295 (-100%)
Value$0 (-$101.2K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 253
Change-253 (-100%)
Value$0 (-$7.8K)
Filed 2026-11-06
Inspire Advisors, LLC
N/A
Shares— from 2,025,711
Change-2,025,711 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,679
Change-11,679 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,551
Change-8,551 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
LPL Financial LLC
DECREASED61,47461,946-472-1%$1.9M$1.8M-$68.2K2026-11-06
Ascentis Independent Advisors
NEW9,755—+9,755——$291.1K—2026-11-03
Inspire Investing, LLC
UNCHANGED9,7419,74100%$299.2K$290.7K-$8.5K2026-10-22
Westside Investment Management, Inc.
DECREASED3,7004,340-640-15%$133.3K$110.4K-$22.9K2026-11-02
Root Financial Partners, LLC
NEW2,935—+2,935——$87.6K—2026-10-21
Creative Financial Designs Inc
INCREASED1,2421,208+34+3%$37.1K$37.1K-$322026-11-04
EverSource Wealth Advisors, LLC
DECREASED650823-173-21%$25.3K$19.4K-$5.9K2026-11-04
Bare Financial Services, Inc
UNCHANGED63863800%$19.6K$19.0K-$5582026-11-04
Allworth Financial LP
UNCHANGED101000%$308$308$02026-11-06
Avior Wealth Management, LLC
CLOSED0115,050-115,050-100%$3.5M$0-$3.5M2026-10-13
Revisor Wealth Management LLC
CLOSED034,316-34,316-100%$1.1M$0-$1.1M2026-10-20
AdvisorNet Financial, Inc
CLOSED03,295-3,295-100%$101.2K$0-$101.2K2026-10-15
Institute for Wealth Management, Llc.
CLOSED0253-253-100%$7.8K$0-$7.8K2026-11-06
Inspire Advisors, LLC
N/A—2,025,711-2,025,711-100%$62.2M———
GTS Securities LLC
N/A—11,679-11,679-100%$358.8K———
AE Wealth Management LLC
N/A—8,551-8,551-100%$262.7K———
Arax Advisory Partners
N/A—6,154-6,154-100%$189.0K———
Global Retirement Partners, LLC
N/A—3,927-3,927-100%$120.6K———
Steward Partners Investment Advisory, LLC
N/A—3,408-3,408-100%$104.7K———
Harbour Investments, Inc.
N/A—3,066-3,066-100%$94.2K———
Osaic Holdings, Inc.
N/A—2,146-2,146-100%$65.9K———
Continuum Advisory, LLC
N/A—1,462-1,462-100%$44.9K———
Morgan Stanley
N/A—4-4-100%$147———
Showing 23 of 23 institutions