IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Inspire Corporate Bond ETF (IBD)

CUSIP: 66538H633 | NYSE | 200 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Creative Financial Designs Inc979,951
1.0% of portfolio›$22.5M
Bare Financial Services, Inc850,944
4.4% of portfolio›$19.6M
Inspire Investing, LLC838,148
0.8% of portfolio›$19.3M
Plan A Wealth LLC395,821
3.3% of portfolio›$9.1M
Legacy Wealth Asset Management, LLC256,141
1.3% of portfolio›$5.9M
Assetmark, Inc250,606
0.0% of portfolio›$5.8M
LVZ, Inc.198,088
0.5% of portfolio›$4.6M
Range Financial Group LLC196,002
1.2% of portfolio›$4.5M
TrueWealth Advisors, LLC126,387
0.7% of portfolio›$2.9M
Farther Finance Advisors, LLC107,607
0.0% of portfolio›$2.5M
Simplicity Wealth,LLC96,949
0.1% of portfolio›$2.2M
Vicus Capital91,985
0.1% of portfolio›$2.1M
Kestra Advisory Services, LLC86,472
0.0% of portfolio›$2.0M
AlphaStar Capital Management, LLC76,268
0.1% of portfolio›$1.8M
IFP Advisors, Inc73,226
0.0% of portfolio›$1.7M
Summit Wealth Group LLC / Co63,216
0.1% of portfolio›$1.5M
Discipline Wealth Solutions, LLC60,831
0.1% of portfolio›$1.4M
Optivise Advisory Services LLC57,352
0.6% of portfolio›$1.3M
First Heartland Consultants, Inc.46,522
0.1% of portfolio›$1.1M
Allen Capital Group, LLC45,012
0.1% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.44,079
0.0% of portfolio›$1.0K
HFG Wealth Management, LLC40,229
1.0% of portfolio›$956.2K
Trust Point Inc.35,103
0.1% of portfolio›$807.4K
LifeGuide Financial Advisors, LLC33,466
0.2% of portfolio›$769.7K
Commonwealth Equity Services, LLC29,506
0.0% of portfolio›$678.6K
Cyndeo Wealth Partners, LLC28,043
0.0% of portfolio›$645.0K
Larry Mathis Financial Planning, LLC25,762
0.5% of portfolio›$592.5K
Hanson & Doremus Investment Management25,706
0.0% of portfolio›$591
Pioneer Wealth Management Group23,605
0.1% of portfolio›$542.9K
RMG Wealth Management LLC23,235
0.1% of portfolio›$541.8K
Independent Financial Group, LLC22,286
0.0% of portfolio›$512.6K
EverSource Wealth Advisors, LLC22,008
0.0% of portfolio›$506.2K
Demars Financial Group, LLC19,434
0.1% of portfolio›$447.0K
Sterling Investment Advisors, Ltd.19,000
0.1% of portfolio›$437.0K
Blue Trust, Inc.17,376
0.0% of portfolio›$399.6K
Turning Point Benefit Group, Inc.16,713
0.2% of portfolio›$384.6K
Stewardship Advisors, LLC16,284
0.1% of portfolio›$374.5K
Carlson Financial, Inc.15,674
0.2% of portfolio›$360.5K
Revisor Wealth Management LLC15,479
0.1% of portfolio›$359.6K
MRA Advisory Group14,923
0.1% of portfolio›$343.2K
Cornerstone Wealth Management, LLC14,643
0.0% of portfolio›$336.8K
Trek Financial, LLC14,628
0.0% of portfolio›$336.4K
Atria Investments, Inc14,191
0.0% of portfolio›$326.4K
Howard Bailey Securities, LLC13,960
0.1% of portfolio›$321.1K
Wealth Enhancement Advisory Services, LLC11,274
0.0% of portfolio›$259.9K
PVG Asset Management Corp11,151
0.2% of portfolio›$256.5K
Straight Path Wealth Management10,615
0.1% of portfolio›$244.1K
Bria Capital Group, LLC9,300
0.1% of portfolio›$213.9K
Triad Wealth Partners, LLC9,053
0.0% of portfolio›$208.2K
Thrivent Financial for Lutherans8,936
0.0% of portfolio›$206
Root Financial Partners, LLC4,343
0.0% of portfolio›$99.9K
CX Institutional2,374
0.0% of portfolio›$55
Buck Wealth Strategies, LLC1,552
0.0% of portfolio›$35.7K
DeDora Capital, Inc.1,221
0.0% of portfolio›$28.1K
StyleTurnoverLocationFiled
Creative Financial Designs Inc
979,951$22.5M1.0%ETFMediumKokomo, IN2026-11-04
Bare Financial Services, Inc
850,944$19.6M4.4%ETFVery LowGap, PA2026-11-04
Inspire Investing, LLC
838,148$19.3M0.8%GARPHighMeridian, ID2026-10-22
Plan A Wealth LLC
395,821$9.1M3.3%CoreLowLincoln, NE2026-10-08
Legacy Wealth Asset Management, LLC
256,141$5.9M1.3%GARPMediumWoodbury, MN2026-10-09
Assetmark, Inc
250,606$5.8M0.0%ETFLowConcord, CA2026-10-21
LVZ, Inc.
198,088$4.6M0.5%ETFLowHolland, MI2026-10-20
Range Financial Group LLC
196,002$4.5M1.2%GARPMediumTigard, OR2026-10-21
TrueWealth Advisors, LLC
126,387$2.9M0.7%ETFMediumBirmingham, AL2026-10-09
Farther Finance Advisors, LLC
107,607$2.5M0.0%IndexLowSan Francisco, CA2026-10-08
Simplicity Wealth,LLC
96,949$2.2M0.1%ETFLowSummit, NJ2026-10-23
Vicus Capital
91,985$2.1M0.1%ETFMediumState College, PA2026-11-05
Kestra Advisory Services, LLC
86,472$2.0M0.0%CoreLowAustin, TX2026-11-02
AlphaStar Capital Management, LLC
76,268$1.8M0.1%ETFMediumCornelius, NC2026-10-16
IFP Advisors, Inc
73,226$1.7M0.0%GrowthLowTampa, FL2026-10-16
Summit Wealth Group LLC / Co
63,216$1.5M0.1%ETFHighColorado Springs, CO2026-10-29
Discipline Wealth Solutions, LLC
60,831$1.4M0.1%ETFLowGreenville, SC2026-10-14
Optivise Advisory Services LLC
57,352$1.3M0.6%ETFMediumFranklin, TN2026-10-19
First Heartland Consultants, Inc.
46,522$1.1M0.1%ETFMediumLake St. Louis, MO2026-10-08
Allen Capital Group, LLC
45,012$1.0M0.1%CoreLowGrand Island, NE2026-10-27
Cambridge Investment Research Advisors, Inc.
44,079$1.0K0.0%ETFLowFairfield, IA2026-11-02
HFG Wealth Management, LLC
40,229$956.2K1.0%ETFLowThe Woodlands, TX2026-10-16
Trust Point Inc.
35,103$807.4K0.1%CoreMediumLa Crosse, WI2026-10-27
LifeGuide Financial Advisors, LLC
33,466$769.7K0.2%ETFVery LowMechanicsburg, PA2026-10-20
Commonwealth Equity Services, LLC
29,506$678.6K0.0%ETFLowWaltham, MA2026-11-02
Cyndeo Wealth Partners, LLC
28,043$645.0K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Larry Mathis Financial Planning, LLC
25,762$592.5K0.5%ValueHighPhoenix, AZ2026-10-26
Hanson & Doremus Investment Management
25,706$5910.0%CoreVery LowBurlington, VT2026-10-16
Pioneer Wealth Management Group
23,605$542.9K0.1%ETFLowAustin, TX2026-10-09
RMG Wealth Management LLC
23,235$541.8K0.1%ETFVery HighPlatteville, WI2026-10-26
Independent Financial Group, LLC
22,286$512.6K0.0%GrowthLowSan Diego, CA2026-10-13
EverSource Wealth Advisors, LLC
22,008$506.2K0.0%CoreMediumBirmingham, AL2026-11-04
Demars Financial Group, LLC
19,434$447.0K0.1%ETFLowSpokane Valley, WA2026-10-22
Sterling Investment Advisors, Ltd.
19,000$437.0K0.1%GrowthLowBerwyn, PA2026-10-27
Blue Trust, Inc.
17,376$399.6K0.0%ETFLowBrentwood, TN2026-10-15
Turning Point Benefit Group, Inc.
16,713$384.6K0.2%ETFMediumFrederick, MD2026-10-28
Stewardship Advisors, LLC
16,284$374.5K0.1%ETFMediumMount Joy, PA2026-10-20
Carlson Financial, Inc.
15,674$360.5K0.2%GrowthLowCanby, OR2026-11-05
Revisor Wealth Management LLC
15,479$359.6K0.1%CoreLowAkron, OH2026-10-20
MRA Advisory Group
14,923$343.2K0.1%ETFMediumParsippany, NJ2026-10-07
Cornerstone Wealth Management, LLC
14,643$336.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Trek Financial, LLC
14,628$336.4K0.0%ETFHighScottsdale, AZ2026-10-29
Atria Investments, Inc
14,191$326.4K0.0%CoreMediumCharlotte, NC2026-10-15
Howard Bailey Securities, LLC
13,960$321.1K0.1%ETFMediumFort Wayne, IN2026-10-27
Wealth Enhancement Advisory Services, LLC
11,274$259.9K0.0%CoreLowPlymouth, MN2026-10-13
PVG Asset Management Corp
11,151$256.5K0.2%GrowthMediumGolden, CO2026-10-19
Straight Path Wealth Management
10,615$244.1K0.1%ETFLowJenison, MI2026-10-23
Bria Capital Group, LLC
9,300$213.9K0.1%GrowthVery HighWesley Chapel, FL2026-10-22
Triad Wealth Partners, LLC
9,053$208.2K0.0%ETFMediumLawrence, KS2026-10-26
Thrivent Financial for Lutherans
8,936$2060.0%GARPMediumMinneapolis, MN2026-11-05
Root Financial Partners, LLC
4,343$99.9K0.0%ETFMediumEncinitas, CA2026-10-21
CX Institutional
2,374$550.0%CoreMediumAuburn, IN2026-10-02
Buck Wealth Strategies, LLC
1,552$35.7K0.0%ValueMediumDenver, CO2026-10-28
DeDora Capital, Inc.
1,221$28.1K0.0%ETFVery LowNapa, CA2026-10-26