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Inspire Global Hope ETF (BLES)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares290,663 from 251,044
Change+39,619 (+16%)
Value$13.7M (+$1.8M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares177,871 from 116,923
Change+60,948 (+52%)
Value$8.4M (+$2.8M)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares133,882 from 104,035
Change+29,847 (+29%)
Value$6.3M (+$1.4M)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares116,464 from 116,092
Change+372 (+0%)
Value$5.5M (-$34.3K)
Filed 2026-10-23
AlphaStar Capital Management, LLC
INCREASED
Shares98,374 from 94,102
Change+4,272 (+5%)
Value$4.6M (+$159.8K)
Filed 2026-10-16
Frontier Asset Management, LLC
INCREASED
Shares57,703 from 56,335
Change+1,368 (+2%)
Value$2.7M (+$39.5K)
Filed 2026-10-28
Carlson Financial, Inc.
DECREASED
Shares51,198 from 51,333
Change-135 (0%)
Value$2.4M (-$29.4K)
Filed 2026-11-05
Range Financial Group LLC
DECREASED
Shares36,243 from 37,034
Change-791 (-2%)
Value$1.7M (-$53.9K)
Filed 2026-10-21
Inspire Investing, LLC
DECREASED
Shares25,355 from 25,754
Change-399 (-2%)
Value$1.2M (-$30.4K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares21,794 from 19,350
Change+2,444 (+13%)
Value$1.0K (-$922.0K)
Filed 2026-11-02
Ridgeline Wealth, LLC
INCREASED
Shares20,577 from 20,094
Change+483 (+2%)
Value$985.4K (+$27.2K)
Filed 2026-10-14
Turning Point Benefit Group, Inc.
INCREASED
Shares18,207 from 15,932
Change+2,275 (+14%)
Value$858.3K (+$99.7K)
Filed 2026-10-28
Amarillo National Bank
DECREASED
Shares17,519 from 17,644
Change-125 (-1%)
Value$827.7K (-$13.8K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares14,823 from 14,270
Change+553 (+4%)
Value$700.3K (+$19.8K)
Filed 2026-11-02
Vicus Capital
DECREASED
Shares12,639 from 13,819
Change-1,180 (-9%)
Value$597.1K (-$61.9K)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares11,810 from 10,887
Change+923 (+8%)
Value$557.9K (+$38.7K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares11,258 from 5,523
Change+5,735 (+104%)
Value$533.9K (+$268.3K)
Filed 2026-10-14
Sterling Investment Advisors, Ltd.
DECREASED
Shares8,925 from 10,925
Change-2,000 (-18%)
Value$421.6K (-$99.4K)
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares6,960 from 17
Change+6,943 (+40841%)
Value$328.8K (+$328.0K)
Filed 2026-10-15
Legacy Wealth Asset Management, LLC
DECREASED
Shares6,466 from 6,536
Change-70 (-1%)
Value$305.5K (-$6.2K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
DECREASED
Shares5,993 from 6,670
Change-677 (-10%)
Value$283.1K (-$35.0K)
Filed 2026-11-04
SageOak Financial, LLC
UNCHANGED
Shares5,719 from 5,719
Change0 (0%)
Value$270.2K (-$2.6K)
Filed 2026-10-19
Strategic Equity Management
DECREASED
Shares5,609 from 28,077
Change-22,468 (-80%)
Value$265.0K (-$1.1M)
Filed 2026-11-04
Synergy Asset Management, LLC
NEW
Shares5,600
Change+5,600
Value$264.6K
Filed 2026-11-05
Revisor Wealth Management LLC
DECREASED
Shares5,326 from 21,862
Change-16,536 (-76%)
Value$252.4K (-$799.1K)
Filed 2026-10-20
Strategic Blueprint, LLC
DECREASED
Shares5,272 from 6,007
Change-735 (-12%)
Value$249.1K (-$37.4K)
Filed 2026-10-22
PFG Advisors
INCREASED
Shares5,234 from 4,954
Change+280 (+6%)
Value$247.3K (+$11.0K)
Filed 2026-10-16
Well Done, LLC
DECREASED
Shares4,740 from 4,796
Change-56 (-1%)
Value$223.9K (-$4.8K)
Filed 2026-10-20
Community Financial Services Group, LLC
DECREASED
Shares3,680 from 3,714
Change-34 (-1%)
Value$173.5K (-$3.0K)
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$58.3K (-$551)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares726
Change+726
Value$34.3K
Filed 2026-10-21
Farther Finance Advisors, LLC
NEW
Shares718
Change+718
Value$33.9K
Filed 2026-10-08
Private Trust Co NA
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$18.9K (-$179)
Filed 2026-10-20
DeDora Capital, Inc.
NEW
Shares287
Change+287
Value$13.6K
Filed 2026-10-26
Winch Advisory Services, LLC
INCREASED
Shares240 from 238
Change+2 (+1%)
Value$11.3K (-$11)
Filed 2026-11-06
TD Waterhouse Canada Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.7K (-$38)
Filed 2026-10-16
FNY Investment Advisers, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1 ($0)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares22 from 3
Change+19 (+633%)
Value$1.0K (+$896)
Filed 2026-10-16
Moneywise, Inc.
CLOSED
Shares0 from 23,673
Change-23,673 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-30
RFG Advisory, LLC
CLOSED
Shares0 from 7,701
Change-7,701 (-100%)
Value$0 (-$367.3K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-15
Main Street Group, LTD
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$858)
Filed 2026-10-28
UBS Group AG
N/A
Shares— from 121,773
Change-121,773 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 74,232
Change-74,232 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 63,418
Change-63,418 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 44,198
Change-44,198 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 32,402
Change-32,402 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,934
Change-29,934 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 21,020
Change-21,020 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 20,807
Change-20,807 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,752
Change-20,752 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 18,970
Change-18,970 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 14,090
Change-14,090 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,656
Change-9,656 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 9,253
Change-9,253 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,485
Change-7,485 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,204
Change-7,204 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6,522
Change-6,522 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,984
Change-5,984 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 313
Change-313 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 162
Change-162 (-100%)
Value—
FMR LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED290,663251,044+39,619+16%$12.0M$13.7M+$1.8M2026-11-06
Assetmark, Inc
INCREASED177,871116,923+60,948+52%$5.6M$8.4M+$2.8M2026-10-21
Creative Financial Designs Inc
INCREASED133,882104,035+29,847+29%$5.0M$6.3M+$1.4M2026-11-04
Sowell Financial Services LLC
INCREASED116,464116,092+372+0%$5.5M$5.5M-$34.3K2026-10-23
AlphaStar Capital Management, LLC
INCREASED98,37494,102+4,272+5%$4.5M$4.6M+$159.8K2026-10-16
Frontier Asset Management, LLC
INCREASED57,70356,335+1,368+2%$2.7M$2.7M+$39.5K2026-10-28
Carlson Financial, Inc.
DECREASED51,19851,333-1350%$2.4M$2.4M-$29.4K2026-11-05
Range Financial Group LLC
DECREASED36,24337,034-791-2%$1.8M$1.7M-$53.9K2026-10-21
Inspire Investing, LLC
DECREASED25,35525,754-399-2%$1.2M$1.2M-$30.4K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED21,79419,350+2,444+13%$923.0K$1.0K-$922.0K2026-11-02
Ridgeline Wealth, LLC
INCREASED20,57720,094+483+2%$958.3K$985.4K+$27.2K2026-10-14
Turning Point Benefit Group, Inc.
INCREASED18,20715,932+2,275+14%$758.6K$858.3K+$99.7K2026-10-28
Amarillo National Bank
DECREASED17,51917,644-125-1%$841.4K$827.7K-$13.8K2026-10-23
Commonwealth Equity Services, LLC
INCREASED14,82314,270+553+4%$680.5K$700.3K+$19.8K2026-11-02
Vicus Capital
DECREASED12,63913,819-1,180-9%$659.0K$597.1K-$61.9K2026-11-05
Independent Financial Group, LLC
INCREASED11,81010,887+923+8%$519.2K$557.9K+$38.7K2026-10-13
Focus Financial Network, Inc.
INCREASED11,2585,523+5,735+104%$265.6K$533.9K+$268.3K2026-10-14
Sterling Investment Advisors, Ltd.
DECREASED8,92510,925-2,000-18%$521.0K$421.6K-$99.4K2026-10-27
Blue Trust, Inc.
INCREASED6,96017+6,943+40841%$812$328.8K+$328.0K2026-10-15
Legacy Wealth Asset Management, LLC
DECREASED6,4666,536-70-1%$311.7K$305.5K-$6.2K2026-10-09
EverSource Wealth Advisors, LLC
DECREASED5,9936,670-677-10%$318.1K$283.1K-$35.0K2026-11-04
SageOak Financial, LLC
UNCHANGED5,7195,71900%$272.7K$270.2K-$2.6K2026-10-19
Strategic Equity Management
DECREASED5,60928,077-22,468-80%$1.3M$265.0K-$1.1M2026-11-04
Synergy Asset Management, LLC
NEW5,600—+5,600——$264.6K—2026-11-05
Revisor Wealth Management LLC
DECREASED5,32621,862-16,536-76%$1.1M$252.4K-$799.1K2026-10-20
Strategic Blueprint, LLC
DECREASED5,2726,007-735-12%$286.5K$249.1K-$37.4K2026-10-22
PFG Advisors
INCREASED5,2344,954+280+6%$236.3K$247.3K+$11.0K2026-10-16
Well Done, LLC
DECREASED4,7404,796-56-1%$228.7K$223.9K-$4.8K2026-10-20
Community Financial Services Group, LLC
DECREASED3,6803,714-34-1%$176.5K$173.5K-$3.0K2026-10-15
CoreCap Advisors, LLC
UNCHANGED1,2331,23300%$58.8K$58.3K-$5512026-10-08
Root Financial Partners, LLC
NEW726—+726——$34.3K—2026-10-21
Farther Finance Advisors, LLC
NEW718—+718——$33.9K—2026-10-08
Private Trust Co NA
UNCHANGED40040000%$19.1K$18.9K-$1792026-10-20
DeDora Capital, Inc.
NEW287—+287——$13.6K—2026-10-26
Winch Advisory Services, LLC
INCREASED240238+2+1%$11.4K$11.3K-$112026-11-06
TD Waterhouse Canada Inc.
UNCHANGED10010000%$4.8K$4.7K-$382026-10-16
FNY Investment Advisers, LLC
UNCHANGED303000%$1$1$02026-10-16
IFP Advisors, Inc
INCREASED223+19+633%$143$1.0K+$8962026-10-16
Moneywise, Inc.
CLOSED023,673-23,673-100%$1.1M$0-$1.1M2026-10-30
RFG Advisory, LLC
CLOSED07,701-7,701-100%$367.3K$0-$367.3K2026-11-03
AdvisorNet Financial, Inc
CLOSED0192-192-100%$9.2K$0-$9.2K2026-10-15
Main Street Group, LTD
CLOSED018-18-100%$858$0-$8582026-10-28
UBS Group AG
N/A—121,773-121,773-100%$5.8M———
Inspire Advisors, LLC
N/A—74,232-74,232-100%$3.5M———
Envestnet Asset Management Inc
N/A—63,418-63,418-100%$3.0M———
Citadel Advisors LLC
N/A—44,198-44,198-100%$2.1M———
Keel Point, LLC
N/A—32,402-32,402-100%$1.5M———
Cetera Investment Advisers
N/A—29,934-29,934-100%$1.4M———
Envestnet Portfolio Solutions, Inc.
N/A—21,020-21,020-100%$1.0M———
OneAscent Financial Services LLC
N/A—20,807-20,807-100%$992.2K———
JPMorgan Chase & Co
N/A—20,752-20,752-100%$986.0K———
Raymond James Financial Inc
N/A—18,970-18,970-100%$904.7K———
Tulsa Wealth Advisors, Inc
N/A—14,090-14,090-100%$672.0K———
Royal Bank of Canada
N/A—9,656-9,656-100%$460.0K———
Harvest Investment Services, LLC
N/A—9,253-9,253-100%$441.3K———
Osaic Holdings, Inc.
N/A—8,160-8,160-100%$389.2K———
GTS Securities LLC
N/A—7,582-7,582-100%$361.6K———
LaSalle St. Investment Advisors, LLC
N/A—7,485-7,485-100%$357.0K———
Belpointe Asset Management LLC
N/A—7,204-7,204-100%$343.6K———
Howe & Rusling Inc
N/A—6,522-6,522-100%$311.0K———
Jane Street Group, LLC
N/A—6,154-6,154-100%$293.5K———
Principal Securities, Inc.
N/A—5,984-5,984-100%$285.4K———
Focus Partners Wealth
N/A—4,605-4,605-100%$219.6K———
Independent Advisor Alliance
N/A—4,220-4,220-100%$201.3K———
Swisher Financial Concepts, Inc.
N/A—3,740-3,740-100%$178.4K———
Geneos Wealth Management Inc.
N/A—3,736-3,736-100%$178.2K———
Ameritas Advisory Services, LLC
N/A—2,636-2,636-100%$125.7K———
Morgan Stanley
N/A—2,176-2,176-100%$103.8K———
AE Wealth Management LLC
N/A—1,965-1,965-100%$93.7K———
Steward Partners Investment Advisory, LLC
N/A—1,871-1,871-100%$89.2K———
Arax Advisory Partners
N/A—1,017-1,017-100%$48.5K———
NewEdge Advisors, LLC
N/A—750-750-100%$35.8K———
Glen Eagle Advisors, LLC
N/A—746-746-100%$35.6K———
Continuum Advisory, LLC
N/A—658-658-100%$31.4K———
Keating Financial Advisory Services, Inc.
N/A—313-313-100%$14.9K———
Harbour Investments, Inc.
N/A—307-307-100%$14.6K———
Institute for Wealth Management, Llc.
N/A—162-162-100%$7.7K———
FMR LLC
N/A—76-76-100%$3.6K———
Ameritas Investment Partners, Inc.
N/A—50-50-100%$2.4K———
Wells Fargo & Company
N/A—1-1-100%$28———
Showing 80 of 80 institutions