IBD Institutional Ownership & Shareholders
INSPIRE CORPORATE BOND ETF (IBD) is currently held by 109 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $358.32M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Inspire Advisors, Llc is currently the largest disclosed institutional shareholder of IBD tracked by InsiderSet, reporting ownership valued at approximately $97.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $95.30M, representing an estimated loss of -2.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed IBD value among the investors covered in this analysis. Major shareholders include Inspire Advisors, Llc, Faithward Advisors, Llc, Creative Financial Designs Inc, and several other long-term asset managers with concentrated positions in INSPIRE CORPORATE BOND ETF (IBD).
This page ranks the largest institutional IBD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
109
Total Reported Value
$358.32M
Largest Holder
Inspire Advisors, Llc
Largest Position
$97.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Inspire Advisors, Llc | 6.79% | 4,102,463 | $97,515,524 | $95,300,215 | -$2,215,309 | -2.27% | |
| Faithward Advisors, Llc | 4.98% | 1,715,901 | $40,786,956 | $39,860,380 | -$926,576 | -2.27% | |
| Creative Financial Designs Inc | 1.10% | 968,280 | $23,016,017 | $22,493,144 | -$522,873 | -2.27% | |
| Lpl Financial Llc | 0.00% | 823,286 | $19,569,507 | $19,124,934 | -$444,573 | -2.27% | |
| Inspire Investing, Llc | 0.81% | 838,148 | $19,277,406 | $19,470,178 | +$192,772 | +1.00% | |
| Bare Financial Services, Inc | 4.86% | 769,879 | $18,367,002 | $17,884,289 | -$482,713 | -2.63% | |
| Oneascent Financial Services Llc | 0.62% | 548,881 | $13,046,896 | $12,750,506 | -$296,390 | -2.27% | |
| Plan A Wealth Llc | 3.25% | 395,821 | $9,103,906 | $9,194,922 | +$91,016 | +1.00% | |
| Pax Financial Group, Llc | 1.23% | 348,665 | $8,287,765 | $8,099,488 | -$188,277 | -2.27% | |
| United Capital Financial Advisors, Llc | 0.04% | 267,448 | $6,354,555 | $6,212,817 | -$141,738 | -2.23% | |
| Legacy Wealth Asset Management, Llc | 1.29% | 256,141 | $5,891,243 | $5,950,155 | +$58,912 | +1.00% | |
| Assetmark, Inc | 0.01% | 250,606 | $5,763,928 | $5,821,577 | +$57,649 | +1.00% | |
| Lvz, Inc. | 0.47% | 198,088 | $4,556,025 | $4,601,584 | +$45,559 | +1.00% | |
| Range Financial Group Llc | 1.25% | 196,002 | $4,508,049 | $4,553,126 | +$45,077 | +1.00% | |
| Valmark Advisers, Inc. | 0.05% | 187,444 | $4,455,551 | $4,354,324 | -$101,227 | -2.27% | |
| Allworth Financial Lp | 0.02% | 180,701 | $4,295,252 | $4,197,684 | -$97,568 | -2.27% | |
| Envestnet Asset Management Inc | 0.00% | 180,131 | $4,281,706 | $4,184,443 | -$97,263 | -2.27% | |
| Worthpointe, Llc | 0.92% | 154,171 | $3,664,638 | $3,581,392 | -$83,246 | -2.27% | |
| Oneascent Investment Solutions Llc | 3.33% | 147,937 | $3,516,462 | $3,436,577 | -$79,885 | -2.27% | |
| Osaic Holdings, Inc. | 0.00% | 126,122 | $2,998,525 | $2,929,814 | -$68,711 | -2.29% | |
| Truewealth Advisors, Llc | 0.65% | 126,387 | $2,906,905 | $2,935,970 | +$29,065 | +1.00% | |
| Goldman Sachs Group Inc | 0.00% | 114,735 | $2,727,251 | $2,665,294 | -$61,957 | -2.27% | |
| Belpointe Asset Management Llc | 0.08% | 106,334 | $2,527,564 | $2,470,139 | -$57,425 | -2.27% | |
| Farther Finance Advisors, Llc | 0.02% | 107,607 | $2,474,959 | $2,499,711 | +$24,752 | +1.00% | |
| Citadel Advisors Llc | 0.00% | 97,889 | $2,326,822 | $2,273,961 | -$52,861 | -2.27% | |
| Raymond James Financial Inc | 0.00% | 95,153 | $2,261,779 | $2,210,404 | -$51,375 | -2.27% | |
| Simplicity Wealth,Llc | 0.06% | 96,949 | $2,229,822 | $2,252,125 | +$22,303 | +1.00% | |
| Vicus Capital | 0.14% | 90,985 | $2,162,718 | $2,113,582 | -$49,136 | -2.27% | |
| Kestra Advisory Services, Llc | 0.01% | 86,472 | $1,995,940 | $2,008,745 | +$12,805 | +0.64% | |
| Cetera Investment Advisers | 0.00% | 79,048 | $1,878,966 | $1,836,285 | -$42,681 | -2.27% | |
| Alphastar Capital Management, Llc | 0.10% | 76,268 | $1,754,169 | $1,771,706 | +$17,537 | +1.00% | |
| Ifp Advisors, Inc | 0.03% | 73,226 | $1,684,198 | $1,701,040 | +$16,842 | +1.00% | |
| Summit Wealth Group Llc / Co | 0.09% | 63,216 | $1,453,968 | $1,468,508 | +$14,540 | +1.00% | |
| Discipline Wealth Solutions, Llc | 0.12% | 60,831 | $1,399,113 | $1,413,104 | +$13,991 | +1.00% | |
| Optivise Advisory Services Llc | 0.65% | 57,352 | $1,319,096 | $1,332,287 | +$13,191 | +1.00% | |
| Cornerstone Financial Management Llc | 1.02% | 53,339 | $1,267,864 | $1,239,065 | -$28,799 | -2.27% | |
| Lasalle St. Investment Advisors, Llc | 0.14% | 47,710 | $1,134,066 | $1,108,303 | -$25,763 | -2.27% | |
| First Heartland Consultants, Inc. | 0.07% | 46,522 | $1,070,006 | $1,080,706 | +$10,700 | +1.00% | |
| Allen Capital Group, Llc | 0.08% | 45,012 | $1,035,276 | $1,045,629 | +$10,353 | +1.00% | |
| Silver Oak Securities, Incorporated | 0.06% | 41,930 | $996,665 | $974,034 | -$22,631 | -2.27% | |
| Hfg Wealth Management, Llc | 0.97% | 40,229 | $956,248 | $934,520 | -$21,728 | -2.27% | |
| Tulsa Wealth Advisors, Inc | 0.12% | 37,299 | $886,592 | $866,456 | -$20,136 | -2.27% | |
| Trust Point Inc. | 0.06% | 35,103 | $807,369 | $815,443 | +$8,074 | +1.00% | |
| Lifeguide Financial Advisors, Llc | 0.22% | 33,466 | $769,727 | $777,415 | +$7,688 | +1.00% | |
| Littlejohn Financial Services, Inc. | 0.54% | 31,298 | $743,953 | $727,053 | -$16,900 | -2.27% | |
| Harbour Investments, Inc. | 0.01% | 29,051 | $690,548 | $674,855 | -$15,693 | -2.27% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,506 | $678,630 | $685,424 | +$6,794 | +1.00% | |
| Cyndeo Wealth Partners, Llc | 0.03% | 28,043 | $644,988 | $651,439 | +$6,451 | +1.00% | |
| Merit Financial Group, Llc | 0.00% | 25,527 | $606,772 | $592,992 | -$13,780 | -2.27% | |
| Larry Mathis Financial Planning, Llc | 0.50% | 25,762 | $592,526 | $598,451 | +$5,925 | +1.00% |
Frequently asked questions about IBD
Who are the largest institutional holders of IBD?
The largest institutional holders of IBD reported in the latest SEC Form 13F filings include Inspire Advisors, Llc, Faithward Advisors, Llc, Creative Financial Designs Inc, Lpl Financial Llc, and Inspire Investing, Llc. InsiderSet ranks institutional holders by their latest reported IBD position.
What is IBD institutional ownership?
This page tracks IBD positions reported by institutional investment managers through SEC Form 13F. INSPIRE CORPORATE BOND ETF (IBD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBD?
InsiderSet currently tracks 109 institutional managers reporting IBD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBD shareholders.
How much IBD stock do institutions own?
Institutional investment managers disclosed approximately $358.32M in IBD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBD institutional ownership last updated?
The latest IBD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBD position after the reporting date.
Are institutions buying or selling IBD?
Institutional buying and selling can be analyzed by comparing IBD positions across consecutive 13F reporting periods. InsiderSet's IBD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBD ownership changes.
How has IBD institutional ownership changed over time?
InsiderSet tracks IBD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.