INSPIRE CAPITAL APPRECIATION (RISN) Institutional Ownership Changes & 13F Activity

INSPIRE CAPITAL APPRECIATION (RISN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Inspire Advisors, Llc, Creative Financial Designs Inc, Nations Financial Group Inc, Inspire Investing, Llc, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Inspire Investing, LlcBuy+9,741—9,741$282.87KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+3,791—3,791$110.09KQ4 2025Feb 17, 2026
Inspire Advisors, LlcBuy+2,541,835—2,541,835$73.81MQ4 2025Feb 13, 2026
Arax Advisory PartnersBuy+6,154—6,154$178.70KQ4 2025Feb 13, 2026
Morgan StanleyBuy+1—1$41.00Q4 2025Feb 13, 2026
Goldman Sachs Group IncBuy+8,791—8,791$255.28KQ4 2025Feb 10, 2026
Harbour Investments, Inc.Buy+3,059—3,059$88.83KQ4 2025Feb 09, 2026
Creative Financial Designs IncBuy+132,222—132,222$3.84MQ4 2025Feb 06, 2026
Bare Financial Services, IncBuy+519—519$15.07KQ4 2025Feb 06, 2026
Eversource Wealth Advisors, LlcBuy+2—2$58.00Q4 2025Feb 06, 2026
Allworth Financial LpBuy+10—10$291.00Q4 2025Feb 05, 2026
Ascentis Independent AdvisorsBuy+8,297—8,297$240.93KQ4 2025Jan 29, 2026
Ubs Group AgBuy+22—22$639.00Q4 2025Jan 29, 2026
Nations Financial Group IncBuy+47,651—47,651$1.38MQ4 2025Jan 26, 2026
Ae Wealth Management LlcBuy+7,382—7,382$214.36KQ4 2025Jan 26, 2026
Westside Investment Management, Inc.Buy+4,340—4,340$126.03KQ4 2025Jan 23, 2026
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Frequently asked questions about RISN activity

  • Which institutional owners are buying RISN?

    Institutional owners buying RISN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RISN activity?

    "Buy" means an investor increased their reported position in RISN compared to the prior reporting period. This reflects growing exposure to INSPIRE CAPITAL APPRECIATION (RISN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RISN increasing?

    Institutional interest in RISN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.