Who Owns INSPIRE (IBD)? -- Institutional Holders (2026-06-30)

124 institutions reported holding $357.1M of INSPIRE (IBD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Inspire Advisors, LLC ($97.5M), Faithward Advisors, LLC ($40.8M), CREATIVE FINANCIAL DESIGNS INC /ADV ($23.0M), LPL Financial LLC ($19.6M), Bare Financial Services, Inc ($18.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Inspire Advisors, LLC$97.5M4.1MTrimmed
2Faithward Advisors, LLC$40.8M1.7MAdded
3CREATIVE FINANCIAL DESIGNS INC /ADV$23.0M968,280Trimmed
4LPL Financial LLC$19.6M823,286Added
5Bare Financial Services, Inc$18.9M795,094Added
6Inspire Investing, LLC$18.3M768,594Trimmed
7OneAscent Financial Services LLC$13.0M548,881Trimmed
8PAX Financial Group, LLC$8.3M348,665Added
9Plan A Wealth LLC$7.7M322,041Added
10UNITED CAPITAL FINANCIAL ADVISORS, LLC$6.4M267,448Added
11ASSETMARK, INC$5.3M222,966Added
12LVZ, Inc.$4.7M197,625Added
13Valmark Advisers, Inc.$4.5M187,444Added
14Legacy Wealth Asset Management, LLC$4.4M184,769Added
15Allworth Financial LP$4.3M180,701Added
16ENVESTNET ASSET MANAGEMENT INC$4.3M180,131Added
17WorthPointe, LLC$3.7M154,171Trimmed
18Range Financial Group LLC$3.6M152,721Added
19OneAscent Investment Solutions LLC$3.5M147,937Trimmed
20OSAIC HOLDINGS, INC.$3.0M126,122Added
21TrueWealth Advisors, LLC$2.9M123,684Added
22GOLDMAN SACHS GROUP INC$2.7M114,735Trimmed
23Belpointe Asset Management LLC$2.5M106,334Added
24Farther Finance Advisors, LLC$2.5M105,133Added
25CITADEL ADVISORS LLC$2.3M97,889Trimmed

Source: SEC Form 13F filings · as of 2026-06-30