13FBOX
INSPIRE TACTICAL BALANCED ETF · 13F Institutional Holdings
Options Calculator Rankings
I

INSPIRE TACTICAL BALANCED ETF

RISN
Institutions
21
Combined AUM (Q2 2026)
$67.3M
Combined Shares (Q2 2026)
2.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+101,613
12 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-448,795
8 · 5 Exit · ≈
⚖️ Net
-347,182
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$67.3M
Institutions
21
New Buys
6
Adds
6
Reduces
3
Exits
5
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Inspire Advisors, LLC
4.3%5.57%#1$62.2M2.0M$68.4M2.4M-357,850-15.01%Reduce
LPL Financial LLC
<0.01%#18$1.9M61,946$00+61,946New Buy
Revisor Wealth Management LLC
0.25%0.11%#2$1.1M34,316$402,83514,006+20,310+145.01%Add
GTS SECURITIES LLC
0.01%0.01%#6$358,76711,679$399,68013,931-2,252-16.17%Reduce
Inspire Investing, LLC
0.01%#5$299,2389,741$00+9,741New Buy
Ascentis Independent Advisors
0.04%0.02%#3$283,4579,880$283,4579,88000.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#14$262,6908,551$245,1858,546+5+0.06%Add
Arax Advisory Partners
<0.01%<0.01%#13$189,0456,154$176,5596,15400.00%Unchanged
Westside Investment Management, Inc.
0.02%0.02%#4$133,3204,340$124,5154,34000.00%Unchanged
Global Retirement Partners, LLC
<0.01%#10$120,6333,927$00+3,927New Buy
Steward Partners Investment Advisory, LLC
<0.01%#17$104,6903,408$00+3,408New Buy
AdvisorNet Financial, Inc
<0.01%<0.01%#7$101,2193,295$78,7542,745+550+20.04%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#12$94,1893,066$87,7693,059+7+0.23%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#19$65,9292,146$61,5722,14600.00%Unchanged
Continuum Advisory, LLC
<0.01%#9$44,9111,462$00+1,462New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#11$37,1011,208$34,5751,205+3+0.25%Add
EverSource Wealth Advisors, LLC
<0.01%<0.01%#15$25,295823$23,583822+1+0.12%Add
Bare Financial Services, Inc
<0.01%<0.01%#8$19,599638$18,30463800.00%Unchanged
Institute for Wealth Management, LLC.
<0.01%#16$7,773253$00+253New Buy
Allworth Financial LP
<0.01%<0.01%#20$30810$2871000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#21$1474$60820-16-80.00%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow