Inspire Corporate Bond

IBD • ARCA

Inspire Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 86 institutional investors hold shares in this ETF, with total holdings valued at $311.9M. Inspire Advisors, LLC is the largest holder with a position valued at $74.5M.

Overview

Overview of institutional ownership in IBD as of Q3 2025

All Institutions

Institutions: 86
Value Held: $311.9M
Shares Held: 12.9M
Avg Position: $3.6M
Median Position: $544.0K

Hedge Funds

Hedge Funds: 1
Value Held: $458.5K
Shares Held: 19.0K
Avg Position: $458.5K
Median Position: $458.5K

Biggest Investors

Institutions with the largest positions in IBD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Inspire Advisors, LLC RIA/Wealth	Bruce Murray Hernandez Managing Partner	$74.5M 7.14% of portfolio	3.1M shares	Q4 2022 Held for 3 years	$1.0B
Ambassador Advisors, LLC RIA/Wealth	Christopher George Cousins President	$36.1M 5.51% of portfolio	1.5M shares	Q4 2022 Held for 3 years	$656.4M
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	Kregg Jerrod Rooze President	$22.7M 1.54% of portfolio	937.9K shares	Q4 2022 Held for 3 years	$1.5B
B Bare Financial Services, Inc Institution	-	$16.3M 5.15% of portfolio	674.0K shares	Q4 2023 Held for 2 years	$316.0M
CWM Advisors, LLC ETF Provider	Robert John Netzly CEO	$16.0M 1.55% of portfolio	661.4K shares	Q4 2022 Held for 3 years	$1.0B
Change Path, LLC RIA/Wealth	Kenneth Ross Hyman President	$14.9M 0.38% of portfolio	615.0K shares	Q3 2024 Held for 1y 3m	$3.9B
C Christian Investment Advisors, Inc. Institution	-	$14.1M 11.30% of portfolio	582.3K shares	Q4 2024 Held for 1 year	$124.5M
O OneAscent Financial Services LLC RIA/Wealth	Robert Wayne Grubb COO	$13.9M 1.30% of portfolio	577.4K shares	Q3 2025 Held for 3 months	$1.1B
L LPL Financial LLC Institution	-	$8.5M 0.00% of portfolio	351.1K shares	Q4 2022 Held for 3 years	$340.07B
PAX Financial Group, LLC RIA/Wealth	Darryl Walter Lyons CEO	$8.0M 1.50% of portfolio	331.6K shares	Q4 2022 Held for 3 years	$534.8M

Net Capital Flow

Institutional buying and selling activity for IBD in Q3 2025

Traded: +$44.8M
Buyers: 58
Sellers: 25
Total Bought: +$51.4M
Total Sold: −$6.6M
Avg Position: $3.3M

Biggest Buyers

Institution	Net Bought	Current Position
O OneAscent Financial Services LLC RIA/Wealth	+$13.9M +272.0K shares	$13.9M 577.4K shares
O OneAscent Wealth Management LLC RIA/Wealth	+$7.0M +-25.6K shares	$7.0M 290.5K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	+$4.7M +195.1K shares	$4.7M 195.1K shares
O OneAscent Investment Solutions LLC Long Only Manager	+$3.6M +9.2K shares	$3.6M 148.6K shares
Inspire Advisors, LLC RIA/Wealth	+$3.6M +147.6K shares	$74.5M 3.1M shares
Belpointe Asset Management LLC RIA/Wealth	+$2.4M +97.9K shares	$2.4M 97.9K shares
Valmark Advisers, Inc. RIA/Wealth	+$1.6M +64.8K shares	$4.8M 197.9K shares
CWM Advisors, LLC ETF Provider	+$1.5M +63.3K shares	$16.0M 661.4K shares
GOLDMAN SACHS GROUP INC Institution	+$1.2M +49.0K shares	$1.5M 61.5K shares
Plan A Wealth LLC RIA/Wealth	+$1.1M +47.2K shares	$5.8M 238.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$1.5M −62.7K shares	$397.6K 16.5K shares
PAX Financial Group, LLC RIA/Wealth	−$857.7K −35.5K shares	$8.0M 331.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$828.7K −34.3K shares	$458.5K 19.0K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	−$663.9K −27.5K shares	Sold Off 0 shares
Simplicity Wealth,LLC RIA/Wealth	−$627.8K −26.0K shares	$491.5K 20.4K shares
G GTS SECURITIES LLC Institution	−$593.4K −24.7K shares	Sold Off 0 shares
Financial Advocates Investment Management RIA/Wealth	−$547.8K −22.8K shares	Sold Off 0 shares
McElhenny Sheffield Capital Management, LLC Long Only Manager	−$258.2K −10.8K shares	Sold Off 0 shares
Advisory Alpha, LLC RIA/Wealth	−$119.7K −4.9K shares	$299.8K 12.4K shares
Change Path, LLC RIA/Wealth	−$118.4K −4.9K shares	$14.9M 615.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IBD in Q3 2025

New Positions: 10
New Value: $31.0M
Exited Positions: 8
Exited Value: $2.1M

New Positions

Institution	Position Value
O OneAscent Financial Services LLC RIA/Wealth	$13.9M 577.4K shares
O OneAscent Wealth Management LLC RIA/Wealth	$7.0M 290.5K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	$4.7M 195.1K shares
O OneAscent Investment Solutions LLC Long Only Manager	$3.6M 148.6K shares
O OneAscent Family Office, LLC Institution	$634.6K 26.3K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$348.4K 14.4K shares
Straight Path Wealth Management RIA/Wealth	$320.4K 6.5K shares
Sheets Smith Investment Management RIA/Wealth	$221.5K 9.2K shares
LGT Financial Advisors LLC RIA/Wealth	$195.3K 8.1K shares
Wealth Watch Advisors, INC RIA/Wealth	$20.7K 859.0 shares

Exited Positions

Institution	Previous Position
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$663.9K 27.5K shares
G GTS SECURITIES LLC Institution	$593.4K 24.7K shares
Financial Advocates Investment Management RIA/Wealth	$547.8K 22.8K shares
McElhenny Sheffield Capital Management, LLC Long Only Manager	$258.2K 10.8K shares
SRS Capital Advisors, Inc. RIA/Wealth	$17.6K 732.0 shares
Ameritas Advisory Services, LLC RIA/Wealth	$16.4K 682.0 shares
J JONES FINANCIAL COMPANIES LLLP Institution	$3.2K 134.0 shares
Transce3nd, LLC RIA/Wealth	$328.0 14.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IBD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IBD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Christian Investment Advisors, Inc. Institution	-	11.30% $14.1M	582.3K shares	Q4 2024 Held for 1 year	$124.5M
Inspire Advisors, LLC RIA/Wealth	Bruce Murray Hernandez Managing Partner	7.14% $74.5M	3.1M shares	Q4 2022 Held for 3 years	$1.0B
Ambassador Advisors, LLC RIA/Wealth	Christopher George Cousins President	5.51% $36.1M	1.5M shares	Q4 2022 Held for 3 years	$656.4M
B Bare Financial Services, Inc Institution	-	5.15% $16.3M	674.0K shares	Q4 2023 Held for 2 years	$316.0M
O OneAscent Investment Solutions LLC Long Only Manager	Coleman James Pearson President	3.83% $3.6M	148.6K shares	Q3 2025 Held for 3 months	$93.8M
Plan A Wealth LLC RIA/Wealth	Ronald Wallace Anderson Managing Partner	2.93% $5.8M	238.2K shares	Q4 2024 Held for 1 year	$196.2M
O OneAscent Wealth Management LLC RIA/Wealth	Harry Noble Pearson Managing Partner	2.43% $7.0M	290.5K shares	Q3 2025 Held for 3 months	$289.2M
CWM Advisors, LLC ETF Provider	Robert John Netzly CEO	1.55% $16.0M	661.4K shares	Q4 2022 Held for 3 years	$1.0B
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	Kregg Jerrod Rooze President	1.54% $22.7M	937.9K shares	Q4 2022 Held for 3 years	$1.5B
PAX Financial Group, LLC RIA/Wealth	Darryl Walter Lyons CEO	1.50% $8.0M	331.6K shares	Q4 2022 Held for 3 years	$534.8M

Hedge Fund Spotlight

Discover hedge funds investing in IBD

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.10B
Positions: 5,533
Last Reported: Q3 2025

Sector Allocation

Position in Inspire Corporate Bond

Market Value: $458.5K
Shares Held: 19.0K
Portfolio Weight: 0.00%
Owned Since: 2023-Q3

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