Who owns IBD?
Inspire Corporate Bond ETF · Inspire
110 institutions reported holding IBD, worth $358.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Inspire Advisors, LLC | Meridian, ID | $97.5M | 4,102,463 | −225,326 shares |
| Faithward Advisors, LLC | Lancaster, PA | $40.8M | 1,715,901 | +54,195 shares |
| Creative Financial Designs Inc. | Kokomo, IN | $23.0M | 968,280 | −88,201 shares |
| LPL Financial LLC | Fort Mill, SC | $19.6M | 823,286 | +207,800 shares |
| Bare Financial Services, Inc | Gap, PA | $18.9M | 795,094 | +25,215 shares |
| Inspire Investing, LLC | Meridian, ID | $18.3M | 768,594 | −220,128 shares |
| OneAscent Financial Services LLC | Birmingham, AL | $13.0M | 548,881 | −115,046 shares |
| PAX Financial Group, LLC | San Antonio, TX | $8.3M | 348,665 | +4,669 shares |
| Plan A Wealth LLC | Lincoln, NE | $7.7M | 322,041 | +24,681 shares |
| United Capital Financial Advisors, LLC | Irving, TX | $6.4M | 267,448 | +41,529 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBD?
110 institutional managers reported holding IBD in Form 13F filings for June 30, 2026, worth $358.2M in total. The largest reported position was held by Inspire Advisors, LLC, at $97.5M.
Did institutions buy or sell IBD last quarter?
Reported 13F value fell 8.2% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.