Skip to content

GLRY NORTHERN LTS FD TR IV

Follow

INSPI GROWT ETF (fund)

31 managers (31 13F filers) reported a position in GLRY shares at 2025-03-31, 2,092,119 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
31
13F filers
31
New
5
Added
15
Reduced
10
Sold out
4
Shares held by filers
2,092,119

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Faithward Advisors, LLC778,309$22.5M3.91%-8,43813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV712,390$20.6M1.64%-59013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC177,280$5.12M0.59%+116,65313F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …134,738$3.89M0.25%+42913F-HRTimelineGroup
PFG Advisors56,409$1.63M0.09%+1,90813F-HRTimeline
Cambridge Investment Research Advisors,…36,509$1.05M<0.01%+3,42913F-HRTimeline
CWM, LLCin group CWM, LLC24,262$700K<0.01%+93813F-HRTimelineGroup
LPL Financial LLC22,450$648K<0.01%+6,34613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,303$586K<0.01%new13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,701$482K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,823$428K<0.01%+63113F-HRTimeline
Harvest Investment Services, LLC13,752$397K0.11%+3,24913F-HRTimeline
AE Wealth Management LLC12,457$360K<0.01%+2,60213F-HRTimeline
Turning Point Benefit Group, Inc.11,512$330K0.31%-44313F-HRTimeline
GTS SECURITIES LLC10,926$315K0.01%+2,98213F-HRTimeline
IFP Advisors, Inc10,678$308K0.01%+57113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,384$300K<0.01%+7,72413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,576$276K<0.01%+8,73213F-HR/ATimelineGroup
Financial Advocates Investment Manageme…7,267$210K0.01%+28113F-HRTimeline
HARBOUR INVESTMENTS, INC.5,455$157K<0.01%-7,00713F-HRTimeline
Geneos Wealth Management Inc.2,449$70.7K<0.01%+44513F-HRTimeline
Bare Financial Services, Inc828$23.9K0.01%new13F-HRTimeline
Kiker Wealth Management, LLC654$18.9K0.01%-3,95113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY604$17.4K<0.01%-25813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…570$16.5K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC413$11.9K0.01%-1513F-HRTimeline
Continuum Advisory, LLC334$9.64K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC73$2.1K<0.01%-413F-HRTimeline
Creekmur Asset Management LLC8$231<0.01%-1,21913F-HRTimeline
Arax Advisory Partners5$145<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,47513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.