Skip to content

RISN NORTHERN LTS FD TR IV

Follow

INSPIRE CAPITAL (fund)

20 managers (21 13F filers) reported a position in RISN shares at 2026-06-30, 2,297,728 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
20
13F filers
21
New
5
Added
7
Reduced
2
Sold out
6
Shares held by filers
2,297,728

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Inspire Investing, LLCgroup of 2 filers holding2,025,711$62.2M-357,850Timeline
Avior Wealth Management, LLC115,050$3.53M0.09%new13F-HRTimeline
LPL Financial LLC61,946$1.9M<0.01%new13F-HRTimeline
Revisor Wealth Management LLC34,316$1.06M0.25%+20,31013F-HRTimeline
GTS SECURITIES LLC11,679$359K0.01%-2,25213F-HRTimeline
AE Wealth Management LLC8,551$263K<0.01%+513F-HRTimeline
Arax Advisory Partners6,154$189K<0.01%013F-HRTimeline
Westside Investment Management, Inc.4,340$133K0.02%013F-HRTimeline
Global Retirement Partners, LLC3,927$121K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…3,408$105K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc3,295$101K<0.01%+55013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,066$94.2K<0.01%+713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,146$65.9K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC1,462$44.9K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,208$37.1K<0.01%+313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…823$25.3K<0.01%+113F-HRTimelineGroup
Bare Financial Services, Inc638$19.6K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.253$7.77K<0.01%new13F-HRTimeline
Allworth Financial LP10$308<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4$147<0.01%+213F-HRTimelineGroup