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RISN NORTHERN LTS FD TR IV

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INSPIRE CAPITAL (fund)

16 managers (17 13F filers) reported a position in RISN shares at 2025-12-31, 2,777,744 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
16
13F filers
17
New
2
Added
5
Reduced
6
Sold out
2
Shares held by filers
2,777,744

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Inspire Investing, LLCgroup of 2 filers holding2,541,835$73.8M-61,771Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV132,222$3.84M0.24%+3,01913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV47,651$1.38M0.07%+16,38013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,791$255K<0.01%+50813F-HR/ATimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,297$241K0.04%+17113F-HRTimelineGroup
AE Wealth Management LLC7,382$214K<0.01%+5,79913F-HRTimeline
Arax Advisory Partners6,154$179K0.01%new13F-HRTimeline
Westside Investment Management, Inc.4,340$126K0.02%013F-HRTimeline
Global Retirement Partners, LLC3,927$114K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,791$110K<0.01%-1,16613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,059$88.8K<0.01%-51113F-HRTimeline
Bare Financial Services, Inc519$15.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG22$639<0.01%-16013F-HRTimelineGroup
Allworth Financial LP10$291<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$58<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$41<0.01%-1913F-HR/ATimelineGroup