Public ownership evidence

Inspire Fidelis Multi Factor ETF (FDLS) Ownership Disclosures

Read FDLS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Inspire Fidelis Multi Factor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
CARLSON FINANCIAL, INC.
Report period
2026-06-30
Available
2026-08-25
Reported shares
17,389
Value (USD)
$734,946
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001066
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FDLS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FDLS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CARLSON FINANCIAL, INC.2026-06-302026-08-2517,389$734,946None
CARLSON FINANCIAL, INC.2026-03-312026-08-2515,280$564,456None
CARLSON FINANCIAL, INC.2025-12-312026-08-259,827$351,213None
Schwallier Wealth Management LLC2026-06-302026-08-157,519$317,839None
Ameritas Advisory Services, LLC2026-06-302026-08-15405$17,119None
IFG Advisory, LLC2026-06-302026-08-15453$19,148None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,550$403,658None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,186$472,805None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1515,576$658,398None
BROWN ADVISORY INC2026-06-302026-08-1511,930$504,281None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1519,346$817,755None
ROYAL BANK OF CANADA2026-06-302026-08-15340$14,000None
CITADEL ADVISORS LLC2026-06-302026-08-1515,318$647,492None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1595,407$4,032,854None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1525,782$1,089,805None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-159,350$395,225None
Sanctuary Advisors, LLC2026-06-302026-08-148,609$363,888None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,548$65,434None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14942$39,818None
Inspire Advisors, LLC2026-06-302026-08-141,220,431$51,569,920None
MORGAN STANLEY2026-06-302026-08-14600$25,362None
MORGAN STANLEY2026-06-302026-08-1412$541None
FMR LLC2026-06-302026-08-14105$4,441None
Inspire Investing, LLC2026-06-302026-08-1399,722$4,215,266None
Cetera Investment Advisers2026-06-302026-08-1315,047$636,038None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13558$23,587None
STIFEL FINANCIAL CORP2026-06-302026-08-135,271$222,805None
OneAscent Financial Services LLC2026-06-302026-08-1269,410$2,933,976None
Integrated Advisors Network LLC2026-06-302026-08-125,602$236,797None
Strategic Equity Management2026-06-302026-08-11163,636$6,916,911None
LPL Financial LLC2026-06-302026-08-08182,936$7,732,687None
Geneos Wealth Management Inc.2026-06-302026-08-079,717$410,738None
Frontier Asset Management, LLC2026-06-302026-08-0745,058$1,904,622None
Valmark Advisers, Inc.2026-06-302026-08-0735,713$1,509,589None
Simplicity Wealth,LLC2026-06-302026-08-0723,068$975,099None
PAX Financial Group, LLC2026-06-302026-08-06102,053$4,313,790None
Van Diest Capital, LLC2026-06-302026-08-054,877$206,164None
AE Wealth Management LLC2026-06-302026-08-04107,711$4,552,935None
AE Wealth Management LLC2026-06-302026-08-04507$21,425None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0443,008$1,817,935None
Belpointe Asset Management LLC2026-06-302026-08-0178,581$3,321,651None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3161,129$2,584,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-308,846$373,900None
Institute for Wealth Management, LLC.2026-06-302026-07-29237$10,020None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-29452,893$19,143,796None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2861,129$2,584,000None
LITTLEJOHN FINANCIAL SERVICES, INC.2026-06-302026-07-254,797$202,769None
EverSource Wealth Advisors, LLC2026-06-302026-07-252,295$97,018None
AdvisorNet Financial, Inc2026-06-302026-07-242,735$115,608None
Revisor Wealth Management LLC2026-06-302026-07-2326,634$1,128,184None

90-day public filing window, up to 50 source positions.

CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Schwallier Wealth Management LLC ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗BROWN ADVISORY INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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