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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

77 hedge funds and large institutions have $138M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
34
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Christian Investment Advisors
Texas
$10.9M
2
CFD
2
Creative Financial Designs
Indiana
$5.41M
3
IA
3
Inspire Advisors
Idaho
$49.1M
4
OFS
4
OneAscent Financial Services
Alabama
$11.4M
5
LPL Financial
5
LPL Financial
California
$6.77M

Top Sellers

1
LWAM
1
Legacy Wealth Asset Management
Minnesota
$0
2
PFG
2
PAX Financial Group
Texas
$6.87M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
TPI
4
Trust Point Inc
Wisconsin
$567K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$49.1M 1,382,520 +86,983 +7%
OFS
2
OneAscent Financial Services
Alabama
$11.4M 315,582 +47,015 +18%
CIA
3
Christian Investment Advisors
Texas
$10.9M 307,179 +307,179 New
II
4
Inspire Investing
Idaho
$8.17M 229,889 +6,840 +3%
PFG
5
PAX Financial Group
Texas
$6.87M 193,416 -30,630 -14%
LPL Financial
6
LPL Financial
California
$6.77M 190,458 +15,864 +9%
CW
7
CreativeOne Wealth
Kansas
$5.71M 160,647 +7,879 +5%
CFD
8
Creative Financial Designs
Indiana
$5.41M 152,350 +125,491 +467%
LI
9
LVZ Inc
Michigan
$2.23M 62,818 -1,546 -2%
ACM
10
AlphaStar Capital Management
North Carolina
$2.18M 61,442 +837 +1%
SFS
11
Sowell Financial Services
Arkansas
$2.15M 60,430 +14,692 +32%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$2.13M 60,013 +57 +0.1%
SFSG
13
Sound Financial Strategies Group
Mississippi
$1.59M 44,884 -2,273 -5%
IA
14
IFP Advisors
Florida
$1.57M 44,204 +984 +2%
GS
15
GTS Securities
New York
$1.38M 38,853 +6,921 +22%
UBS Group
16
UBS Group
Switzerland
$1.38M 38,750 -9,412 -20%
FAIM
17
Financial Advocates Investment Management
Washington
$1.13M 31,723 +1,414 +5%
EWA
18
EverSource Wealth Advisors
Alabama
$1.08M 30,422 -551 -2%
BFS
19
Bare Financial Services
Pennsylvania
$1.05M 29,599 -411 -1%
Goldman Sachs
20
Goldman Sachs
New York
$981K 27,614 – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$844K 23,754 -397 -2%
KOC
22
Koss-Olinger Consulting
Florida
$786K 22,123 -2,563 -10%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$755K 21,244 +2,216 +12%
FAC
24
Financial Advisory Corporation
Michigan
$723K 20,358 +892 +5%
FAM
25
Frontier Asset Management
Wyoming
$696K 19,576 -3,388 -15%
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