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Inspire Small/Mid Cap Impact ETF

75 hedge funds and large institutions have $140M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$681K
TPI
27
Trust Point Inc
Wisconsin
$640K
IA
28
IFP Advisors
Florida
$633K
KP
29
Keel Point
Alabama
$557K
RWM
30
Revisor Wealth Management
Ohio
$557K
SIAP
31
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$556K
Osaic Holdings
32
Osaic Holdings
Arizona
$555K
FA
33
Faithward Advisors
Pennsylvania
$531K
RWM
34
RMG Wealth Management
Wisconsin
$520K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$473K
FAM
36
Frontier Asset Management
Wyoming
$465K
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$419K
SOS
38
Silver Oak Securities
Tennessee
$405K
AWM
39
AE Wealth Management
Kansas
$390K
PFA
40
Providence Financial Advisors
Kansas
$380K
Raymond James Financial
41
Raymond James Financial
Florida
$320K
WMWM
42
Whitaker-Myers Wealth Managers
Ohio
$297K
MFWP
43
Mosaic Family Wealth Partners
Missouri
$287K
HIS
44
Harvest Investment Services
Illinois
$284K
OAS
45
Optivise Advisory Services
Tennessee
$271K
FG
46
Fairman Group
Pennsylvania
$261K
Jones Financial Companies
47
Jones Financial Companies
Missouri
$259K
GSEP
48
Golden State Equity Partners
California
$252K
FWP
49
Family Wealth Partners
North Carolina
$239K
LSIA
50
LaSalle St. Investment Advisors
Illinois
$233K