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Inspire Small/Mid Cap Impact ETF

71 hedge funds and large institutions have $138M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
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
TPI
26
Trust Point Inc
Wisconsin
$640K
RWM
27
Revisor Wealth Management
Ohio
$557K
SIAP
28
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$556K
Osaic Holdings
29
Osaic Holdings
Arizona
$555K
FA
30
Faithward Advisors
Pennsylvania
$531K
RWM
31
RMG Wealth Management
Wisconsin
$520K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$473K
FAM
33
Frontier Asset Management
Wyoming
$465K
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$419K
SOS
35
Silver Oak Securities
Tennessee
$405K
AWM
36
AE Wealth Management
Kansas
$390K
PFA
37
Providence Financial Advisors
Kansas
$380K
Raymond James Financial
38
Raymond James Financial
Florida
$320K
WMWM
39
Whitaker-Myers Wealth Managers
Ohio
$297K
MFWP
40
Mosaic Family Wealth Partners
Missouri
$287K
HIS
41
Harvest Investment Services
Illinois
$284K
OAS
42
Optivise Advisory Services
Tennessee
$271K
FG
43
Fairman Group
Pennsylvania
$261K
Jones Financial Companies
44
Jones Financial Companies
Missouri
$259K
GSEP
45
Golden State Equity Partners
California
$252K
FWP
46
Family Wealth Partners
North Carolina
$239K
LSIA
47
LaSalle St. Investment Advisors
Illinois
$233K
GWP
48
Gateway Wealth Partners
Wisconsin
$229K
Citadel Advisors
49
Citadel Advisors
Florida
$223K
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$207K