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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$684K 19,256 +127 +0.7%
UCFA
27
United Capital Financial Advisors
Texas
$668K 18,815 +5,594 +42%
RWM
28
Revisor Wealth Management
Ohio
$596K 15,992 +725 +5%
TPI
29
Trust Point Inc
Wisconsin
$567K 15,972 -23,404 -59%
KP
30
Keel Point
Alabama
$509K 14,331 – –
FA
31
Faithward Advisors
Pennsylvania
$509K 14,320 -251 -2%
SIAP
32
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$508K 14,300 +4,300 +43%
RWM
33
RMG Wealth Management
Wisconsin
$484K 13,331 +13,331 New
Osaic Holdings
34
Osaic Holdings
Arizona
$480K 12,997 -3,442 -21%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$468K 13,170 -1,379 -9%
HIS
36
Harvest Investment Services
Illinois
$419K 11,783 -883 -7%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$383K 10,793 -2,532 -19%
AAS
38
Avantax Advisory Services
Texas
$376K 10,585 +1,197 +13%
SOS
39
Silver Oak Securities
Tennessee
$374K 10,539 +55 +0.5%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$276K 7,768 -2,070 -21%
OAS
41
Optivise Advisory Services
Tennessee
$260K 7,331 +173 +2%
WMWM
42
Whitaker-Myers Wealth Managers
Ohio
$259K 7,296 -406 -5%
MFWP
43
Mosaic Family Wealth Partners
Missouri
$245K 6,902 +473 +7%
FG
44
Fairman Group
Pennsylvania
$238K 6,663 +27 +0.4%
AWM
45
AE Wealth Management
Kansas
$232K 6,530 +449 +7%
KAS
46
Kestra Advisory Services
Texas
$231K 6,506 -6,048 -48%
Raymond James Financial
47
Raymond James Financial
Florida
$231K 6,492 -5 -0.1%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$229K 6,430 +1,995 +45%
LSIA
49
LaSalle St. Investment Advisors
Illinois
$209K 5,905 +5,905 New
SB
50
Strategic Blueprint
Georgia
$205K 5,766 -3,717 -39%
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