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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

79 hedge funds and large institutions have $122M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
28
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Sowell Financial Services
Arkansas
$1.56M
2
CAS
2
Coppell Advisory Solutions
Texas
$538K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.06M
4
SIAP
4
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K
5
OFS
5
OneAscent Financial Services
Alabama
$9.16M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$5.21M
2
IA
2
Inspire Advisors
Idaho
$44.2M
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
GS
4
GTS Securities
New York
$1.09M
5
HI
5
Harbour Investments
Wisconsin
$138K
Name Market Value Shares Shares
Change 		Shares
Change %
FAC
26
Financial Advisory Corporation
Michigan
$664K 19,466 +1,693 +10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$653K 19,129 +2,450 +15%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$649K 19,028 +2,887 +18%
Citadel Advisors
29
Citadel Advisors
Florida
$646K 18,944 -16,928 -47%
WDL
30
Well Done LLC
Michigan
$591K 15,758 -1,502 -9%
Osaic Holdings
31
Osaic Holdings
Arizona
$561K 16,439 +6,940 +73%
CAS
32
Coppell Advisory Solutions
Texas
$538K 10,523 +10,519 +262,975%
RWM
33
Revisor Wealth Management
Ohio
$523K 15,267 +6,908 +83%
FA
34
Faithward Advisors
Pennsylvania
$497K 14,571 -292 -2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$496K 14,549 +582 +4%
KP
36
Keel Point
Alabama
$489K 14,331 – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$455K 13,325 -1,636 -11%
UCFA
38
United Capital Financial Advisors
Texas
$451K 13,221 +6,894 +109%
HIS
39
Harvest Investment Services
Illinois
$432K 12,666 +3,202 +34%
KAS
40
Kestra Advisory Services
Texas
$428K 12,554 -12,032 -49%
SOS
41
Silver Oak Securities
Tennessee
$358K 10,484 -135 -1%
SIAP
42
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K 10,000 +10,000 New
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$336K 9,838 +1,703 +21%
BTI
44
Blue Trust Inc
Georgia
$335K 9,831 – –
SB
45
Strategic Blueprint
Georgia
$324K 9,483 -4,936 -34%
AAS
46
Avantax Advisory Services
Texas
$320K 9,388 +939 +11%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$284K 8,318 +8,318 New
WMWM
48
Whitaker-Myers Wealth Managers
Ohio
$263K 7,702 -297 -4%
FG
49
Fairman Group
Pennsylvania
$249K 6,636 – –
OAS
50
Optivise Advisory Services
Tennessee
$244K 7,158 +483 +7%
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