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Inspire Small/Mid Cap Impact ETF

78 hedge funds and large institutions have $139M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
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
FAM
26
Frontier Asset Management
Wyoming
$696K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$684K
UCFA
28
United Capital Financial Advisors
Texas
$668K
RWM
29
Revisor Wealth Management
Ohio
$596K
TPI
30
Trust Point Inc
Wisconsin
$567K
KP
31
Keel Point
Alabama
$509K
FA
32
Faithward Advisors
Pennsylvania
$509K
SIAP
33
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$508K
RWM
34
RMG Wealth Management
Wisconsin
$484K
Osaic Holdings
35
Osaic Holdings
Arizona
$480K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$468K
HIS
37
Harvest Investment Services
Illinois
$419K
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$383K
AAS
39
Avantax Advisory Services
Texas
$376K
SOS
40
Silver Oak Securities
Tennessee
$374K
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$276K
OAS
42
Optivise Advisory Services
Tennessee
$260K
WMWM
43
Whitaker-Myers Wealth Managers
Ohio
$259K
MFWP
44
Mosaic Family Wealth Partners
Missouri
$245K
FG
45
Fairman Group
Pennsylvania
$238K
AWM
46
AE Wealth Management
Kansas
$232K
KAS
47
Kestra Advisory Services
Texas
$231K
Raymond James Financial
48
Raymond James Financial
Florida
$231K
Jones Financial Companies
49
Jones Financial Companies
Missouri
$229K
LSIA
50
LaSalle St. Investment Advisors
Illinois
$209K