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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

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
-1
Holders Change %
-1.27%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
34
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Christian Investment Advisors
Texas
+$10.9M
2
CFD
Creative Financial Designs
Indiana
+$4.46M
3
IA
Inspire Advisors
Idaho
+$3.09M
4
OFS
OneAscent Financial Services
Alabama
+$1.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$816K

Top Sellers

1
LWAM
Legacy Wealth Asset Management
Minnesota
-$5.09M
2
PFG
PAX Financial Group
Texas
-$1.09M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.06M
4
TPI
Trust Point Inc
Wisconsin
-$832K
5
Citadel Advisors
Citadel Advisors
Florida
-$646K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
26
Frontier Asset Management
Wyoming
$696K -$120K -3,388 -15%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$684K +$4.51K +127 +0.7%
UCFA
28
United Capital Financial Advisors
Texas
$668K +$199K +5,594 +42%
RWM
29
Revisor Wealth Management
Ohio
$596K +$27K +725 +5%
TPI
30
Trust Point Inc
Wisconsin
$567K -$832K -23,404 -59%
KP
31
Keel Point
Alabama
$509K – – –
FA
32
Faithward Advisors
Pennsylvania
$509K -$8.92K -251 -2%
SIAP
33
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$508K +$153K +4,300 +43%
RWM
34
RMG Wealth Management
Wisconsin
$484K +$484K +13,331 New
Osaic Holdings
35
Osaic Holdings
Arizona
$480K -$127K -3,442 -21%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$468K -$49K -1,379 -9%
HIS
37
Harvest Investment Services
Illinois
$419K -$31.4K -883 -7%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$383K -$90K -2,532 -19%
AAS
39
Avantax Advisory Services
Texas
$376K +$42.5K +1,197 +13%
SOS
40
Silver Oak Securities
Tennessee
$374K +$1.95K +55 +0.5%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$276K -$73.5K -2,070 -21%
OAS
42
Optivise Advisory Services
Tennessee
$260K +$6.15K +173 +2%
WMWM
43
Whitaker-Myers Wealth Managers
Ohio
$259K -$14.4K -406 -5%
MFWP
44
Mosaic Family Wealth Partners
Missouri
$245K +$16.8K +473 +7%
FG
45
Fairman Group
Pennsylvania
$238K +$962 +27 +0.4%
AWM
46
AE Wealth Management
Kansas
$232K +$16K +449 +7%
KAS
47
Kestra Advisory Services
Texas
$231K -$215K -6,048 -48%
Raymond James Financial
48
Raymond James Financial
Florida
$231K -$178 -5 -0.1%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$229K +$71K +1,995 +45%
LSIA
50
LaSalle St. Investment Advisors
Illinois
$209K +$209K +5,905 New
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