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Inspire Small/Mid Cap Impact ETF

89 hedge funds and large institutions have $148M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

19% more funds holding

Funds holding: 7589 (+14)

6% more capital invested

Capital invested by funds: $140M → $148M (+$8.31M)

1.78% more ownership

Funds ownership: 62.67%64.46% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
89
Holders Change
+14
Holders Change %
+18.67%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
39
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$752K -$1.6M -41,609 -68%
KOC
27
Koss-Olinger Consulting
Florida
$733K -$120K -3,135 -14%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$662K -$239K -6,230 -27%
RWM
29
Revisor Wealth Management
Ohio
$654K +$36.1K +940 +6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$590K -$85.7K -2,231 -13%
TPI
31
Trust Point Inc
Wisconsin
$563K -$72.4K -1,885 -11%
IA
32
IFP Advisors
Florida
$563K -$65.1K -1,694 -10%
KP
33
Keel Point
Alabama
$553K
SIAP
34
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$552K
FWP
35
Family Wealth Partners
North Carolina
$533K +$295K +7,665 +125%
FA
36
Faithward Advisors
Pennsylvania
$525K -$2.34K -61 -0.4%
PFA
37
Providence Financial Advisors
Kansas
$483K +$105K +2,741 +28%
Osaic Holdings
38
Osaic Holdings
Arizona
$459K -$90.9K -2,365 -17%
AWM
39
AE Wealth Management
Kansas
$457K +$69.7K +1,814 +18%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$453K +$36.9K +959 +9%
Citadel Advisors
41
Citadel Advisors
Florida
$452K +$229K +5,961 +104%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$445K +$443K +11,535 New
Two Sigma Investments
43
Two Sigma Investments
New York
$432K +$430K +11,200 New
SOS
44
Silver Oak Securities
Tennessee
$410K +$2.84K +74 +0.7%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$353K +$95.2K +2,477 +37%
QAM
46
Q3 Asset Management
Michigan
$335K +$334K +8,685 New
Raymond James Financial
47
Raymond James Financial
Florida
$331K +$12.9K +335 +4%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$301K +$95.4K +2,482 +47%
WMWM
49
Whitaker-Myers Wealth Managers
Ohio
$300K +$4.96K +129 +2%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$298K -$171K -4,437 -36%

ISMD Hedge Fund Activity: Q4 2025 in Review

89 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2025, worth a combined $148M — up 5.9% from $140M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ISMD positions and 4 closed out — a net gain of 15 holders — while 39 added to existing stakes and 18 trimmed.

The largest buyer was Christian Investment Advisors, adding an estimated $5.49M. The largest seller was CreativeOne Wealth, cutting an estimated $5.99M.

  • 89 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2025, up from 75 in Q3 2025.
  • Funds reported $148M of Inspire Small/Mid Cap Impact ETF stock for Q4 2025, up 5.9% quarter-over-quarter.
  • 19 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2025 and 4 closed out, a net change of +15 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2025 was Christian Investment Advisors, an estimated $5.49M added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2025 was CreativeOne Wealth, an estimated $5.99M sold.

Based on aggregated 13F filings for Q4 2025.