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Inspire Small/Mid Cap Impact ETF

93 hedge funds and large institutions have $190M invested in Inspire Small/Mid Cap Impact ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $148M → $190M (+$41.4M)

8.84% more ownership

Funds ownership: 64.46%73.3% (+8.8%)

4% more funds holding

Funds holding: 8993 (+4)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
40
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
26
Bare Financial Services
Pennsylvania
$1.11M -$34.3K -834 -3%
CFM
27
Cornerstone Financial Management
Massachusetts
$1.06M +$70.7K +1,721 +7%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$1.01M +$333K +8,104 +47%
FAC
29
Financial Advisory Corporation
Michigan
$864K +$24.1K +587 +3%
FAM
30
Frontier Asset Management
Wyoming
$859K -$52.3K -1,273 -6%
FWP
31
Family Wealth Partners
North Carolina
$843K +$299K +7,264 +53%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$832K +$11.1K +269 +1%
TPI
33
Trust Point Inc
Wisconsin
$791K +$214K +5,205 +36%
KOC
34
Koss-Olinger Consulting
Florida
$759K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$739K -$40.8K -993 -5%
AWM
36
AE Wealth Management
Kansas
$703K +$236K +5,738 +48%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$687K +$78.3K +1,904 +12%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$662K +$314K +7,635 +83%
RWM
39
RMG Wealth Management
Wisconsin
$642K +$581K +14,136 New
IA
40
IFP Advisors
Florida
$598K +$15.7K +383 +3%
RWM
41
Revisor Wealth Management
Ohio
$590K -$29K -705 -5%
PFA
42
Providence Financial Advisors
Kansas
$573K +$74.2K +1,806 +14%
KP
43
Keel Point
Alabama
$573K
SIAP
44
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$572K
FFA
45
Farther Finance Advisors
California
$550K +$561K +13,658 New
FA
46
Faithward Advisors
Pennsylvania
$531K -$14K -341 -3%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$470K
GWP
48
Gateway Wealth Partners
Wisconsin
$463K +$235K +5,709 +97%
SA
49
Sanctuary Advisors
Indiana
$460K -$473K -11,506 -50%
Raymond James Financial
50
Raymond James Financial
Florida
$456K +$116K +2,825 +33%

ISMD Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q1 2026, worth a combined $190M — up 28% from $148M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ISMD positions and 9 closed out — a net gain of 4 holders — while 40 added to existing stakes and 21 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $28M. The largest seller was Creative Financial Designs, cutting an estimated $5.41M.

  • 93 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q1 2026, up from 89 in Q4 2025.
  • Funds reported $190M of Inspire Small/Mid Cap Impact ETF stock for Q1 2026, up 28% quarter-over-quarter.
  • 13 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q1 2026 and 9 closed out, a net change of +4 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q1 2026 was OneAscent Financial Services, an estimated $28M added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q1 2026 was Creative Financial Designs, an estimated $5.41M sold.

Based on aggregated 13F filings for Q1 2026.