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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
1.15%
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
Osaic Holdings
51
Osaic Holdings
Arizona
$416K -$60.9K -1,482 -12%
GWM
52
Geneos Wealth Management
Colorado
$400K +$297K +7,216 +260%
HI
53
Harbour Investments
Wisconsin
$363K +$178K +4,341 +91%
WMWM
54
Whitaker-Myers Wealth Managers
Ohio
$351K +$41.7K +1,014 +13%
RA
55
RFG Advisory
Alabama
$308K +$317K +7,711 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$304K -$8.38K -204 -3%
GSEP
57
Golden State Equity Partners
California
$295K +$20.4K +496 +7%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$292K -$16.6K -405 -5%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$279K +$251K +6,107 +692%
LSIA
60
LaSalle St. Investment Advisors
Illinois
$260K -$10.5K -256 -4%
SB
61
Strategic Blueprint
Georgia
$237K +$11.6K +283 +5%
SW
62
Simplicity Wealth
New Jersey
$235K +$26.5K +645 +12%
PFPG
63
Pinnacle Financial Partners (Georgia)
Georgia
$223K +$229K +5,568 New
WA
64
Waverly Advisors
Alabama
$214K
HIS
65
Harvest Investment Services
Illinois
$202K -$94.8K -2,306 -31%
LMFP
66
Larry Mathis Financial Planning
Arizona
$200K +$206K +5,011 New
CPG
67
Cornerstone Planning Group
New Jersey
$189K +$493 +12 +0.3%
TWM
68
TopTier Wealth Management
Wisconsin
$106K +$109K +2,653 New
Morgan Stanley
69
Morgan Stanley
New York
$103K +$64.5K +1,570 +155%
HR
70
Howe & Rusling
New York
$103K
FG
71
Fairman Group
Pennsylvania
$102K -$172K -4,178 -62%
AAP
72
Arax Advisory Partners
Colorado
$94.2K
RFP
73
Root Financial Partners
California
$65.7K +$67.5K +1,643 New
MA
74
MCF Advisors
Kentucky
$61.7K -$24.6K -598 -28%
CA
75
CoreCap Advisors
Michigan
$51.4K -$33K -803 -38%