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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

81 hedge funds and large institutions have $143M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
25
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$9.71M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.35M
3
CW
3
CreativeOne Wealth
Kansas
$10.5M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.09M
5
IA
5
Inspire Advisors
Idaho
$50.6M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.08M
2
PFG
2
PAX Financial Group
Texas
$9.02M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
SW
4
Simplicity Wealth
New Jersey
$0
5
FAM
5
Frontier Asset Management
Wyoming
$1.09M
Name Market Value Shares Shares
Change 		Shares
Change %
FG
51
Fairman Group
Pennsylvania
$249K 6,636 -1,681 -20%
UCFA
52
United Capital Financial Advisors
Texas
$237K 6,327 +6,327 New
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$216K 5,753 -276 -5%
AAP
54
Arax Advisory Partners
Colorado
$212K 5,656 +5,656 New
LSIA
55
LaSalle St. Investment Advisors
Illinois
$212K 5,672 -35 -0.6%
CPG
56
Cornerstone Planning Group
New Jersey
$159K 4,124 +9 +0.2%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$133K 3,545 +579 +20%
HR
58
Howe & Rusling
New York
$127K 3,378 – –
Wells Fargo
59
Wells Fargo
California
$89.5K 2,387 – –
AWM
60
AE Wealth Management
Kansas
$87.5K 2,331 +2,331 New
CA
61
CoreCap Advisors
Michigan
$80.6K 2,147 -22 -1%
PS
62
Principal Securities
Iowa
$63.3K 1,687 – –
GWM
63
Geneos Wealth Management
Colorado
$57.6K 1,535 – –
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Michigan
$57.1K 1,522 -623 -29%
CA
65
Continuum Advisory
Idaho
$38.6K 1,028 +457 +80%
T
66
Transce3nd
Texas
$36K 959 +959 New
MCM
67
MAI Capital Management
Ohio
$30.8K 822 +822 New
PTC
68
Private Trust Company
Ohio
$21.6K 575 – –
CFGS
69
Concourse Financial Group Securities
Alabama
$19.4K 503 +92 +22%
Morgan Stanley
70
Morgan Stanley
New York
$18.8K 500 -1 -0.2%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$14.3K 380 +380 New
VFA
72
Values First Advisors
Tennessee
$13K 346 -593 -63%
NWMP
73
Noble Wealth Management PBC
Colorado
$11.3K 300 +300 New
WAS
74
Winch Advisory Services
Wisconsin
$8.78K 234 +1 +0.4%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$3.23K 86 -1 -1%
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