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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

79 hedge funds and large institutions have $122M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
28
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Sowell Financial Services
Arkansas
$1.56M
2
CAS
2
Coppell Advisory Solutions
Texas
$538K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.06M
4
SIAP
4
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K
5
OFS
5
OneAscent Financial Services
Alabama
$9.16M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$5.21M
2
IA
2
Inspire Advisors
Idaho
$44.2M
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
GS
4
GTS Securities
New York
$1.09M
5
HI
5
Harbour Investments
Wisconsin
$138K
Name Market Value Shares Shares
Change 		Shares
Change %
SW
51
Simplicity Wealth
New Jersey
$222K 6,510 +6,510 New
Raymond James Financial
52
Raymond James Financial
Florida
$222K 6,497 -621 -9%
MFWP
53
Mosaic Family Wealth Partners
Missouri
$219K 6,429 +6,429 New
AWM
54
AE Wealth Management
Kansas
$207K 6,081 +3,750 +161%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$202K 5,921 +168 +3%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$197K 5,768 +2,223 +63%
AAP
57
Arax Advisory Partners
Colorado
$193K 5,656 – –
Jones Financial Companies
58
Jones Financial Companies
Missouri
$152K 4,435 +4,055 +1,067%
HI
59
Harbour Investments
Wisconsin
$138K 4,037 -24,516 -86%
CPG
60
Cornerstone Planning Group
New Jersey
$132K 4,140 +16 +0.4%
HR
61
Howe & Rusling
New York
$115K 3,378 – –
GWM
62
Geneos Wealth Management
Colorado
$114K 3,348 +1,813 +118%
CA
63
CoreCap Advisors
Michigan
$71.2K 2,088 -59 -3%
PS
64
Principal Securities
Iowa
$63.3K 1,687 – –
CA
65
Continuum Advisory
Idaho
$35.1K 1,028 – –
MCM
66
MAI Capital Management
Ohio
$28K 822 – –
SAM
67
S.A. Mason
Michigan
$22K 645 +645 New
PTC
68
Private Trust Company
Ohio
$19.6K 575 – –
Morgan Stanley
69
Morgan Stanley
New York
$17.9K 524 +24 +5%
Wells Fargo
70
Wells Fargo
California
$16.4K 480 -1,907 -80%
VFA
71
Values First Advisors
Tennessee
$11.8K 346 – –
NS
72
NBC Securities
Alabama
$11K 329 +329 New
NWMP
73
Noble Wealth Management PBC
Colorado
$10.2K 300 – –
WAS
74
Winch Advisory Services
Wisconsin
$7.98K 234 – –
T
75
Transce3nd
Texas
$3.8K 111 -848 -88%
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3
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