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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
MFWP
51
Mosaic Family Wealth Partners
Missouri
$297K +$11.1K +290 +4%
HIS
52
Harvest Investment Services
Illinois
$284K +$2.61K +68 +0.9%
GSEP
53
Golden State Equity Partners
California
$265K +$14.8K +386 +6%
LSIA
54
LaSalle St. Investment Advisors
Illinois
$260K +$28.7K +746 +12%
FG
55
Fairman Group
Pennsylvania
$259K +$1.42K +37 +0.6%
MML Investors Services
56
MML Investors Services
Massachusetts
$235K +$235K +6,102 New
GWP
57
Gateway Wealth Partners
Wisconsin
$227K -$576 -15 -0.3%
SB
58
Strategic Blueprint
Georgia
$218K +$217K +5,652 New
WA
59
Waverly Advisors
Alabama
$206K +$205K +5,347 New
SW
60
Simplicity Wealth
New Jersey
$202K +$202K +5,247 New
CW
61
CreativeOne Wealth
Kansas
$200K -$5.99M -155,938 -97%
HI
62
Harbour Investments
Wisconsin
$183K -$4.92K -128 -3%
CPG
63
Cornerstone Planning Group
New Jersey
$172K +$423 +11 +0.3%
KAS
64
Kestra Advisory Services
Texas
$119K +$119K +3,091 New
GWM
65
Geneos Wealth Management
Colorado
$107K +$40.8K +1,061 +62%
HR
66
Howe & Rusling
New York
$99.3K
AAP
67
Arax Advisory Partners
Colorado
$90.9K +$90.6K +2,357 New
MA
68
MCF Advisors
Kentucky
$82.4K +$82.1K +2,137 New
CA
69
CoreCap Advisors
Michigan
$80.6K
Morgan Stanley
70
Morgan Stanley
New York
$39K -$730 -19 -2%
SIS
71
Sound Income Strategies
Florida
$34.9K +$32.1K +834 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$34K +$19.4K +504 +133%
MCM
73
MAI Capital Management
Ohio
$31.7K
BTI
74
Blue Trust Inc
Georgia
$31.3K
PTC
75
Private Trust Company
Ohio
$22.2K

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.