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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

71 hedge funds and large institutions have $121M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
21
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$8.4M
2
LPL Financial
2
LPL Financial
California
$4.7M
3
SFSG
3
Sound Financial Strategies Group
Mississippi
$1.33M
4
FAM
4
Frontier Asset Management
Wyoming
$1.2M
5
KOC
5
Koss-Olinger Consulting
Florida
$1.09M

Top Sellers

1
BFS
1
Bare Financial Services
Pennsylvania
$1.62M
2
II
2
Inspire Investing
Idaho
$7.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$250K
4
IA
4
Inspire Advisors
Idaho
$44.7M
5
CW
5
CreativeOne Wealth
Kansas
$8.17M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$44.7M 1,290,746 -35,822 -3%
PFG
2
PAX Financial Group
Texas
$9.3M 268,637 -9,289 -3%
OFS
3
OneAscent Financial Services
Alabama
$8.4M 241,531 +79,775 +49%
CW
4
CreativeOne Wealth
Kansas
$8.17M 235,870 -25,439 -10%
II
5
Inspire Investing
Idaho
$7.21M 208,342 -64,145 -24%
LWAM
6
Legacy Wealth Asset Management
Minnesota
$4.91M 141,686 +5,214 +4%
LPL Financial
7
LPL Financial
California
$4.7M 135,742 +55,962 +70%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.68M 106,277 +8,917 +9%
LI
9
LVZ Inc
Michigan
$2.79M 80,481 -2,790 -3%
ACM
10
AlphaStar Capital Management
North Carolina
$2.5M 72,104 -7,872 -10%
EWA
11
EverSource Wealth Advisors
Alabama
$1.93M 50,281 +12,643 +34%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.63M 46,910 +3,183 +7%
BFS
13
Bare Financial Services
Pennsylvania
$1.62M 42,167 -62,991 -60%
SFSG
14
Sound Financial Strategies Group
Mississippi
$1.33M 38,472 +38,472 New
TPI
15
Trust Point Inc
Wisconsin
$1.25M 36,173 -742 -2%
FAM
16
Frontier Asset Management
Wyoming
$1.2M 34,528 +34,528 New
UBS Group
17
UBS Group
Switzerland
$1.14M 32,944 +4,893 +17%
KOC
18
Koss-Olinger Consulting
Florida
$1.09M 31,376 +31,376 New
FAIM
19
Financial Advocates Investment Management
Washington
$1.03M 29,838 -67 -0.2%
Goldman Sachs
20
Goldman Sachs
New York
$956K 27,614 – –
CFD
21
Creative Financial Designs
Indiana
$753K 21,743 +355 +2%
SB
22
Strategic Blueprint
Georgia
$655K 18,923 +18,923 New
BAM
23
Belpointe Asset Management
Nevada
$629K 18,170 -10,765 -37%
WDL
24
Well Done LLC
Michigan
$598K 17,260 – –
KAS
25
Kestra Advisory Services
Texas
$586K 16,922 -16,300 -49%
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