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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 %
IA
1
Inspire Advisors
Idaho
$44.2M 1,295,537 -54,209 -4%
OFS
2
OneAscent Financial Services
Alabama
$9.16M 268,567 +9,753 +4%
PFG
3
PAX Financial Group
Texas
$7.64M 224,046 -16,297 -7%
II
4
Inspire Investing
Idaho
$7.61M 223,049 -11,381 -5%
LPL Financial
5
LPL Financial
California
$5.96M 174,594 +9,160 +6%
CW
6
CreativeOne Wealth
Kansas
$5.21M 152,768 -126,753 -45%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$5.09M 149,323 +6,799 +5%
LI
8
LVZ Inc
Michigan
$2.2M 64,364 -14,576 -18%
ACM
9
AlphaStar Capital Management
North Carolina
$2.07M 60,605 -3,942 -6%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.05M 59,956 -618 -1%
UBS Group
11
UBS Group
Switzerland
$1.64M 48,162 -5,854 -11%
SFSG
12
Sound Financial Strategies Group
Mississippi
$1.61M 47,157 +6,890 +17%
SFS
13
Sowell Financial Services
Arkansas
$1.56M 45,738 +27,147 +146%
IA
14
IFP Advisors
Florida
$1.47M 43,220 +1,678 +4%
TPI
15
Trust Point Inc
Wisconsin
$1.34M 39,376 +278 +0.7%
GS
16
GTS Securities
New York
$1.09M 31,932 -25,602 -44%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.06M 31,100 +14,700 +90%
EWA
18
EverSource Wealth Advisors
Alabama
$1.06M 30,973 -1,290 -4%
FAIM
19
Financial Advocates Investment Management
Washington
$1.03M 30,309 -50 -0.2%
BFS
20
Bare Financial Services
Pennsylvania
$1.02M 30,010 -1,956 -6%
Goldman Sachs
21
Goldman Sachs
New York
$942K 27,614 – –
CFD
22
Creative Financial Designs
Indiana
$916K 26,859 +2,179 +9%
KOC
23
Koss-Olinger Consulting
Florida
$842K 24,686 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$824K 24,151 -4,743 -16%
FAM
25
Frontier Asset Management
Wyoming
$784K 22,964 -6,116 -21%
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