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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

78 hedge funds and large institutions have $139M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
34
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Christian Investment Advisors
Texas
$10.9M
2
CFD
Creative Financial Designs
Indiana
$5.41M
3
IA
Inspire Advisors
Idaho
$49.1M
4
OFS
OneAscent Financial Services
Alabama
$11.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$816K

Top Sellers

1
LWAM
Legacy Wealth Asset Management
Minnesota
$0
2
PFG
PAX Financial Group
Texas
$6.87M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
TPI
Trust Point Inc
Wisconsin
$567K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$49.1M +$3.09M +86,983 +7%
OFS
2
OneAscent Financial Services
Alabama
$11.4M +$1.7M +47,015 +18%
CIA
3
Christian Investment Advisors
Texas
$10.9M +$10.9M +307,179 New
II
4
Inspire Investing
Idaho
$8.17M +$243K +6,840 +3%
PFG
5
PAX Financial Group
Texas
$6.87M -$1.09M -30,630 -14%
LPL Financial
6
LPL Financial
California
$6.77M +$564K +15,864 +9%
CW
7
CreativeOne Wealth
Kansas
$5.71M +$280K +7,879 +5%
CFD
8
Creative Financial Designs
Indiana
$5.41M +$4.46M +125,491 +467%
LI
9
LVZ Inc
Michigan
$2.23M -$54.9K -1,546 -2%
ACM
10
AlphaStar Capital Management
North Carolina
$2.18M +$29.7K +837 +1%
SFS
11
Sowell Financial Services
Arkansas
$2.15M +$522K +14,692 +32%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$2.13M +$2.03K +57 +0.1%
SFSG
13
Sound Financial Strategies Group
Mississippi
$1.59M -$80.8K -2,273 -5%
IA
14
IFP Advisors
Florida
$1.57M +$35K +984 +2%
GS
15
GTS Securities
New York
$1.38M +$246K +6,921 +22%
UBS Group
16
UBS Group
Switzerland
$1.38M -$334K -9,412 -20%
FAIM
17
Financial Advocates Investment Management
Washington
$1.13M +$50.2K +1,414 +5%
EWA
18
EverSource Wealth Advisors
Alabama
$1.08M -$19.6K -551 -2%
BFS
19
Bare Financial Services
Pennsylvania
$1.05M -$14.6K -411 -1%
Goldman Sachs
20
Goldman Sachs
New York
$981K – – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$844K -$14.1K -397 -2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$816K +$816K +22,965 New
KOC
23
Koss-Olinger Consulting
Florida
$786K -$91.1K -2,563 -10%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$755K +$78.7K +2,216 +12%
FAC
25
Financial Advisory Corporation
Michigan
$723K +$31.7K +892 +5%
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