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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
IA
1
Inspire Advisors
Idaho
$55.7M +$430K +11,177 +0.8%
CIA
2
Christian Investment Advisors
Texas
$14.3M +$5.49M +142,949 +62%
II
3
Inspire Investing
Idaho
$8.53M -$13.9K -361 -0.2%
LPL Financial
4
LPL Financial
California
$7.97M +$234K +6,090 +3%
PFG
5
PAX Financial Group
Texas
$7.63M +$159K +4,142 +2%
CFD
6
Creative Financial Designs
Indiana
$7M +$761K +19,802 +12%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$5.01M +$4.78M +124,467 New
OFS
8
OneAscent Financial Services
Alabama
$3.65M +$391K +10,186 +12%
ACM
9
AlphaStar Capital Management
North Carolina
$2.57M +$153K +3,983 +6%
Goldman Sachs
10
Goldman Sachs
New York
$2.28M -$1.73M -44,917 -43%
W
11
WorthPointe
California
$2.12M +$2.11M +54,968 New
SFSG
12
Sound Financial Strategies Group
Mississippi
$1.77M +$54K +1,406 +3%
UBS Group
13
UBS Group
Switzerland
$1.63M +$90.1K +2,344 +6%
EWA
14
EverSource Wealth Advisors
Alabama
$1.28M +$163K +4,243 +15%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.25M +$180K +4,687 +17%
LI
16
LVZ Inc
Michigan
$1.16M +$1.65K +43 +0.1%
BFS
17
Bare Financial Services
Pennsylvania
$1.1M
UCFA
18
United Capital Financial Advisors
Texas
$1.07M +$230K +5,982 +28%
GS
19
GTS Securities
New York
$980K +$147K +3,813 +18%
CFM
20
Cornerstone Financial Management
Massachusetts
$952K +$949K +24,687 New
SA
21
Sanctuary Advisors
Indiana
$888K -$142K -3,682 -14%
FAM
22
Frontier Asset Management
Wyoming
$878K +$414K +10,781 +90%
NFG
23
Nations Financial Group
Iowa
$864K +$133K +3,464 +18%
FAC
24
Financial Advisory Corporation
Michigan
$811K +$19.8K +516 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$792K -$368K -9,578 -32%

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.