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Inspire Small/Mid Cap Impact ETF

93 hedge funds and large institutions have $190M invested in Inspire Small/Mid Cap Impact ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $148M → $190M (+$41.4M)

8.84% more ownership

Funds ownership: 64.46%73.3% (+8.8%)

4% more funds holding

Funds holding: 8993 (+4)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
40
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$57.8M +$95.4K +2,322 +0.2%
OFS
2
OneAscent Financial Services
Alabama
$31M +$28M +681,954 +721%
CIA
3
Christian Investment Advisors
Texas
$15M -$435K -10,591 -3%
LPL Financial
4
LPL Financial
California
$8.57M +$321K +7,804 +4%
PFG
5
PAX Financial Group
Texas
$7.99M +$92.6K +2,253 +1%
II
6
Inspire Investing
Idaho
$7.59M -$1.29M -31,360 -14%
CW
7
CreativeOne Wealth
Kansas
$5.78M +$5.73M +139,339 +2,685%
Goldman Sachs
8
Goldman Sachs
New York
$3.79M +$1.47M +35,779 +61%
SFSG
9
Sound Financial Strategies Group
Mississippi
$3.1M +$1.3M +31,727 +69%
ACM
10
AlphaStar Capital Management
North Carolina
$2.69M +$31.1K +756 +1%
SOS
11
Silver Oak Securities
Tennessee
$2.65M +$2.29M +55,689 +530%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$2.3M -$2.79M -67,769 -54%
CFD
13
Creative Financial Designs
Indiana
$2M -$5.41M -131,557 -72%
UBS Group
14
UBS Group
Switzerland
$1.66M -$28.8K -700 -2%
W
15
WorthPointe
California
$1.61M -$607K -14,775 -27%
Jane Street
16
Jane Street
New York
$1.53M +$1.58M +38,359 New
GS
17
GTS Securities
New York
$1.47M +$465K +11,325 +45%
EWA
18
EverSource Wealth Advisors
Alabama
$1.42M +$92.6K +2,254 +7%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.41M +$125K +3,045 +9%
Chevy Chase Trust
20
Chevy Chase Trust
Maryland
$1.37M +$1.41M +34,285 New
Two Sigma Investments
21
Two Sigma Investments
New York
$1.24M +$818K +19,900 +178%
UCFA
22
United Capital Financial Advisors
Texas
$1.2M +$100K +2,441 +9%
NFG
23
Nations Financial Group
Iowa
$1.16M +$273K +6,642 +30%
LI
24
LVZ Inc
Michigan
$1.15M -$51.6K -1,255 -4%
IAA
25
Independent Advisor Alliance
North Carolina
$1.12M +$1.15M +27,900 New