Who Owns Inspire Small/Mid Cap ETF (ISMD)?Hedge Fund & Institutional Holders

$39.20-0.25 (-0.63%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.565800014345e+256T

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$29.72$33.00$36.28$39.56$42.84Sep 24Jun 25Mar 26

ISMD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Inspire Advisors, LLCNew Position+1.4M+$55.7B
Christian Investment Advisors, Inc.New Position+372K+$14.3B
WorthPointe, LLCNew Position+55K+$2.1B
Sound Financial Strategies Group, LLCNew Position+46K+$1.8B
LVZ, Inc.New Position+30K+$1.2B
Frontier Asset Management, LLCNew Position+23K+$877.0M
Koss-Olinger Consulting, LLCNew Position+19K+$733.0M
CREATIVE FINANCIAL DESIGNS INC /ADVIncreased+20K+$717.9M
SILVER OAK SECURITIES, INCORPORATEDNew Position+11K+$409.0M
Whitaker-Myers Wealth Managers, LTD.New Position+8K+$300.0M
FAMILY WEALTH PARTNERS, LLCIncreased+8K+$293.0M
Golden State Equity PartnersNew Position+7K+$265.0M
Fairman Group, LLCNew Position+7K+$259.0M
Gateway Wealth Partners, LLCNew Position+6K+$226.0M
Strategic Blueprint, LLCNew Position+6K+$218.0M

ISMD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CreativeOne Wealth, LLCDecreased-156K-$6.3B
GOLDMAN SACHS GROUP INCDecreased-45K-$2.0B
IFP Advisors, IncDecreased-2K-$632.6M
OSAIC HOLDINGS, INC.Decreased-2K-$555.2M
HARBOUR INVESTMENTS, INC.Decreased-128-$189.4M
Trust Point Inc.Decreased-2K-$78.3M
ASSETMARK, INCClosed Position-288-$11.2M
Creekmur Asset Management LLCClosed Position-82-$3.2M
Cambridge Investment Research Advisors, Inc.Decreased-10K-$1.2M
Focus Partners Advisor Solutions, LLCDecreased-6K-$885K
Inspire Investing, LLCDecreased-361-$76K
MORGAN STANLEYDecreased-19-$39K
PRINCIPAL SECURITIES, INC.Closed Position-531-$20K
Faithward Advisors, LLCDecreased-61-$6K
FMR LLCDecreased-8-$6K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Inspire Advisors, LLC1,442,681$55.7B5.12%Share
2Christian Investment Advisors, Inc.371,840$14.3B11.63%Share
3CREATIVE FINANCIAL DESIGNS INC /ADV181,514$7.0B0.44%Share
4AlphaStar Capital Management, LLC66,630$2.6B0.19%Share
5WorthPointe, LLC54,968$2.1B0.56%Share
6GOLDMAN SACHS GROUP INC59,108$2.0B0.00%Share
7Sound Financial Strategies Group, LLC45,924$1.8B1.25%Share
8UBS Group AG42,235$1.6B0.00%Share
9LVZ, Inc.30,066$1.2B0.13%Share
10Bare Financial Services, Inc28,537$1.1B0.31%Share
11UNITED CAPITAL FINANCIAL ADVISORS, LLC27,647$1.0B0.01%Share
12Frontier Asset Management, LLC22,756$877.0M0.20%Share
13Financial Advisory Corp21,023$811.0M0.12%Share
14Koss-Olinger Consulting, LLC18,988$733.0M0.06%Share
15Revisor Wealth Management LLC15,421$654.0M0.18%Share
16Trust Point Inc.14,591$562.0M0.04%Share
17FAMILY WEALTH PARTNERS, LLC13,815$532.0M0.19%Share
18SILVER OAK SECURITIES, INCORPORATED10,501$409.0M0.03%Share
19Whitaker-Myers Wealth Managers, LTD.7,779$300.0M0.06%Share
20MOSAIC FAMILY WEALTH PARTNERS, LLC7,694$296.0M0.03%Share
21Golden State Equity Partners6,873$265.0M0.04%Share
22Fairman Group, LLC6,722$259.0M0.21%Share
23Gateway Wealth Partners, LLC5,877$226.0M0.03%Share
24Strategic Blueprint, LLC5,652$218.0M0.01%Share
25Simplicity Wealth,LLC5,247$202.0M0.01%Share
26Cornerstone Planning Group LLC4,177$171.0M0.03%Share
27Geneos Wealth Management Inc.2,779$107.0M0.00%Share
28MCF Advisors LLC2,137$82.0M0.00%Share
29CoreCap Advisors, LLC2,088$80.0M0.00%Share
30Sound Income Strategies, LLC834$34.0M0.00%Share
31Blue Trust, Inc.812$31.0M0.00%Share
32PRIVATE TRUST CO NA575$22.0M0.00%Share
33Values First Advisors, Inc.416$16.0M0.01%Share
34Winch Advisory Services, LLC237$9.0M0.00%Share
35Inspire Investing, LLC221,215$8.5M0.77%Share
36Wealth Watch Advisors, INC211$8.0M0.00%Share
37PAX Financial Group, LLC197,681$7.6M1.32%Share
38LPL Financial LLC206,555$7.0M0.00%Share
39WEALTH ENHANCEMENT ADVISORY SERVICES, LLC124,467$5.0M0.01%Share
40OneAscent Financial Services LLC94,614$3.0M0.28%Share
41Sanctuary Advisors, LLC43,303$1.5M0.01%Share
42EverSource Wealth Advisors, LLC28,886$1.1M0.00%Share
43Cetera Investment Advisers32,332$1.0M0.00%Share
44Cornerstone Financial Management LLC24,687$952K0.89%Share
45Sanctuary Advisors, LLC23,012$887K0.00%Share
46CWM, LLC19,487$752K0.00%Share
47Sterling Investment Advisors, Ltd.14,300$551K0.10%Share
48Faithward Advisors, LLC13,615$525K0.08%Share
49Providence Financial Advisors, LLC12,527$483K0.48%Share
50Q3 Asset Management8,685$335K0.08%Share

ISMD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202591$97.3B+47
Q3 202544$39.5B-26
Q2 202570$102.5B-9
Q1 202579$89.9B+4
Q4 202475$165.1B+24
Q3 202451$8.2T-4
Q2 202455$1.0T+9
Q1 202446$514.3T—

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As of Q4 2025, 50 institutional investors hold ISMD (Inspire Small/Mid Cap ETF). The largest holder is Inspire Advisors, LLC with $55.7B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ISMD?

As of Q4 2025, 50 institutional investors report holding ISMD (Inspire Small/Mid Cap ETF) in their 13F filings.

Who is the largest institutional holder of ISMD?

The largest institutional holder of ISMD is Inspire Advisors, LLC with $55.7B in shares.

Is institutional ownership of ISMD increasing or decreasing?

This quarter, 13 institutions opened new positions in ISMD and 3 closed their positions.