Who Owns ISMD?
Inspire Small/Mid Cap ETF — Institutional Ownership & 13F Holdings
$44.27
-0.14 (-0.32%)
Market Cap
$262.0M
Shares Outstanding
6,166,379
Institutional Holders
79
Total Inst. Value
$103.4M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
12
Closed Positions
8
Increased
27
Decreased
25
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Inspire Advisors, LLC | $44.2M | 1,295,537 |
| 2 | OneAscent Financial Services LLC | $9.2M | 268,567 |
| 3 | Inspire Investing, LLC | $7.6M | 223,049 |
| 4 | CreativeOne Wealth, LLC | $5.2M | 152,768 |
| 5 | Legacy Wealth Asset Management, LLCNew | $5.1M | 149,323 |
| 6 | LVZ, Inc. | $2.2M | 64,364 |
| 7 | AlphaStar Capital Management, LLC | $2.1M | 60,605 |
| 8 | UBS Group AG | $1.6M | 48,162 |
| 9 | Sound Financial Strategies Group, LLC | $1.6M | 47,157 |
| 10 | Sowell Financial Services LLC | $1.6M | 45,738 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OneAscent Financial Services LLC | +10K | $9.2M |
| Legacy Wealth Asset Management, LLCNew | +149K | $5.1M |
| Sound Financial Strategies Group, LLC | +7K | $1.6M |
| Sowell Financial Services LLC | +27K | $1.6M |
| IFP Advisors, Inc | +2K | $1.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CreativeOne Wealth, LLC | -127K | $5.2M |
| Inspire Advisors, LLC | -54K | $44.2M |
| GTS SECURITIES LLC | -26K | $1.1M |
| HARBOUR INVESTMENTS, INC. | -25K | $138K |
| CITADEL ADVISORS LLC | -17K | $646K |
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Frequently Asked Questions
How many institutional investors hold ISMD?
As of Q1 2025, 79 institutional investors report holding ISMD (Inspire Small/Mid Cap ETF) in their 13F filings.
Which hedge fund owns the most ISMD?
The largest institutional holder of ISMD is Inspire Advisors, LLC with $44.2M in shares.
Are institutions buying or selling ISMD?
This quarter, 12 institutions opened new positions in ISMD and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.