INSPIRE SMALL/MID CAP ETF ISMD
$49.18
-1.1% 52w: $34.11 – $50.00
Latest 13F among current holders filed 34 days ago (Jun 1, 2026)
Price — last 12 months
research preview data34.1142.0550.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
94
+3 QoQ
13F value
$189.6M
+27.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ISMD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | Wealth advisor | 1.4M | $57.8M | 4.7% | +0.2% |
| OneAscent Financial Services LLC | Wealth advisor | 776.6K | $31.0M | 1.7% | +720.8% |
| Christian Investment Advisors, Inc. | Wealth advisor | 361.2K | $15.0M | 9.5% | -2.8% |
| LPL Financial LLC | Bank broker | 214.4K | $8.6M | 0.0% | +3.8% |
| PAX Financial Group, LLC | Wealth advisor | 199.9K | $8.0M | 1.4% | +1.1% |
| Inspire Investing, LLC | Other | 189.9K | $7.6M | 0.4% | -14.2% |
| CreativeOne Wealth, LLC | Wealth advisor | 144.5K | $5.8M | 0.1% | +2685.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 94.9K | $3.8M | 0.0% | +60.5% |
| Sound Financial Strategies Group, LLC | Wealth advisor | 77.7K | $3.1M | 2.1% | +69.1% |
| AlphaStar Capital Management, LLC | Wealth advisor | 67.4K | $2.7M | 0.2% | +1.1% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 66.2K | $2.6M | 0.2% | +530.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 56.7K | $2.3M | 0.0% | -54.4% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 50.0K | $2.0M | 0.1% | -72.5% |
| UBS Group AG | Bank broker | 41.5K | $1.7M | 0.0% | -1.7% |
| WorthPointe, LLC | Wealth advisor | 40.2K | $1.6M | 0.4% | -26.9% |
| JANE STREET GROUP, LLC | Market maker | 38.4K | $1.5M | 0.0% | New |
| GTS SECURITIES LLC | Market maker | 36.7K | $1.5M | 0.1% | +44.6% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 35.5K | $1.4M | 0.0% | +6.8% |
| Cetera Investment Advisers | Wealth advisor | 35.4K | $1.4M | 0.0% | +9.4% |
| Chevy Chase Trust Holdings, LLC | Other | 34.3K | $1.4M | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 31.1K | $1.2M | 0.0% | +177.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 30.1K | $1.2M | 0.0% | +8.8% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 29.0K | $1.2M | 0.1% | +29.7% |
| LVZ, Inc. | Wealth advisor | 28.8K | $1.2M | 0.1% | -4.2% |
| Independent Advisor Alliance | Wealth advisor | 27.9K | $1.1M | 0.0% | New |
| Bare Financial Services, Inc | Wealth advisor | 27.7K | $1.1M | 0.3% | -2.9% |
| Cornerstone Financial Management LLC | Wealth advisor | 26.4K | $1.1M | 1.0% | +7.0% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 25.3K | $1.0M | 0.0% | +47.2% |
| Financial Advisory Corp | Wealth advisor | 21.6K | $864K | 0.1% | +2.8% |
| Frontier Asset Management, LLC | Wealth advisor | 21.5K | $859K | 0.2% | -5.6% |
| FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 21.1K | $843K | 0.3% | +52.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 20.8K | $832K | 0.0% | +1.3% |
| TRUST POINT INC. | Wealth advisor | 19.8K | $791K | 0.1% | +35.7% |
| Koss-Olinger Consulting, LLC | Wealth advisor | 19.0K | $759K | 0.1% | Held |
| CWM, LLC | Wealth advisor | 18.5K | $739K | 0.0% | -5.1% |
| AE Wealth Management LLC | Wealth advisor | 17.6K | $703K | 0.0% | +48.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 17.2K | $687K | 0.0% | +12.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 16.8K | $662K | 0.0% | +83.4% |
| RMG Wealth Management LLC | Wealth advisor | 14.1K | $642K | 0.1% | New |
| IFP Advisors, Inc | Wealth advisor | 15.0K | $598K | 0.0% | +2.6% |
| Revisor Wealth Management LLC | Other | 14.7K | $590K | 0.2% | -4.6% |
| Providence Financial Advisors, LLC | Wealth advisor | 14.3K | $573K | 0.3% | +14.4% |
| Keel Point, LLC | Wealth advisor | 14.3K | $573K | 0.0% | Held |
| Sterling Investment Advisors, Ltd. | Other | 14.3K | $572K | 0.1% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 13.7K | $550K | 0.0% | New |
| Faithward Advisors, LLC | Other | 13.3K | $531K | 0.1% | -2.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 11.8K | $470K | 0.0% | Held |
| Gateway Wealth Partners, LLC | Wealth advisor | 11.6K | $463K | 0.0% | +97.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 11.5K | $460K | 0.0% | -50.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 11.4K | $456K | 0.0% | +33.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.