ISMD Institutional Ownership & Shareholders
INSPIRE SMALL/MID CAP ETF (ISMD) is currently held by 101 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $236.00M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Inspire Advisors, Llc is currently the largest disclosed institutional shareholder of ISMD tracked by InsiderSet, reporting ownership valued at approximately $78.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $74.03M, representing an estimated loss of -6.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed ISMD value among the investors covered in this analysis. Major shareholders include Inspire Advisors, Llc, Oneascent Financial Services Llc, Christian Investment Advisors, Inc., and several other long-term asset managers with concentrated positions in INSPIRE SMALL/MID CAP ETF (ISMD).
This page ranks the largest institutional ISMD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
101
Total Reported Value
$236.00M
Largest Holder
Inspire Advisors, Llc
Largest Position
$78.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Inspire Advisors, Llc | 5.50% | 1,579,201 | $78,920,986 | $74,032,943 | -$4,888,043 | -6.19% | |
| Oneascent Financial Services Llc | 1.90% | 793,784 | $39,686,814 | $37,212,594 | -$2,474,220 | -6.23% | |
| Christian Investment Advisors, Inc. | 9.92% | 336,477 | $16,822,842 | $15,774,042 | -$1,048,800 | -6.23% | |
| Lpl Financial Llc | 0.00% | 262,369 | $13,117,674 | $12,299,859 | -$817,815 | -6.23% | |
| Pax Financial Group, Llc | 1.49% | 200,796 | $10,039,204 | $9,413,316 | -$625,888 | -6.23% | |
| Inspire Investing, Llc | 0.35% | 180,729 | $8,376,810 | $8,472,576 | +$95,766 | +1.14% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 84,639 | $3,944,175 | $3,967,876 | +$23,701 | +0.60% | |
| Simplicity Wealth,Llc | 0.11% | 78,172 | $3,623,282 | $3,664,703 | +$41,421 | +1.14% | |
| Silver Oak Securities, Incorporated | 0.22% | 70,865 | $3,543,038 | $3,322,151 | -$220,887 | -6.23% | |
| Alphastar Capital Management, Llc | 0.20% | 70,773 | $3,280,335 | $3,317,838 | +$37,503 | +1.14% | |
| Goldman Sachs Group Inc | 0.00% | 64,475 | $3,223,557 | $3,022,588 | -$200,969 | -6.23% | |
| Sound Financial Strategies Group, Llc | 2.12% | 67,879 | $3,146,192 | $3,182,168 | +$35,976 | +1.14% | |
| Creative Financial Designs Inc | 0.12% | 51,047 | $2,552,191 | $2,393,083 | -$159,108 | -6.23% | |
| Gts Securities Llc | 0.05% | 45,717 | $2,285,713 | $2,143,213 | -$142,500 | -6.23% | |
| Two Sigma Investments, Lp | 0.00% | 42,800 | $2,139,872 | $2,006,464 | -$133,408 | -6.23% | |
| Ubs Group Ag | 0.00% | 41,621 | $2,080,925 | $1,951,192 | -$129,733 | -6.23% | |
| Cetera Investment Advisers | 0.00% | 37,044 | $1,852,080 | $1,736,623 | -$115,457 | -6.23% | |
| Worthpointe, Llc | 0.44% | 35,099 | $1,754,869 | $1,645,441 | -$109,428 | -6.24% | |
| United Capital Financial Advisors, Llc | 0.01% | 34,824 | $1,739,111 | $1,632,549 | -$106,562 | -6.13% | |
| Ifp Advisors, Inc | 0.03% | 37,020 | $1,715,877 | $1,735,498 | +$19,621 | +1.14% | |
| Citadel Advisors Llc | 0.00% | 32,910 | $1,645,401 | $1,542,821 | -$102,580 | -6.23% | |
| Chevy Chase Trust Holdings, Llc | 0.00% | 31,330 | $1,566,500 | $1,468,750 | -$97,750 | -6.24% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 27,900 | $1,394,943 | $1,307,952 | -$86,991 | -6.24% | |
| Lvz, Inc. | 0.13% | 28,354 | $1,314,222 | $1,329,236 | +$15,014 | +1.14% | |
| Cornerstone Financial Management Llc | 0.94% | 23,462 | $1,173,021 | $1,099,899 | -$73,122 | -6.23% | |
| Bare Financial Services, Inc | 0.29% | 27,703 | $1,107,289 | $1,298,717 | +$191,428 | +17.29% | |
| Family Wealth Partners, Llc | 0.33% | 23,349 | $1,082,216 | $1,094,601 | +$12,385 | +1.14% | |
| Jones Financial Companies Lllp | 0.00% | 20,432 | $1,010,183 | $957,852 | -$52,331 | -5.18% | |
| Koss-Olinger Consulting, Llc | 0.07% | 18,988 | $949,343 | $890,157 | -$59,186 | -6.23% | |
| Financial Advisory Corp | 0.12% | 19,678 | $912,087 | $922,505 | +$10,418 | +1.14% | |
| Providence Financial Advisors, Llc | 0.47% | 16,694 | $834,666 | $782,615 | -$52,051 | -6.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,206 | $751,140 | $759,737 | +$8,597 | +1.14% | |
| Cwm, Llc | 0.00% | 18,494 | $739,205 | $866,999 | +$127,794 | +17.29% | |
| Keel Point, Llc | 0.04% | 14,331 | $716,507 | $671,837 | -$44,670 | -6.23% | |
| Raymond James Financial Inc | 0.00% | 14,212 | $710,579 | $666,259 | -$44,320 | -6.24% | |
| Captrust Financial Advisors | 0.00% | 13,897 | $694,820 | $651,491 | -$43,329 | -6.24% | |
| Rmg Wealth Management Llc | 0.07% | 14,853 | $690,484 | $696,309 | +$5,825 | +0.84% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 13,702 | $685,059 | $642,350 | -$42,709 | -6.23% | |
| Farther Finance Advisors, Llc | 0.00% | 14,392 | $667,082 | $674,697 | +$7,615 | +1.14% | |
| Sterling Investment Advisors, Ltd. | 0.11% | 14,300 | $662,805 | $670,384 | +$7,579 | +1.14% | |
| Faithward Advisors, Llc | 0.08% | 13,252 | $662,584 | $621,254 | -$41,330 | -6.24% | |
| Harbour Investments, Inc. | 0.01% | 11,462 | $573,074 | $537,339 | -$35,735 | -6.24% | |
| Osaic Holdings, Inc. | 0.00% | 11,113 | $555,973 | $520,977 | -$34,996 | -6.29% | |
| Sanctuary Advisors, Llc | 0.00% | 10,911 | $545,496 | $511,508 | -$33,988 | -6.23% | |
| Trust Point Inc. | 0.04% | 11,553 | $535,481 | $541,605 | +$6,124 | +1.14% | |
| Frontier Asset Management, Llc | 0.10% | 11,161 | $517,304 | $523,228 | +$5,924 | +1.15% | |
| Focus Financial Network, Inc. | 0.02% | 10,698 | $498,306 | $501,522 | +$3,216 | +0.65% | |
| Envestnet Asset Management Inc | 0.00% | 9,940 | $496,988 | $465,987 | -$31,001 | -6.24% | |
| Susquehanna International Group, Llp | 0.00% | 9,902 | $495,070 | $464,206 | -$30,864 | -6.23% | |
| Whitaker-Myers Wealth Managers, Ltd. | 0.07% | 9,792 | $453,878 | $459,049 | +$5,171 | +1.14% |
Frequently asked questions about ISMD
Who are the largest institutional holders of ISMD?
The largest institutional holders of ISMD reported in the latest SEC Form 13F filings include Inspire Advisors, Llc, Oneascent Financial Services Llc, Christian Investment Advisors, Inc., Lpl Financial Llc, and Pax Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported ISMD position.
What is ISMD institutional ownership?
This page tracks ISMD positions reported by institutional investment managers through SEC Form 13F. INSPIRE SMALL/MID CAP ETF (ISMD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ISMD?
InsiderSet currently tracks 101 institutional managers reporting ISMD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ISMD shareholders.
How much ISMD stock do institutions own?
Institutional investment managers disclosed approximately $236.00M in ISMD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ISMD institutional ownership last updated?
The latest ISMD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ISMD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ISMD position after the reporting date.
Are institutions buying or selling ISMD?
Institutional buying and selling can be analyzed by comparing ISMD positions across consecutive 13F reporting periods. InsiderSet's ISMD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ISMD ownership changes.
How has ISMD institutional ownership changed over time?
InsiderSet tracks ISMD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.