INSPIRE SMALL/MID CAP ETF (ISMD) Institutional Shareholders
INSPIRE SMALL/MID CAP ETF (ISMD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $191.83M in ISMD holdings during the latest filing period.
Inspire Advisors, Llc is currently the largest disclosed institutional shareholder of ISMD tracked by InsiderSet, reporting ownership valued at approximately $57.76M in its March 31, 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 $70.65M, representing an estimated gain of +22.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
97
Total Reported Value
$191.83M
Largest Holder
Inspire Advisors, Llc
Largest Position
$57.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Inspire Advisors, Llc | 4.71% | 1,445,003 | $57,756,784 | $70,646,197 | +$12,889,413 | +22.32% | |
| Oneascent Financial Services Llc | 1.68% | 776,568 | $31,039,439 | $37,966,410 | +$6,926,971 | +22.32% | |
| Christian Investment Advisors, Inc. | 9.46% | 361,249 | $14,962,945 | $17,661,464 | +$2,698,519 | +18.03% | |
| Lpl Financial Llc | 0.00% | 214,359 | $8,567,913 | $10,480,012 | +$1,912,099 | +22.32% | |
| Pax Financial Group, Llc | 1.36% | 199,934 | $7,991,349 | $9,774,773 | +$1,783,424 | +22.32% | |
| Inspire Investing, Llc | 0.62% | 189,855 | $7,588,488 | $9,282,011 | +$1,693,523 | +22.32% | |
| Creativeone Wealth, Llc | 0.13% | 144,528 | $5,776,803 | $7,065,974 | +$1,289,171 | +22.32% | |
| Goldman Sachs Group Inc | 0.00% | 94,887 | $3,792,633 | $4,639,025 | +$846,392 | +22.32% | |
| Alphastar Capital Management, Llc | 0.22% | 70,736 | $3,536,572 | $3,458,283 | -$78,289 | -2.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 67,415 | $3,316,148 | $3,295,919 | -$20,229 | -0.61% | |
| Sound Financial Strategies Group, Llc | 2.12% | 77,651 | $3,103,710 | $3,796,357 | +$692,647 | +22.32% | |
| Silver Oak Securities, Incorporated | 0.19% | 66,190 | $2,645,614 | $3,236,029 | +$590,415 | +22.32% | |
| Creative Financial Designs Inc | 0.12% | 51,047 | $2,552,191 | $2,495,688 | -$56,503 | -2.21% | |
| Ubs Group Ag | 0.00% | 41,535 | $1,660,154 | $2,030,646 | +$370,492 | +22.32% | |
| Worthpointe, Llc | 0.44% | 40,193 | $1,606,523 | $1,965,036 | +$358,513 | +22.32% | |
| Jane Street Group, Llc | 0.00% | 38,359 | $1,533,209 | $1,875,372 | +$342,163 | +22.32% | |
| Gts Securities Llc | 0.05% | 36,719 | $1,467,658 | $1,795,192 | +$327,534 | +22.32% | |
| Lvz, Inc. | 0.15% | 28,646 | $1,432,238 | $1,400,503 | -$31,735 | -2.22% | |
| Cetera Investment Advisers | 0.00% | 35,377 | $1,414,004 | $1,729,582 | +$315,578 | +22.32% | |
| Chevy Chase Trust Holdings, Llc | 0.00% | 34,285 | $1,370,371 | $1,676,194 | +$305,823 | +22.32% | |
| Two Sigma Investments, Lp | 0.00% | 31,100 | $1,243,067 | $1,520,479 | +$277,412 | +22.32% | |
| United Capital Financial Advisors, Llc | 0.01% | 30,088 | $1,203,821 | $1,471,002 | +$267,181 | +22.19% | |
| Family Wealth Partners, Llc | 0.36% | 23,465 | $1,173,156 | $1,147,204 | -$25,952 | -2.21% | |
| Independent Advisor Alliance | 0.01% | 27,900 | $1,115,155 | $1,364,031 | +$248,876 | +22.32% | |
| Bare Financial Services, Inc | 0.29% | 27,703 | $1,107,289 | $1,354,400 | +$247,111 | +22.32% | |
| Cornerstone Financial Management Llc | 0.97% | 26,408 | $1,055,520 | $1,291,087 | +$235,567 | +22.32% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 25,265 | $1,009,872 | $1,235,206 | +$225,334 | +22.31% | |
| Financial Advisory Corp | 0.13% | 19,696 | $984,764 | $962,937 | -$21,827 | -2.22% | |
| Trust Point Inc. | 0.08% | 18,952 | $947,543 | $926,563 | -$20,980 | -2.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,579 | $928,890 | $908,327 | -$20,563 | -2.21% | |
| Frontier Asset Management, Llc | 0.18% | 21,483 | $858,680 | $1,050,304 | +$191,624 | +22.32% | |
| Ifp Advisors, Inc | 0.01% | 15,350 | $767,454 | $750,462 | -$16,993 | -2.21% | |
| Koss-Olinger Consulting, Llc | 0.06% | 18,988 | $758,950 | $928,323 | +$169,373 | +22.32% | |
| Cwm, Llc | 0.00% | 18,494 | $739,205 | $904,172 | +$164,967 | +22.32% | |
| Sterling Investment Advisors, Ltd. | 0.12% | 14,300 | $714,957 | $699,127 | -$15,830 | -2.21% | |
| Ae Wealth Management Llc | 0.00% | 17,585 | $702,872 | $859,731 | +$156,859 | +22.32% | |
| Jones Financial Companies Lllp | 0.00% | 16,795 | $662,227 | $821,108 | +$158,881 | +23.99% | |
| Farther Finance Advisors, Llc | 0.01% | 13,191 | $659,510 | $644,908 | -$14,602 | -2.21% | |
| Rmg Wealth Management Llc | 0.07% | 14,136 | $642,057 | $691,109 | +$49,052 | +7.64% | |
| Revisor Wealth Management Llc | 0.14% | 11,489 | $576,980 | $561,697 | -$15,283 | -2.65% | |
| Providence Financial Advisors, Llc | 0.33% | 14,333 | $572,883 | $700,740 | +$127,857 | +22.32% | |
| Faithward Advisors, Llc | 0.08% | 13,274 | $530,564 | $648,966 | +$118,402 | +22.32% | |
| Captrust Financial Advisors | 0.00% | 11,752 | $469,737 | $574,555 | +$104,818 | +22.31% | |
| Gateway Wealth Partners, Llc | 0.02% | 11,586 | $463,080 | $566,440 | +$103,360 | +22.32% | |
| Sanctuary Advisors, Llc | 0.00% | 11,506 | $459,903 | $562,528 | +$102,625 | +22.31% | |
| Whitaker-Myers Wealth Managers, Ltd. | 0.08% | 9,127 | $456,306 | $446,219 | -$10,087 | -2.21% | |
| Raymond James Financial Inc | 0.00% | 11,397 | $455,545 | $557,199 | +$101,654 | +22.31% | |
| Osaic Holdings, Inc. | 0.00% | 10,405 | $416,119 | $508,700 | +$92,581 | +22.25% | |
| Focus Financial Network, Inc. | 0.01% | 8,251 | $414,367 | $403,391 | -$10,976 | -2.65% | |
| Geneos Wealth Management Inc. | 0.01% | 9,995 | $399,500 | $488,656 | +$89,156 | +22.32% |
Frequently asked questions about ISMD
Who owns the most ISMD stock?
The largest holders of ISMD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INSPIRE SMALL/MID CAP ETF (ISMD).
Is ISMD widely held by superinvestors?
Many widely followed stocks like ISMD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ISMD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.