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 $235.96M 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 $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 $75.08M, representing an estimated loss of -4.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
105
Total Reported Value
$235.96M
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 | $75,075,216 | -$3,845,770 | -4.87% | |
| Oneascent Financial Services Llc | 1.90% | 793,784 | $39,686,814 | $37,736,491 | -$1,950,323 | -4.91% | |
| Christian Investment Advisors, Inc. | 9.92% | 336,477 | $16,822,842 | $15,996,117 | -$826,725 | -4.91% | |
| Lpl Financial Llc | 0.00% | 262,369 | $13,117,674 | $12,473,022 | -$644,652 | -4.91% | |
| Inspire Investing, Llc | 0.42% | 206,820 | $10,340,365 | $9,832,223 | -$508,142 | -4.91% | |
| Pax Financial Group, Llc | 1.49% | 200,796 | $10,039,204 | $9,545,842 | -$493,362 | -4.91% | |
| Sound Financial Strategies Group, Llc | 2.49% | 78,430 | $3,921,265 | $3,728,562 | -$192,703 | -4.91% | |
| Silver Oak Securities, Incorporated | 0.22% | 70,865 | $3,543,038 | $3,368,922 | -$174,116 | -4.91% | |
| Alphastar Capital Management, Llc | 0.22% | 70,736 | $3,536,572 | $3,362,789 | -$173,783 | -4.91% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 67,415 | $3,316,148 | $3,204,909 | -$111,239 | -3.35% | |
| Goldman Sachs Group Inc | 0.00% | 64,475 | $3,223,557 | $3,065,142 | -$158,416 | -4.91% | |
| Creative Financial Designs Inc | 0.12% | 51,047 | $2,552,191 | $2,426,774 | -$125,417 | -4.91% | |
| Gts Securities Llc | 0.05% | 45,717 | $2,285,713 | $2,173,386 | -$112,327 | -4.91% | |
| Two Sigma Investments, Lp | 0.00% | 42,800 | $2,139,872 | $2,034,712 | -$105,160 | -4.91% | |
| Ubs Group Ag | 0.00% | 41,621 | $2,080,925 | $1,978,662 | -$102,263 | -4.91% | |
| Cetera Investment Advisers | 0.00% | 37,044 | $1,852,080 | $1,761,072 | -$91,008 | -4.91% | |
| Worthpointe, Llc | 0.44% | 35,099 | $1,754,869 | $1,668,606 | -$86,263 | -4.92% | |
| United Capital Financial Advisors, Llc | 0.01% | 34,824 | $1,739,111 | $1,655,533 | -$83,578 | -4.81% | |
| Citadel Advisors Llc | 0.00% | 32,910 | $1,645,401 | $1,564,541 | -$80,860 | -4.91% | |
| Chevy Chase Trust Holdings, Llc | 0.00% | 31,330 | $1,566,500 | $1,489,428 | -$77,072 | -4.92% | |
| Lvz, Inc. | 0.15% | 28,646 | $1,432,238 | $1,361,831 | -$70,407 | -4.92% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 27,900 | $1,394,943 | $1,326,366 | -$68,577 | -4.92% | |
| Family Wealth Partners, Llc | 0.36% | 23,465 | $1,173,156 | $1,115,526 | -$57,630 | -4.91% | |
| Cornerstone Financial Management Llc | 0.94% | 23,462 | $1,173,021 | $1,115,383 | -$57,638 | -4.91% | |
| Bare Financial Services, Inc | 0.29% | 27,703 | $1,107,289 | $1,317,001 | +$209,712 | +18.94% | |
| Jones Financial Companies Lllp | 0.00% | 20,432 | $1,010,183 | $971,337 | -$38,846 | -3.85% | |
| Financial Advisory Corp | 0.13% | 19,696 | $984,764 | $936,348 | -$48,416 | -4.92% | |
| Koss-Olinger Consulting, Llc | 0.07% | 18,988 | $949,343 | $902,690 | -$46,653 | -4.91% | |
| Trust Point Inc. | 0.08% | 18,952 | $947,543 | $900,978 | -$46,565 | -4.91% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,579 | $928,890 | $883,246 | -$45,644 | -4.91% | |
| Providence Financial Advisors, Llc | 0.47% | 16,694 | $834,666 | $793,633 | -$41,033 | -4.92% | |
| Ifp Advisors, Inc | 0.01% | 15,350 | $767,454 | $729,739 | -$37,715 | -4.91% | |
| Rmg Wealth Management Llc | 0.08% | 14,836 | $746,102 | $705,303 | -$40,799 | -5.47% | |
| Cwm, Llc | 0.00% | 18,494 | $739,205 | $879,205 | +$140,000 | +18.94% | |
| Keel Point, Llc | 0.04% | 14,331 | $716,507 | $681,296 | -$35,211 | -4.91% | |
| Sterling Investment Advisors, Ltd. | 0.12% | 14,300 | $714,957 | $679,822 | -$35,135 | -4.91% | |
| Raymond James Financial Inc | 0.00% | 14,212 | $710,579 | $675,638 | -$34,941 | -4.92% | |
| Captrust Financial Advisors | 0.00% | 13,897 | $694,820 | $660,663 | -$34,157 | -4.92% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 13,702 | $685,059 | $651,393 | -$33,666 | -4.91% | |
| Faithward Advisors, Llc | 0.08% | 13,252 | $662,584 | $630,000 | -$32,584 | -4.92% | |
| Farther Finance Advisors, Llc | 0.01% | 13,191 | $659,510 | $627,100 | -$32,410 | -4.91% | |
| Revisor Wealth Management Llc | 0.14% | 11,489 | $576,980 | $546,187 | -$30,793 | -5.34% | |
| Harbour Investments, Inc. | 0.01% | 11,462 | $573,074 | $544,903 | -$28,171 | -4.92% | |
| Osaic Holdings, Inc. | 0.00% | 11,113 | $555,973 | $528,312 | -$27,661 | -4.98% | |
| Sanctuary Advisors, Llc | 0.00% | 10,911 | $545,496 | $518,709 | -$26,787 | -4.91% | |
| Frontier Asset Management, Llc | 0.10% | 10,808 | $540,375 | $513,812 | -$26,563 | -4.92% | |
| Envestnet Asset Management Inc | 0.00% | 9,940 | $496,988 | $472,548 | -$24,440 | -4.92% | |
| Susquehanna International Group, Llp | 0.00% | 9,902 | $495,070 | $470,741 | -$24,329 | -4.91% | |
| Whitaker-Myers Wealth Managers, Ltd. | 0.08% | 9,127 | $456,306 | $433,898 | -$22,408 | -4.91% | |
| Focus Financial Network, Inc. | 0.01% | 8,251 | $414,367 | $392,253 | -$22,114 | -5.34% |
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.