97 tracked 13F filers disclose a position in ISMD as of the latest SEC 13F filings, a combined $187.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Inspire Advisors, LLC | $57.8M | 1.4M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 2 | OneAscent Financial Services LLC | $39.7M | 794K | ▲+2.2% Added · +17K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $8.6M | 214K | ▲+3.8% Added · +8K sh | Q1 2026 | |
| 4 | Inspire Investing, LLC | $10.3M | 207K | ▲+8.9% Added · +17K sh | Q2 2026 | |
| 5 | PAX Financial Group, LLC | $10.0M | 201K | ▲+0.4% Added · +862 sh | Q2 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $3.8M | 95K | ▲+61% Added · +36K sh | Q1 2026 | |
| 7 | Sound Financial Strategies Group, LLC | $3.9M | 78K | ▲+1.0% Added · +779 sh | Q2 2026 | |
| 8 | SILVER OAK SECURITIES, INCORPORATED | $3.5M | 71K | ▲+7.1% Added · +5K sh | Q2 2026 | |
| 9 | AlphaStar Capital Management, LLC | $3.5M | 71K | ▲+5.0% Added · +3K sh | Q2 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 67K | ▲+19% Added · +11K sh | Q2 2026 | |
| 11 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.6M | 51K | ▲+2.2% Added · +1K sh | Q2 2026 | |
| 12 | UBS Group AG | $1.7M | 42K | ▼−1.6% Reduced · −700 sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $1.5M | 38K | ▲New +38K sh | Q1 2026 | |
| 14 | GTS SECURITIES LLC | $1.5M | 37K | ▲+45% Added · +11K sh | Q1 2026 | |
| 15 | EverSource Wealth Advisors, LLC | $1.4M | 36K | ▲+6.8% Added · +2K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $1.4M | 35K | ▲+9.4% Added · +3K sh | Q1 2026 | |
| 17 | WorthPointe, LLC | $1.8M | 35K | ▼−13% Reduced · −5K sh | Q2 2026 | |
| 18 | Chevy Chase Trust Holdings, LLC | $1.4M | 34K | ▲New +34K sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $1.2M | 31K | ▲+178% Added · +20K sh | Q1 2026 | |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.2M | 30K | ▲+8.8% Added · +2K sh | Q1 2026 | |
| 21 | LVZ, Inc. | $1.4M | 29K | ▼−0.6% Reduced · −165 sh | Q2 2026 | |
| 22 | Focus Partners Advisor Solutions, LLC | $1.4M | 28K | ▲+10% Added · +3K sh | Q2 2026 | |
| 23 | Bare Financial Services, Inc | $1.4M | 28K | ▼−0.5% Reduced · −152 sh | Q2 2026 | |
| 24 | Koss-Olinger Consulting, LLC | $842K | 25K | —Held | Q1 2025 | |
| 25 | FAMILY WEALTH PARTNERS, LLC | $1.2M | 23K | ▲+11% Added · +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 14 funds opened a new position in ISMD and 23 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 53 funds | $6.2B |
| APPLE INCAAPL | 52 funds | $7.4B |
| MICROSOFT CORPMSFT | 52 funds | $3.5B |
| TESLA INCTSLA | 52 funds | $1.9B |
| AMAZON.COM INCAMZN | 51 funds | $3.6B |
| ALPHABET INC-CL AGOOGL | 51 funds | $3.4B |
| BROADCOM INCAVGO | 51 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 51 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 50 funds | $2.3B |
| META PLATFORMS INC-CLASS AMETA | 50 funds | $1.4B |
| CATERPILLAR INCCAT | 50 funds | $1.0B |
| ELI LILLY & COLLY | 49 funds | $1.1B |
Ranked by how many of ISMD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BIBLmc | 136 funds | $261.1M |
| SECTmc | 110 funds | $2.2B |
| WWJDmc | 107 funds | $354.8M |
| IBDmc | 102 funds | $357.0M |
| ISMDthis pagemc | 97 funds | $187.0M |
| BLESmc | 73 funds | $73.8M |
| BUYWmc | 67 funds | $866.5M |
| TMATmc | 51 funds | $114.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ISMD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ISMD/capital-change-brief"
Use Arkolith's capital_change_brief for ISMD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ISMD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.