ISMD

INSPIRE SMALL/MID CAP ETF
USCUSIP 66538H641
Institutional Owners
29
+4 QoQ
13F Value Held
$49.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)16 adding · 8 trimming
Insider net (180d)+$0
Price history not yet available for ISMD.

Top institutional holders

29 13F filers
#FundPosition valueSharesLast moveAs of
1OneAscent Financial Services LLC
$31.0M
776.6KAddedQ1 2026
2CREATIVE FINANCIAL DESIGNS INC /ADV
$7.0M
181.5KNewQ4 2025
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$2.3M
56.7KReducedQ1 2026
4Chevy Chase Trust Holdings, LLC
$1.4M
34.3KNewQ1 2026
5UNITED CAPITAL FINANCIAL ADVISORS, LLC
$1.2M
30.1KAddedQ1 2026
6NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$1.2M
29.0KAddedQ1 2026
7Focus Partners Advisor Solutions, LLC
$1.0M
25.3KAddedQ1 2026
8CWM, LLC
$739K
18.5KReducedQ1 2026
9IFP Advisors, Inc
$598K
15.0KNewQ1 2026
10Gateway Wealth Partners, LLC
$463K
11.6KAddedQ1 2026
11Sanctuary Advisors, LLC
$460K
11.5KReducedQ1 2026
12CITADEL ADVISORS LLC
$452K
11.7KAddedQ4 2025
13RFG Advisory, LLC
$308K
7.7KNewQ1 2026
14Strategic Blueprint, LLC
$237K
5.9KAddedQ1 2026
15Pinnacle Financial Partners, Inc.
$223K
5.6KNewQ1 2026
16Waverly Advisors, LLC
$214K
5.3KHeldQ1 2026
17CreativeOne Wealth, LLC
$126K
3.1KReducedQ1 2026
18Geneos Wealth Management Inc.
$107K
2.8KNewQ4 2025
19Arax Advisory Partners
$94K
2.4KHeldQ1 2026
20Root Financial Partners, LLC
$66K
1.6KNewQ1 2026
21MCF Advisors LLC
$62K
1.5KReducedQ1 2026
22AdvisorNet Financial, Inc
$46K
1.2KNewQ1 2026
23MAI Capital Management
$33K
822HeldQ1 2026
24Blue Trust, Inc.
$32K
812HeldQ1 2026
25Ameritas Investment Partners, Inc.
$3K
75HeldQ1 2026

Fund activity — latest quarter

Opened (NEW)
9
funds
Added
7
funds
Reduced
5
funds
Exited
3
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

26 funds+25 since Q3 2025
01326Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $47M

Funds that own ISMD also own

CompanyCo-held byCombined value
ISHARES TRIVV28 funds$9.6B
NVIDIA CORPORATION COMNVDA28 funds$6.9B
MICROSOFT CORP COMMSFT28 funds$5.9B
VANGUARD S&P 500 ETFVOO28 funds$4.0B
GOOGLE INCGOOGL28 funds$3.8B
STATE STREET SPDR S&P 500 ETFSPY28 funds$3.7B
ALPHABET INC CAP STK CL CGOOG28 funds$2.6B
VANGUARD INDEX FDSVUG28 funds$2.6B
JPMORGAN CHASE & CO. COMJPM28 funds$2.4B
BROADCOM INC COMAVGO28 funds$2.3B
META PLATFORMS INC CL AMETA28 funds$2.0B
VANGUARD TAX-MANAGED FDSVEA28 funds$1.9B

Ranked by how many of ISMD's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.