ISMD institutional holders

INSPIRE SMALL/MID CAP ETF · 13F, 2026Q2

Managers holding108
Shares held4,888,991
Reported value$244.3m
Quarter flows26 new, 50 added, 21 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Inspire Advisors, LLC1,579,201$78.9m5.5%
OneAscent Financial Services LLC793,784$39.7m1.9%
Christian Investment Advisors, Inc.336,477$16.8m9.9%
LPL Financial LLC262,369$13.1m0.0%
Inspire Investing, LLC206,820$10.3m0.4%
PAX Financial Group, LLC200,796$10.0m1.5%
Sound Financial Strategies Group, LLC78,430$3.9m2.5%
SILVER OAK SECURITIES, INCORPORATED70,865$3.5m0.2%
AlphaStar Capital Management, LLC70,736$3.5m0.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC67,415$3.3m0.0%
GOLDMAN SACHS GROUP INC64,475$3.2m0.0%
CREATIVE FINANCIAL DESIGNS INC /ADV51,047$2.6m0.1%
GTS SECURITIES LLC45,717$2.3m0.0%
TWO SIGMA INVESTMENTS, LP42,800$2.1m0.0%
UBS Group AG41,621$2.1m0.0%
Simplicity Wealth,LLC40,936$2.0m0.1%
Cambridge Investment Research Advisors, Inc.38,140$1.9m0.0%
Cetera Investment Advisers37,044$1.9m0.0%
EverSource Wealth Advisors, LLC36,857$1.8m0.1%
WorthPointe, LLC35,099$1.8m0.4%
UNITED CAPITAL FINANCIAL ADVISORS, LLC34,824$1.7m0.0%
CITADEL ADVISORS LLC32,910$1.6m0.0%
CARLSON FINANCIAL, INC.31,681$1.6m0.8%
Chevy Chase Trust Holdings, LLC31,330$1.6m0.0%
LVZ, Inc.28,646$1.4m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ISMD"). ISMD price history · All 13F data

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