Inspire Small/Mid Cap ETF (ISMD) Institutional Ownership $38.98 -0.08 (-0.20%) Closing price 08/28/2025 04:10 PM EasternExtended Trading$38.98 0.00 (0.00%) As of 08/28/2025 05:53 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Inspire Small/Mid Cap ETF (NYSEARCA:ISMD)Number ofInstitutional Buyers(last 12 months)8TotalInstitutional Inflows(last 12 months)$6.32MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$2.71M Get ISMD Insider Trade Alerts Want to know when executives and insiders are buying or selling Inspire Small/Mid Cap ETF stock? 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Skip Chart & View Institutional Buying and Selling Data ISMD Institutional Buying and Selling by Quarter Inspire Small/Mid Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Captrust Financial Advisors10,793$383K0.0%-19.0%0.191% 8/13/2025 EverSource Wealth Advisors LLC30,422$1.08M0.0%-1.8%0.538% 8/13/2025 Bare Financial Services Inc29,599$1.05M0.4%-1.4%0.524% 8/11/2025 Mosaic Family Wealth Partners LLC6,902$245K0.0%+7.4%0.127% 8/4/2025 Creative Financial Designs Inc. ADV152,350$5.41M0.4%+467.2%2.795% 7/30/2025 Strategic Blueprint LLC5,766$205K0.0%-39.2%0.106% 7/23/2025 RMG Wealth Management LLC13,331$484K0.1%N/A0.245% 7/17/2025 Sterling Investment Advisors Ltd.14,300$508K0.1%+43.0%0.262% 7/10/2025 Trust Point Inc.15,972$567K0.1%-59.4%0.290% 5/13/2025 EverSource Wealth Advisors LLC30,973$1.06M0.1%-4.0%0.613% Get the Latest News and Ratings for ISMD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Inspire Small/Mid Cap ETF and its competitors with MarketBeat's FREE daily newsletter. 5/12/2025 Bare Financial Services Inc30,010$1.02M0.4%-6.1%0.594% 5/7/2025 Frontier Asset Management LLC22,964$784K0.2%-21.0%0.455% 5/7/2025 Sterling Investment Advisors Ltd.10,000$341K0.1%N/A0.198% 5/2/2025 Mosaic Family Wealth Partners LLC6,429$219K0.0%N/A0.127% 4/29/2025 Strategic Blueprint LLC9,483$324K0.0%-34.2%0.188% 4/23/2025 Creative Financial Designs Inc. ADV26,859$916K0.1%+8.8%0.532% 2/18/2025 Continuum Advisory LLC1,028$39K0.0%+80.0%0.020% 2/13/2025 United Capital Financial Advisors LLC6,327$237K0.0%N/A0.121% 2/10/2025 Creative Financial Designs Inc. ADV24,680$926K0.1%-3.2%0.470% 2/10/2025 Bare Financial Services Inc31,966$1.20M0.5%-3.1%0.609% 2/10/2025 EverSource Wealth Advisors LLC32,263$1.21M0.1%-10.0%0.615% 2/7/2025 Frontier Asset Management LLC29,080$1.09M0.4%-16.8%0.554% 1/24/2025 Trust Point Inc.39,098$1.47M0.1%+7.2%0.745% 1/23/2025 Strategic Blueprint LLC14,419$541K0.0%-22.8%0.275% 11/14/2024 Captrust Financial Advisors14,785$560K0.0%+16.0%0.282% 11/8/2024 EverSource Wealth Advisors LLC35,830$1.36M0.1%-28.7%0.682% 10/28/2024 Creative Financial Designs Inc. ADV25,508$967K0.1%+17.3%0.486% 10/17/2024 Trust Point Inc.36,477$1.38M0.1%+0.8%0.695% 8/14/2024 EverSource Wealth Advisors LLC50,281$1.93M0.1%+33.6%0.958% 8/8/2024 Frontier Asset Management LLC34,528$1.20M0.4%N/A0.658% 7/27/2024 Strategic Blueprint LLC18,923$655K0.0%N/A0.360% 6/11/2024 EverSource Wealth Advisors LLC37,638$1.28M0.1%-44.2%0.717% 2/9/2024 EverSource Wealth Advisors LLC67,449$2.34M0.2%+5.5%1.377% 2/6/2024 Bare Financial Services Inc61,754$2.14M4.3%N/A1.260% 1/23/2024 Trust Point Inc.32,305$1.12M0.1%N/A0.659% 1/10/2024 Creative Financial Designs Inc. ADV337,614$11.71M1.2%+1.7%6.890% 11/4/2023 EverSource Wealth Advisors LLC63,941$1.94M0.2%+1.3%1.305% 8/4/2023 Parallel Advisors LLC1,250$40K0.0%N/A0.026% 8/4/2023 EverSource Wealth Advisors LLC63,148$2.03M0.2%+59.8%1.289% 7/26/2023 Creative Financial Designs Inc. ADV337,825$10.85M1.3%+44.2%6.894% Trump’s national nightmare is here (Ad)Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.Watch the National Emergency broadcast here5/11/2023 EverSource Wealth Advisors LLC39,518$1.23M0.2%+16.7%0.898% 5/5/2023 Silver Oak Securities Incorporated10,771$334K0.1%-5.9%0.245% 4/25/2023 Creative Financial Designs Inc. ADV234,196$7.27M1.0%-1.6%5.323% 2/15/2023 Frontier Asset Management LLC6,897$208K0.1%N/A0.172% 2/9/2023 EverSource Wealth Advisors LLC33,866$1.02M0.2%+2.9%0.847% 2/1/2023 Creative Financial Designs Inc. ADV238,082$7.17M1.1%+11.8%5.952% 11/7/2022 EverSource Wealth Advisors LLC32,903$901K0.2%+21.1%0.844% 11/1/2022 Creative Financial Designs Inc. ADV212,993$5.83M1.0%+2.5%5.461% 10/14/2022 Well Done LLC16,517$452K0.1%-14.0%0.408% 8/1/2022 Creative Financial Designs Inc. ADV207,734$5.93M1.0%+5.9%5.467% 7/18/2022 Well Done LLC19,207$549K0.1%+6.3%0.505% 5/25/2022 EverSource Wealth Advisors LLC27,076$899K0.2%+5,425.7%0.732% 4/20/2022 Well Done LLC18,066$600K0.1%+2.7%0.495% 4/15/2022 Wealthcare Advisory Partners LLC10,352$344K0.0%+30.4%0.288% 4/15/2022 Creative Financial Designs Inc. ADV196,081$6.51M1.0%+4.1%5.447% 2/19/2022 Win Advisors Inc.2,918$103K0.0%N/A0.087% 1/26/2022 Creative Financial Designs Inc. ADV188,326$6.64M1.0%+7.7%5.231% 11/1/2021 Well Done LLC17,414$617K0.1%+3.0%0.528% 10/8/2021 Creative Financial Designs Inc. ADV174,900$6.20M1.0%+1.4%5.300% 8/24/2021 Flow Traders U.S. LLC22,557$829K0.0%N/A0.673% (Data available from 1/1/2016 forward) ISMD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of ISMD shares? During the previous two years, 12 institutional investors and hedge funds held shares of Inspire Small/Mid Cap ETF. The most heavily invested institutionals were Creative Financial Designs Inc. ADV ($5.41M), EverSource Wealth Advisors LLC ($1.08M), Bare Financial Services Inc ($1.05M), Frontier Asset Management LLC ($784K), Trust Point Inc. ($567K), Sterling Investment Advisors Ltd. ($508K), and RMG Wealth Management LLC ($484K).Learn more on Inspire Small/Mid Cap ETF's institutional investors. Which institutional investors have been buying Inspire Small/Mid Cap ETF's stock? Of the 12 institutional investors that purchased Inspire Small/Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Financial Designs Inc. ADV ($137.05K), Bare Financial Services Inc ($61.75K), Trust Point Inc. ($35.23K), Frontier Asset Management LLC ($34.53K), Strategic Blueprint LLC ($18.92K), EverSource Wealth Advisors LLC ($16.94K), and Sterling Investment Advisors Ltd. ($14.30K). How much institutional buying is happening at Inspire Small/Mid Cap ETF? Institutional investors have bought a total of 177,719 shares in the last 24 months. This purchase volume represents approximately $6.32M in transactions. Which of Inspire Small/Mid Cap ETF's major shareholders have been selling company stock? The following institutional investors have sold Inspire Small/Mid Cap ETF stock in the last 24 months: Trust Point Inc. ($23.40K), EverSource Wealth Advisors LLC ($19.86K), Strategic Blueprint LLC ($12.91K), Frontier Asset Management LLC ($11.98K), Bare Financial Services Inc ($3.38K), Captrust Financial Advisors ($2.53K), and Creative Financial Designs Inc. ADV ($828.00). How much institutional selling is happening at Inspire Small/Mid Cap ETF? Institutional investors have sold a total of 74,898 shares in the last 24 months. This volume of shares sold represents approximately $2.71M in transactions. 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