Inspire Small/Mid Cap ETF (ISMD) Institutional Ownership $33.66 -0.16 (-0.47%) As of 05/23/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Inspire Small/Mid Cap ETF (NYSEARCA:ISMD)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$3.51MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$2.69M Get ISMD Insider Trade Alerts Want to know when executives and insiders are buying or selling Inspire Small/Mid Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address 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 CompanyDetails5/13/2025 EverSource Wealth Advisors LLC30,973$1.06M0.1%-4.0%0.613% 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% 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. 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% 5/11/2023 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% $19 for a FULL YEAR of stock picks?! (Ad)Invest in Musk's AI Play With Just $100 You don't need deep pockets to ride the next wave of AI wealth. Discover how a $100 investment could give you exposure to Musk's private AI project — via one overlooked stock.Watch the exclusive AI investor briefing >>>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% 7/31/2021 AlphaStar Capital Management LLC68,872$2.54M0.3%+9.4%2.087% 7/31/2021 Creative Financial Designs Inc. ADV172,567$6.34M1.1%-11.0%5.229% (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 Trust Point Inc. ($1.47M), EverSource Wealth Advisors LLC ($1.06M), Bare Financial Services Inc ($1.02M), Creative Financial Designs Inc. ADV ($916K), Frontier Asset Management LLC ($784K), Captrust Financial Advisors ($560K), and Sterling Investment Advisors Ltd. ($341K).Learn more on ISMD's institutional investors. Which institutional investors have been buying Inspire Small/Mid Cap ETF stock? Of the 12 institutional investors that purchased Inspire Small/Mid Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Financial Designs Inc. ADV ($115.19K), Bare Financial Services Inc ($61.75K), EverSource Wealth Advisors LLC ($40.57K), Trust Point Inc. ($35.23K), Frontier Asset Management LLC ($34.53K), Strategic Blueprint LLC ($18.92K), and Sterling Investment Advisors Ltd. ($10K). How much institutional buying is happening at Inspire Small/Mid Cap ETF? Institutional investors have bought a total of 332,701 shares in the last 24 months. This purchase volume represents approximately $11.22M in transactions. Which Inspire Small/Mid Cap ETF major shareholders have been selling company stock? The following institutional investors have sold Inspire Small/Mid Cap ETF stock in the last 24 months: EverSource Wealth Advisors LLC ($49.12K), Frontier Asset Management LLC ($11.98K), Strategic Blueprint LLC ($9.19K), Bare Financial Services Inc ($2.97K), 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 74,094 shares in the last 24 months. This volume of shares sold represents approximately $2.69M in transactions. 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