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Inspire Small/Mid Cap ETF (ISMD) Institutional Ownership

$47.13 -0.62 (-1.30%)
Closing price 04:10 PM Eastern
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$47.13 +0.00 (+0.00%)
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Institutional Ownership Changes (13F Filings) for Inspire Small/Mid Cap ETF (NYSEARCA:ISMD)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$5.00M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$356.85K
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/28/2026 Cornerstone Financial Management LLC23,462$1.17M0.9%-11.2%0.343%
8/21/2026 Continuum Advisory LLC1,491$75K0.0%N/A0.022%
7/8/2026 Trust Point Inc.18,952$948K0.1%-4.3%0.281%
5/18/2026 EverSource Wealth Advisors LLC35,546$1.42M0.0%+6.8%0.547%
5/14/2026 RMG Wealth Management LLC14,136$565K0.1%N/A0.217%
4/24/2026 Root Financial Partners LLC1,643$66K0.0%N/A0.026%
4/17/2026 AdvisorNet Financial Inc1,155$46K0.0%N/A0.018%
4/15/2026 Nations Financial Group Inc. IA ADV29,025$1.16M0.1%+29.7%0.450%
2/17/2026 Captrust Financial Advisors11,752$453K0.0%+8.9%0.193%
2/16/2026 Cornerstone Financial Management LLC24,687$952K0.9%N/A0.405%
2/13/2026 Mosaic Family Wealth Partners LLC7,694$297K0.0%+3.9%0.126%
2/6/2026 EverSource Wealth Advisors LLC33,292$1.28M0.0%+14.6%0.546%
2/6/2026 Creative Financial Designs Inc. ADV181,514$7.00M0.4%+12.2%2.976%
1/30/2026 Strategic Blueprint LLC5,652$218K0.0%N/A0.093%
1/27/2026 Q3 Asset Management8,685$335K0.1%N/A0.142%
1/26/2026 Nations Financial Group Inc. IA ADV22,383$864K0.0%+18.3%0.367%
1/21/2026 Sound Income Strategies LLC834$35K0.0%N/A0.014%
1/13/2026 Trust Point Inc.14,591$563K0.0%-11.4%0.239%
11/17/2025 United Capital Financial Advisors LLC21,665$842K0.0%+15.1%0.367%
11/12/2025 Mosaic Family Wealth Partners LLC7,404$287K0.0%+7.3%0.125%
11/12/2025 Creative Financial Designs Inc. ADV161,712$6.28M0.4%+6.1%2.741%
11/12/2025 Bare Financial Services Inc28,537$1.11M0.3%-3.6%0.484%
11/10/2025 EverSource Wealth Advisors LLC29,049$1.13M0.0%-4.5%0.492%
10/28/2025 Nations Financial Group Inc. IA ADV18,919$735K0.0%N/A0.323%
10/10/2025 Trust Point Inc.16,476$640K0.1%+3.2%0.282%
8/15/2025 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%
5/13/2025EverSource Wealth Advisors LLC30,973$1.06M0.1%-4.0%0.613%
5/12/2025Bare Financial Services Inc30,010$1.02M0.4%-6.1%0.594%
5/7/2025Frontier Asset Management LLC22,964$784K0.2%-21.0%0.455%
5/7/2025Sterling Investment Advisors Ltd.10,000$341K0.1%N/A0.198%
5/2/2025Mosaic Family Wealth Partners LLC6,429$219K0.0%N/A0.127%
4/29/2025Strategic Blueprint LLC9,483$324K0.0%-34.2%0.188%
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4/23/2025Creative Financial Designs Inc. ADV26,859$916K0.1%+8.8%0.532%
2/18/2025Continuum Advisory LLC1,028$39K0.0%+80.0%0.020%
2/13/2025United Capital Financial Advisors LLC6,327$237K0.0%N/A0.121%
2/10/2025Creative Financial Designs Inc. ADV24,680$926K0.1%-3.2%0.470%
2/10/2025Bare Financial Services Inc31,966$1.20M0.5%-3.1%0.609%
2/10/2025EverSource Wealth Advisors LLC32,263$1.21M0.1%-10.0%0.615%
2/7/2025Frontier Asset Management LLC29,080$1.09M0.4%-16.8%0.554%
1/24/2025Trust Point Inc.39,098$1.47M0.1%+7.2%0.745%
1/23/2025Strategic Blueprint LLC14,419$541K0.0%-22.8%0.275%
11/14/2024Captrust Financial Advisors14,785$560K0.0%+16.0%0.282%
11/8/2024EverSource Wealth Advisors LLC35,830$1.36M0.1%-28.7%0.682%
10/28/2024Creative Financial Designs Inc. ADV25,508$967K0.1%+17.3%0.486%
10/17/2024Trust Point Inc.36,477$1.38M0.1%+0.8%0.695%
8/14/2024EverSource Wealth Advisors LLC50,281$1.93M0.1%+33.6%0.958%
8/8/2024Frontier Asset Management LLC34,528$1.20M0.4%N/A0.658%
7/27/2024Strategic Blueprint LLC18,923$655K0.0%N/A0.360%
6/11/2024EverSource Wealth Advisors LLC37,638$1.28M0.1%-44.2%0.717%
2/9/2024EverSource Wealth Advisors LLC67,449$2.34M0.2%+5.5%1.377%
2/6/2024Bare Financial Services Inc61,754$2.14M4.3%N/A1.260%
1/23/2024Trust Point Inc.32,305$1.12M0.1%N/A0.659%
1/10/2024Creative Financial Designs Inc. ADV337,614$11.71M1.2%+1.7%6.890%
11/4/2023EverSource Wealth Advisors LLC63,941$1.94M0.2%+1.3%1.305%
8/4/2023Parallel Advisors LLC1,250$40K0.0%N/A0.026%
8/4/2023EverSource Wealth Advisors LLC63,148$2.03M0.2%+59.8%1.289%
7/26/2023Creative Financial Designs Inc. ADV337,825$10.85M1.3%+44.2%6.894%
5/11/2023EverSource Wealth Advisors LLC39,518$1.23M0.2%+16.7%0.898%
5/5/2023Silver Oak Securities Incorporated10,771$334K0.1%-5.9%0.245%
4/25/2023Creative Financial Designs Inc. ADV234,196$7.27M1.0%-1.6%5.323%
2/15/2023Frontier Asset Management LLC6,897$208K0.1%N/A0.172%
2/9/2023EverSource Wealth Advisors LLC33,866$1.02M0.2%+2.9%0.847%
2/1/2023Creative Financial Designs Inc. ADV238,082$7.17M1.1%+11.8%5.952%
11/7/2022EverSource Wealth Advisors LLC32,903$901K0.2%+21.1%0.844%
11/1/2022Creative Financial Designs Inc. ADV212,993$5.83M1.0%+2.5%5.461%
10/14/2022Well Done LLC16,517$452K0.1%-14.0%0.408%
8/1/2022Creative Financial Designs Inc. ADV207,734$5.93M1.0%+5.9%5.467%
7/18/2022Well Done LLC19,207$549K0.1%+6.3%0.505%


ISMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of Inspire Small/Mid Cap ETF. The most heavily invested institutionals were Creative Financial Designs Inc. ADV ($7.00M), EverSource Wealth Advisors LLC ($1.42M), Cornerstone Financial Management LLC ($1.17M), Nations Financial Group Inc. IA ADV ($1.16M), Bare Financial Services Inc ($1.11M), Trust Point Inc. ($948K), and United Capital Financial Advisors LLC ($842K).Learn more on Inspire Small/Mid Cap ETF's institutional investors.

Of the 16 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 ($160.60K), Nations Financial Group Inc. IA ADV ($29.03K), RMG Wealth Management LLC ($27.47K), Cornerstone Financial Management LLC ($24.69K), Sterling Investment Advisors Ltd. ($14.30K), United Capital Financial Advisors LLC ($9.18K), and Q3 Asset Management ($8.69K).

Institutional investors have bought a total of 128,074 shares in the last 24 months. This purchase volume represents approximately $5.00M in transactions.

The following institutional investors have sold Inspire Small/Mid Cap ETF stock in the last 24 months: Cornerstone Financial Management LLC ($2.95K), Trust Point Inc. ($2.73K), EverSource Wealth Advisors LLC ($1.37K), and Bare Financial Services Inc ($1.06K).

Institutional investors have sold a total of 8,110 shares in the last 24 months. This volume of shares sold represents approximately $356.85K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ISMD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/28/2026. New 13F filings are added each quarter as they're published.
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