Who owns Inspire Small/Mid Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ISMD from SEC Form 13F filings across 109 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 109 institutions disclosed 4.9M shares of Inspire Small/Mid Cap ETF worth $243.4M — about 75.9% of shares outstanding; the largest disclosed holder is Inspire Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
109
13F holders
$243.4M
value, 2026 filers
75.9%
of shares outstanding (4.9M sh)
28
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ISMD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Inspire Advisors, LLC | 1.6M | $78.9M | 5.5% | 24.6% | +9.3% |
| 2 | OneAscent Financial Services LLC | 793,784 | $39.7M | 1.9% | 12.4% | +2.2% |
| 3 | Christian Investment Advisors, Inc. | 336,477 | $16.8M | 9.9% | 5.2% | -6.9% |
| 4 | LPL Financial LLC | 262,369 | $13.1M | 0.0% | 4.1% | +22.4% |
| 5 | Inspire Investing, LLC | 206,820 | $10.3M | 0.4% | 3.2% | +8.9% |
| 6 | PAX Financial Group, LLC | 200,796 | $10.0M | 1.5% | 3.1% | +0.4% |
| 7 | Sound Financial Strategies Group, LLC | 78,430 | $3.9M | 2.5% | 1.2% | +1.0% |
| 8 | SILVER OAK SECURITIES, INCORPORATED | 70,865 | $3.5M | 0.2% | 1.1% | +7.1% |
| 9 | AlphaStar Capital Management, LLC | 70,736 | $3.5M | 0.2% | 1.1% | +5.0% |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 67,415 | $3.3M | 0.0% | 1.1% | +18.9% |
| 11 | GOLDMAN SACHS GROUP INC | 64,475 | $3.2M | 0.0% | 1% | -32.1% |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | 51,047 | $2.6M | 0.1% | 0.8% | +2.2% |
| 13 | GTS SECURITIES LLC | 45,717 | $2.3M | 0.0% | 0.7% | +24.5% |
| 14 | TWO SIGMA INVESTMENTS, LP | 42,800 | $2.1M | 0.0% | 0.7% | +37.6% |
| 15 | UBS Group AG | 41,621 | $2.1M | 0.0% | 0.6% | +0.2% |
| 16 | Simplicity Wealth,LLC | 40,936 | $2.0M | 0.1% | 0.6% | +594.8% |
| 17 | Cetera Investment Advisers | 37,044 | $1.9M | 0.0% | 0.6% | +4.7% |
| 18 | EverSource Wealth Advisors, LLC | 36,857 | $1.8M | 0.1% | 0.6% | +3.7% |
| 19 | WorthPointe, LLC | 35,099 | $1.8M | 0.4% | 0.5% | -12.7% |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34,824 | $1.7M | 0.0% | 0.5% | +15.7% |
| 21 | CITADEL ADVISORS LLCNEW | 32,910 | $1.6M | 0.0% | 0.5% | new |
| 22 | CARLSON FINANCIAL, INC.NEW | 31,681 | $1.6M | 0.8% | 0.5% | new |
| 23 | Chevy Chase Trust Holdings, LLC | 31,330 | $1.6M | 0.0% | 0.5% | -8.6% |
| 24 | LVZ, Inc. | 28,646 | $1.4M | 0.1% | 0.4% | -0.6% |
| 25 | Focus Partners Advisor Solutions, LLC | 27,900 | $1.4M | 0.0% | 0.4% | +10.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.