Who owns ISMD?
Inspire Small/Mid Cap ETF · Inspire
109 institutions reported holding ISMD, worth $244.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ISMD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Inspire Advisors, LLC | Meridian, ID | $78.9M | 1,579,201 | +134,198 shares |
| OneAscent Financial Services LLC | Birmingham, AL | $39.7M | 793,784 | +17,216 shares |
| Christian Investment Advisors, Inc. | New Braunfels, TX | $16.8M | 336,477 | −24,772 shares |
| LPL Financial LLC | Fort Mill, SC | $13.1M | 262,369 | +48,010 shares |
| Inspire Investing, LLC | Meridian, ID | $10.3M | 206,820 | +16,965 shares |
| PAX Financial Group, LLC | San Antonio, TX | $10.0M | 200,796 | +862 shares |
| Sound Financial Strategies Group, LLC | Madison, MS | $3.9M | 78,430 | +779 shares |
| Silver Oak Securities, Incorporated | Jackson, TN | $3.5M | 70,865 | +4,675 shares |
| AlphaStar Capital Management, LLC | Cornelius, NC | $3.5M | 70,736 | +3,350 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $3.3M | 67,415 | +10,717 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ISMD?
109 institutional managers reported holding ISMD in Form 13F filings for June 30, 2026, worth $244.3M in total. The largest reported position was held by Inspire Advisors, LLC, at $78.9M.
Did institutions buy or sell ISMD last quarter?
Reported 13F value rose 29.7% from March 31, 2026, which includes price moves as well as buying and selling. 28 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ISMD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.