Inspire Small/Mid Cap ETF
ISMD • ARCA
Inspire Small/Mid Cap ETF is an exchange-traded fund on ARCA. As of Q3 2025, 64 institutional investors hold shares in this ETF, with total holdings valued at $132.0M. Inspire Advisors, LLC is the largest holder with a position valued at $55.6M.
Overview
Overview of institutional ownership in ISMD as of Q3 2025
All Institutions
- Institutions
- 64
- Value Held
- $132.0M
- Shares Held
- 3.4M
- Avg Position
- $2.1M
- Median Position
- $355.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $223.2K
- Shares Held
- 5.7K
- Avg Position
- $223.2K
- Median Position
- $223.2K
Biggest Investors
Institutions with the largest positions in ISMD as of Q3 2025
| Institution | Position Value |
|---|---|
 Inspire Advisors, LLC RIA/Wealth | $55.6M 5.33% of portfolio |
C Christian Investment Advisors, Inc. Institution | $8.9M 7.15% of portfolio |
 CWM Advisors, LLC ETF Provider | $8.6M 0.84% of portfolio |
L LPL Financial LLC Institution | $7.8M 0.00% of portfolio |
 PAX Financial Group, LLC RIA/Wealth | $7.5M 1.41% of portfolio |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $6.3M 0.43% of portfolio |
 Change Path, LLC RIA/Wealth | $6.3M 0.16% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $4.0M 0.00% of portfolio |
O OneAscent Financial Services LLC RIA/Wealth | $3.3M 0.31% of portfolio |
 AlphaStar Capital Management, LLC RIA/Wealth | $2.4M 0.21% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ISMD in Q3 2025
- Traded
- −$366.0K
- Buyers
- 33
- Sellers
- 30
- Total Bought
- +$12.3M
- Total Sold
- −$12.7M
- Avg Position
- $1.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
O OneAscent Financial Services LLC RIA/Wealth | +$3.3M +-231.2K shares |
GOLDMAN SACHS GROUP INC Institution | +$3.0M +76.4K shares |
Inspire Advisors, LLC RIA/Wealth | +$1.9M +49.0K shares |
 Buckingham Strategic Partners RIA/Wealth | +$885.5K +23.4K shares |
 NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | +$735.2K +18.9K shares |
L LPL Financial LLC Institution | +$388.9K +10.0K shares |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | +$363.8K +9.4K shares |
 Golden State Equity Partners RIA/Wealth | +$252.1K +6.5K shares |
 Cetera Investment Advisers RIA/Wealth | +$248.7K +6.4K shares |
 FAMILY WEALTH PARTNERS, LLC RIA/Wealth | +$239.0K +6.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
C Christian Investment Advisors, Inc. Institution | −$3.0M −78.3K shares |
 Sowell Financial Services LLC RIA/Wealth | −$2.1M −60.4K shares |
 LVZ Advisors, Inc. RIA/Wealth | −$1.3M −32.8K shares |
−$1.1M −31.7K shares | |
 IFP Advisors, Inc RIA/Wealth | −$1.1M −27.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$815.9K −23.0K shares |
G GTS SECURITIES LLC Institution | −$671.2K −17.3K shares |
CWM Advisors, LLC ETF Provider | −$323.0K −8.3K shares |
 Frontier Asset Management, LLC ETF Provider | −$295.4K −7.6K shares |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | −$276.0K −7.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ISMD in Q3 2025
- New Positions
- 6
- New Value
- $5.2M
- Exited Positions
- 11
- Exited Value
- $5.3M
New Positions
| Institution | Position Value |
|---|---|
O OneAscent Financial Services LLC RIA/Wealth | $3.3M 84.4K shares |
Buckingham Strategic Partners RIA/Wealth | $885.5K 23.4K shares |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | $735.2K 18.9K shares |
FAMILY WEALTH PARTNERS, LLC RIA/Wealth | $239.0K 6.2K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $11.2K 288.0 shares |
 Wealth Watch Advisors, INC RIA/Wealth | $7.8K 200.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Sowell Financial Services LLC RIA/Wealth | $2.1M 60.4K shares |
$1.1M 31.7K shares | |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $815.9K 23.0K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | $276.0K 7.8K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $231.2K 6.5K shares |
 Strategic Blueprint, LLC RIA/Wealth | $204.9K 5.8K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $201.3K 5.7K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | $200.2K 5.6K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $55.8K 1.6K shares |
S S.A. Mason LLC RIA/Wealth | $24.7K 695.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in ISMD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with ISMD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C Christian Investment Advisors, Inc. Institution | 7.15% $8.9M |
Inspire Advisors, LLC RIA/Wealth | 5.33% $55.6M |
PAX Financial Group, LLC RIA/Wealth | 1.41% $7.5M |
 Sound Financial Strategies Group, LLC RIA/Wealth | 1.27% $1.7M |
CWM Advisors, LLC ETF Provider | 0.84% $8.6M |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | 0.43% $6.3M |
B Bare Financial Services, Inc Institution | 0.35% $1.1M |
O OneAscent Financial Services LLC RIA/Wealth | 0.31% $3.3M |
 Fairman Group, LLC RIA/Wealth | 0.22% $260.5K |
AlphaStar Capital Management, LLC RIA/Wealth | 0.21% $2.4M |
Hedge Fund Spotlight
Discover hedge funds investing in ISMD
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Inspire Small/Mid Cap ETF
- Market Value
- $223.2K
- Shares Held
- 5.7K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
