Who Owns Inspire Small/Mid Cap ETF (ISMD)? -- Institutional Holders (2026-06-30)

54 institutions reported holding $31.3M of Inspire Small/Mid Cap ETF (ISMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: AlphaStar Capital Management, LLC ($3.5M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($3.3M), CREATIVE FINANCIAL DESIGNS INC /ADV ($2.6M), Cambridge Investment Research Advisors, Inc. ($1.9M), EverSource Wealth Advisors, LLC ($1.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AlphaStar Capital Management, LLC$3.5M70,736Added
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.3M67,415Added
3CREATIVE FINANCIAL DESIGNS INC /ADV$2.6M51,047Added
4Cambridge Investment Research Advisors, Inc.$1.9M38,140Added
5EverSource Wealth Advisors, LLC$1.8M36,857Added
6WorthPointe, LLC$1.8M35,099Trimmed
7LVZ, Inc.$1.4M28,646Trimmed
8Bare Financial Services, Inc$1.4M27,551Trimmed
9FAMILY WEALTH PARTNERS, LLC$1.2M23,465Added
10AE Wealth Management LLC$1.1M22,368Added
11Financial Advisory Corp$984,76419,696Trimmed
12TRUST POINT INC.$947,54318,952Trimmed
13COMMONWEALTH EQUITY SERVICES, LLC$928,89018,579Added
14Providence Financial Advisors, LLC$834,66616,694Added
15IFP Advisors, Inc$767,45415,350Added
16Sterling Investment Advisors, Ltd.$714,95714,300Hold
17Farther Finance Advisors, LLC$659,51013,191Trimmed
18Revisor Wealth Management LLC$576,98011,489Trimmed
19ENVESTNET ASSET MANAGEMENT INC$496,9889,940Added
20Whitaker-Myers Wealth Managers, LTD.$456,3069,127Added
21Focus Financial Network, Inc.$414,3678,251New
22Gateway Wealth Partners, LLC$352,1687,044Trimmed
23LITTLEJOHN FINANCIAL SERVICES, INC.$299,6325,993New
24Legacy Wealth Asset Management, LLC$267,4845,350New
25PFG Advisors$266,4845,330New

Source: SEC Form 13F filings · as of 2026-06-30