ISMD · Inspire Small/Mid Cap ETF ETF
$49.06
+0.31 (+0.64%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $4,402,384
Total Shares: 88,053
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
37.4%
−62.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,401
Highly concentrated−6,599
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+2
Institutional value:
+317.1%
Shares held:
+233.4%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Cornerstone Financial Management LLC | −2,946 | 23,462 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 32,910 | $1,645,401 | |
| Small CARLSON FINANCIAL, INC. | 31,681 | $1,583,954 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC ISMD | $1,645,401 | 37.38% | 32,910 | Shares | 2026-09-02 | |
| Small CARLSON FINANCIAL, INC. ISMD | $1,583,954 | 35.98% | 31,681 | Shares | 2026-08-24 | |
| Small Cornerstone Financial Management LLC ISMD | $1,173,029 | 26.65% | 23,462 | Shares | 2026-08-28 |