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Inspire Small Cap ETF (ISMD)

CUSIP: 66538H641 | NYSE | 196 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Christian Investment Advisors, Inc.332,355
9.5% of portfolio›$15.4M
Inspire Investing, LLC180,729
0.4% of portfolio›$8.4M
Wealth Enhancement Advisory Services, LLC84,639
0.0% of portfolio›$3.9M
Creative Financial Designs Inc84,557
0.2% of portfolio›$3.9M
Simplicity Wealth,LLC78,172
0.1% of portfolio›$3.6M
AlphaStar Capital Management, LLC70,773
0.2% of portfolio›$3.3M
Sound Financial Strategies Group, LLC67,879
2.1% of portfolio›$3.1M
IFP Advisors, Inc37,020
0.0% of portfolio›$1.7M
EverSource Wealth Advisors, LLC35,773
0.1% of portfolio›$1.7M
Carlson Financial, Inc.31,744
0.8% of portfolio›$1.5M
LVZ, Inc.28,354
0.1% of portfolio›$1.3M
Bare Financial Services, Inc27,551
0.3% of portfolio›$1.3M
Family Wealth Partners, LLC23,349
0.3% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.21,390
0.0% of portfolio›$991
Financial Advisory Corp19,678
0.1% of portfolio›$912.1K
Commonwealth Equity Services, LLC16,206
0.0% of portfolio›$751.1K
RMG Wealth Management LLC14,853
0.1% of portfolio›$690.5K
Farther Finance Advisors, LLC14,392
0.0% of portfolio›$667.1K
Sterling Investment Advisors, Ltd.14,300
0.1% of portfolio›$662.8K
Trust Point Inc.11,553
0.0% of portfolio›$535.5K
Frontier Asset Management, LLC11,161
0.1% of portfolio›$517.3K
Focus Financial Network, Inc.10,698
0.0% of portfolio›$498.3K
Whitaker-Myers Wealth Managers, Ltd.9,792
0.1% of portfolio›$453.9K
Legacy Wealth Asset Management, LLC8,424
0.1% of portfolio›$390.5K
Ascentis Independent Advisors7,338
0.0% of portfolio›$340.1K
PFG Advisors5,493
0.0% of portfolio›$254.6K
AdvisorNet Financial, Inc5,220
0.0% of portfolio›$237.7K
Larry Mathis Financial Planning, LLC5,011
0.2% of portfolio›$232.3K
StoneX Group Inc.4,981
0.0% of portfolio›$231.1K
MCF Advisors LLC4,496
0.0% of portfolio›$209.1K
Crossmark Global Holdings, Inc.4,324
0.0% of portfolio›$200.1K
LifeWealth Investments, LLC4,323
0.1% of portfolio›$200.4K
Fairman Group, LLC2,562
0.1% of portfolio›$119.3K
Root Financial Partners, LLC1,626
0.0% of portfolio›$75.4K
CoreCap Advisors, LLC1,285
0.0% of portfolio›$59.6K
Blue Trust, Inc.895
0.0% of portfolio›$41.5K
Peoples Financial Services Corp.686
0.0% of portfolio›$31.8K
Private Trust Co NA625
0.0% of portfolio›$29.0K
Trust Co of Toledo NA370
0.0% of portfolio›$17.2K
Noble Wealth Management PBC300
0.0% of portfolio›$13.9K
StrongBox Wealth, LLC198
0.0% of portfolio›$9.2K
CX Institutional148
0.0% of portfolio›$7
StyleTurnoverLocationFiled
Christian Investment Advisors, Inc.
332,355$15.4M9.5%ETFMediumNew Braunfels, TX2026-11-03
Inspire Investing, LLC
180,729$8.4M0.4%GARPHighMeridian, ID2026-10-22
Wealth Enhancement Advisory Services, LLC
84,639$3.9M0.0%CoreLowPlymouth, MN2026-10-13
Creative Financial Designs Inc
84,557$3.9M0.2%ETFMediumKokomo, IN2026-11-04
Simplicity Wealth,LLC
78,172$3.6M0.1%ETFLowSummit, NJ2026-10-23
AlphaStar Capital Management, LLC
70,773$3.3M0.2%ETFMediumCornelius, NC2026-10-16
Sound Financial Strategies Group, LLC
67,879$3.1M2.1%ETFMediumMadison, MS2026-10-30
IFP Advisors, Inc
37,020$1.7M0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
35,773$1.7M0.1%CoreMediumBirmingham, AL2026-11-04
Carlson Financial, Inc.
31,744$1.5M0.8%GrowthLowCanby, OR2026-11-05
LVZ, Inc.
28,354$1.3M0.1%ETFLowHolland, MI2026-10-20
Bare Financial Services, Inc
27,551$1.3M0.3%ETFVery LowGap, PA2026-11-04
Family Wealth Partners, LLC
23,349$1.1M0.3%ETFLowMatthews, NC2026-10-20
Cambridge Investment Research Advisors, Inc.
21,390$9910.0%ETFLowFairfield, IA2026-11-02
Financial Advisory Corp
19,678$912.1K0.1%ETFVery LowGrand Rapids, MI2026-10-14
Commonwealth Equity Services, LLC
16,206$751.1K0.0%ETFLowWaltham, MA2026-11-02
RMG Wealth Management LLC
14,853$690.5K0.1%ETFVery HighPlatteville, WI2026-10-26
Farther Finance Advisors, LLC
14,392$667.1K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Investment Advisors, Ltd.
14,300$662.8K0.1%GrowthLowBerwyn, PA2026-10-27
Trust Point Inc.
11,553$535.5K0.0%CoreMediumLa Crosse, WI2026-10-27
Frontier Asset Management, LLC
11,161$517.3K0.1%ETFLowSheridan, WY2026-10-28
Focus Financial Network, Inc.
10,698$498.3K0.0%ETFLowMinneapolis, MN2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
9,792$453.9K0.1%ETFMediumMansfield, OH2026-10-09
Legacy Wealth Asset Management, LLC
8,424$390.5K0.1%GARPMediumWoodbury, MN2026-10-09
Ascentis Independent Advisors
7,338$340.1K0.0%ETFLowDallas, TX2026-11-03
PFG Advisors
5,493$254.6K0.0%ETFMediumPhoenix, AZ2026-10-16
AdvisorNet Financial, Inc
5,220$237.7K0.0%ETFLowMinnetonka, MN2026-10-15
Larry Mathis Financial Planning, LLC
5,011$232.3K0.2%ValueHighPhoenix, AZ2026-10-26
StoneX Group Inc.
4,981$231.1K0.0%ETFMediumNew York, NY2026-11-03
MCF Advisors LLC
4,496$209.1K0.0%ETFLowLexington, KY2026-10-28
Crossmark Global Holdings, Inc.
4,324$200.1K0.0%GARPMediumHouston, TX2026-10-21
LifeWealth Investments, LLC
4,323$200.4K0.1%ETFMediumWinter Garden, FL2026-10-21
Fairman Group, LLC
2,562$119.3K0.1%ETFLowChesterbrook, PA2026-10-26
Root Financial Partners, LLC
1,626$75.4K0.0%ETFMediumEncinitas, CA2026-10-21
CoreCap Advisors, LLC
1,285$59.6K0.0%ETFMediumSouthfield, MI2026-10-08
Blue Trust, Inc.
895$41.5K0.0%ETFLowBrentwood, TN2026-10-15
Peoples Financial Services Corp.
686$31.8K0.0%CoreVery LowMoosic, PA2026-10-20
Private Trust Co NA
625$29.0K0.0%CoreLowCleveland, OH2026-10-20
Trust Co of Toledo NA
370$17.2K0.0%GrowthVery LowHolland, OH2026-10-16
Noble Wealth Management PBC
300$13.9K0.0%YieldMediumGreenwood Village, CO2026-10-01
StrongBox Wealth, LLC
198$9.2K0.0%GrowthLowLee'S Summit, MO2026-11-02
CX Institutional
148$70.0%CoreMediumAuburn, IN2026-10-02