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Public ownership evidence

Inspire Small/Mid Cap ETF (ISMD) Ownership Disclosures

Read ISMD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2923,462$1,173,021None
Cornerstone Financial Management LLC2026-03-312026-08-2926,408$1,055,520None
Cornerstone Financial Management LLC2025-12-312026-08-2924,687$952,417None
CARLSON FINANCIAL, INC.2026-06-302026-08-2531,681$1,583,889None
CARLSON FINANCIAL, INC.2026-03-312026-08-2531,562$1,261,548None
CARLSON FINANCIAL, INC.2025-12-312026-08-2531,314$1,208,080None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1834,824$1,739,111None
Ameritas Advisory Services, LLC2026-06-302026-08-152,128$106,402None
Q3 Asset Management2026-06-302026-08-158,283$414,000None
IFG Advisory, LLC2026-06-302026-08-15386$19,298None
OSAIC HOLDINGS, INC.2026-06-302026-08-15746$37,280None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,367$518,693None
Betterment LLC2026-06-302026-08-154,280$214,000None
Chevy Chase Trust Holdings, LLC2026-06-302026-08-1531,330$1,566,500None
GTS SECURITIES LLC2026-06-302026-08-1545,717$2,285,713None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,902$495,070None
Waverly Advisors, LLC2026-06-302026-08-156,068$303,382None
Keel Point, LLC2026-06-302026-08-1514,331$716,507None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1520,432$1,010,183None
Harvest Investment Services, LLC2026-06-302026-08-155,048$252,385None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1513,702$685,059None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-154,406$220,287None
ROYAL BANK OF CANADA2026-06-302026-08-157,751$388,000None
CITADEL ADVISORS LLC2026-06-302026-08-1532,910$1,645,401None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1542,800$2,139,872None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1564,475$3,223,557None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,631$431,546None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,581$279,033None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$1None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15210$10,499None
Sanctuary Advisors, LLC2026-06-302026-08-1410,911$545,496None
CreativeOne Wealth, LLC2026-06-302026-08-143,872$193,575None
CreativeOne Wealth, LLC2026-06-302026-08-14650$32,476None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,331$66,546None
UBS Group AG2026-06-302026-08-1441,621$2,080,925None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14945$47,247None
RMG Wealth Management LLC2026-06-302026-08-1414,836$746,102None
Inspire Advisors, LLC2026-06-302026-08-141,579,201$78,920,986None
Hilltop Holdings Inc.2026-06-302026-08-145,385$269,234None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1413,897$694,820None
Ameritas Investment Partners, Inc.2026-06-302026-08-1455$2,733None
MORGAN STANLEY2026-06-302026-08-142,552$127,592None
MORGAN STANLEY2026-06-302026-08-1439$1,969None
MORGAN STANLEY2026-06-302026-08-144$200None
FMR LLC2026-06-302026-08-14189$9,462None
Cornerstone Financial Management LLC2026-06-302026-08-1323,462$1,173,021None
Inspire Investing, LLC2026-06-302026-08-13206,820$10,340,365None
Cetera Investment Advisers2026-06-302026-08-1337,044$1,852,080None
MCF Advisors LLC2026-06-302026-08-134,129$207,099None
Aptus Capital Advisors, LLC2026-06-302026-08-131,614$80,695None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Ameritas Advisory Services, LLC ↗Q3 Asset Management ↗IFG Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.