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Get Institutions for : 
Inspire Small Mid Cap Impact Etf (ISMD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    4
Total shares held : 
4,144,333  
% of shares held : 
15.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
455,731  
% of shares held change : 
  1.69%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 6,000
 0.14%
 
Increased Positions :
24
 617,385
 14.9%
 
Unchanged Positions :
16
 193,791
 4.68%
 
Decreased Positions :
18
-124,025
-2.99%
 
Closed Positions :
5
-43,629
-1.05%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   TWO SIGMA INVESTMENTS LLC 2906 *Closed 2024-03-31 0 $0 -6,000
   GRADIENT INVESTMENTS LLC 1190 *Closed 2024-03-31 0 $0 -34
   Paradiem LLC 94 *Closed 2024-03-31 0 $0 -222,826
   Koss-Olinger Consulting LLC 210 *Closed 2024-03-31 0 $0 -31,376
   Merit Financial Group LLC 895 *Closed 2024-03-31 0 $0 -7,089
   Cetera Investment Advisers 2026 *Closed 2024-03-31 0 $0 -9,158
   AE Wealth Management LLC 1935 *Closed 2024-03-31 0 $0 -18,500
   WorthPointe LLC 71 *Closed 2024-03-31 0 $0 -32,232

  8 Records found
  1    
  Page 1 of 1
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