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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Inspire Small/Mid Cap ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
23,462
Value (USD)
$1,173,021
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ISMD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ISMD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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