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On this page, we present all of the funds holding ISMD from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding ISMD, with a link to that fund's top holdings. The next columns
indicate the amount of ISMD stock held by each of the funds holding ISMD, followed by the ISMD position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 58 funds holding ISMD within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Inspire Advisors LLC. For more details on the positions held by Inspire Advisors LLC
(or by any of the other funds holding ISMD), click the fund name in the "Holder" column of the funds-holding-ISMD table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Inspire Advisors LLC | 1,400,132 | $48,578 | 12/31/2023 | ISMD | 1,400,132 | $48,578 | 12/31/2023 | Creative Financial Designs Inc. ADV | 337,614 | $11,714 | 12/31/2023 | ISMD | 337,614 | $11,714 | 12/31/2023 | CWM Advisors LLC | 292,256 | $10,140 | 12/31/2023 | ISMD | 292,256 | $10,140 | 12/31/2023 | PAX Financial Group LLC | 288,747 | $9,716 | 12/31/2023 | ISMD | 288,747 | $9,716 | 12/31/2023 | Change Path LLC | 258,236 | $8,960 | 12/31/2023 | ISMD | 258,236 | $8,960 | 12/31/2023 | OneAscent Financial Services LLC | 161,756 | $5,825 | 03/31/2024 | ISMD | 161,756 | $5,825 | 03/31/2024 | Advisor Group Holdings Inc. | 162,462 | $5,637 | 12/31/2023 | ISMD | 162,462 | $5,637 | 12/31/2023 | Legacy Wealth Asset Management LLC | 136,472 | $4,914 | 03/31/2024 | ISMD | 136,472 | $4,914 | 03/31/2024 | CWM LLC | 97,360 | $3,506 | 03/31/2024 | ISMD | 97,360 | $3,506 | 03/31/2024 | LVZ Advisors Inc. | 83,271 | $2,999 | 03/31/2024 | ISMD | 83,271 | $2,999 | 03/31/2024 | AlphaStar Capital Management LLC | 81,998 | $2,845 | 12/31/2023 | ISMD | 81,998 | $2,845 | 12/31/2023 | EverSource Wealth Advisors LLC | 67,449 | $2,340 | 12/31/2023 | ISMD | 67,449 | $2,340 | 12/31/2023 | Bare Financial Services Inc | 61,754 | $2,143 | 12/31/2023 | ISMD | 61,754 | $2,143 | 12/31/2023 | LPL Financial LLC | 50,980 | $1,769 | 12/31/2023 | ISMD | 50,980 | $1,769 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 43,727 | $1,575 | 03/31/2024 | ISMD | 43,727 | $1,575 | 03/31/2024 | GTS Securities LLC | 41,177 | $1,429 | 12/31/2023 | ISMD | 41,177 | $1,429 | 12/31/2023 | Trust Point Inc. | 36,915 | $1,329 | 03/31/2024 | ISMD | 36,915 | $1,329 | 03/31/2024 | Kestra Advisory Services LLC | 34,734 | $1,205 | 12/31/2023 | ISMD | 34,734 | $1,205 | 12/31/2023 | WorthPointe LLC | 32,232 | $1,118 | 12/31/2023 | ISMD | 32,232 | $1,118 | 12/31/2023 | Financial Advocates Investment Management | 29,766 | $1,033 | 12/31/2023 | ISMD | 29,766 | $1,033 | 12/31/2023 | Keel Point LLC | 27,924 | $1,006 | 03/31/2024 | ISMD | 27,924 | $1,006 | 03/31/2024 | Goldman Sachs Group Inc. | 27,614 | $958 | 12/31/2023 | ISMD | 27,614 | $958 | 12/31/2023 | UBS Group AG | 27,253 | $946 | 12/31/2023 | ISMD | 27,253 | $946 | 12/31/2023 | Belpointe Asset Management LLC | 25,398 | $881 | 12/31/2023 | ISMD | 25,398 | $881 | 12/31/2023 | Revisor Wealth Management LLC | 24,329 | $861 | 03/31/2024 | ISMD | 24,329 | $861 | 03/31/2024 | Envestnet Asset Management Inc. | 21,333 | $740 | 12/31/2023 | ISMD | 21,333 | $740 | 12/31/2023 | AE Wealth Management LLC | 18,500 | $627 | 12/31/2023 | ISMD | 18,500 | $627 | 12/31/2023 | Well Done LLC | 17,260 | $622 | 03/31/2024 | ISMD | 17,260 | $622 | 03/31/2024 | Ambassador Advisors LLC | 18,066 | $597 | 12/31/2023 | ISMD | 18,066 | $597 | 12/31/2023 | Atria Wealth Solutions Inc. | 16,072 | $558 | 12/31/2023 | ISMD | 16,072 | $558 | 12/31/2023 | Captrust Financial Advisors | 12,542 | $435 | 12/31/2023 | ISMD | 12,542 | $435 | 12/31/2023 | Avantax Advisory Services Inc. | 11,969 | $415 | 12/31/2023 | ISMD | 11,969 | $415 | 12/31/2023 | Fairman Group LLC | 10,392 | $361 | 12/31/2023 | ISMD | 10,392 | $361 | 12/31/2023 | Commonwealth Equity Services LLC | 9,911 | $357 | 03/31/2024 | ISMD | 9,911 | $357 | 03/31/2024 | SILVER OAK SECURITIES Inc | 9,916 | $344 | 12/31/2023 | ISMD | 9,916 | $344 | 12/31/2023 | Cetera Investment Advisers | 9,158 | $318 | 12/31/2023 | ISMD | 9,158 | $318 | 12/31/2023 | Whitaker Myers Wealth Managers LTD. | 7,873 | $283 | 03/31/2024 | ISMD | 7,873 | $283 | 03/31/2024 | Merit Financial Group LLC | 7,089 | $246 | 12/31/2023 | ISMD | 7,089 | $246 | 12/31/2023 | Wealthcare Advisory Partners LLC | 5,773 | $208 | 03/31/2024 | ISMD | 5,773 | $208 | 03/31/2024 | Two Sigma Investments LP | 6,000 | $208 | 12/31/2023 | ISMD | 6,000 | $208 | 12/31/2023 | Cedrus LLC | 5,628 | $203 | 03/31/2024 | ISMD | 5,628 | $203 | 03/31/2024 | Cornerstone Planning Group LLC | 4,071 | $141 | 12/31/2023 | ISMD | 4,071 | $141 | 12/31/2023 | Howe & Rusling Inc. | 3,378 | $117 | 12/31/2023 | ISMD | 3,378 | $117 | 12/31/2023 | Creekmur Asset Management LLC | 3,341 | $116 | 12/31/2023 | ISMD | 3,341 | $116 | 12/31/2023 | Royal Bank of Canada | 3,102 | $108 | 12/31/2023 | ISMD | 3,102 | $108 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 2,743 | $95 | 12/31/2023 | ISMD | 2,743 | $95 | 12/31/2023 | Harbour Investments Inc. | 2,075 | $72 | 12/31/2023 | ISMD | 2,075 | $72 | 12/31/2023 | Proequities Inc. | 1,876 | $65 | 12/31/2023 | ISMD | 1,876 | $65 | 12/31/2023 | Geneos Wealth Management Inc. | 1,456 | $51 | 12/31/2023 | ISMD | 1,456 | $51 | 12/31/2023 | Parallel Advisors LLC | 1,250 | $43 | 12/31/2023 | ISMD | 1,250 | $43 | 12/31/2023 | Values First Advisors Inc. | 699 | $25 | 03/31/2024 | ISMD | 699 | $25 | 03/31/2024 | NBC Securities Inc. | 329 | $11 | 03/31/2024 | ISMD | 329 | $11 | 03/31/2024 | Winch Advisory Services LLC | 231 | $8 | 12/31/2023 | ISMD | 231 | $8 | 12/31/2023 | Principal Securities Inc. | 164 | $6 | 12/31/2023 | ISMD | 164 | $6 | 12/31/2023 | Ameritas Investment Partners Inc. | 170 | $6 | 12/31/2023 | ISMD | 170 | $6 | 12/31/2023 | FMR LLC | 86 | $3 | 12/31/2023 | ISMD | 86 | $3 | 12/31/2023 | IAG Wealth Partners LLC | 63 | $2 | 03/31/2024 | ISMD | 63 | $2 | 03/31/2024 | Wells Fargo & Company MN | 0 | $0 | 12/31/2023 | ISMD | 0 | $0 | 12/31/2023 | Coppell Advisory Solutions LLC | 4 | $0 | 12/31/2023 | ISMD | 4 | $0 | 12/31/2023 |
See Summary: Institutional Holders of ISMD
See Details: Top 10 Hedge Funds Holding ISMD
Also See: ISMD Holdings Changes
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