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Funds Holding ISMD

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Inspire Advisors LLC1,400,132$48,578 12/31/2023
     ISMD1,400,132$48,578 12/31/2023
Creative Financial Designs Inc. ADV337,614$11,714 12/31/2023
     ISMD337,614$11,714 12/31/2023
CWM Advisors LLC292,256$10,140 12/31/2023
     ISMD292,256$10,140 12/31/2023
PAX Financial Group LLC288,747$9,716 12/31/2023
     ISMD288,747$9,716 12/31/2023
Change Path LLC258,236$8,960 12/31/2023
     ISMD258,236$8,960 12/31/2023
OneAscent Financial Services LLC161,756$5,825 03/31/2024
     ISMD161,756$5,825 03/31/2024
Advisor Group Holdings Inc.162,462$5,637 12/31/2023
     ISMD162,462$5,637 12/31/2023
Legacy Wealth Asset Management LLC136,472$4,914 03/31/2024
     ISMD136,472$4,914 03/31/2024
CWM LLC97,360$3,506 03/31/2024
     ISMD97,360$3,506 03/31/2024
LVZ Advisors Inc.83,271$2,999 03/31/2024
     ISMD83,271$2,999 03/31/2024
AlphaStar Capital Management LLC81,998$2,845 12/31/2023
     ISMD81,998$2,845 12/31/2023
EverSource Wealth Advisors LLC67,449$2,340 12/31/2023
     ISMD67,449$2,340 12/31/2023
Bare Financial Services Inc61,754$2,143 12/31/2023
     ISMD61,754$2,143 12/31/2023
LPL Financial LLC50,980$1,769 12/31/2023
     ISMD50,980$1,769 12/31/2023
Cambridge Investment Research Advisors Inc.43,727$1,575 03/31/2024
     ISMD43,727$1,575 03/31/2024
GTS Securities LLC41,177$1,429 12/31/2023
     ISMD41,177$1,429 12/31/2023
Trust Point Inc.36,915$1,329 03/31/2024
     ISMD36,915$1,329 03/31/2024
Kestra Advisory Services LLC34,734$1,205 12/31/2023
     ISMD34,734$1,205 12/31/2023
WorthPointe LLC32,232$1,118 12/31/2023
     ISMD32,232$1,118 12/31/2023
Financial Advocates Investment Management29,766$1,033 12/31/2023
     ISMD29,766$1,033 12/31/2023
Keel Point LLC27,924$1,006 03/31/2024
     ISMD27,924$1,006 03/31/2024
Goldman Sachs Group Inc.27,614$958 12/31/2023
     ISMD27,614$958 12/31/2023
UBS Group AG27,253$946 12/31/2023
     ISMD27,253$946 12/31/2023
Belpointe Asset Management LLC25,398$881 12/31/2023
     ISMD25,398$881 12/31/2023
Revisor Wealth Management LLC24,329$861 03/31/2024
     ISMD24,329$861 03/31/2024
Envestnet Asset Management Inc.21,333$740 12/31/2023
     ISMD21,333$740 12/31/2023
AE Wealth Management LLC18,500$627 12/31/2023
     ISMD18,500$627 12/31/2023
Well Done LLC17,260$622 03/31/2024
     ISMD17,260$622 03/31/2024
Ambassador Advisors LLC18,066$597 12/31/2023
     ISMD18,066$597 12/31/2023
Atria Wealth Solutions Inc.16,072$558 12/31/2023
     ISMD16,072$558 12/31/2023
Captrust Financial Advisors12,542$435 12/31/2023
     ISMD12,542$435 12/31/2023
Avantax Advisory Services Inc.11,969$415 12/31/2023
     ISMD11,969$415 12/31/2023
Fairman Group LLC10,392$361 12/31/2023
     ISMD10,392$361 12/31/2023
Commonwealth Equity Services LLC9,911$357 03/31/2024
     ISMD9,911$357 03/31/2024
SILVER OAK SECURITIES Inc9,916$344 12/31/2023
     ISMD9,916$344 12/31/2023
Cetera Investment Advisers9,158$318 12/31/2023
     ISMD9,158$318 12/31/2023
Whitaker Myers Wealth Managers LTD.7,873$283 03/31/2024
     ISMD7,873$283 03/31/2024
Merit Financial Group LLC7,089$246 12/31/2023
     ISMD7,089$246 12/31/2023
Wealthcare Advisory Partners LLC5,773$208 03/31/2024
     ISMD5,773$208 03/31/2024
Two Sigma Investments LP6,000$208 12/31/2023
     ISMD6,000$208 12/31/2023
Cedrus LLC5,628$203 03/31/2024
     ISMD5,628$203 03/31/2024
Cornerstone Planning Group LLC4,071$141 12/31/2023
     ISMD4,071$141 12/31/2023
Howe & Rusling Inc.3,378$117 12/31/2023
     ISMD3,378$117 12/31/2023
Creekmur Asset Management LLC3,341$116 12/31/2023
     ISMD3,341$116 12/31/2023
Royal Bank of Canada3,102$108 12/31/2023
     ISMD3,102$108 12/31/2023
Oliver Lagore Vanvalin Investment Group2,743$95 12/31/2023
     ISMD2,743$95 12/31/2023
Harbour Investments Inc.2,075$72 12/31/2023
     ISMD2,075$72 12/31/2023
Proequities Inc.1,876$65 12/31/2023
     ISMD1,876$65 12/31/2023
Geneos Wealth Management Inc.1,456$51 12/31/2023
     ISMD1,456$51 12/31/2023
Parallel Advisors LLC1,250$43 12/31/2023
     ISMD1,250$43 12/31/2023
Values First Advisors Inc.699$25 03/31/2024
     ISMD699$25 03/31/2024
NBC Securities Inc.329$11 03/31/2024
     ISMD329$11 03/31/2024
Winch Advisory Services LLC231$8 12/31/2023
     ISMD231$8 12/31/2023
Principal Securities Inc.164$6 12/31/2023
     ISMD164$6 12/31/2023
Ameritas Investment Partners Inc.170$6 12/31/2023
     ISMD170$6 12/31/2023
FMR LLC86$3 12/31/2023
     ISMD86$3 12/31/2023
IAG Wealth Partners LLC63$2 03/31/2024
     ISMD63$2 03/31/2024
Wells Fargo & Company MN0$0 12/31/2023
     ISMD0$0 12/31/2023
Coppell Advisory Solutions LLC4$0 12/31/2023
     ISMD4$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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