Who owns ISMD
Which tracked institutional funds hold ISMD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ISMD company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ISMD is one-sided between 2025-Q4 and 2026-Q1: 22 added or opened and 7 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ISMD’s largest tracked holder by dollar value, Inspire Advisors, LLC, sizes it at 4.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ISMD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 94 tracked filers holding ISMD, 53 increased or opened the position and 32 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ISMD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- JANE STREET GROUP, LLC$2M
- Chevy Chase Trust Holdings, LLC$1M
- Independent Advisor Alliance$1M
- Ocean Park Asset Management, LLC$843K
- RMG Wealth Management LLC$642K
- Farther Finance Advisors, LLC$550K
Full exits 1
- Keel Point, LLC$553K
Largest adds
- OneAscent Financial Services LLC$27M
- CreativeOne Wealth, LLC$6M
- SILVER OAK SECURITIES, INCORPORATED$2M
- Inspire Advisors, LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- Sound Financial Strategies Group, LLC$1M
Largest trims
- CREATIVE FINANCIAL DESIGNS INC /ADV$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- EverSource Wealth Advisors, LLC$1M
- Inspire Investing, LLC$946K
- WorthPointe, LLC$514K
- Sanctuary Advisors, LLC$428K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Inspire Advisors, LLC added | 1,445,003 | $58M | 28.6% | 2026-Q1 |
| OneAscent Financial Services LLC added | 776,568 | $31M | 15.4% | 2026-Q1 |
| Christian Investment Advisors, Inc. trimmed | 361,249 | $15M | 7.4% | 2026-Q1 |
| LPL Financial LLC added | 214,359 | $9M | 4.2% | 2026-Q1 |
| PAX Financial Group, LLC added | 199,934 | $8M | 4.0% | 2026-Q1 |
| Inspire Investing, LLC trimmed | 189,855 | $8M | 3.8% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 144,528 | $6M | 2.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 94,887 | $4M | 1.9% | 2026-Q1 |
| Sound Financial Strategies Group, LLC added | 77,651 | $3M | 1.5% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 67,386 | $3M | 1.3% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 66,190 | $3M | 1.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 56,698 | $2M | 1.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 49,957 | $2M | 1.0% | 2026-Q1 |
| UBS Group AG trimmed | 41,535 | $2M | 0.8% | 2026-Q1 |
| WorthPointe, LLC trimmed | 40,193 | $2M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 38,359 | $2M | 0.8% | 2026-Q1 |
| GTS SECURITIES LLC added | 36,719 | $1M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 35,377 | $1M | 0.7% | 2026-Q1 |
| Chevy Chase Trust Holdings, LLC new | 34,285 | $1M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 31,100 | $1M | 0.6% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 30,088 | $1M | 0.6% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 29,025 | $1M | 0.6% | 2026-Q1 |
| LVZ, Inc. trimmed | 28,811 | $1M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 27,900 | $1M | 0.6% | 2026-Q1 |
| Bare Financial Services, Inc trimmed | 27,703 | $1M | 0.5% | 2026-Q1 |
| Cornerstone Financial Management LLC added | 26,408 | $1M | 0.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 25,265 | $1M | 0.5% | 2026-Q1 |
| Financial Advisory Corp added | 21,610 | $864K | 0.4% | 2026-Q1 |
| Frontier Asset Management, LLC trimmed | 21,483 | $859K | 0.4% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 21,079 | $843K | 0.4% | 2026-Q1 |
| FAMILY WEALTH PARTNERS, LLC added | 21,079 | $843K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 20,803 | $832K | 0.4% | 2026-Q1 |
| TRUST POINT INC. added | 19,796 | $791K | 0.4% | 2026-Q1 |
| Koss-Olinger Consulting, LLC | 18,988 | $759K | 0.4% | 2026-Q1 |
| CWM, LLC trimmed | 18,494 | $739K | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 17,585 | $703K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 17,188 | $687K | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 16,795 | $662K | 0.3% | 2026-Q1 |
| RMG Wealth Management LLC added | 14,136 | $642K | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 14,968 | $598K | 0.3% | 2026-Q1 |
| Revisor Wealth Management LLC trimmed | 14,716 | $590K | 0.3% | 2026-Q1 |
| Providence Financial Advisors, LLC added | 14,333 | $573K | 0.3% | 2026-Q1 |
| Sterling Investment Advisors, Ltd. | 14,300 | $572K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 13,658 | $550K | 0.3% | 2026-Q1 |
| Faithward Advisors, LLC trimmed | 13,274 | $531K | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 11,752 | $470K | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 11,586 | $463K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 11,506 | $460K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 11,397 | $456K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 10,405 | $416K | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 9,995 | $400K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 9,093 | $363K | 0.2% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. added | 8,793 | $351K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC new | 7,711 | $308K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 7,606 | $304K | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors added | 7,369 | $295K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,318 | $292K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,989 | $279K | 0.1% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC trimmed | 6,501 | $260K | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 5,935 | $237K | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 5,892 | $235K | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. new | 5,568 | $223K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC | 5,347 | $214K | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 5,061 | $202K | 0.1% | 2026-Q1 |
| Larry Mathis Financial Planning, LLC new | 5,011 | $200K | 0.1% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 4,189 | $189K | 0.1% | 2026-Q1 |
| TopTier Wealth Management, LLC new | 2,653 | $106K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 2,581 | $103K | 0.1% | 2026-Q1 |
| HOWE & RUSLING INC | 2,573 | $103K | 0.1% | 2026-Q1 |
| Fairman Group, LLC trimmed | 2,544 | $102K | 0.1% | 2026-Q1 |
| Arax Advisory Partners | 2,357 | $94K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 1,643 | $66K | 0.0% | 2026-Q1 |
| MCF Advisors LLC trimmed | 1,539 | $62K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 1,285 | $51K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc new | 1,155 | $46K | 0.0% | 2026-Q1 |
| MAI Capital Management | 822 | $33K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. | 812 | $32K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 625 | $25K | 0.0% | 2026-Q1 |
| Legacy Wealth Asset Management, LLC added | 149,323 | $5M | 2.5% | 2025-Q1 stale |
| Sowell Financial Services LLC added | 60,430 | $2M | 1.1% | 2025-Q2 stale |
| Financial Advocates Investment Management added | 31,723 | $1M | 0.6% | 2025-Q2 stale |
| Well Done, LLC trimmed | 15,758 | $591K | 0.3% | 2025-Q1 stale |
| Keel Point, LLC | 14,331 | $553K | 0.3% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC added | 10,523 | $538K | 0.3% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 11,705 | $452K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,535 | $445K | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 10,585 | $376K | 0.2% | 2025-Q2 stale |
| Q3 Asset Management new | 8,685 | $335K | 0.2% | 2025-Q4 stale |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 7,694 | $297K | 0.1% | 2025-Q4 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 8,318 | $284K | 0.1% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 7,768 | $276K | 0.1% | 2025-Q2 stale |
| Optivise Advisory Services LLC trimmed | 6,964 | $271K | 0.1% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC new | 6,102 | $235K | 0.1% | 2025-Q4 stale |
| Wealthcare Advisory Partners LLC trimmed | 5,635 | $200K | 0.1% | 2025-Q2 stale |
| Kestra Advisory Services, LLC trimmed | 3,091 | $119K | 0.1% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC added | 1,569 | $56K | 0.0% | 2025-Q2 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP trimmed | 1,112 | $38K | 0.0% | 2025-Q2 stale |
| Continuum Advisory, LLC | 1,028 | $35K | 0.0% | 2025-Q1 stale |
| Sound Income Strategies, LLC new | 834 | $35K | 0.0% | 2025-Q4 stale |
| S.A. Mason LLC added | 695 | $25K | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.