ISMD — Institutional owners (13F)

111 filers · $238.3M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Inspire Advisors, LLC $78,920,986 1,579,201 33.12% Shares
OneAscent Financial Services LLC $39,686,814 793,784 16.66% Shares
Christian Investment Advisors, Inc. $16,822,842 336,477 7.06% Shares
LPL Financial LLC $13,117,674 262,369 5.51% Shares
PAX Financial Group, LLC $10,039,204 200,796 4.21% Shares
Inspire Investing, LLC $7,588,488 189,855 3.18% Shares
Sound Financial Strategies Group, LLC $3,921,265 78,430 1.65% Shares
SILVER OAK SECURITIES, INCORPORATED $3,543,038 70,865 1.49% Shares
AlphaStar Capital Management, LLC $3,536,572 70,736 1.48% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,316,148 67,415 1.39% Shares
GOLDMAN SACHS GROUP INC $3,223,557 64,475 1.35% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $2,552,191 51,047 1.07% Shares
GTS SECURITIES LLC $2,285,713 45,717 0.96% Shares
TWO SIGMA INVESTMENTS, LP $2,139,872 42,800 0.90% Shares
UBS Group AG $2,080,925 41,621 0.87% Shares
Simplicity Wealth,LLC $2,046,681 40,936 0.86% Shares
Cetera Investment Advisers $1,852,080 37,044 0.78% Shares
EverSource Wealth Advisors, LLC $1,842,718 36,857 0.77% Shares
WorthPointe, LLC $1,754,869 35,099 0.74% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1,739,111 34,824 0.73% Shares
CITADEL ADVISORS LLC $1,645,401 32,910 0.69% Shares
Chevy Chase Trust Holdings, LLC $1,566,500 31,330 0.66% Shares
LVZ, Inc. $1,432,238 28,646 0.60% Shares
Focus Partners Advisor Solutions, LLC $1,394,943 27,900 0.59% Shares
Bare Financial Services, Inc $1,377,467 27,551 0.58% Shares
Cornerstone Financial Management LLC $1,173,021 23,462 0.49% Shares
AE Wealth Management LLC $1,118,327 22,368 0.47% Shares
JONES FINANCIAL COMPANIES LLLP $1,010,183 20,432 0.42% Shares
Financial Advisory Corp $984,764 19,696 0.41% Shares
Koss-Olinger Consulting, LLC $949,343 18,988 0.40% Shares
TRUST POINT INC. $947,543 18,952 0.40% Shares
COMMONWEALTH EQUITY SERVICES, LLC $928,890 18,579 0.39% Shares
FAMILY WEALTH PARTNERS, LLC $842,518 21,079 0.35% Shares
Providence Financial Advisors, LLC $834,666 16,694 0.35% Shares
IFP Advisors, Inc $767,454 15,350 0.32% Shares
RMG Wealth Management LLC $746,102 14,836 0.31% Shares
CWM, LLC $739,205 18,494 0.31% Shares
Keel Point, LLC $716,507 14,331 0.30% Shares
Sterling Investment Advisors, Ltd. $714,957 14,300 0.30% Shares
RAYMOND JAMES FINANCIAL INC $710,579 14,212 0.30% Shares
CAPTRUST FINANCIAL ADVISORS $694,820 13,897 0.29% Shares
Pinnacle Financial Partners, Inc. $685,059 13,702 0.29% Shares
Faithward Advisors, LLC $662,584 13,252 0.28% Shares
Farther Finance Advisors, LLC $659,510 13,191 0.28% Shares
Revisor Wealth Management LLC $576,980 11,489 0.24% Shares
HARBOUR INVESTMENTS, INC. $573,074 11,462 0.24% Shares
OSAIC HOLDINGS, INC. $555,973 11,113 0.23% Shares
Sanctuary Advisors, LLC $545,496 10,911 0.23% Shares
Frontier Asset Management, LLC $540,375 10,808 0.23% Shares
ENVESTNET ASSET MANAGEMENT INC $496,988 9,940 0.21% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $495,070 9,902 0.21% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $462,185 9,244 0.19% Shares
Whitaker-Myers Wealth Managers, LTD. $456,306 9,127 0.19% Shares
Focus Financial Network, Inc. $414,367 8,251 0.17% Shares
ROYAL BANK OF CANADA $388,000 7,751 0.16% Shares
H D Vest Advisory Services $376,073 10,585 0.16% Shares
Gateway Wealth Partners, LLC $352,168 7,044 0.15% Shares
LaSalle St. Investment Advisors, LLC $332,882 6,658 0.14% Shares
MML INVESTORS SERVICES, LLC $324,144 6,483 0.14% Shares
Gambit Capital Management, LLC $317,181 6,344 0.13% Shares
Waverly Advisors, LLC $303,382 6,068 0.13% Shares
LITTLEJOHN FINANCIAL SERVICES, INC. $299,632 5,993 0.13% Shares
Hilltop Holdings Inc. $269,234 5,385 0.11% Shares
Legacy Wealth Asset Management, LLC $267,484 5,350 0.11% Shares
PFG Advisors $266,484 5,330 0.11% Shares
Harvest Investment Services, LLC $252,385 5,048 0.11% Shares
Larry Mathis Financial Planning, LLC $250,535 5,011 0.11% Shares
BENJAMIN EDWARDS INC $233,784 4,676 0.10% Shares
CreativeOne Wealth, LLC $226,051 4,522 0.09% Shares
LifeWealth Investments, LLC $220,587 4,412 0.09% Shares
AQR CAPITAL MANAGEMENT LLC $220,287 4,406 0.09% Shares
Merit Financial Group, LLC $218,547 4,371 0.09% Shares
Crossmark Global Holdings, Inc. $215,941 4,324 0.09% Shares
AdvisorNet Financial, Inc $215,737 4,315 0.09% Shares
Cornerstone Planning Group LLC $207,608 4,207 0.09% Shares
MCF Advisors LLC $207,099 4,129 0.09% Shares
COURIER CAPITAL LLC $206,388 4,128 0.09% Shares
JOHNSON INVESTMENT COUNSEL INC $201,787 4,036 0.08% Shares
Arax Advisory Partners $200,186 4,004 0.08% Shares
Geneos Wealth Management Inc. $200,000 4,000 0.08% Shares
MORGAN STANLEY $129,761 2,595 0.05% Shares
Fairman Group, LLC $128,096 2,551 0.05% Shares
HOWE & RUSLING INC $112,144 2,243 0.05% Shares
Ameritas Advisory Services, LLC $106,402 2,128 0.04% Shares
Aptus Capital Advisors, LLC $80,695 1,614 0.03% Shares
Continuum Advisory, LLC $74,546 1,491 0.03% Shares
Steward Partners Investment Advisory, LLC $66,546 1,331 0.03% Shares
CoreCap Advisors, LLC $64,246 1,285 0.03% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $47,247 945 0.02% Shares
Blue Trust, Inc. $43,197 864 0.02% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $37,938 1,112 0.02% Shares
PRIVATE TRUST CO NA $31,248 625 0.01% Shares
PEOPLES FINANCIAL SERVICES CORP. $23,495 470 0.01% Shares
IFG Advisory, LLC $19,298 386 0.01% Shares
TRUST CO OF TOLEDO NA /OH/ $18,499 370 0.01% Shares
Values First Advisors, Inc. $15,449 309 0.01% Shares
Noble Wealth Management PBC $13,905 300 0.01% Shares
Winch Advisory Services, LLC $11,876 238 0.00% Shares
WELLS FARGO & COMPANY/MN $10,500 210 0.00% Shares
Institute for Wealth Management, LLC. $10,416 208 0.00% Shares
StrongBox Wealth, LLC $9,899 198 0.00% Shares
FMR LLC $9,462 189 0.00% Shares
Keating Financial Advisory Services, Inc. $9,099 182 0.00% Shares
IAG Wealth Partners, LLC $3,150 63 0.00% Shares
Ameritas Investment Partners, Inc. $2,733 55 0.00% Shares
Cambridge Investment Research Advisors, Inc. $953 19,070 0.00% Shares
Allworth Financial LP $500 10 0.00% Shares
Q3 Asset Management $414 8,283 0.00% Shares
Betterment LLC $214 4,280 0.00% Shares
JPMORGAN CHASE & CO $11 0 0.00% Shares
CX Institutional $7 148 0.00% Shares