INSPIRE 500 ETF PTL
$281.26
-0.9% 52w: $219.84 – $291.09
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data219.84255.46291.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
102
+12 QoQ
13F value
$504.6M
+31.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PTL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | Wealth advisor | 285.1K | $71.4M | 3.9% | +178.1% |
| Inspire Advisors, LLC | Wealth advisor | 266.9K | $66.9M | 5.5% | +11.2% |
| Plan A Wealth LLC | Wealth advisor | 152.0K | $38.1M | 18.2% | +7.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 146.6K | $36.7M | 2.2% | +831.4% |
| LPL Financial LLC | Bank broker | 132.1K | $33.1M | 0.0% | +16.9% |
| Christian Investment Advisors, Inc. | Wealth advisor | 92.9K | $23.7M | 15.0% | +0.6% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 62.6K | $15.7M | 1.1% | +4.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 51.4K | $12.9M | 0.0% | -6.0% |
| Strategic Equity Management | Wealth advisor | 50.9K | $12.7M | 4.8% | -19.3% |
| Geneos Wealth Management Inc. | Wealth advisor | 44.9K | $11.2M | 0.3% | -3.7% |
| Belpointe Asset Management LLC | Wealth advisor | 41.0K | $10.3M | 0.4% | +10.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 39.7K | $10.0M | 0.1% | +10.8% |
| Inspire Investing, LLC | Other | 38.6K | $9.7M | 0.6% | -10.0% |
| MONEYWISE, INC. | Wealth advisor | 30.8K | $7.7M | 3.4% | -12.9% |
| Investment Research Partners LLC | Other | 29.9K | $7.5M | 3.1% | +5.8% |
| Legacy Wealth Asset Management, LLC | Other | 28.3K | $7.1M | 1.7% | +6.2% |
| PAX Financial Group, LLC | Wealth advisor | 24.1K | $6.0M | 1.0% | +0.4% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 23.5K | $5.9M | 0.2% | +233.3% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 22.7K | $5.7M | 0.3% | +26.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 23.1K | $5.7M | 0.0% | +66.6% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 22.4K | $5.6M | 0.1% | +58.1% |
| FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 22.3K | $5.6M | 1.9% | +56.9% |
| Focus Partners Wealth | Wealth advisor | 21.2K | $5.3M | 0.0% | +5.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 20.4K | $5.1M | 0.0% | +17.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 19.3K | $4.8M | 0.0% | +1.7% |
| Frontier Asset Management, LLC | Wealth advisor | 17.2K | $4.3M | 0.9% | +1.4% |
| AE Wealth Management LLC | Wealth advisor | 16.3K | $4.1M | 0.0% | +19.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 14.8K | $3.7M | 0.0% | +1371.0% |
| Sound Financial Strategies Group, LLC | Wealth advisor | 14.2K | $3.6M | 2.4% | +20.9% |
| Pettinga Financial Advisors LLC | Wealth advisor | 14.0K | $3.5M | 0.7% | +5.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 13.4K | $3.4M | 0.0% | +13.8% |
| XY Planning Network, Inc. | Wealth advisor | 12.7K | $3.2M | 0.5% | +13.7% |
| Independent Advisor Alliance | Wealth advisor | 12.4K | $3.1M | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 12.3K | $3.1M | 0.0% | +25.8% |
| Tulsa Wealth Advisors, INC | Wealth advisor | 10.9K | $2.7M | 0.5% | New |
| LifeGuide Financial Advisors, LLC | Wealth advisor | 10.5K | $2.6M | 0.8% | +8.7% |
| Valmark Advisers, Inc. | Wealth advisor | 10.1K | $2.5M | 0.0% | +2.6% |
| JANE STREET GROUP, LLC | Market maker | 9.3K | $2.3M | 0.0% | -7.1% |
| Fiduciary Alliance LLC | Other | 7.3K | $1.9M | 0.1% | +60.8% |
| Cetera Investment Advisers | Wealth advisor | 7.7K | $1.9M | 0.0% | +17.0% |
| Optivise Advisory Services LLC | Wealth advisor | 6.8K | $1.7M | 1.0% | -3.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.4K | $1.6M | 0.0% | +67.5% |
| SageOak Financial, LLC | Wealth advisor | 5.7K | $1.4M | 1.0% | -0.7% |
| VICUS CAPITAL | Wealth advisor | 5.5K | $1.4M | 0.1% | New |
| Pioneer Wealth Management Group | Wealth advisor | 5.3K | $1.3M | 0.4% | +19.6% |
| WorthPointe, LLC | Wealth advisor | 5.3K | $1.3M | 0.4% | -40.3% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 4.7K | $1.2M | 0.0% | +13.7% |
| CWM, LLC | Wealth advisor | 4.6K | $1.1M | 0.0% | -73.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 4.4K | $1.1M | 0.0% | +4075.5% |
| GTS SECURITIES LLC | Market maker | 4.4K | $1.1M | 0.0% | -62.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.