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Inspire Fidelis Multi Factor ETF (FDLS) Institutional Ownership

$32.35 +0.33 (+1.03%)
As of 07/3/2025 05:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Inspire Fidelis Multi Factor ETF (NYSEARCA:FDLS)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$8.99M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.88M
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FDLS Institutional Buying and Selling by Quarter

Inspire Fidelis Multi Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.17,669$497K0.0%N/A0.637%
6/3/2025Inspire Investing LLC133,951$3.77M0.4%-5.6%4.998%
5/16/2025Goldman Sachs Group Inc.17,669$497K0.0%N/A0.667%
5/7/2025Frontier Asset Management LLC56,358$1.59M0.5%+16.9%2.127%
5/7/2025Inspire Advisors LLC742,552$20.91M2.4%+9.2%28.021%
5/6/2025AE Wealth Management LLC22,067$621K0.0%+51.2%0.833%
5/5/2025OneAscent Financial Services LLC74,197$2.09M0.1%-4.5%2.800%
5/2/2025PAX Financial Group LLC171,510$4.83M0.9%-7.8%6.472%
4/29/2025Envestnet Asset Management Inc.34,303$966K0.0%+1.1%1.294%
4/23/2025Creative Financial Designs Inc. ADV7,398$208K0.0%+66.1%0.279%
2/17/2025Citadel Advisors LLC16,791$495K0.0%N/A0.611%
2/14/2025Transce3nd LLC1,799$53K0.0%N/A0.065%
2/13/2025Envestnet Asset Management Inc.33,934$1M0.0%+14.2%1.234%
2/12/2025PAX Financial Group LLC186,062$5.48M1.0%-4.1%6.766%
2/12/2025OneAscent Financial Services LLC77,718$2.29M0.2%N/A2.826%
2/10/2025Creative Financial Designs Inc. ADV4,453$131K0.0%+37.5%0.162%
2/7/2025Inspire Advisors LLC679,909$20.03M2.4%+1.8%24.724%
2/7/2025Frontier Asset Management LLC48,213$1.42M0.5%+3.1%1.753%
1/17/2025Inspire Investing LLC141,890$4.18M0.5%+16.3%5.160%
10/17/2024Inspire Advisors LLC668,043$21.00M2.6%+2.8%24.292%
10/10/2024Inspire Investing LLC122,036$3.84M0.4%+3.1%4.438%
8/13/2024AE Wealth Management LLC14,768$437K0.0%+28.7%0.537%
8/12/2024Inspire Investing LLC118,342$3.50M0.4%-22.0%4.303%
8/8/2024Inspire Advisors LLC649,571$19.21M2.5%-9.1%23.621%
8/8/2024Frontier Asset Management LLC28,143$832K0.3%N/A1.023%
7/25/2024First Heartland Consultants Inc.14,479$428K0.0%+28.6%0.527%
5/13/2024PAX Financial Group LLC220,384$6.74M1.4%-4.3%8.014%
5/8/2024Inspire Investing LLC151,749$4.64M0.5%-5.8%5.518%
5/8/2024Inspire Advisors LLC714,724$21.86M3.0%+7.9%25.990%
4/16/2024OneAscent Financial Services LLC51,825$1.59M0.2%+143.5%2.334%
2/13/2024Belpointe Asset Management LLC22,018$646K0.1%-5.5%0.992%
1/11/2024OneAscent Financial Services LLC21,285$624K0.1%+96.2%0.959%
11/13/2023PAX Financial Group LLC230,638$6.13M1.4%+5.7%10.389%
10/26/2023Inspire Investing LLC130,338$3.46M0.4%-7.9%5.871%
10/26/2023Inspire Advisors LLC562,713$14.94M2.6%+1.2%25.347%
10/13/2023OneAscent Financial Services LLC10,850$288K0.1%N/A0.489%
7/31/2023Inspire Investing LLC141,444$3.85M0.5%+2.7%6.371%
7/31/2023Inspire Advisors LLC556,214$15.15M2.9%+10.7%25.055%
7/18/2023PAX Financial Group LLC218,260$5.94M1.3%+12.3%9.832%
5/11/2023PAX Financial Group LLC194,377$4.89M1.2%+17.8%9.482%
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4/24/2023Inspire Investing LLC137,713$3.47M0.4%-53.6%6.718%
4/24/2023Inspire Advisors LLC502,318$12.64M2.9%+7.0%24.503%
2/10/2023PAX Financial Group LLC164,957$4.05M1.0%+6.0%8.682%
1/26/2023Inspire Advisors LLC469,271$11.53M2.9%+5.7%24.698%
1/26/2023Inspire Investing LLC296,899$7.29M0.9%+4.7%15.626%
11/15/2022PAX Financial Group LLC155,609$3.43M0.9%N/A9.021%
(Data available from 1/1/2016 forward)

FDLS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDLS shares?

During the previous two years, 13 institutional investors and hedge funds held shares of Inspire Fidelis Multi Factor ETF. The most heavily invested institutionals were Inspire Advisors LLC ($20.91M), PAX Financial Group LLC ($4.83M), Inspire Investing LLC ($3.77M), OneAscent Financial Services LLC ($2.09M), Frontier Asset Management LLC ($1.59M), Envestnet Asset Management Inc. ($966K), and Belpointe Asset Management LLC ($646K).Learn more on Inspire Fidelis Multi Factor ETF's institutional investors.

Which institutional investors have been buying Inspire Fidelis Multi Factor ETF's stock?

Of the 12 institutional investors that purchased Inspire Fidelis Multi Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Inspire Advisors LLC ($205.72K), OneAscent Financial Services LLC ($129.54K), Frontier Asset Management LLC ($37.74K), PAX Financial Group LLC ($36.26K), Goldman Sachs Group Inc. ($35.34K), Inspire Investing LLC ($27.28K), and Citadel Advisors LLC ($16.79K).

How much institutional buying is happening at Inspire Fidelis Multi Factor ETF?

Institutional investors have bought a total of 308,649 shares in the last 24 months. This purchase volume represents approximately $8.99M in transactions.

Which of Inspire Fidelis Multi Factor ETF's major shareholders have been selling company stock?

The following institutional investors have sold Inspire Fidelis Multi Factor ETF stock in the last 24 months: Inspire Advisors LLC ($65.15K), Inspire Investing LLC ($41.35K), PAX Financial Group LLC ($22.48K), and OneAscent Financial Services LLC ($3.52K).

How much institutional selling is happening at Inspire Fidelis Multi Factor ETF?

Institutional investors have sold a total of 132,499 shares in the last 24 months. This volume of shares sold represents approximately $3.88M in transactions.



This page (NYSEARCA:FDLS) was last updated on 7/4/2025 by MarketBeat.com Staff
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