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Inspire Fidelis Multi Factor ETF (FDLS) Institutional Ownership

$29.67 -0.02 (-0.07%)
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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)
$8.49M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.66M
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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
5/16/2025 Goldman Sachs Group Inc.17,669$497K0.0%N/A0.667%
5/7/2025 Frontier Asset Management LLC56,358$1.59M0.5%+16.9%2.127%
5/7/2025 Inspire Advisors LLC742,552$20.91M2.4%+9.2%28.021%
5/6/2025 AE Wealth Management LLC22,067$621K0.0%+51.2%0.833%
5/5/2025 OneAscent Financial Services LLC74,197$2.09M0.1%-4.5%2.800%
5/2/2025 PAX Financial Group LLC171,510$4.83M0.9%-7.8%6.472%
4/29/2025 Envestnet Asset Management Inc.34,303$966K0.0%+1.1%1.294%
4/23/2025 Creative Financial Designs Inc. ADV7,398$208K0.0%+66.1%0.279%
2/17/2025 Citadel Advisors LLC16,791$495K0.0%N/A0.611%
2/14/2025 Transce3nd LLC1,799$53K0.0%N/A0.065%
2/13/2025 Envestnet Asset Management Inc.33,934$1M0.0%+14.2%1.234%
2/12/2025 PAX Financial Group LLC186,062$5.48M1.0%-4.1%6.766%
2/12/2025 OneAscent Financial Services LLC77,718$2.29M0.2%N/A2.826%
2/10/2025 Creative Financial Designs Inc. ADV4,453$131K0.0%+37.5%0.162%
2/7/2025 Inspire Advisors LLC679,909$20.03M2.4%+1.8%24.724%
2/7/2025 Frontier Asset Management LLC48,213$1.42M0.5%+3.1%1.753%
1/17/2025Inspire Investing LLC141,890$4.18M0.5%+16.3%5.160%
10/17/2024 Inspire Advisors LLC668,043$21.00M2.6%+2.8%24.292%
10/10/2024Inspire Investing LLC122,036$3.84M0.4%+3.1%4.438%
8/13/2024 AE Wealth Management LLC14,768$437K0.0%+28.7%0.537%
8/12/2024Inspire Investing LLC118,342$3.50M0.4%-22.0%4.303%
8/8/2024 Inspire Advisors LLC649,571$19.21M2.5%-9.1%23.621%
8/8/2024 Frontier Asset Management LLC28,143$832K0.3%N/A1.023%
7/25/2024 First Heartland Consultants Inc.14,479$428K0.0%+28.6%0.527%
5/13/2024 PAX Financial Group LLC220,384$6.74M1.4%-4.3%8.014%
5/8/2024Inspire Investing LLC151,749$4.64M0.5%-5.8%5.518%
5/8/2024 Inspire Advisors LLC714,724$21.86M3.0%+7.9%25.990%
4/16/2024 OneAscent Financial Services LLC51,825$1.59M0.2%+143.5%2.334%
2/13/2024 Belpointe Asset Management LLC22,018$646K0.1%-5.5%0.992%
1/11/2024 OneAscent Financial Services LLC21,285$624K0.1%+96.2%0.959%
11/13/2023 PAX Financial Group LLC230,638$6.13M1.4%+5.7%10.389%
10/26/2023Inspire Investing LLC130,338$3.46M0.4%-7.9%5.871%
10/26/2023 Inspire Advisors LLC562,713$14.94M2.6%+1.2%25.347%
10/13/2023 OneAscent Financial Services LLC10,850$288K0.1%N/A0.489%
7/31/2023Inspire Investing LLC141,444$3.85M0.5%+2.7%6.371%
7/31/2023 Inspire Advisors LLC556,214$15.15M2.9%+10.7%25.055%
7/18/2023 PAX Financial Group LLC218,260$5.94M1.3%+12.3%9.832%
5/11/2023 PAX Financial Group LLC194,377$4.89M1.2%+17.8%9.482%
4/24/2023Inspire Investing LLC137,713$3.47M0.4%-53.6%6.718%
4/24/2023 Inspire Advisors LLC502,318$12.64M2.9%+7.0%24.503%
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2/10/2023 PAX Financial Group LLC164,957$4.05M1.0%+6.0%8.682%
1/26/2023 Inspire Advisors LLC469,271$11.53M2.9%+5.7%24.698%
1/26/2023Inspire Investing LLC296,899$7.29M0.9%+4.7%15.626%
11/15/2022 PAX 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 ($4.18M), 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 FDLS's institutional investors.

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

Of the 12 institutional investors that purchased Inspire Fidelis Multi Factor ETF 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), Inspire Investing LLC ($27.28K), Goldman Sachs Group Inc. ($17.67K), 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 495,534 shares in the last 24 months. This purchase volume represents approximately $14.34M in transactions.

Which Inspire Fidelis Multi Factor ETF 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 ($53.93K), PAX Financial Group LLC ($32.43K), OneAscent Financial Services LLC ($3.52K), and Belpointe Asset Management LLC ($1.28K).

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

Institutional investors have sold a total of 156,313 shares in the last 24 months. This volume of shares sold represents approximately $4.58M in transactions.



This page (NYSEARCA:FDLS) was last updated on 5/23/2025 by MarketBeat.com Staff
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