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Inspire Fidelis Multi Factor ETF (FDLS) Institutional Ownership

$42.13 +0.03 (+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)
23
Total
Institutional Inflows
(last 12 months)
$16.54M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.88M
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Skip Chart & View Institutional Buying and Selling Data

FDLS Institutional Buying and Selling by Quarter

Inspire Fidelis Multi Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Portfolio Solutions Inc.13,723$580K0.0%-39.6%0.231%
9/23/2026Envestnet Asset Management Inc.43,008$1.82M0.0%-30.9%0.723%
9/2/2026Citadel Advisors LLC15,318$647K0.0%N/A0.281%
8/24/2026Carlson Financial Inc.17,389$735K0.4%+13.8%0.319%
5/18/2026EverSource Wealth Advisors LLC2,294$85K0.0%+39.3%0.048%
5/13/2026Cetera Investment Advisers10,955$405K0.0%+54.6%0.229%
5/6/2026Frontier Asset Management LLC65,404$2.42M0.5%+2.6%1.368%
5/5/2026Sanctuary Advisors LLC9,716$359K0.0%-43.6%0.203%
5/2/2026Arlington Capital Management Inc.7,293$269K0.2%+4.5%0.153%
5/2/2026Valmark Advisers Inc.35,830$1.32M0.0%+1.6%0.750%
4/28/2026Ascentis Independent Advisors7,375$272K0.0%N/A0.159%
4/28/2026Revisor Wealth Management LLC12,242$453K0.1%-12.6%0.263%
4/27/2026PAX Financial Group LLC102,134$3.77M0.6%-0.3%2.196%
4/23/2026Inspire Investing LLC88,530$3.27M0.3%-17.8%1.916%
2/18/2026Inspire Investing LLC107,723$3.85M0.3%-11.8%2.798%
2/17/2026Integrated Advisors Network LLC5,602$200K0.0%N/A0.146%
2/17/2026Cetera Investment Advisers7,088$253K0.0%+22.9%0.184%
2/13/2026Inspire Advisors LLC722,828$25.83M2.4%+0.8%18.775%
2/11/2026LPL Financial LLC52,457$1.88M0.0%+50.2%1.363%
2/11/2026OneAscent Financial Services LLC66,922$2.39M0.2%-6.7%1.738%
2/10/2026Goldman Sachs Group Inc.15,089$539K0.0%N/A0.392%
2/9/2026Strategic Equity Management108,411$3.88M1.3%N/A2.816%
2/6/2026Creative Financial Designs Inc. ADV171,534$6.13M0.4%+8.9%4.455%
2/5/2026PAX Financial Group LLC102,458$3.66M0.6%+0.4%2.661%
2/5/2026Moneywise Inc.46,622$1.67M0.7%N/A1.211%
2/4/2026Frontier Asset Management LLC63,775$2.28M0.5%+24.1%1.687%
1/30/2026Strategic Blueprint LLC7,557$270K0.0%N/A0.200%
1/29/2026Sanctuary Advisors LLC17,223$616K0.0%-11.2%0.459%
1/27/2026Revisor Wealth Management LLC14,002$540K0.1%+37.1%0.373%
1/27/2026Belpointe Asset Management LLC70,007$2.50M0.1%+2.1%1.867%
1/26/2026AE Wealth Management LLC57,553$2.06M0.0%+61.4%1.535%
1/26/2026Valmark Advisers Inc.35,272$1.26M0.0%N/A0.941%
1/12/2026Optivise Advisory Services LLC8,894$318K0.2%N/A0.252%
1/6/2026Arlington Capital Management Inc.6,976$249K0.2%N/A0.198%
11/17/2025Citadel Advisors LLC9,077$317K0.0%N/A0.290%
11/12/2025Creative Financial Designs Inc. ADV157,468$5.50M0.4%+4.2%5.031%
11/5/2025Envestnet Asset Management Inc.39,907$1.39M0.0%+11.7%1.275%
11/4/2025PAX Financial Group LLC102,055$3.56M0.6%-5.7%3.261%
11/3/2025AE Wealth Management LLC35,661$1.25M0.0%+35.5%1.139%
11/3/2025Belpointe Asset Management LLC68,581$2.40M0.1%N/A2.191%
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10/31/2025OneAscent Financial Services LLC71,765$2.51M0.2%-4.4%2.293%
10/29/2025Frontier Asset Management LLC51,409$1.80M0.4%-3.7%1.686%
10/29/2025Inspire Advisors LLC717,436$25.05M2.4%-1.8%23.522%
10/22/2025Geneos Wealth Management Inc.9,600$335K0.0%N/A0.315%
10/15/2025Revisor Wealth Management LLC10,213$351K0.1%N/A0.335%
9/4/2025Osaic Holdings Inc.2,451$78K0.0%+56.2%0.085%
8/14/2025Raymond James Financial Inc.1,830$58K0.0%N/A0.063%
8/12/2025Financial Advocates Investment Management7,672$244K0.0%N/A0.265%
8/11/2025Inspire Advisors LLC730,610$23.19M2.4%-1.6%26.093%
8/11/2025PAX Financial Group LLC108,210$3.44M0.7%-36.9%3.865%
8/6/2025AE Wealth Management LLC26,325$836K0.0%+19.3%0.940%
8/4/2025Creative Financial Designs Inc. ADV151,123$4.80M0.3%+1,942.8%5.397%
8/1/2025Envestnet Asset Management Inc.35,739$1.14M0.0%+4.2%1.276%
7/24/2025Inspire Investing LLC121,803$3.87M0.4%-9.1%4.350%
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%
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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%
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%


FDLS Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of Inspire Fidelis Multi Factor ETF. The most heavily invested institutionals were Inspire Advisors LLC ($25.83M), Creative Financial Designs Inc. ADV ($6.13M), Strategic Equity Management ($3.88M), PAX Financial Group LLC ($3.77M), Inspire Investing LLC ($3.27M), Belpointe Asset Management LLC ($2.50M), and Frontier Asset Management LLC ($2.42M).Learn more on Inspire Fidelis Multi Factor ETF's institutional investors.

Of the 29 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: Creative Financial Designs Inc. ADV ($168.30K), Strategic Equity Management ($108.41K), Inspire Advisors LLC ($98.37K), OneAscent Financial Services LLC ($77.72K), Belpointe Asset Management LLC ($70.01K), Goldman Sachs Group Inc. ($50.43K), and Moneywise Inc. ($46.62K).

Institutional investors have bought a total of 461,740 shares in the last 24 months. This purchase volume represents approximately $16.54M in transactions.

Of the 9 institutional investors that sold Inspire Fidelis Multi Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Inspire Investing LLC ($33.55K), Envestnet Asset Management Inc. ($19.22K), Inspire Advisors LLC ($13.17K), Sanctuary Advisors LLC ($9.69K), Envestnet Portfolio Solutions Inc. ($8.98K), OneAscent Financial Services LLC ($8.13K), and PAX Financial Group LLC ($6.48K).

Institutional investors have sold a total of 102,940 shares in the last 24 months. This volume of shares sold represents approximately $3.88M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FDLS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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