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Inspire 500 ETF (PTL) Institutional Ownership

$211.01 +4.30 (+2.08%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Inspire 500 ETF (NYSEARCA:PTL)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$3.00M
Number of
Institutional Sellers
(last 12 months)
0
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PTL Institutional Buying and Selling by Quarter

Inspire 500 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Mosaic Family Wealth Partners LLC2,250$462K0.1%+139.9%0.167%
4/23/2025 Creative Financial Designs Inc. ADV5,288$1.09M0.1%+43.7%0.392%
2/18/2025Mosaic Family Wealth Partners LLC938$200K0.0%N/A0.073%
2/18/2025 Continuum Advisory LLC1,785$381K0.0%+4.0%0.139%
2/13/2025United Capital Financial Advisors LLC6,887$1.47M0.0%N/A1.148%
2/12/2025OLD Mission Capital LLC4,999$1.07M0.0%+17.7%0.833%
2/10/2025 Creative Financial Designs Inc. ADV3,681$785K0.1%+62.3%0.614%
11/15/2024 Continuum Advisory LLC1,716$376K0.0%+9.2%0.286%
10/28/2024 Creative Financial Designs Inc. ADV2,268$484K0.0%+55.6%0.378%
7/20/2024 Continuum Advisory LLC1,572$312K0.0%+18.2%0.262%
(Data available from 1/1/2016 forward)

PTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTL shares?

During the previous two years, the following institutional investors and hedge funds held shares of Inspire 500 ETF shares: United Capital Financial Advisors LLC ($1.47M), Creative Financial Designs Inc. ADV ($1.09M), OLD Mission Capital LLC ($1.07M), and Mosaic Family Wealth Partners LLC ($462K), Continuum Advisory LLC ($381K).Learn more on PTL's institutional investors.

Which institutional investors have been buying Inspire 500 ETF stock?

The following institutional investors have purchased Inspire 500 ETF stock in the last 24 months: United Capital Financial Advisors LLC ($6.89K), Creative Financial Designs Inc. ADV ($3.83K), Mosaic Family Wealth Partners LLC ($2.25K), OLD Mission Capital LLC ($753.00), and Continuum Advisory LLC ($455.00).

How much institutional buying is happening at Inspire 500 ETF?

Institutional investors have bought a total of 14,175 shares in the last 24 months. This purchase volume represents approximately $3.00M in transactions.



This page (NYSEARCA:PTL) was last updated on 5/2/2025 by MarketBeat.com Staff
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