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Inspire 500 ETF (PTL) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$5.28M
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
10/8/2025 Fiduciary Alliance LLC1,424$355K0.0%N/A0.072%
8/11/2025Mosaic Family Wealth Partners LLC2,388$548K0.1%+6.1%0.138%
8/5/2025GPS Wealth Strategies Group LLC249$57K0.0%+896.0%0.014%
8/4/2025Creative Financial Designs Inc. ADV7,597$1.74M0.1%+43.7%0.440%
7/24/2025IFP Advisors Inc3,493$801K0.0%+851.8%0.202%
7/17/2025Sterling Investment Advisors Ltd.3,075$705K0.2%+25.5%0.181%
5/7/2025Sterling Investment Advisors Ltd.2,450$503K0.1%N/A0.169%
5/2/2025Mosaic Family Wealth Partners LLC2,250$462K0.1%+139.9%0.167%
4/23/2025Creative Financial Designs Inc. ADV5,288$1.09M0.1%+43.7%0.392%
2/18/2025Mosaic Family Wealth Partners LLC938$200K0.0%N/A0.073%
2/18/2025Continuum 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%
2/10/2025Creative Financial Designs Inc. ADV3,681$785K0.1%+62.3%0.614%
11/15/2024Continuum Advisory LLC1,716$376K0.0%+9.2%0.286%
10/28/2024Creative Financial Designs Inc. ADV2,268$484K0.0%+55.6%0.378%
7/20/2024Continuum 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, 9 institutional investors and hedge funds held shares of Inspire 500 ETF. The most heavily invested institutionals were Creative Financial Designs Inc. ADV ($1.74M), United Capital Financial Advisors LLC ($1.47M), OLD Mission Capital LLC ($1.07M), IFP Advisors Inc ($801K), Sterling Investment Advisors Ltd. ($705K), Mosaic Family Wealth Partners LLC ($548K), and Continuum Advisory LLC ($381K).Learn more on Inspire 500 ETF's institutional investors.

Which institutional investors have been buying Inspire 500 ETF's stock?

Of the 9 institutional investors that purchased Inspire 500 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: United Capital Financial Advisors LLC ($6.89K), Creative Financial Designs Inc. ADV ($6.14K), IFP Advisors Inc ($3.13K), Sterling Investment Advisors Ltd. ($3.08K), Mosaic Family Wealth Partners LLC ($2.39K), Fiduciary Alliance LLC ($1.42K), and OLD Mission Capital LLC ($753.00).

How much institutional buying is happening at Inspire 500 ETF?

Institutional investors have bought a total of 24,229 shares in the last 24 months. This purchase volume represents approximately $5.28M in transactions.



This page (NYSEARCA:PTL) was last updated on 10/10/2025 by MarketBeat.com Staff
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