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Inspire 500 ETF (PTL) Institutional Ownership

$276.24 -1.64 (-0.59%)
Closing price 04:10 PM Eastern
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$275.88 -0.36 (-0.13%)
As of 07:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for Inspire 500 ETF (NYSEARCA:PTL)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$19.64M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$410.29K
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PTL Institutional Buying and Selling by Quarter

Inspire 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 NewEdge Advisors LLC320$92K0.0%N/A0.010%
9/9/2026 Sterling Investment Advisors Ltd.2,700$772K0.1%-12.2%0.087%
8/21/2026 Continuum Advisory LLC1,223$350K0.0%-5.1%0.039%
5/18/2026 EverSource Wealth Advisors LLC23,454$5.88M0.2%+233.3%0.814%
5/14/2026 RMG Wealth Management LLC3,283$823K0.1%N/A0.114%
4/30/2026 Mosaic Family Wealth Partners LLC1,468$368K0.0%-43.6%0.052%
4/24/2026 Root Financial Partners LLC370$93K0.0%N/A0.013%
4/23/2026 Vicus Capital5,455$1.37M0.1%N/A0.191%
4/21/2026 Fiduciary Alliance LLC7,261$1.95M0.1%+60.8%0.267%
4/17/2026 AdvisorNet Financial Inc331$83K0.0%+1,173.1%0.012%
4/15/2026 Nations Financial Group Inc. IA ADV22,738$5.70M0.3%+26.7%0.842%
2/13/2026 Mosaic Family Wealth Partners LLC2,602$646K0.1%+2.6%0.102%
2/6/2026 EverSource Wealth Advisors LLC7,037$1.75M0.1%+2,404.3%0.276%
2/6/2026 Creative Financial Designs Inc. ADV15,741$3.91M0.2%+68.7%0.617%
1/30/2026 Strategic Blueprint LLC1,216$302K0.0%+47.6%0.048%
1/26/2026 Nations Financial Group Inc. IA ADV17,946$4.45M0.2%+24.3%0.704%
1/22/2026 Fiduciary Alliance LLC4,515$1.12M0.1%+217.1%0.178%
11/17/2025 United Capital Financial Advisors LLC27,106$6.76M0.0%+22.5%1.291%
11/12/2025 Mosaic Family Wealth Partners LLC2,536$630K0.1%+6.2%0.121%
11/12/2025 Creative Financial Designs Inc. ADV9,330$2.33M0.2%+22.8%0.444%
11/10/2025 EverSource Wealth Advisors LLC281$70K0.0%+1,907.1%0.013%
10/30/2025 RMG Wealth Management LLC2,827$701K0.1%N/A0.136%
10/28/2025 Nations Financial Group Inc. IA ADV14,436$3.60M0.2%+669.1%0.694%
10/23/2025 Strategic Blueprint LLC824$205K0.0%N/A0.041%
10/8/2025 Fiduciary Alliance LLC1,424$355K0.0%N/A0.072%
8/11/2025 Mosaic Family Wealth Partners LLC2,388$548K0.1%+6.1%0.138%
8/5/2025GPS Wealth Strategies Group LLC249$57K0.0%+896.0%0.014%
8/4/2025 Creative Financial Designs Inc. ADV7,597$1.74M0.1%+43.7%0.440%
7/24/2025 IFP Advisors Inc3,493$801K0.0%+851.8%0.202%
7/17/2025 Sterling 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%
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7/20/2024Continuum Advisory LLC1,572$312K0.0%+18.2%0.262%


PTL Institutional Ownership - Frequently Asked Questions

During the previous two years, 17 institutional investors and hedge funds held shares of Inspire 500 ETF. The most heavily invested institutionals were United Capital Financial Advisors LLC ($6.76M), EverSource Wealth Advisors LLC ($5.88M), Nations Financial Group Inc. IA ADV ($5.70M), Creative Financial Designs Inc. ADV ($3.91M), Fiduciary Alliance LLC ($1.95M), Vicus Capital ($1.37M), and OLD Mission Capital LLC ($1.07M).Learn more on Inspire 500 ETF's institutional investors.

Of the 17 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: EverSource Wealth Advisors LLC ($23.44K), Nations Financial Group Inc. IA ADV ($20.86K), Creative Financial Designs Inc. ADV ($14.28K), United Capital Financial Advisors LLC ($11.86K), Fiduciary Alliance LLC ($7.26K), RMG Wealth Management LLC ($6.11K), and Vicus Capital ($5.46K).

Institutional investors have bought a total of 78,668 shares in the last 24 months. This purchase volume represents approximately $19.64M in transactions.

The following institutional investors have sold Inspire 500 ETF stock in the last 24 months: Mosaic Family Wealth Partners LLC ($1.13K), Sterling Investment Advisors Ltd. ($375.00), and Continuum Advisory LLC ($66.00).

Institutional investors have sold a total of 1,575 shares in the last 24 months. This volume of shares sold represents approximately $410.29K in transactions.


Related Companies

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