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Inspire 500 ETF (PTL) Institutional Ownership

$279.50 +3.38 (+1.22%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Inspire 500 ETF (NYSEARCA:PTL)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$16.59M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$284.12K
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PTL Institutional Buying and Selling by Quarter

Inspire 500 ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/6/2026EverSource 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%
11/17/2025United 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%
11/10/2025EverSource Wealth Advisors LLC281$70K0.0%+1,907.1%0.013%
10/30/2025RMG 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%
7/20/2024Continuum Advisory LLC1,572$312K0.0%+18.2%0.262%


PTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTL shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Inspire 500 ETF. The most heavily invested institutionals were United Capital Financial Advisors LLC ($6.76M), Nations Financial Group Inc. IA ADV ($5.70M), Creative Financial Designs Inc. ADV ($3.91M), Fiduciary Alliance LLC ($1.95M), EverSource Wealth Advisors LLC ($1.75M), Vicus Capital ($1.37M), and OLD Mission Capital LLC ($1.07M).Learn more on Inspire 500 ETF's institutional investors.

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

Of the 16 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: 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), EverSource Wealth Advisors LLC ($7.02K), Vicus Capital ($5.46K), and IFP Advisors Inc ($3.13K).

How much institutional buying is happening at Inspire 500 ETF?

Institutional investors have bought a total of 67,520 shares in the last 24 months. This purchase volume represents approximately $16.59M in transactions.

Which of Inspire 500 ETF's major shareholders have been selling company stock?

The following institutional investors have sold Inspire 500 ETF stock in the last 24 months: Mosaic Family Wealth Partners LLC ($1.13K).

How much institutional selling is happening at Inspire 500 ETF?

Institutional investors have sold a total of 1,134 shares in the last 24 months. This volume of shares sold represents approximately $284.12K in transactions.


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This page (NYSEARCA:PTL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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