Who Owns Inspire 500 ETF (PTL)?Hedge Fund & Institutional Holders

$251.50-1.77 (-0.70%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.957735215280002e+197T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$181.36$202.09$222.83$243.56$264.30Sep 24Jun 25Mar 26

PTL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Inspire Advisors, LLCNew Position+240K+$59.6M
Plan A Wealth LLCNew Position+142K+$35.2M
OneAscent Financial Services LLCNew Position+103K+$25.0M
Christian Investment Advisors, Inc.New Position+92K+$22.9M
Strategic Equity ManagementNew Position+63K+$15.7M
SILVER OAK SECURITIES, INCORPORATEDNew Position+60K+$15.0M
Geneos Wealth Management Inc.New Position+47K+$11.6M
Belpointe Asset Management LLCNew Position+37K+$9.2M
MONEYWISE, INC.New Position+35K+$8.8M
PAX Financial Group, LLCNew Position+24K+$6.0M
NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew Position+18K+$4.5M
CWM, LLCNew Position+17K+$4.3M
Frontier Asset Management, LLCNew Position+17K+$4.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+19K+$4.0M
AE Wealth Management LLCNew Position+14K+$3.4M

PTL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Inspire Investing, LLCDecreased-1K-$11.0B
Investment Research Partners LLCDecreased-433-$7.3B
Focus Partners Advisor Solutions, LLCDecreased-9K-$5.9B
Focus Partners WealthDecreased-126-$5.0B
RAYMOND JAMES FINANCIAL INCDecreased-9K-$3.1B
Pioneer Wealth Management GroupDecreased-18-$1.1B
OSAIC HOLDINGS, INC.Decreased-632-$1.0B
First Heartland Consultants, Inc.Decreased-559-$856.2M
Advisory Alpha, LLCClosed Position-2K-$453.8M
Creekmur Asset Management LLCClosed Position-806-$200.9M
Advisory Services Network, LLCClosed Position-310-$77.3M
FMR LLCDecreased-1-$2.9M
Rockefeller Capital Management L.P.Closed Position-9-$2.2M
Arete Wealth Advisors, LLCClosed Position-2K-$552K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Inspire Advisors, LLC240,047$59.6M5.48%Share
2Plan A Wealth LLC141,890$35.2M17.23%Share
3LPL Financial LLC113,050$28.0M0.01%Share
4OneAscent Financial Services LLC102,526$25.0M2.30%Share
5Christian Investment Advisors, Inc.92,425$22.9M18.59%Share
6Strategic Equity Management63,078$15.7M5.31%Share
7SILVER OAK SECURITIES, INCORPORATED59,930$15.0M1.01%Share
8STIFEL FINANCIAL CORP54,661$13.0M0.01%Share
9Geneos Wealth Management Inc.46,630$11.6M0.28%Share
10Inspire Investing, LLC42,925$10.7M0.96%Share
11Belpointe Asset Management LLC37,186$9.2M0.33%Share
12MONEYWISE, INC.35,292$8.8M3.64%Share
13UNITED CAPITAL FINANCIAL ADVISORS, LLC35,837$8.0M0.05%Share
14Investment Research Partners LLC28,309$7.0M3.02%Share
15Legacy Wealth Asset Management, LLC26,636$6.6M1.62%Share
16PAX Financial Group, LLC23,996$6.0M1.03%Share
17NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,946$4.5M0.23%Share
18CWM, LLC17,196$4.3M0.01%Share
19Frontier Asset Management, LLC16,946$4.2M0.98%Share
20GOLDMAN SACHS GROUP INC17,364$4.0M0.00%Share
21Focus Partners Wealth20,061$4.0M0.00%Share
22COMMONWEALTH EQUITY SERVICES, LLC18,989$4.0M0.01%Share
23CREATIVE FINANCIAL DESIGNS INC /ADV15,741$3.9M0.25%Share
24FAMILY WEALTH PARTNERS, LLC14,208$3.5M1.27%Share
25AE Wealth Management LLC13,588$3.4M0.02%Share
26Pettinga Financial Advisors LLC13,323$3.3M0.63%Share
27Focus Partners Advisor Solutions, LLC14,174$3.0M0.04%Share
28JONES FINANCIAL COMPANIES LLLP13,881$3.0M0.00%Share
29Sound Financial Strategies Group, LLC11,777$2.9M2.06%Share
30XY Planning Network, Inc.11,131$2.8M0.48%Share
31Valmark Advisers, Inc.9,860$2.4M0.03%Share
32LifeGuide Financial Advisors, LLC9,702$2.4M0.80%Share
33WorthPointe, LLC8,817$2.2M0.57%Share
34GTS SECURITIES LLC11,784$2.0M0.07%Share
35Cambridge Investment Research Advisors, Inc.9,738$2.0M0.01%Share
36ENVESTNET ASSET MANAGEMENT INC11,773$2.0M0.00%Share
37JANE STREET GROUP, LLC9,986$2.0M0.00%Share
38Sowell Financial Services LLC7,259$1.8M0.07%Share
39EverSource Wealth Advisors, LLC7,037$1.7M0.06%Share
40Optivise Advisory Services LLC7,018$1.7M1.00%Share
41Sanctuary Advisors, LLC6,287$1.4M0.01%Share
42SageOak Financial, LLC5,710$1.4M1.03%Share
43Fiduciary Alliance LLC4,515$1.1M0.07%Share
44Pioneer Wealth Management Group4,460$1.1M0.34%Share
45Sanctuary Advisors, LLC4,162$1.0M0.01%Share
46Cetera Investment Advisers6,618$1.0M0.00%Share
47Envestnet Portfolio Solutions, Inc.4,110$1.0M0.00%Share
48World Investment Advisors3,290$816K0.02%Share
49Schwallier Wealth Management LLC3,030$772K0.49%Share
50RMG Wealth Management LLC2,978$769K0.10%Share

PTL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202589$373.0M+47
Q3 202542$99.3B-21
Q2 202563$192.6B+14
Q1 202549$144.5B+7
Q4 202442$11.8T+24
Q3 202418$15.1T+2
Q2 202416$8.0T+11
Q1 20245$4.1T—

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As of Q4 2025, 50 institutional investors hold PTL (Inspire 500 ETF). The largest holder is Inspire Advisors, LLC with $59.6M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own PTL?

As of Q4 2025, 50 institutional investors report holding PTL (Inspire 500 ETF) in their 13F filings.

Who is the largest institutional holder of PTL?

The largest institutional holder of PTL is Inspire Advisors, LLC with $59.6M in shares.

Is institutional ownership of PTL increasing or decreasing?

This quarter, 15 institutions opened new positions in PTL and 5 closed their positions.