INSPIRE 500 ETF (PTL) Institutional Ownership Changes & 13F Activity
INSPIRE 500 ETF (PTL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Inspire Advisors, Llc, Gts Securities Llc, Equitable Holdings, Inc., Centaurus Financial, Inc., and Independent Advisor Alliance.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +508 | +3.4% | 15,262 | $4.37M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -1 | -33.3% | 2 | $524.00 | Q2 2026 | Aug 28, 2026 |
| Kingsview Wealth Management, Llc | Buy | +753 | — | 753 | $215.43K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Buy | +12,067 | +1197.1% | 13,075 | $3.74M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +10,240 | — | 10,240 | $2.93M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +5,363 | +13.5% | 45,067 | $12.90M | Q2 2026 | Aug 17, 2026 |
| Gts Securities Llc | Buy | +23,838 | +539.8% | 28,254 | $8.08M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +8,527 | — | 8,527 | $2.44M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +5,969 | +25.8% | 29,088 | $8.16M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +5,929 | — | 5,929 | $1.70M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -4,007 | -43.2% | 5,271 | $1.51M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +3,545 | — | 3,545 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +2,582 | +12.6% | 22,998 | $6.58M | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +2,238 | +159.3% | 3,643 | $1.04M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,399 | +21.9% | 7,780 | $2.23M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +1,228 | — | 1,228 | $351.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,001 | +26.9% | 4,729 | $1.35M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +173 | — | 173 | $49.51K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +87 | — | 87 | $24.89K | Q2 2026 | Aug 14, 2026 |
| Schwallier Wealth Management Llc | Sell | -12 | -0.3% | 3,866 | $1.11M | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, Llc | Buy | +61,926 | +23.2% | 328,811 | $93.95M | Q2 2026 | Aug 13, 2026 |
| Delta Investment Management, Llc | Buy | +2,643 | +241.8% | 3,736 | $1.07M | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | Buy | +766 | — | 766 | $219.15K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +169 | — | 169 | $48.35K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +129 | +93.5% | 267 | $76.39K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -109 | -4.7% | 2,203 | $630.26K | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Buy | +43 | — | 43 | $12.30K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -20 | -50.0% | 20 | $5.84K | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | Sell | -10,015 | -80.6% | 2,410 | $689.48K | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, Llc | Buy | +3,409 | +8.8% | 42,022 | $12.02M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about PTL activity
Which institutional owners are buying PTL?
Institutional owners buying PTL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PTL activity?
"Buy" means an investor increased their reported position in PTL compared to the prior reporting period. This reflects growing exposure to INSPIRE 500 ETF (PTL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PTL increasing?
Institutional interest in PTL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.