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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+508+3.4%15,262$4.37MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-1-33.3%2$524.00Q2 2026Aug 28, 2026
Kingsview Wealth Management, LlcBuy+753753$215.43KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+12,067+1197.1%13,075$3.74MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+10,24010,240$2.93MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+5,363+13.5%45,067$12.90MQ2 2026Aug 17, 2026
Gts Securities LlcBuy+23,838+539.8%28,254$8.08MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+8,5278,527$2.44MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+5,969+25.8%29,088$8.16MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+5,9295,929$1.70MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-4,007-43.2%5,271$1.51MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+3,5453,545$1.01MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+2,582+12.6%22,998$6.58MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+2,238+159.3%3,643$1.04MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,399+21.9%7,780$2.23MQ2 2026Aug 14, 2026
Betterment LlcBuy+1,2281,228$351.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,001+26.9%4,729$1.35MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+173173$49.51KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+8787$24.89KQ2 2026Aug 14, 2026
Schwallier Wealth Management LlcSell-12-0.3%3,866$1.11MQ2 2026Aug 14, 2026
Inspire Advisors, LlcBuy+61,926+23.2%328,811$93.95MQ2 2026Aug 13, 2026
Delta Investment Management, LlcBuy+2,643+241.8%3,736$1.07MQ2 2026Aug 13, 2026
Hilltop Holdings Inc.Buy+766766$219.15KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+169169$48.35KQ2 2026Aug 13, 2026
Morgan StanleyBuy+129+93.5%267$76.39KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-109-4.7%2,203$630.26KQ2 2026Aug 13, 2026
Vanguard Advisers IncBuy+4343$12.30KQ2 2026Aug 13, 2026
Fmr LlcSell-20-50.0%20$5.84KQ2 2026Aug 13, 2026
Independent Advisor AllianceSell-10,015-80.6%2,410$689.48KQ2 2026Aug 12, 2026
Inspire Investing, LlcBuy+3,409+8.8%42,022$12.02MQ2 2026Aug 12, 2026
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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.