INSPIRE 500 ETF (PTL) Institutional Shareholders
INSPIRE 500 ETF (PTL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $632.61M in PTL holdings during the latest filing period.
Inspire Advisors, Llc is currently the largest disclosed institutional shareholder of PTL tracked by InsiderSet, reporting ownership valued at approximately $93.95M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $90.32M, representing an estimated loss of -3.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed PTL value among the investors covered in this analysis. Major shareholders include Inspire Advisors, Llc, Oneascent Financial Services Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INSPIRE 500 ETF (PTL).
This page ranks the largest institutional PTL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
117
Total Reported Value
$632.61M
Largest Holder
Inspire Advisors, Llc
Largest Position
$93.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
132
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Inspire Advisors, Llc | 6.54% | 328,811 | $93,954,500 | $90,324,217 | -$3,630,283 | -3.86% | |
| Oneascent Financial Services Llc | 4.00% | 292,463 | $83,670,683 | $80,339,440 | -$3,331,243 | -3.98% | |
| Lpl Financial Llc | 0.01% | 179,978 | $51,489,902 | $49,439,867 | -$2,050,035 | -3.98% | |
| Plan A Wealth Llc | 19.36% | 159,100 | $45,516,878 | $43,704,690 | -$1,812,188 | -3.98% | |
| Creative Financial Designs Inc | 1.60% | 117,590 | $33,641,442 | $32,301,914 | -$1,339,528 | -3.98% | |
| Christian Investment Advisors, Inc. | 15.54% | 92,153 | $26,364,037 | $25,314,383 | -$1,049,654 | -3.98% | |
| Strategic Equity Management | 7.74% | 80,533 | $23,039,759 | $22,122,375 | -$917,384 | -3.98% | |
| Silver Oak Securities, Incorporated | 1.12% | 64,685 | $18,505,747 | $17,768,937 | -$736,810 | -3.98% | |
| Stifel Financial Corp | 0.01% | 52,732 | $15,086,092 | $14,485,454 | -$600,638 | -3.98% | |
| Geneos Wealth Management Inc. | 0.29% | 49,316 | $14,108,800 | $13,547,081 | -$561,719 | -3.98% | |
| United Capital Financial Advisors, Llc | 0.07% | 45,067 | $12,904,935 | $12,379,882 | -$525,053 | -4.07% | |
| Moneywise, Inc. | 4.79% | 44,863 | $12,834,928 | $12,323,844 | -$511,084 | -3.98% | |
| Inspire Investing, Llc | 0.49% | 42,022 | $12,022,066 | $11,543,422 | -$478,644 | -3.98% | |
| Belpointe Asset Management Llc | 0.38% | 41,088 | $11,754,885 | $11,286,853 | -$468,032 | -3.98% | |
| Investment Research Partners Llc | 2.91% | 30,037 | $8,593,412 | $8,251,149 | -$342,263 | -3.98% | |
| Legacy Wealth Asset Management, Llc | 1.81% | 28,803 | $8,240,250 | $7,912,170 | -$328,080 | -3.98% | |
| Jones Financial Companies Lllp | 0.00% | 29,088 | $8,162,632 | $7,990,459 | -$172,173 | -2.11% | |
| Gts Securities Llc | 0.17% | 28,254 | $8,083,187 | $7,761,360 | -$321,827 | -3.98% | |
| Orgel Wealth Management, Llc | 0.15% | 27,785 | $7,949,011 | $7,632,526 | -$316,485 | -3.98% | |
| Focus Partners Advisor Solutions, Llc | 0.06% | 25,052 | $7,167,192 | $6,881,772 | -$285,420 | -3.98% | |
| Family Wealth Partners, Llc | 2.19% | 24,931 | $7,132,575 | $6,848,533 | -$284,042 | -3.98% | |
| Pax Financial Group, Llc | 1.03% | 24,286 | $6,947,960 | $6,671,352 | -$276,608 | -3.98% | |
| Goldman Sachs Group Inc | 0.00% | 22,998 | $6,579,498 | $6,317,539 | -$261,959 | -3.98% | |
| Focus Partners Wealth | 0.01% | 22,133 | $6,332,211 | $6,079,924 | -$252,287 | -3.98% | |
| Frontier Asset Management, Llc | 1.08% | 21,000 | $6,007,973 | $5,768,690 | -$239,284 | -3.98% | |
| Commonwealth Equity Services, Llc | 0.01% | 19,707 | $5,637,930 | $5,413,503 | -$224,427 | -3.98% | |
| Envestnet Asset Management Inc | 0.00% | 18,202 | $5,207,430 | $5,000,080 | -$207,350 | -3.98% | |
| Citadel Advisors Llc | 0.00% | 15,262 | $4,366,306 | $4,192,464 | -$173,842 | -3.98% | |
| Pettinga Financial Advisors Llc | 0.69% | 15,017 | $4,296,120 | $4,125,162 | -$170,958 | -3.98% | |
| Sound Financial Strategies Group, Llc | 2.63% | 14,456 | $4,135,717 | $3,971,056 | -$164,661 | -3.98% | |
| Equitable Holdings, Inc. | 0.02% | 13,075 | $3,740,660 | $3,591,696 | -$148,964 | -3.98% | |
| Tulsa Wealth Advisors, Inc | 0.48% | 11,979 | $3,427,173 | $3,290,625 | -$136,548 | -3.98% | |
| Lifeguide Financial Advisors, Llc | 0.86% | 10,532 | $3,013,219 | $2,893,135 | -$120,084 | -3.99% | |
| Centaurus Financial, Inc. | 0.11% | 10,240 | $2,930,000 | $2,812,923 | -$117,077 | -4.00% | |
| Valmark Advisers, Inc. | 0.03% | 10,234 | $2,927,845 | $2,811,275 | -$116,570 | -3.98% | |
| Cetera Investment Advisers | 0.00% | 9,452 | $2,704,048 | $2,596,460 | -$107,588 | -3.98% | |
| Hrt Financial Lp | 0.00% | 8,527 | $2,439,000 | $2,342,363 | -$96,637 | -3.96% | |
| Kovack Advisors, Inc. | 0.12% | 8,492 | $2,428,421 | $2,332,748 | -$95,673 | -3.94% | |
| Raymond James Financial Inc | 0.00% | 7,780 | $2,225,896 | $2,137,162 | -$88,734 | -3.99% | |
| Fiduciary Alliance Llc | 0.14% | 7,312 | $2,091,968 | $2,008,603 | -$83,365 | -3.99% | |
| Optivise Advisory Services Llc | 0.97% | 6,703 | $1,917,661 | $1,841,311 | -$76,350 | -3.98% | |
| Ifg Advisory, Llc | 0.06% | 5,929 | $1,696,228 | $1,628,693 | -$67,535 | -3.98% | |
| Vicus Capital | 0.11% | 5,893 | $1,685,981 | $1,618,804 | -$67,177 | -3.98% | |
| Pioneer Wealth Management Group | 0.39% | 5,625 | $1,609,272 | $1,545,185 | -$64,087 | -3.98% | |
| Sageoak Financial, Llc | 1.02% | 5,454 | $1,560,285 | $1,498,211 | -$62,074 | -3.98% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 5,430 | $1,553,469 | $1,491,618 | -$61,851 | -3.98% | |
| Revisor Wealth Management Llc | 0.37% | 5,300 | $1,520,581 | $1,455,907 | -$64,674 | -4.25% | |
| Jane Street Group, Llc | 0.00% | 5,271 | $1,507,980 | $1,447,941 | -$60,039 | -3.98% | |
| Osaic Holdings, Inc. | 0.00% | 4,729 | $1,353,718 | $1,299,054 | -$54,664 | -4.04% | |
| Gambit Capital Management, Llc | 0.69% | 4,112 | $1,176,402 | $1,129,564 | -$46,838 | -3.98% |
Frequently asked questions about PTL
Who owns the most PTL stock?
The largest holders of PTL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INSPIRE 500 ETF (PTL).
Is PTL widely held by superinvestors?
Many widely followed stocks like PTL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PTL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.