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 $515.56M in PTL holdings during the latest filing period.
Oneascent Financial Services Llc is currently the largest disclosed institutional shareholder of PTL tracked by InsiderSet, reporting ownership valued at approximately $71.43M in its March 31, 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 $79.36M, representing an estimated gain of +11.11% 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 Oneascent Financial Services Llc, Inspire Advisors, Llc, Plan A Wealth 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
105
Total Reported Value
$515.56M
Largest Holder
Oneascent Financial Services Llc
Largest Position
$71.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oneascent Financial Services Llc | 3.87% | 285,074 | $71,426,633 | $79,364,602 | +$7,937,969 | +11.11% | |
| Inspire Advisors, Llc | 5.45% | 266,885 | $66,869,335 | $74,300,784 | +$7,431,449 | +11.11% | |
| Plan A Wealth Llc | 19.36% | 159,100 | $45,516,878 | $44,293,440 | -$1,223,438 | -2.69% | |
| Creative Financial Designs Inc | 1.60% | 117,590 | $33,641,442 | $32,737,056 | -$904,386 | -2.69% | |
| Lpl Financial Llc | 0.01% | 132,129 | $33,105,697 | $36,784,714 | +$3,679,017 | +11.11% | |
| Christian Investment Advisors, Inc. | 14.98% | 92,946 | $23,711,634 | $25,876,166 | +$2,164,532 | +9.13% | |
| Silver Oak Securities, Incorporated | 1.15% | 62,611 | $15,687,512 | $17,430,902 | +$1,743,390 | +11.11% | |
| Stifel Financial Corp | 0.01% | 51,362 | $12,869,012 | $14,299,181 | +$1,430,169 | +11.11% | |
| Moneywise, Inc. | 4.79% | 44,863 | $12,834,928 | $12,489,859 | -$345,069 | -2.69% | |
| Strategic Equity Management | 4.79% | 50,874 | $12,746,689 | $14,163,322 | +$1,416,633 | +11.11% | |
| Belpointe Asset Management Llc | 0.38% | 41,088 | $11,754,885 | $11,438,899 | -$315,986 | -2.69% | |
| Geneos Wealth Management Inc. | 0.26% | 44,892 | $11,248,251 | $12,497,933 | +$1,249,682 | +11.11% | |
| United Capital Financial Advisors, Llc | 0.06% | 39,704 | $9,950,219 | $11,053,594 | +$1,103,375 | +11.09% | |
| Inspire Investing, Llc | 0.80% | 38,613 | $9,674,592 | $10,749,859 | +$1,075,267 | +11.11% | |
| Legacy Wealth Asset Management, Llc | 1.81% | 28,803 | $8,240,250 | $8,018,755 | -$221,495 | -2.69% | |
| Orgel Wealth Management, Llc | 0.15% | 27,785 | $7,949,011 | $7,735,344 | -$213,667 | -2.69% | |
| Investment Research Partners Llc | 3.05% | 29,949 | $7,503,748 | $8,337,802 | +$834,054 | +11.12% | |
| Family Wealth Partners, Llc | 2.19% | 24,931 | $7,132,575 | $6,940,790 | -$191,785 | -2.69% | |
| Pax Financial Group, Llc | 1.03% | 24,092 | $6,036,272 | $6,707,213 | +$670,941 | +11.12% | |
| Jones Financial Companies Lllp | 0.00% | 23,119 | $5,692,462 | $6,436,330 | +$743,868 | +13.07% | |
| Commonwealth Equity Services, Llc | 0.01% | 19,707 | $5,637,930 | $5,486,429 | -$151,501 | -2.69% | |
| Focus Partners Advisor Solutions, Llc | 0.06% | 22,413 | $5,615,690 | $6,239,779 | +$624,089 | +11.11% | |
| Focus Partners Wealth | 0.01% | 21,227 | $5,318,600 | $5,909,597 | +$590,997 | +11.11% | |
| Envestnet Asset Management Inc | 0.00% | 18,202 | $5,207,430 | $5,067,437 | -$139,993 | -2.69% | |
| Goldman Sachs Group Inc | 0.00% | 20,416 | $5,115,331 | $5,683,814 | +$568,483 | +11.11% | |
| Frontier Asset Management, Llc | 0.90% | 17,189 | $4,306,715 | $4,785,418 | +$478,703 | +11.12% | |
| Pettinga Financial Advisors Llc | 0.69% | 15,017 | $4,296,120 | $4,180,733 | -$115,387 | -2.69% | |
| Citadel Advisors Llc | 0.00% | 14,754 | $3,696,688 | $4,107,514 | +$410,826 | +11.11% | |
| Sound Financial Strategies Group, Llc | 2.44% | 14,242 | $3,568,404 | $3,964,973 | +$396,569 | +11.11% | |
| Independent Advisor Alliance | 0.03% | 12,425 | $3,113,102 | $3,459,120 | +$346,018 | +11.11% | |
| Lifeguide Financial Advisors, Llc | 0.86% | 10,532 | $3,013,219 | $2,932,109 | -$81,110 | -2.69% | |
| Tulsa Wealth Advisors, Inc | 0.48% | 10,902 | $2,731,546 | $3,035,117 | +$303,571 | +11.11% | |
| Valmark Advisers, Inc. | 0.03% | 10,114 | $2,534,114 | $2,815,738 | +$281,624 | +11.11% | |
| Kovack Advisors, Inc. | 0.12% | 8,492 | $2,428,421 | $2,364,173 | -$64,248 | -2.65% | |
| Jane Street Group, Llc | 0.00% | 9,278 | $2,324,649 | $2,582,995 | +$258,346 | +11.11% | |
| Fiduciary Alliance Llc | 0.14% | 7,312 | $2,091,968 | $2,035,661 | -$56,307 | -2.69% | |
| Cetera Investment Advisers | 0.00% | 7,746 | $1,940,744 | $2,156,486 | +$215,742 | +11.12% | |
| Optivise Advisory Services Llc | 0.97% | 6,703 | $1,917,661 | $1,866,115 | -$51,546 | -2.69% | |
| Pioneer Wealth Management Group | 0.39% | 5,625 | $1,609,272 | $1,566,000 | -$43,272 | -2.69% | |
| Raymond James Financial Inc | 0.00% | 6,381 | $1,598,690 | $1,776,470 | +$177,780 | +11.12% | |
| Sageoak Financial, Llc | 1.02% | 5,454 | $1,560,285 | $1,518,394 | -$41,891 | -2.68% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 5,430 | $1,553,469 | $1,511,712 | -$41,757 | -2.69% | |
| Revisor Wealth Management Llc | 0.37% | 5,300 | $1,520,581 | $1,475,520 | -$45,061 | -2.96% | |
| Vicus Capital | 0.10% | 5,455 | $1,366,778 | $1,518,672 | +$151,894 | +11.11% | |
| Cwm, Llc | 0.00% | 4,551 | $1,140,276 | $1,266,998 | +$126,722 | +11.11% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 4,426 | $1,108,890 | $1,232,198 | +$123,308 | +11.12% | |
| Gts Securities Llc | 0.04% | 4,416 | $1,106,451 | $1,229,414 | +$122,963 | +11.11% | |
| Worthpointe, Llc | 0.27% | 3,710 | $1,061,402 | $1,032,864 | -$28,538 | -2.69% | |
| Ifp Advisors, Inc | 0.02% | 3,596 | $1,028,780 | $1,001,126 | -$27,654 | -2.69% | |
| Farther Finance Advisors, Llc | 0.01% | 3,506 | $1,003,032 | $976,070 | -$26,962 | -2.69% |
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.