PTL Institutional Ownership & Shareholders
INSPIRE 500 ETF (PTL) is currently held by 121 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $626.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $88.15M, representing an estimated loss of -6.18% 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
121
Total Reported Value
$626.64M
Largest Holder
Inspire Advisors, Llc
Largest Position
$93.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
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 | $88,148,113 | -$5,806,387 | -6.18% | |
| Oneascent Financial Services Llc | 4.00% | 292,463 | $83,670,683 | $78,403,890 | -$5,266,793 | -6.29% | |
| Lpl Financial Llc | 0.01% | 179,978 | $51,489,902 | $48,248,754 | -$3,241,148 | -6.29% | |
| Plan A Wealth Llc | 16.27% | 167,462 | $45,573,297 | $44,893,447 | -$679,850 | -1.49% | |
| Creative Financial Designs Inc | 1.60% | 117,590 | $33,641,442 | $31,523,692 | -$2,117,750 | -6.30% | |
| Christian Investment Advisors, Inc. | 15.32% | 91,606 | $24,929,724 | $24,557,865 | -$371,859 | -1.49% | |
| Strategic Equity Management | 7.74% | 80,533 | $23,039,759 | $21,589,399 | -$1,450,360 | -6.30% | |
| Silver Oak Securities, Incorporated | 1.12% | 64,685 | $18,505,747 | $17,340,845 | -$1,164,902 | -6.29% | |
| Stifel Financial Corp | 0.01% | 52,732 | $15,086,092 | $14,136,468 | -$949,624 | -6.29% | |
| Geneos Wealth Management Inc. | 0.29% | 49,316 | $14,108,800 | $13,220,702 | -$888,098 | -6.29% | |
| United Capital Financial Advisors, Llc | 0.07% | 45,067 | $12,904,935 | $12,081,624 | -$823,311 | -6.38% | |
| Belpointe Asset Management Llc | 0.38% | 41,088 | $11,754,885 | $11,014,929 | -$739,956 | -6.29% | |
| Inspire Investing, Llc | 0.46% | 40,357 | $10,982,657 | $10,818,961 | -$163,696 | -1.49% | |
| Investment Research Partners Llc | 2.84% | 30,812 | $8,385,234 | $8,260,124 | -$125,110 | -1.49% | |
| Jones Financial Companies Lllp | 0.00% | 29,088 | $8,162,632 | $7,797,952 | -$364,680 | -4.47% | |
| Gts Securities Llc | 0.17% | 28,254 | $8,083,187 | $7,574,372 | -$508,815 | -6.29% | |
| Legacy Wealth Asset Management, Llc | 1.76% | 29,527 | $8,035,478 | $7,915,639 | -$119,839 | -1.49% | |
| Orgel Wealth Management, Llc | 0.14% | 27,205 | $7,403,569 | $7,293,154 | -$110,415 | -1.49% | |
| Focus Partners Advisor Solutions, Llc | 0.06% | 25,052 | $7,167,192 | $6,715,975 | -$451,217 | -6.30% | |
| Pax Financial Group, Llc | 1.03% | 24,286 | $6,947,960 | $6,510,625 | -$437,335 | -6.29% | |
| Family Wealth Partners, Llc | 2.09% | 25,470 | $6,931,470 | $6,828,033 | -$103,437 | -1.49% | |
| Goldman Sachs Group Inc | 0.00% | 22,998 | $6,579,498 | $6,165,336 | -$414,162 | -6.29% | |
| Focus Partners Wealth | 0.01% | 22,133 | $6,332,211 | $5,933,446 | -$398,765 | -6.30% | |
| Frontier Asset Management, Llc | 1.11% | 21,603 | $5,879,055 | $5,791,362 | -$87,693 | -1.49% | |
| Commonwealth Equity Services, Llc | 0.01% | 20,030 | $5,450,890 | $5,369,670 | -$81,220 | -1.49% | |
| Envestnet Asset Management Inc | 0.00% | 18,202 | $5,207,430 | $4,879,618 | -$327,812 | -6.30% | |
| Citadel Advisors Llc | 0.00% | 15,262 | $4,366,306 | $4,091,458 | -$274,848 | -6.29% | |
| Blue Trust, Inc. | 0.04% | 15,577 | $4,238,991 | $4,175,904 | -$63,087 | -1.49% | |
| Pettinga Financial Advisors Llc | 0.66% | 14,664 | $3,990,545 | $3,931,146 | -$59,399 | -1.49% | |
| Equitable Holdings, Inc. | 0.02% | 13,075 | $3,740,660 | $3,505,164 | -$235,496 | -6.30% | |
| Sound Financial Strategies Group, Llc | 2.42% | 13,185 | $3,588,166 | $3,534,653 | -$53,513 | -1.49% | |
| Tulsa Wealth Advisors, Inc | 0.48% | 11,979 | $3,427,173 | $3,211,347 | -$215,826 | -6.30% | |
| Xy Planning Network, Inc. | 0.37% | 12,482 | $3,396,851 | $3,346,192 | -$50,659 | -1.49% | |
| Simplicity Wealth,Llc | 0.10% | 12,176 | $3,313,595 | $3,264,159 | -$49,436 | -1.49% | |
| Lifeguide Financial Advisors, Llc | 0.84% | 11,052 | $3,007,572 | $2,962,836 | -$44,736 | -1.49% | |
| Centaurus Financial, Inc. | 0.11% | 10,240 | $2,930,000 | $2,745,154 | -$184,846 | -6.31% | |
| Valmark Advisers, Inc. | 0.03% | 10,234 | $2,927,845 | $2,743,545 | -$184,300 | -6.29% | |
| Cetera Investment Advisers | 0.00% | 9,452 | $2,704,048 | $2,533,905 | -$170,143 | -6.29% | |
| Hrt Financial Lp | 0.00% | 8,527 | $2,439,000 | $2,285,930 | -$153,070 | -6.28% | |
| Kovack Advisors, Inc. | 0.12% | 8,492 | $2,428,421 | $2,276,547 | -$151,874 | -6.25% | |
| Raymond James Financial Inc | 0.00% | 7,780 | $2,225,896 | $2,085,673 | -$140,223 | -6.30% | |
| Optivise Advisory Services Llc | 1.07% | 8,007 | $2,179,025 | $2,146,528 | -$32,497 | -1.49% | |
| Fiduciary Alliance Llc | 0.16% | 7,621 | $2,073,986 | $2,043,048 | -$30,938 | -1.49% | |
| Ifg Advisory, Llc | 0.06% | 5,929 | $1,696,228 | $1,589,455 | -$106,773 | -6.29% | |
| Vicus Capital | 0.11% | 5,893 | $1,685,981 | $1,579,804 | -$106,177 | -6.30% | |
| Sageoak Financial, Llc | 1.06% | 5,960 | $1,621,822 | $1,597,765 | -$24,057 | -1.48% | |
| Pioneer Wealth Management Group | 0.37% | 5,784 | $1,574,073 | $1,550,583 | -$23,490 | -1.49% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 5,430 | $1,553,469 | $1,455,682 | -$97,787 | -6.29% | |
| Sowell Financial Services Llc | 0.05% | 5,622 | $1,529,971 | $1,507,154 | -$22,817 | -1.49% | |
| Jane Street Group, Llc | 0.00% | 5,271 | $1,507,980 | $1,413,057 | -$94,923 | -6.29% |
Frequently asked questions about PTL
Who are the largest institutional holders of PTL?
The largest institutional holders of PTL reported in the latest SEC Form 13F filings include Inspire Advisors, Llc, Oneascent Financial Services Llc, Lpl Financial Llc, Plan A Wealth Llc, and Creative Financial Designs Inc. InsiderSet ranks institutional holders by their latest reported PTL position.
What is PTL institutional ownership?
This page tracks PTL positions reported by institutional investment managers through SEC Form 13F. INSPIRE 500 ETF (PTL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PTL?
InsiderSet currently tracks 121 institutional managers reporting PTL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PTL shareholders.
How much PTL stock do institutions own?
Institutional investment managers disclosed approximately $626.64M in PTL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PTL institutional ownership last updated?
The latest PTL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PTL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PTL position after the reporting date.
Are institutions buying or selling PTL?
Institutional buying and selling can be analyzed by comparing PTL positions across consecutive 13F reporting periods. InsiderSet's PTL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PTL ownership changes.
How has PTL institutional ownership changed over time?
InsiderSet tracks PTL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.