Who owns Inspire 500 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PTL from SEC Form 13F filings across 122 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 122 institutions disclosed 2.3M shares of Inspire 500 ETF worth $652.3M — about 68.7% of shares outstanding; the largest disclosed holder is Inspire Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
122
13F holders
$652.3M
value, 2026 filers
68.7%
of shares outstanding (2.3M sh)
29
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PTL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Inspire Advisors, LLC | 328,811 | $94.0M | 6.5% | 9.9% | +23.2% |
| 2 | OneAscent Financial Services LLC | 292,463 | $83.7M | 4.0% | 8.8% | +2.6% |
| 3 | LPL Financial LLC | 179,978 | $51.5M | 0.0% | 5.4% | +36.2% |
| 4 | Plan A Wealth LLC | 159,100 | $45.5M | 19.4% | 4.8% | +4.7% |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | 117,590 | $33.6M | 1.6% | 3.5% | -19.8% |
| 6 | Christian Investment Advisors, Inc. | 92,153 | $26.4M | 15.5% | 2.8% | -0.9% |
| 7 | Strategic Equity Management | 80,533 | $23.0M | 7.7% | 2.4% | +58.3% |
| 8 | SILVER OAK SECURITIES, INCORPORATED | 64,685 | $18.5M | 1.1% | 1.9% | +3.3% |
| 9 | STIFEL FINANCIAL CORP | 52,732 | $15.1M | 0.0% | 1.6% | +2.7% |
| 10 | Geneos Wealth Management Inc. | 49,316 | $14.1M | 0.3% | 1.5% | +9.9% |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 45,067 | $12.9M | 0.1% | 1.4% | +13.5% |
| 12 | MONEYWISE, INC. | 44,863 | $12.8M | 4.8% | 1.4% | +45.9% |
| 13 | Inspire Investing, LLC | 42,022 | $12.0M | 0.5% | 1.3% | +8.8% |
| 14 | Belpointe Asset Management LLC | 41,088 | $11.8M | 0.4% | 1.2% | +0.1% |
| 15 | Investment Research Partners LLC | 30,037 | $8.6M | 2.9% | 0.9% | +0.3% |
| 16 | JONES FINANCIAL COMPANIES LLLP | 29,088 | $8.2M | 0.0% | 0.9% | +25.8% |
| 17 | Legacy Wealth Asset Management, LLC | 28,803 | $8.2M | 1.8% | 0.9% | +1.8% |
| 18 | GTS SECURITIES LLC | 28,254 | $8.1M | 0.2% | 0.9% | +539.8% |
| 19 | Orgel Wealth Management, LLCNEW | 27,785 | $7.9M | 0.2% | 0.8% | new |
| 20 | EverSource Wealth Advisors, LLC | 26,542 | $7.6M | 0.3% | 0.8% | +13.2% |
| 21 | Focus Partners Advisor Solutions, LLC | 25,052 | $7.2M | 0.1% | 0.8% | +11.8% |
| 22 | FAMILY WEALTH PARTNERS, LLC | 24,931 | $7.1M | 2.2% | 0.8% | +11.9% |
| 23 | PAX Financial Group, LLC | 24,286 | $6.9M | 1.0% | 0.7% | +0.8% |
| 24 | GOLDMAN SACHS GROUP INC | 22,998 | $6.6M | 0.0% | 0.7% | +12.6% |
| 25 | Focus Partners Wealth | 22,133 | $6.3M | 0.0% | 0.7% | +4.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.