PTL

Inspire 500 ETF

+$110.3M

Net Activity

Institutions Holding

101

Popularity Rank

#4419

Avg Weight

0.76%

Total Value

$494.9M

Ownership Trend

101 institutions currently hold PTL, with 75 net buyers and 23 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

23

Net Buying Institutions

75

Key Holders

Key Holders

Top 5 by Value

OF
OneAscent Financial Services LLC
$71.4M
IA
Inspire Advisors, LLC
$66.9M
PA
Plan A Wealth LLC
$38.1M
CF
Creative Financial Designs INC /adv
$36.7M
LF
LPL Financial LLC
$33.1M

Top 5 by Conviction

PA
Plan A Wealth LLC
18.24%
CI
Christian Investment Advisors, Inc.
14.98%
IA
Inspire Advisors, LLC
5.45%
SE
Strategic Equity Management
4.79%
OF
OneAscent Financial Services LLC
3.87%
View all 101 holding institutions

Quarterly Activity

Recent Activity

+$435.2M

Total Buy Value

$82.4M

Total Sell Value

New buy16
Trim17
Add59
Sold out6

75

Net Buyers

23

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INSPIRE 500 ETF (PTL)?
Major stakeholders currently include OneAscent Financial Services LLC ($71.4M), Inspire Advisors, LLC ($66.9M), Plan A Wealth LLC ($38.1M). Based on the latest 13F filings, there are a total of 101 tracked investment funds and institutions maintaining positions in PTL.
What is the overall institutional sentiment toward PTL recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $110.3M, driven by 75 managers accumulating shares while 23 reduced their exposure.
Which institutions have been selling or reducing their PTL positions?
In the latest period, 17 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $82.4M.
Are there any notable investors adding PTL to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 59 existing holders added to their shares. The total reported buy value for the quarter amounted to $435.2M.

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