Inspire 500 ETF
$282.56-1%
+$88.9M
Net Activity
+13.09% total shares
Institutions Holding
122
Popularity Rank
#4155
Avg Weight
0.71%
Total Value
$652.3M
122 institutions currently hold PTL, with 92 net buyers and 36 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
36
Net Buying Institutions
92
Top 5 by Value
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Across its top 20 institutional holders, PTL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 29/100).
PTL ranks #4155 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
PTL is a top-conviction position for Plan A Wealth LLC — at 19.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in PTL belongs to Inspire Advisors, LLC, but the position matters far more to Plan A Wealth LLC, who has 19.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
OneAscent Financial Services LLC has added to its PTL position for two straight quarters, increasing it by $58.2M to reach $83.7M today.
WorthPointe, LLC has trimmed its PTL position for two straight quarters, cutting it by $1.1M while still holding $1.1M.
PTL is down 1% today, but institutions show net buying of $88.9M this quarter — a divergence between today's price move and the underlying institutional flow.
+$114.5M
Total Buy Value
$25.1M
Total Sell Value
92
Net Buyers
36
Net Sellers
PTL
Q2 2026
Top 5 Institutional Movers
+$27.1M
+$18.4M
+$12.2M
+$10.3M
+$7.9M
PTL does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
66537J796
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Access PTL's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PTLCLI
npx alphasmo stocks get PTL