PTL institutional holders

INSPIRE 500 ETF · 13F, 2026Q2

Managers holding122
Shares held2,293,003
Reported value$655.6m
Quarter flows27 new, 65 added, 25 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Inspire Advisors, LLC328,811$94.0m6.5%
OneAscent Financial Services LLC292,463$83.7m4.0%
LPL Financial LLC179,978$51.5m0.0%
Plan A Wealth LLC159,100$45.5m19.4%
CREATIVE FINANCIAL DESIGNS INC /ADV117,590$33.6m1.6%
Christian Investment Advisors, Inc.92,153$26.4m15.5%
Strategic Equity Management80,533$23.0m7.7%
SILVER OAK SECURITIES, INCORPORATED64,685$18.5m1.1%
STIFEL FINANCIAL CORP52,732$15.1m0.0%
Geneos Wealth Management Inc.49,316$14.1m0.3%
UNITED CAPITAL FINANCIAL ADVISORS, LLC45,067$12.9m0.1%
MONEYWISE, INC.44,863$12.8m4.8%
Inspire Investing, LLC42,022$12.0m0.5%
Belpointe Asset Management LLC41,088$11.8m0.4%
Investment Research Partners LLC30,037$8.6m2.9%
Legacy Wealth Asset Management, LLC28,803$8.2m1.8%
JONES FINANCIAL COMPANIES LLLP29,088$8.2m0.0%
GTS SECURITIES LLC28,254$8.1m0.2%
Orgel Wealth Management, LLC27,785$7.9m0.2%
EverSource Wealth Advisors, LLC26,542$7.6m0.3%
Focus Partners Advisor Solutions, LLC25,052$7.2m0.1%
FAMILY WEALTH PARTNERS, LLC24,931$7.1m2.2%
PAX Financial Group, LLC24,286$6.9m1.0%
Cambridge Investment Research Advisors, Inc.23,378$6.7m0.0%
GOLDMAN SACHS GROUP INC22,998$6.6m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PTL"). PTL price history · All 13F data

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