PTL

Inspire 500 ETF
$251.50-1.77 (-0.70%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.4004714189011306e+226B

Total Value

$5.957735215280002e+197T

% of Float

Price History

$181.36$202.09$222.83$243.56$264.30Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Inspire Advisors, LLC240,047$59.6M5.48%Share
2Plan A Wealth LLC141,890$35.2M17.23%Share
3LPL Financial LLC113,050$28.0M0.01%Share
4OneAscent Financial Services LLC102,526$25.0M2.30%Share
5Christian Investment Advisors, Inc.92,425$22.9M18.59%Share
6Strategic Equity Management63,078$15.7M5.31%Share
7SILVER OAK SECURITIES, INCORPORATED59,930$15.0M1.01%Share
8STIFEL FINANCIAL CORP54,661$13.0M0.01%Share
9Geneos Wealth Management Inc.46,630$11.6M0.28%Share
10Inspire Investing, LLC42,925$10.7M0.96%Share
11Belpointe Asset Management LLC37,186$9.2M0.33%Share
12MONEYWISE, INC.35,292$8.8M3.64%Share
13UNITED CAPITAL FINANCIAL ADVISORS, LLC35,837$8.0M0.05%Share
14Investment Research Partners LLC28,309$7.0M3.02%Share
15Legacy Wealth Asset Management, LLC26,636$6.6M1.62%Share
16PAX Financial Group, LLC23,996$6.0M1.03%Share
17NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,946$4.5M0.23%Share
18CWM, LLC17,196$4.3M0.01%Share
19Frontier Asset Management, LLC16,946$4.2M0.98%Share
20GOLDMAN SACHS GROUP INC17,364$4.0M0.00%Share
21Focus Partners Wealth20,061$4.0M0.00%Share
22COMMONWEALTH EQUITY SERVICES, LLC18,989$4.0M0.01%Share
23CREATIVE FINANCIAL DESIGNS INC /ADV15,741$3.9M0.25%Share
24FAMILY WEALTH PARTNERS, LLC14,208$3.5M1.27%Share
25AE Wealth Management LLC13,588$3.4M0.02%Share
26Pettinga Financial Advisors LLC13,323$3.3M0.63%Share
27Focus Partners Advisor Solutions, LLC14,174$3.0M0.04%Share
28JONES FINANCIAL COMPANIES LLLP13,881$3.0M0.00%Share
29Sound Financial Strategies Group, LLC11,777$2.9M2.06%Share
30XY Planning Network, Inc.11,131$2.8M0.48%Share
31Valmark Advisers, Inc.9,860$2.4M0.03%Share
32LifeGuide Financial Advisors, LLC9,702$2.4M0.80%Share
33WorthPointe, LLC8,817$2.2M0.57%Share
34GTS SECURITIES LLC11,784$2.0M0.07%Share
35Cambridge Investment Research Advisors, Inc.9,738$2.0M0.01%Share
36ENVESTNET ASSET MANAGEMENT INC11,773$2.0M0.00%Share
37JANE STREET GROUP, LLC9,986$2.0M0.00%Share
38Sowell Financial Services LLC7,259$1.8M0.07%Share
39EverSource Wealth Advisors, LLC7,037$1.7M0.06%Share
40Optivise Advisory Services LLC7,018$1.7M1.00%Share
41Sanctuary Advisors, LLC6,287$1.4M0.01%Share
42SageOak Financial, LLC5,710$1.4M1.03%Share
43Fiduciary Alliance LLC4,515$1.1M0.07%Share
44Pioneer Wealth Management Group4,460$1.1M0.34%Share
45Sanctuary Advisors, LLC4,162$1.0M0.01%Share
46Cetera Investment Advisers6,618$1.0M0.00%Share
47Envestnet Portfolio Solutions, Inc.4,110$1.0M0.00%Share
48World Investment Advisors3,290$816K0.02%Share
49Schwallier Wealth Management LLC3,030$772K0.49%Share
50RMG Wealth Management LLC2,978$769K0.10%Share