PTL

INSPIRE 500 ETF
USCUSIP 66537J796
Institutional Owners
24
13F Value Held
$121.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)17 adding · 6 trimming
Insider net (180d)+$0
Price history not yet available for PTL.

Top institutional holders

24 13F filers
#FundPosition valueSharesLast moveAs of
1OneAscent Financial Services LLC
$71.4M
285.1KAddedQ1 2026
2Geneos Wealth Management Inc.
$11.6M
46.6KNewQ4 2025
3UNITED CAPITAL FINANCIAL ADVISORS, LLC
$10.0M
39.7KAddedQ1 2026
4NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$5.7M
22.7KAddedQ1 2026
5Focus Partners Advisor Solutions, LLC
$5.6M
22.4KAddedQ1 2026
6CREATIVE FINANCIAL DESIGNS INC /ADV
$3.9M
15.7KNewQ4 2025
7CITADEL ADVISORS LLC
$3.7M
14.8KAddedQ1 2026
8Valmark Advisers, Inc.
$2.5M
10.1KAddedQ1 2026
9Envestnet Portfolio Solutions, Inc.
$1.2M
4.7KAddedQ1 2026
10CWM, LLC
$1.1M
4.6KReducedQ1 2026
11Sowell Financial Services LLC
$1.0M
4.1KReducedQ1 2026
12IFP Advisors, Inc
$893K
3.6KNewQ1 2026
13Sanctuary Advisors, LLC
$579K
2.3KReducedQ1 2026
14Pinnacle Financial Partners, Inc.
$352K
1.4KAddedQ1 2026
15Strategic Blueprint, LLC
$301K
1.2KReducedQ1 2026
16COURIER CAPITAL LLC
$297K
1.2KNewQ1 2026
17PRINCIPAL SECURITIES, INC.
$282K
1.1KAddedQ1 2026
18INDEPENDENT FINANCIAL GROUP, LLC
$257K
1.0KNewQ1 2026
19Equitable Holdings, Inc.
$250K
1.0KAddedQ1 2026
20Root Financial Partners, LLC
$93K
370NewQ1 2026
21AdvisorNet Financial, Inc
$83K
331AddedQ1 2026
22Blue Trust, Inc.
$41K
162HeldQ1 2026

Fund activity — latest quarter

Opened (NEW)
6
funds
Added
11
funds
Reduced
4
funds
Exited
2
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Funds that own PTL also own

CompanyCo-held byCombined value
ISHARES TRIVV24 funds$7.2B
NVIDIA CORPORATION COMNVDA24 funds$6.9B
MICROSOFT CORP COMMSFT24 funds$3.6B
STATE STREET SPDR S&P 500 ETFSPY24 funds$3.1B
GOOGLE INCGOOGL24 funds$2.5B
BROADCOM INC COMAVGO24 funds$2.2B
META PLATFORMS INC CL AMETA24 funds$2.0B
JPMORGAN CHASE &COJPM24 funds$1.9B
ALPHABET INC CAP STK CL CGOOG24 funds$1.9B
MICRON TECHNOLOGY INC COMMU24 funds$1.9B
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSTSM24 funds$1.7B
VANGUARD TAX-MANAGED FDSVEA24 funds$1.6B

Ranked by how many of PTL's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PTL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.