I
Inspire 500 ETF
PTL • ARCA
Inspire 500 ETF is an exchange-traded fund on ARCA. As of Q3 2025, 80 institutional investors hold shares in this ETF, with total holdings valued at $331.8M. Inspire Advisors, LLC is the largest holder with a position valued at $54.1M.
Overview
Overview of institutional ownership in PTL as of Q3 2025
All Institutions
- Institutions
- 80
- Value Held
- $331.8M
- Shares Held
- 1.3M
- Avg Position
- $4.1M
- Median Position
- $959.7K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $7.3M
- Shares Held
- 28.7K
- Avg Position
- $7.3M
- Median Position
- $7.3M
Biggest Investors
Institutions with the largest positions in PTL as of Q3 2025
| Institution | Position Value |
|---|---|
 Inspire Advisors, LLC RIA/Wealth | $54.1M 5.19% of portfolio |
 Plan A Wealth LLC RIA/Wealth | $33.9M 17.27% of portfolio |
O OneAscent Financial Services LLC RIA/Wealth | $29.8M 2.78% of portfolio |
L LPL Financial LLC Institution | $22.6M 0.01% of portfolio |
C Christian Investment Advisors, Inc. Institution | $21.7M 17.43% of portfolio |
 Strategic Equity Management RIA/Wealth | $13.6M 5.33% of portfolio |
 SILVER OAK SECURITIES, Inc RIA/Wealth | $13.6M 1.02% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $11.6M 0.01% of portfolio |
 CWM Advisors, LLC ETF Provider | $11.0M 1.07% of portfolio |
 Belpointe Asset Management LLC RIA/Wealth | $9.0M 0.35% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PTL in Q3 2025
- Traded
- +$13.7M
- Buyers
- 57
- Sellers
- 21
- Total Bought
- +$65.9M
- Total Sold
- −$52.2M
- Avg Position
- $3.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | +$11.6M +46.5K shares |
 Investment Research Partners LLC Hedge Fund•Multi-Strategy | +$7.3M +28.7K shares |
Plan A Wealth LLC RIA/Wealth | +$6.6M +26.5K shares |
 Buckingham Strategic Partners RIA/Wealth | +$5.9M +23.5K shares |
L LPL Financial LLC Institution | +$5.3M +21.1K shares |
CWM Advisors, LLC ETF Provider | +$4.3M +17.2K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | +$3.4M +13.7K shares |
 NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | +$3.1M +12.6K shares |
Inspire Advisors, LLC RIA/Wealth | +$3.0M +12.1K shares |
 GOLDMAN SACHS GROUP INC Institution | +$1.6M +6.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O OneAscent Financial Services LLC RIA/Wealth | −$40.3M −161.7K shares |
C Christian Investment Advisors, Inc. Institution | −$7.0M −28.2K shares |
−$1.8M −7.1K shares | |
−$903.5K −3.9K shares | |
Strategic Equity Management RIA/Wealth | −$441.9K −1.8K shares |
O OLD MISSION CAPITAL LLC Institution | −$405.4K −1.8K shares |
G GTS SECURITIES LLC Institution | −$347.5K −1.4K shares |
 Sowell Financial Services LLC RIA/Wealth | −$311.1K −1.2K shares |
 PAX Financial Group, LLC RIA/Wealth | −$274.9K −1.1K shares |
 Sound Financial Strategies Group, LLC RIA/Wealth | −$228.8K −918.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PTL in Q3 2025
- New Positions
- 16
- New Value
- $28.9M
- Exited Positions
- 5
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | $11.6M 46.5K shares |
Investment Research Partners LLC Hedge Fund•Multi-Strategy | $7.3M 28.7K shares |
Buckingham Strategic Partners RIA/Wealth | $5.9M 23.5K shares |
 FAMILY WEALTH PARTNERS, LLC RIA/Wealth | $1.6M 6.4K shares |
 Advisory Alpha, LLC RIA/Wealth | $453.8K 1.8K shares |
 Plan Group Financial, LLC RIA/Wealth | $398.8K 1.6K shares |
 GWN SECURITIES INC. RIA/Wealth | $373.9K 1.5K shares |
F Fiduciary Alliance LLC Institution | $354.9K 1.4K shares |
C COURIER CAPITAL CORP RIA/Wealth | $271.4K 1.1K shares |
 Morris Retirement Advisors, LLC RIA/Wealth | $237.2K 952.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
$903.5K 3.9K shares | |
O OLD MISSION CAPITAL LLC Institution | $405.4K 1.8K shares |
R ROYAL BANK OF CANADA Institution | $12.6K 55.0 shares |
 Transce3nd, LLC RIA/Wealth | $3.7K 16.0 shares |
 JPMORGAN CHASE & CO Institution | $229.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PTL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PTL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C Christian Investment Advisors, Inc. Institution | 17.43% $21.7M |
Plan A Wealth LLC RIA/Wealth | 17.27% $33.9M |
Strategic Equity Management RIA/Wealth | 5.33% $13.6M |
Inspire Advisors, LLC RIA/Wealth | 5.19% $54.1M |
M MONEYWISE, INC. Institution | 3.75% $8.0M |
Investment Research Partners LLC Hedge Fund•Multi-Strategy | 3.28% $7.3M |
O OneAscent Financial Services LLC RIA/Wealth | 2.78% $29.8M |
Sound Financial Strategies Group, LLC RIA/Wealth | 2.16% $2.9M |
L Legacy Wealth Asset Management, LLC RIA/Wealth | 1.62% $6.6M |
PAX Financial Group, LLC RIA/Wealth | 1.13% $6.1M |
Hedge Fund Spotlight
Discover hedge funds investing in PTL
Investment Research Partners LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerMartin Anthony Wildy
- Portfolio Value
- $222.3M
- Positions
- 224
- Last Reported
- Q3 2025
Sector Allocation
I
Position in Inspire 500 ETF
- Market Value
- $7.3M
- Shares Held
- 28.7K
- Portfolio Weight
- 3.28%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $11.5M | 5.19% | |
ETF ETF | $9.2M | 4.16% | |
ETF ETF | $8.9M | 4.01% |
