PTL Institutional Ownership
Inspire 500 ETF
1W: +0.2%
1M: -1.2%
3M: -2.8%
YTD: +10.6%
1Y: +10.6%
$275.84
+2.44 (+0.89%)
Weekly Expected Move ±1.5%
$267
$272
$276
$280
$284
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — PTL
132
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
652M
Total Invested
27
New Positions
64
Increased
36
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (135 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Inspire Advisors, LLC | 328,811 | 91M | +61,926 | +23.2% | 9Q | SEC ↗ |
| 2 | OneAscent Financial Services LLC | 292,463 | 81M | +7,389 | +2.6% | 7Q | SEC ↗ |
| 3 | LPL Financial LLC | 179,978 | 50M | +47,849 | +36.2% | 8Q | SEC ↗ |
| 4 | Plan A Wealth LLC | 159,100 | 44M | +7,126 | +4.7% | 6Q | SEC ↗ |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | 117,590 | 32M | -29,024 | -19.8% | 10Q | SEC ↗ |
| 6 | Christian Investment Advisors, Inc. | 92,153 | 25M | -793 | -0.9% | 7Q | SEC ↗ |
| 7 | Strategic Equity Management | 80,533 | 22M | +29,659 | +58.3% | 9Q | SEC ↗ |
| 8 | SILVER OAK SECURITIES, INCORPORATED | 64,685 | 18M | +2,074 | +3.3% | 8Q | SEC ↗ |
| 9 | STIFEL FINANCIAL CORP | 52,732 | 15M | +1,370 | +2.7% | 4Q | SEC ↗ |
| 10 | Geneos Wealth Management Inc. | 49,316 | 14M | +4,424 | +9.9% | 7Q | SEC ↗ |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 45,067 | 12M | +5,363 | +13.5% | 7Q | SEC ↗ |
| 12 | MONEYWISE, INC. | 44,863 | 12M | +14,113 | +45.9% | 9Q | SEC ↗ |
| 13 | Inspire Investing, LLC | 42,022 | 12M | +3,409 | +8.8% | 9Q | SEC ↗ |
| 14 | Belpointe Asset Management LLC | 41,088 | 11M | +49 | +0.1% | 9Q | SEC ↗ |
| 15 | Investment Research Partners LLC | 30,037 | 8M | +88 | +0.3% | 4Q | SEC ↗ |
| 16 | JONES FINANCIAL COMPANIES LLLP | 29,088 | 8M | +5,969 | +25.8% | 7Q | SEC ↗ |
| 17 | Legacy Wealth Asset Management, LLC | 28,803 | 8M | +512 | +1.8% | 5Q | SEC ↗ |
| 18 | GTS SECURITIES LLC | 28,254 | 8M | +23,838 | +539.8% | 10Q | SEC ↗ |
| 19 | Orgel Wealth Management, LLC NEW | 27,785 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 20 | EverSource Wealth Advisors, LLC | 26,542 | 7M | +3,088 | +13.2% | 7Q | SEC ↗ |
| 21 | Focus Partners Advisor Solutions, LLC | 25,052 | 7M | +2,639 | +11.8% | 4Q | SEC ↗ |
| 22 | FAMILY WEALTH PARTNERS, LLC | 24,931 | 7M | +2,643 | +11.9% | 4Q | SEC ↗ |
| 23 | PAX Financial Group, LLC | 24,286 | 7M | +194 | +0.8% | 9Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC | 22,998 | 6M | +2,582 | +12.6% | 8Q | SEC ↗ |
| 25 | Focus Partners Wealth | 22,133 | 6M | +906 | +4.3% | 6Q | SEC ↗ |
| 26 | Frontier Asset Management, LLC | 21,000 | 6M | +3,811 | +22.2% | 5Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 19,707 | 5M | +399 | +2.1% | 9Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 18,202 | 5M | +4,810 | +35.9% | 5Q | SEC ↗ |
| 29 | AE Wealth Management LLC | 17,692 | 5M | +1,350 | +8.3% | 7Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 15,262 | 4M | +508 | +3.4% | 3Q | SEC ↗ |
| 31 | Pettinga Financial Advisors LLC | 15,017 | 4M | +1,029 | +7.4% | 5Q | SEC ↗ |
| 32 | Sound Financial Strategies Group, LLC | 14,456 | 4M | +214 | +1.5% | 6Q | SEC ↗ |
| 33 | Equitable Holdings, Inc. | 13,075 | 4M | +12,067 | +1197.1% | 3Q | SEC ↗ |
| 34 | Tulsa Wealth Advisors, INC | 11,979 | 3M | +1,077 | +9.9% | 2Q | SEC ↗ |
| 35 | Cambridge Investment Research Advisors | 11,689 | 3M | -563 | -4.6% | 9Q | SEC ↗ |
| 36 | LifeGuide Financial Advisors, LLC | 10,532 | 3M | -15 | -0.1% | 3Q | SEC ↗ |
| 37 | CENTAURUS FINANCIAL, INC. NEW | 10,240 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Valmark Advisers, Inc. | 10,234 | 3M | +120 | +1.2% | 9Q | SEC ↗ |
| 39 | Cetera Investment Advisers | 9,452 | 3M | +1,706 | +22.0% | 6Q | SEC ↗ |
| 40 | HRT FINANCIAL LP NEW | 8,527 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Kovack Advisors, Inc. NEW | 8,492 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 42 | RAYMOND JAMES FINANCIAL INC | 7,780 | 2M | +1,399 | +21.9% | 7Q | SEC ↗ |
| 43 | Fiduciary Alliance LLC | 7,312 | 2M | +51 | +0.7% | 4Q | SEC ↗ |
| 44 | Optivise Advisory Services LLC | 6,703 | 2M | -50 | -0.7% | 3Q | SEC ↗ |
| 45 | Simplicity Wealth,LLC | 6,193 | 2M | +5,370 | +652.5% | 2Q | SEC ↗ |
| 46 | IFG Advisory, LLC NEW | 5,929 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 5,928 | 2M | +1,502 | +33.9% | 4Q | SEC ↗ |
| 48 | VICUS CAPITAL | 5,893 | 2M | +438 | +8.0% | 2Q | SEC ↗ |
| 49 | Pioneer Wealth Management Group | 5,625 | 2M | +293 | +5.5% | 6Q | SEC ↗ |
| 50 | SageOak Financial, LLC | 5,454 | 2M | -216 | -3.8% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Orgel Wealth Management, LLC | 27,785 | 8M |
| CENTAURUS FINANCIAL, INC. | 10,240 | 3M |
| HRT FINANCIAL LP | 8,527 | 2M |
| Kovack Advisors, Inc. | 8,492 | 2M |
| IFG Advisory, LLC | 5,929 | 2M |
| Gambit Capital Management, LLC | 4,112 | 1M |
| BROWN ADVISORY INC | 3,545 | 978K |
| Brookstone Capital Management | 2,771 | 764K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 2,464 | 680K |
| McAdam, LLC | 1,706 | 471K |
| Betterment LLC | 1,228 | 339K |
| Stewardship Advisors, LLC | 1,185 | 327K |
| Abundance Wealth Counselors | 1,112 | 307K |
| Signal Advisors Wealth, LLC | 867 | 239K |
| Private Advisor Group, LLC | 813 | 224K |
| Hilltop Holdings Inc. | 766 | 211K |
| Kingsview Wealth Management, LLC | 753 | 208K |
| Range Financial Group LLC | 729 | 201K |
| NewEdge Advisors, LLC | 320 | 88K |
| Ameritas Advisory Services, LLC | 173 | 48K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NATIONS FINANCIAL GROUP INC, /IA/ / | 22,738 | 6M |
| Ocean Park Asset Management, LLC | 22,288 | 6M |
| XY Planning Network, Inc. | 12,652 | 3M |
| RMG Wealth Management LLC | 3,283 | 906K |
| Ascentis Independent Advisors | 2,314 | 638K |
| Advisory Services Network, LLC | 378 | 104K |
| Root Financial Partners, LLC | 370 | 102K |
| Western Wealth Management, LLC | 325 | 90K |
| Wall Street Financial Group, Inc. | 240 | 66K |
| Kestra Advisory Services, LLC | 127 | 35K |
| MATHER GROUP, LLC. | 53 | 15K |
| UBS Group AG | 31 | 9K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | -29,024 | -19.8% | 117,590 |
| CWM, LLC | -12,645 | -73.5% | 4,551 |
| Independent Advisor Alliance | -10,015 | -80.6% | 2,410 |
| JANE STREET GROUP, LLC | -4,007 | -43.2% | 5,271 |
| WorthPointe, LLC | -1,555 | -29.5% | 3,710 |
| PFG Investments, LLC | -1,453 | -51.1% | 1,388 |
| Sowell Financial Services LLC | -832 | -20.1% | 3,313 |
| Christian Investment Advisors, Inc. | -793 | -0.9% | 92,153 |
| OneAscent Wealth Management LLC | -580 | -17.5% | 2,728 |
| Cambridge Investment Research Advis | -563 | -4.6% | 11,689 |
| JPMORGAN CHASE & CO | -443 | -44.4% | 554 |
| Sterling Investment Advisors, Ltd. | -375 | -12.2% | 2,700 |
| SageOak Financial, LLC | -216 | -3.8% | 5,454 |
| Farther Finance Advisors, LLC | -136 | -3.7% | 3,506 |
| Sanctuary Advisors, LLC | -109 | -4.7% | 2,203 |
| Continuum Advisory, LLC | -66 | -5.1% | 1,223 |
| Larry Mathis Financial Planning, LL | -60 | -2.1% | 2,840 |
| Optivise Advisory Services LLC | -50 | -0.7% | 6,703 |
| CX Institutional | -49 | -4.4% | 1,062 |
| WIN ADVISORS, INC | -38 | -1.7% | 2,256 |