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Inspire 500 ETF (PTL)

CUSIP: 66537J796 | NYSE | 153 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Plan A Wealth LLC167,462
16.3% of portfolio›$45.6M
Creative Financial Designs Inc123,153
1.5% of portfolio›$33.5M
Christian Investment Advisors, Inc.91,606
15.3% of portfolio›$24.9M
Inspire Investing, LLC40,357
0.5% of portfolio›$11.0M
Strategic Equity Management38,496
9.1% of portfolio›$10.5M
Investment Research Partners LLC30,812
2.8% of portfolio›$8.4M
Legacy Wealth Asset Management, LLC29,527
1.8% of portfolio›$8.0M
Orgel Wealth Management, LLC27,205
0.1% of portfolio›$7.4M
EverSource Wealth Advisors, LLC26,901
0.2% of portfolio›$7.3M
Family Wealth Partners, LLC25,470
2.1% of portfolio›$6.9M
Frontier Asset Management, LLC21,603
1.1% of portfolio›$5.9M
Commonwealth Equity Services, LLC20,030
0.0% of portfolio›$5.5M
Blue Trust, Inc.15,577
0.0% of portfolio›$4.2M
Pettinga Financial Advisors LLC14,664
0.7% of portfolio›$4.0M
Sound Financial Strategies Group, LLC13,185
2.4% of portfolio›$3.6M
Cambridge Investment Research Advisors, Inc.12,875
0.0% of portfolio›$3.5K
XY Planning Network, Inc.12,482
0.4% of portfolio›$3.4M
Simplicity Wealth,LLC12,176
0.1% of portfolio›$3.3M
LifeGuide Financial Advisors, LLC11,052
0.8% of portfolio›$3.0M
Optivise Advisory Services LLC8,007
1.1% of portfolio›$2.2M
Fiduciary Alliance LLC7,621
0.2% of portfolio›$2.1M
SageOak Financial, LLC5,960
1.1% of portfolio›$1.6M
Pioneer Wealth Management Group5,784
0.4% of portfolio›$1.6M
Sowell Financial Services LLC5,622
0.0% of portfolio›$1.5M
Vicus Capital5,544
0.1% of portfolio›$1.5M
Carlson Financial, Inc.5,362
0.8% of portfolio›$1.5M
IFP Advisors, Inc4,022
0.0% of portfolio›$1.1M
RMG Wealth Management LLC3,756
0.1% of portfolio›$1.0M
Farther Finance Advisors, LLC3,714
0.0% of portfolio›$1.0M
Moneywise, Inc.3,388
0.9% of portfolio›$922.0K
Plan Group Financial, LLC3,200
0.2% of portfolio›$866.1K
First Heartland Consultants, Inc.2,899
0.1% of portfolio›$788.9K
Larry Mathis Financial Planning, LLC2,840
0.7% of portfolio›$772.9K
Sterling Investment Advisors, Ltd.2,700
0.1% of portfolio›$734.8K
Whitaker-Myers Wealth Managers, Ltd.2,590
0.1% of portfolio›$704.8K
Ascentis Independent Advisors2,234
0.0% of portfolio›$608.0K
AlphaStar Capital Management, LLC1,758
0.0% of portfolio›$478.4K
Tandem Investment Partners LLC1,710
0.4% of portfolio›$465.4K
McAdam, LLC1,695
0.0% of portfolio›$461.3K
Gradient Investments LLC1,606
0.0% of portfolio›$437.0K
Howard Bailey Securities, LLC1,388
0.1% of portfolio›$377.7K
Strategic Blueprint, LLC1,305
0.0% of portfolio›$355.0K
Stewardship Advisors, LLC1,271
0.1% of portfolio›$345.9K
Courier Capital LLC1,187
0.0% of portfolio›$323.0K
Independent Financial Group, LLC1,166
0.0% of portfolio›$317.3K
MRA Advisory Group1,051
0.1% of portfolio›$286.1K
CX Institutional994
0.0% of portfolio›$271
Signal Advisors Wealth, LLC867
0.0% of portfolio›$235.8K
Range Financial Group LLC842
0.1% of portfolio›$229.1K
Revisor Wealth Management LLC825
0.1% of portfolio›$221.5K
Crew Capital Management, Ltd825
0.1% of portfolio›$224.5K
Root Financial Partners, LLC348
0.0% of portfolio›$94.7K
Peoples Financial Services Corp.195
0.0% of portfolio›$53.1K
Bare Financial Services, Inc193
0.0% of portfolio›$52.6K
Main Street Group, LTD32
0.0% of portfolio›$8.8K
Pinnacle Wealth Planning Services, Inc.31
0.0% of portfolio›$8.4K
McCarley & Cook Financial Planners22
0.0% of portfolio›$6.0K
SJS Investment Consulting Inc.1
0.0% of portfolio›$273
Assetmark, Inc1
0.0% of portfolio›$272
StyleTurnoverLocationFiled
Plan A Wealth LLC
167,462$45.6M16.3%CoreLowLincoln, NE2026-10-08
Creative Financial Designs Inc
123,153$33.5M1.5%ETFMediumKokomo, IN2026-11-04
Christian Investment Advisors, Inc.
91,606$24.9M15.3%ETFMediumNew Braunfels, TX2026-11-03
Inspire Investing, LLC
40,357$11.0M0.5%GARPHighMeridian, ID2026-10-22
Strategic Equity Management
38,496$10.5M9.1%ETFHighTucson, AZ2026-11-04
Investment Research Partners LLC
30,812$8.4M2.8%CoreLowLemont, PA2026-10-19
Legacy Wealth Asset Management, LLC
29,527$8.0M1.8%GARPMediumWoodbury, MN2026-10-09
Orgel Wealth Management, LLC
27,205$7.4M0.1%ETFMediumAltoona, WI2026-10-14
EverSource Wealth Advisors, LLC
26,901$7.3M0.2%CoreMediumBirmingham, AL2026-11-04
Family Wealth Partners, LLC
25,470$6.9M2.1%ETFLowMatthews, NC2026-10-20
Frontier Asset Management, LLC
21,603$5.9M1.1%ETFLowSheridan, WY2026-10-28
Commonwealth Equity Services, LLC
20,030$5.5M0.0%ETFLowWaltham, MA2026-11-02
Blue Trust, Inc.
15,577$4.2M0.0%ETFLowBrentwood, TN2026-10-15
Pettinga Financial Advisors LLC
14,664$4.0M0.7%ETFMediumEvansville, IN2026-10-13
Sound Financial Strategies Group, LLC
13,185$3.6M2.4%ETFMediumMadison, MS2026-10-30
Cambridge Investment Research Advisors, Inc.
12,875$3.5K0.0%ETFLowFairfield, IA2026-11-02
XY Planning Network, Inc.
12,482$3.4M0.4%ETFLowBozeman, MT2026-10-14
Simplicity Wealth,LLC
12,176$3.3M0.1%ETFLowSummit, NJ2026-10-23
LifeGuide Financial Advisors, LLC
11,052$3.0M0.8%ETFVery LowMechanicsburg, PA2026-10-20
Optivise Advisory Services LLC
8,007$2.2M1.1%ETFMediumFranklin, TN2026-10-19
Fiduciary Alliance LLC
7,621$2.1M0.2%CoreMediumGreenville, SC2026-10-13
SageOak Financial, LLC
5,960$1.6M1.1%ETFLowTulsa, OK2026-10-19
Pioneer Wealth Management Group
5,784$1.6M0.4%ETFLowAustin, TX2026-10-09
Sowell Financial Services LLC
5,622$1.5M0.0%CoreLowNorth Little Rock, AR2026-10-23
Vicus Capital
5,544$1.5M0.1%ETFMediumState College, PA2026-11-05
Carlson Financial, Inc.
5,362$1.5M0.8%GrowthLowCanby, OR2026-11-05
IFP Advisors, Inc
4,022$1.1M0.0%GrowthLowTampa, FL2026-10-16
RMG Wealth Management LLC
3,756$1.0M0.1%ETFVery HighPlatteville, WI2026-10-26
Farther Finance Advisors, LLC
3,714$1.0M0.0%IndexLowSan Francisco, CA2026-10-08
Moneywise, Inc.
3,388$922.0K0.9%ETFMediumForest, VA2026-10-30
Plan Group Financial, LLC
3,200$866.1K0.2%ETFMediumOklahoma City, OK2026-10-22
First Heartland Consultants, Inc.
2,899$788.9K0.1%ETFMediumLake St. Louis, MO2026-10-08
Larry Mathis Financial Planning, LLC
2,840$772.9K0.7%ValueHighPhoenix, AZ2026-10-26
Sterling Investment Advisors, Ltd.
2,700$734.8K0.1%GrowthLowBerwyn, PA2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
2,590$704.8K0.1%ETFMediumMansfield, OH2026-10-09
Ascentis Independent Advisors
2,234$608.0K0.0%ETFLowDallas, TX2026-11-03
AlphaStar Capital Management, LLC
1,758$478.4K0.0%ETFMediumCornelius, NC2026-10-16
Tandem Investment Partners LLC
1,710$465.4K0.4%ETFLowBordentown, NJ2026-10-16
McAdam, LLC
1,695$461.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Gradient Investments LLC
1,606$437.0K0.0%CoreMediumArden Hills, MN2026-10-08
Howard Bailey Securities, LLC
1,388$377.7K0.1%ETFMediumFort Wayne, IN2026-10-27
Strategic Blueprint, LLC
1,305$355.0K0.0%ETFLowAtlanta, GA2026-10-22
Stewardship Advisors, LLC
1,271$345.9K0.1%ETFMediumMount Joy, PA2026-10-20
Courier Capital LLC
1,187$323.0K0.0%ETFLowBuffalo, NY2026-10-19
Independent Financial Group, LLC
1,166$317.3K0.0%GrowthLowSan Diego, CA2026-10-13
MRA Advisory Group
1,051$286.1K0.1%ETFMediumParsippany, NJ2026-10-07
CX Institutional
994$2710.0%CoreMediumAuburn, IN2026-10-02
Signal Advisors Wealth, LLC
867$235.8K0.0%ETFLowDetroit, MI2026-10-13
Range Financial Group LLC
842$229.1K0.1%GARPMediumTigard, OR2026-10-21
Revisor Wealth Management LLC
825$221.5K0.1%CoreLowAkron, OH2026-10-20
Crew Capital Management, Ltd
825$224.5K0.1%GrowthMediumCincinnati, OH2026-10-28
Root Financial Partners, LLC
348$94.7K0.0%ETFMediumEncinitas, CA2026-10-21
Peoples Financial Services Corp.
195$53.1K0.0%CoreVery LowMoosic, PA2026-10-20
Bare Financial Services, Inc
193$52.6K0.0%ETFVery LowGap, PA2026-11-04
Main Street Group, LTD
32$8.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Pinnacle Wealth Planning Services, Inc.
31$8.4K0.0%GARPLowMansfield, OH2026-10-27
McCarley & Cook Financial Planners
22$6.0K0.0%ETFLowCincinnati, OH2026-10-21
SJS Investment Consulting Inc.
1$2730.0%ETFVery LowSylvania, OH2026-10-26
Assetmark, Inc
1$2720.0%ETFLowConcord, CA2026-10-21