Who owns FDLS?
Inspire Fidelis Multi Factor ETF · Inspire
49 institutions reported holding FDLS, worth $135.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FDLS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Inspire Advisors, LLC | Meridian, ID | $51.6M | 1,220,431 | +453,754 shares |
| Creative Financial Designs Inc. | Kokomo, IN | $19.1M | 452,893 | +181,417 shares |
| LPL Financial LLC | Fort Mill, SC | $7.7M | 182,936 | +54,401 shares |
| Strategic Equity Management | Tucson, AZ | $6.9M | 163,636 | +27,303 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $5.2M | 122,258 | +69,199 shares |
| AE Wealth Management LLC | Topeka, KS | $4.6M | 108,218 | +15,312 shares |
| PAX Financial Group, LLC | San Antonio, TX | $4.3M | 102,053 | −81 shares |
| Inspire Investing, LLC | Meridian, ID | $4.2M | 99,722 | +11,192 shares |
| Goldman Sachs Group Inc. | New York, NY | $4.0M | 95,407 | +67,110 shares |
| Moneywise, Inc. | Forest, VA | $3.7M | 87,113 | +14,021 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FDLS?
49 institutional managers reported holding FDLS in Form 13F filings for June 30, 2026, worth $135.9M in total. The largest reported position was held by Inspire Advisors, LLC, at $51.6M.
Did institutions buy or sell FDLS last quarter?
Reported 13F value rose 61.8% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FDLS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.