Who owns PTL?
Inspire 500 ETF · Inspire
122 institutions reported holding PTL, worth $655.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PTL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Inspire Advisors, LLC | Meridian, ID | $94.0M | 328,811 | +61,926 shares |
| OneAscent Financial Services LLC | Birmingham, AL | $83.7M | 292,463 | +7,389 shares |
| LPL Financial LLC | Fort Mill, SC | $51.5M | 179,978 | +47,849 shares |
| Plan A Wealth LLC | Lincoln, NE | $45.5M | 159,100 | +7,126 shares |
| Creative Financial Designs Inc. | Kokomo, IN | $33.6M | 117,590 | −29,024 shares |
| Christian Investment Advisors, Inc. | New Braunfels, TX | $26.4M | 92,153 | −793 shares |
| Strategic Equity Management | Tucson, AZ | $23.0M | 80,533 | +29,659 shares |
| Silver Oak Securities, Incorporated | Jackson, TN | $18.5M | 64,685 | +2,074 shares |
| Stifel Financial Corp. | St. Louis, MO | $15.1M | 52,732 | +1,370 shares |
| Geneos Wealth Management Inc. | Englewood, CO | $14.1M | 49,316 | +4,424 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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 PTL?
122 institutional managers reported holding PTL in Form 13F filings for June 30, 2026, worth $655.6M in total. The largest reported position was held by Inspire Advisors, LLC, at $94.0M.
Did institutions buy or sell PTL last quarter?
Reported 13F value rose 30.2% from March 31, 2026, which includes price moves as well as buying and selling. 29 firms reported a new position and 9 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 PTL 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.