Who Owns INSPIRE FIDELIS MULTI FACTOR ETF (FDLS)? -- Institutional Holders (2026-03-31)
41 institutions reported holding $84.0M of INSPIRE FIDELIS MULTI FACTOR ETF (FDLS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Inspire Advisors, LLC ($28.3M), CREATIVE FINANCIAL DESIGNS INC /ADV ($10.0M), Strategic Equity Management ($5.0M), LPL Financial LLC ($4.7M), PAX Financial Group, LLC ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Inspire Advisors, LLC | $28.3M | 766,677 | Added |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $10.0M | 271,476 | Added |
| 3 | Strategic Equity Management | $5.0M | 136,333 | Added |
| 4 | LPL Financial LLC | $4.7M | 128,535 | Added |
| 5 | PAX Financial Group, LLC | $3.8M | 102,134 | Trimmed |
| 6 | AE Wealth Management LLC | $3.4M | 92,906 | Added |
| 7 | Inspire Investing, LLC | $3.3M | 88,530 | Trimmed |
| 8 | Belpointe Asset Management LLC | $2.9M | 78,041 | Added |
| 9 | MONEYWISE, INC. | $2.7M | 73,092 | Added |
| 10 | Frontier Asset Management, LLC | $2.4M | 65,404 | Added |
| 11 | OneAscent Financial Services LLC | $2.4M | 65,207 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 62,228 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $2.0M | 53,059 | Added |
| 14 | GTS SECURITIES LLC | $1.7M | 45,958 | Added |
| 15 | Valmark Advisers, Inc. | $1.3M | 35,830 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.3M | 35,573 | Added |
| 17 | GOLDMAN SACHS GROUP INC | $1.0M | 28,297 | Added |
| 18 | Envestnet Portfolio Solutions, Inc. | $838,649 | 22,703 | New |
| 19 | Revisor Wealth Management LLC | $453,355 | 12,242 | Trimmed |
| 20 | Cetera Investment Advisers | $404,678 | 10,955 | Added |
| 21 | Sanctuary Advisors, LLC | $358,912 | 9,716 | Trimmed |
| 22 | Geneos Wealth Management Inc. | $354,624 | 9,600 | Hold |
| 23 | Optivise Advisory Services LLC | $325,368 | 8,808 | Trimmed |
| 24 | Strategic Blueprint, LLC | $324,904 | 8,795 | Added |
| 25 | JANE STREET GROUP, LLC | $322,486 | 8,730 | New |
Source: SEC Form 13F filings · as of 2026-03-31