Who Owns INSPIRE 500 (PTL)? -- Institutional Holders (2026-06-30)

129 institutions reported holding $652.3M of INSPIRE 500 (PTL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Inspire Advisors, LLC ($94.0M), OneAscent Financial Services LLC ($83.7M), LPL Financial LLC ($51.5M), Plan A Wealth LLC ($45.5M), CREATIVE FINANCIAL DESIGNS INC /ADV ($33.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Inspire Advisors, LLC	$94.0M	328,811	Added
2	OneAscent Financial Services LLC	$83.7M	292,463	Added
3	LPL Financial LLC	$51.5M	179,978	Added
4	Plan A Wealth LLC	$45.5M	159,100	Added
5	CREATIVE FINANCIAL DESIGNS INC /ADV	$33.6M	117,590	Trimmed
6	Christian Investment Advisors, Inc.	$26.4M	92,153	Trimmed
7	Strategic Equity Management	$23.0M	80,533	Added
8	SILVER OAK SECURITIES, INCORPORATED	$18.5M	64,685	Added
9	STIFEL FINANCIAL CORP	$15.1M	52,732	Added
10	Geneos Wealth Management Inc.	$14.1M	49,316	Added
11	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$12.9M	45,067	Added
12	MONEYWISE, INC.	$12.8M	44,863	Added
13	Inspire Investing, LLC	$12.0M	42,022	Added
14	Belpointe Asset Management LLC	$11.8M	41,088	Added
15	Investment Research Partners LLC	$8.6M	30,037	Added
16	Legacy Wealth Asset Management, LLC	$8.2M	28,803	Added
17	JONES FINANCIAL COMPANIES LLLP	$8.2M	29,088	Added
18	GTS SECURITIES LLC	$8.1M	28,254	Added
19	Orgel Wealth Management, LLC	$7.9M	27,785	New
20	EverSource Wealth Advisors, LLC	$7.6M	26,542	Added
21	Focus Partners Advisor Solutions, LLC	$7.2M	25,052	Added
22	FAMILY WEALTH PARTNERS, LLC	$7.1M	24,931	Added
23	PAX Financial Group, LLC	$6.9M	24,286	Added
24	GOLDMAN SACHS GROUP INC	$6.6M	22,998	Added
25	Focus Partners Wealth	$6.3M	22,133	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30