§ EQUITY
USDFDLS
INSPIRE FIDELIS MULTI FACTOR
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
38 increased/new, 10 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Inspire Advisors, LLC | 767K | 2.3% | +6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 271K | 0.6% | +58% |
| Strategic Equity Management | 136K | 1.9% | +26% |
| LPL Financial LLC | 129K | 0.0% | +145% |
| PAX Financial Group, LLC | 102K | 0.6% | −0% |
| AE Wealth Management LLC | 93K | 0.0% | +61% |
◇ AC INTELLIGENCE
Top institutional owners for FDLS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.7% · 33 holders
DEALER / BANK3.3% · 3 holders
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FDLS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FDLS yet.