§ EQUITY
USDPTL
INSPIRE 500 ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
93 increased/new, 25 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| OneAscent Financial Services LLC | 285K | 3.9% | +178% |
| Inspire Advisors, LLC | 267K | 5.4% | +11% |
| Plan A Wealth LLC | 152K | 18.2% | +7% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 147K | 2.2% | +831% |
| LPL Financial LLC | 132K | 0.0% | +17% |
| Christian Investment Advisors, Inc. | 93K | 15.0% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for PTL 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
OTHER97.7% · 96 holders
DEALER / BANK1.4% · 5 holders
TACTICAL / MACRO0.7% · 1 holder
INCOME / DEFENSIVE0.2% · 1 holder
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 PTL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PTL yet.