LPL Financial
FDLS icon

LPL Financial’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

LPL Financial’s Portfolio FDLS Stock Details FDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.73M Buy
182,936
+54,401
+42% +$2.2M ﹤0.01% 2386
2026
Q1 		$4.75M Buy
128,535
+76,078
+145% +$2.88M ﹤0.01% 2662
2025
Q4 		$1.87M Buy
52,457
+17,524
+50% +$616K ﹤0.01% 3481
2025
Q3 		$1.22M Buy
34,933
+21,748
+165% +$722K ﹤0.01% 3807
2025
Q2 		$419K Buy
13,185
+5,358
+68% +$156K ﹤0.01% 4523
2025
Q1 		$220K Buy
+7,827
New +$235K ﹤0.01% 4795

Other funds holding FDLS

Inspire Advisors
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Strategic Equity Management
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAX Financial Group
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $105M AUM 14.6% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

LPL Financial's FDLS Position: Q2 2026 in Review

LPL Financial increased its Inspire Fidelis Multi Factor ETF (FDLS) stake by 42% in Q2 2026, buying an estimated $2.2M and bringing the position to 182,936 shares worth $7.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

LPL Financial first reported a position in FDLS in Q1 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold FDLS as of Q2 2026.

  • LPL Financial held 182,936 shares of Inspire Fidelis Multi Factor ETF worth $7.73M as of Q2 2026.
  • LPL Financial bought 54,401 Inspire Fidelis Multi Factor ETF shares in Q2 2026, an estimated $2.2M.
  • Inspire Fidelis Multi Factor ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2386 holding.
  • LPL Financial first reported a position in Inspire Fidelis Multi Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.