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Inspire 500 ETF

84 hedge funds and large institutions have $334M invested in Inspire 500 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

18% more funds holding

Funds holding: 7184 (+13)

13% more capital invested

Capital invested by funds: $295M → $334M (+$39.6M)

9.98% less ownership

Funds ownership: 77.86%67.88% (-10%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.1%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
18
Increased
41
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$54.1M +$2.9M +12,078 +6%
PAW
2
Plan A Wealth
Nebraska
$33.9M +$6.35M +26,463 +24%
OFS
3
OneAscent Financial Services
Alabama
$29.8M -$38.8M -161,725 -57%
LPL Financial
4
LPL Financial
California
$22.6M +$5.06M +21,079 +30%
CIA
5
Christian Investment Advisors
Texas
$21.7M -$6.76M -28,169 -24%
SEM
6
Strategic Equity Management
Arizona
$13.6M -$426K -1,773 -3%
SOS
7
Silver Oak Securities
Tennessee
$13.6M +$3.28M +13,665 +34%
Stifel Financial
8
Stifel Financial
Missouri
$11.6M +$11.2M +46,518 New
II
9
Inspire Investing
Idaho
$11M +$4.13M +17,190 +64%
BAM
10
Belpointe Asset Management
Nevada
$8.99M +$138K +576 +2%
MI
11
Moneywise Inc
Virginia
$7.99M +$45.4K +189 +0.6%
IRP
12
Investment Research Partners
Pennsylvania
$7.29M +$6.9M +28,742 New
UCFA
13
United Capital Financial Advisors
Texas
$6.76M +$1.19M +4,972 +22%
LWAM
14
Legacy Wealth Asset Management
Minnesota
$6.56M +$123K +513 +2%
PFG
15
PAX Financial Group
Texas
$6.05M -$265K -1,103 -4%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$5.9M +$5.65M +23,520 New
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$5.03M +$297K +1,235 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.4M +$539K +2,244 +15%
NFG
19
Nations Financial Group
Iowa
$3.6M +$3.02M +12,559 +669%
FAM
20
Frontier Asset Management
Wyoming
$3.38M +$548K +2,284 +20%
PFA
21
Pettinga Financial Advisors
Indiana
$3.27M +$1.24M +5,147 +65%
Raymond James Financial
22
Raymond James Financial
Florida
$3.09M -$10.1K -42 -0.3%
SFSG
23
Sound Financial Strategies Group
Mississippi
$2.93M -$220K -918 -7%
GWM
24
Geneos Wealth Management
Colorado
$2.58M +$44.7K +186 +2%
VA
25
Valmark Advisers
Ohio
$2.49M +$126K +526 +6%

PTL Hedge Fund Activity: Q3 2025 in Review

84 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Inspire 500 ETF (PTL) for Q3 2025, worth a combined $334M — up 13% from $295M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PTL positions and 5 closed out — a net gain of 13 holders — while 41 added to existing stakes and 18 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $11.2M. The largest seller was OneAscent Financial Services, cutting an estimated $38.8M.

  • 84 institutional investors held Inspire 500 ETF (PTL) as of Q3 2025, up from 71 in Q2 2025.
  • Funds reported $334M of Inspire 500 ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 18 funds opened new Inspire 500 ETF positions in Q3 2025 and 5 closed out, a net change of +13 holders.
  • The largest Inspire 500 ETF buyer in Q3 2025 was Stifel Financial, an estimated $11.2M added.
  • The largest Inspire 500 ETF seller in Q3 2025 was OneAscent Financial Services, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2025.