Inspire 500 ETF (PTL)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders101of 5,944

Avg: 68

Uncrowded87th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.55x

73th percentile

78 buying22 selling

+18

New

-4

Closed

+485K

Net shares

Ownership Concentration

Top 5: 49.4%Top 10: 64.6%

OneAscent Financial Services14.3%

Inspire Advisors,13.4%

Plan A Wealth7.6%

CREATIVE FINANCIAL DESIGNS INC /ADV7.4%

LPL Financial6.6%

Others (96)50.6%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2024-03

$14,543

PTL · +45%

$14,662

S&P 500 · +47%

−$119

behind the index

Total return (5Y)

+45%

S&P 500

+47%

vs. market

-1%

underperformed

Annualized

18.1%

mkt 18.5%

Volatility

13%

annualized

Beta

0.87

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

PTLS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

PTL (solid)S&P 500 (outline)Green = positive year, red = negative. Number = PTL's return.

Beat the market

2 / 3 yrs

67% win rate

Best year

+18%

2025

Worst year

+6%

2024

Worst drawdown

-3%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -3%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.