NORTHERN LTS FD TR IV - INSPIRE 500 ETF (PTL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / INSPIRE 500 ETF
Symbol
PTL
Price per share
$258.41
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,545,143
Total reported value
$383,667,211
% of total 13F portfolios
0.01%
Share change
+206,006
Value change
+$51,160,834
Number of holders
88
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 88 institutional investors reported holding 1,545,143 shares of NORTHERN LTS FD TR IV - INSPIRE 500 ETF (PTL).

Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE 500 ETF (PTL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,545,143 $383,667,211 +$51,160,834 $248.19 88
2025 Q3 1,338,866 $333,649,839 +$6,711,218 $249.25 82
2025 Q2 1,277,492 $292,873,787 +$49,660,675 $229.30 69
2025 Q1 1,060,993 $218,851,428 +$25,916,013 $205.50 52
2024 Q4 933,935 $199,154,537 +$73,081,977 $213.30 44
2024 Q3 519,837 $110,995,178 -$14,887,504 $213.52 29
2024 Q2 601,734 $119,685,121 +$115,007,810 $198.76 21
2024 Q1 23,473 $4,746,697 +$4,746,697 $202.37 4