Public ownership evidence

Inspire 500 ETF (PTL) Ownership Disclosures

Read PTL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Inspire 500 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
2
Value (USD)
$524
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PTL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PTL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-292$524None
Cornerstone Financial Management LLC2026-03-312026-08-293$649None
Cornerstone Financial Management LLC2025-12-312026-08-293$643None
CARLSON FINANCIAL, INC.2026-06-302026-08-255,244$1,501,656None
CARLSON FINANCIAL, INC.2026-03-312026-08-255,184$1,298,852None
CARLSON FINANCIAL, INC.2025-12-312026-08-254,754$1,179,928None
Kingsview Wealth Management, LLC2026-06-302026-08-20753$215,426None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1845,067$12,904,935None
Equitable Holdings, Inc.2026-06-302026-08-1813,075$3,740,660None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1810,240$2,930,000None
Schwallier Wealth Management LLC2026-06-302026-08-153,866$1,106,036None
Ameritas Advisory Services, LLC2026-06-302026-08-15173$49,509None
Qube Research & Technologies Ltd2026-06-302026-08-1587$24,890None
IFG Advisory, LLC2026-06-302026-08-155,929$1,696,228None
OSAIC HOLDINGS, INC.2026-06-302026-08-15170$48,635None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,559$1,305,083None
Betterment LLC2026-06-302026-08-151,228$351,000None
JANE STREET GROUP, LLC2026-06-302026-08-155,271$1,507,980None
HRT FINANCIAL LP2026-06-302026-08-158,527$2,439,000None
GTS SECURITIES LLC2026-06-302026-08-1528,254$8,083,187None
BROWN ADVISORY INC2026-06-302026-08-153,545$1,014,189None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1529,088$8,162,632None
Pinnacle Financial Partners, Inc.2026-06-302026-08-153,643$1,042,226None
CITADEL ADVISORS LLC2026-06-302026-08-1515,262$4,366,306None
World Investment Advisors2026-06-302026-08-153,378$846,376None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1522,998$6,579,498None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,367$1,821,651None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,413$404,245None
Sanctuary Advisors, LLC2026-06-302026-08-142,203$630,256None
Delta Investment Management, LLC2026-06-302026-08-143,736$1,068,918None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14169$48,349None
Inspire Advisors, LLC2026-06-302026-08-14328,811$93,954,500None
Hilltop Holdings Inc.2026-06-302026-08-14766$219,145None
VANGUARD ADVISERS INC2026-06-302026-08-1443$12,302None
MORGAN STANLEY2026-06-302026-08-14165$47,205None
MORGAN STANLEY2026-06-302026-08-14102$29,181None
FMR LLC2026-06-302026-08-1420$5,839None
Cornerstone Financial Management LLC2026-06-302026-08-132$524None
Integrated Wealth Concepts LLC2026-06-302026-08-1314$4,005None
Inspire Investing, LLC2026-06-302026-08-1342,022$12,022,066None
Cetera Investment Advisers2026-06-302026-08-139,452$2,704,048None
Focus Partners Wealth2026-06-302026-08-1322,133$6,332,211None
NewEdge Advisors, LLC2026-06-302026-08-13320$91,548None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-135,928$1,695,866None
Independent Advisor Alliance2026-06-302026-08-132,410$689,477None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13337$96,412None
STIFEL FINANCIAL CORP2026-06-302026-08-1352,732$15,086,092None
JPMORGAN CHASE & CO2026-06-302026-08-13554$156,987None
Gambit Capital Management, LLC2026-06-302026-08-124,112$1,176,402None
OneAscent Wealth Management LLC2026-06-302026-08-122,728$780,451None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Kingsview Wealth Management, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗CENTAURUS FINANCIAL, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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