Institutional Ownership Northern Lts Fd Tr Iv Inspire (BLES)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (BLES). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 1.76 Million shares, which have been reported (via 13F filing form) to have a value of $74.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
145,981
shares
|
$6.19 Million
0.0% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
143,021
shares
|
$6.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
122,953
shares
|
$5.22 Million
0.59% of portfolio
|
Q2 2025
Reduced 25.72%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
121,204
shares
|
$5.14 Million
0.0% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
110,724
shares
|
$4.7 Million
0.82% of portfolio
|
Q3 2025
Reduced 13.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
96,631
shares
|
$4.1 Million
0.05% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
91,789
shares
|
$3.89 Million
0.16% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
77,473
shares
|
$3.29 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
76,936
shares
|
$3.26 Million
1.18% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
60,479
shares
|
$2.57 Million
0.11% of portfolio
|
Q2 2025
Added 437.45%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
54,891
shares
|
$2.33 Million
0.19% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
45,852
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
45,599
shares
|
$1.93 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
38,878
shares
|
$1.65 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
33,000
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 62.44%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
32,002
shares
|
$1.36 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
26,045
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 92.55%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
24,367
shares
|
$1.03 Million
0.41% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
22,898
shares
|
$971,562
0.0% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
22,672
shares
|
$961,972
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
21,438
shares
|
$909,614
0.0% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,939
shares
|
$888,441
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,705
shares
|
$878,513
0.0% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
20,367
shares
|
$864,171
0.42% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
20,226
shares
|
$858,189
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|