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 70 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $93.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
349,787
shares
|
$13.8 Million
1.09% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
165,530
shares
|
$6.53 Million
0.82% of portfolio
|
Q1 2025
Added 16.26%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
162,369
shares
|
$6.41 Million
1.91% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
146,392
shares
|
$5.78 Million
0.02% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
141,879
shares
|
$5.6 Million
0.0% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
119,645
shares
|
$4.72 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
106,022
shares
|
$4.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
90,193
shares
|
$3.56 Million
1.29% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
86,288
shares
|
$3.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
78,204
shares
|
$3.09 Million
0.14% of portfolio
|
Q1 2025
Added 157.63%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
77,727
shares
|
$3.07 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
53,968
shares
|
$2.13 Million
0.15% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
52,171
shares
|
$2.06 Million
0.05% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
48,018
shares
|
$1.9 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
46,936
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Added 67.97%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
45,501
shares
|
$1.8 Million
0.83% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
40,403
shares
|
$1.59 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
39,224
shares
|
$1.55 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
29,080
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 22.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
25,514
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
23,344
shares
|
$921,387
0.0% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
22,217
shares
|
$876,904
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
21,128
shares
|
$833,922
0.0% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,939
shares
|
$826,462
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
20,418
shares
|
$805,898
0.05% of portfolio
|
Q1 2025
Reduced 63.7%
|