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 68 institutions that hold shares in the stock, with a total of 1.86 Million shares, which have been reported (via 13F filing form) to have a value of $76.3 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 Million
0.0% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
145,954
shares
|
$6 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
128,514
shares
|
$5.28 Million
0.38% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
122,953
shares
|
$5.06 Million
0.59% of portfolio
|
Q2 2025
Reduced 25.72%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
121,204
shares
|
$4.98 Million
0.0% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
96,631
shares
|
$3.97 Million
0.05% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
90,820
shares
|
$3.73 Million
0.16% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
77,473
shares
|
$3.19 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
76,936
shares
|
$3.16 Million
1.18% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
60,479
shares
|
$2.49 Million
0.11% of portfolio
|
Q2 2025
Added 437.45%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
54,891
shares
|
$2.26 Million
0.19% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
52,438
shares
|
$2.16 Million
0.05% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
47,670
shares
|
$1.96 Million
0.83% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
45,852
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
38,878
shares
|
$1.6 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
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 62.44%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
32,916
shares
|
$1.35 Million
0.15% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
26,045
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 92.55%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
24,367
shares
|
$1 Million
0.41% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
22,898
shares
|
$941,565
0.0% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
22,672
shares
|
$932,272
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
21,936
shares
|
$902,008
0.0% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,939
shares
|
$861,011
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,705
shares
|
$851,389
0.0% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
20,367
shares
|
$837,491
0.42% of portfolio
|
Q2 2025
Added 9.32%
|