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 |
|---|---|---|---|---|---|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
19,811
shares
|
$840,580
0.62% of portfolio
|
Q3 2025
Added 15.6%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,781
shares
|
$839,307
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,966
shares
|
$804,727
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
17,644
shares
|
$748,634
0.13% of portfolio
|
Q4 2022
Added 3.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,995
shares
|
$678,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
14,051
shares
|
$596,183
0.05% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,896
shares
|
$589,607
0.14% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,578
shares
|
$576,114
0.0% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
13,224
shares
|
$561,094
0.03% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
11,475
shares
|
$486,884
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
10,614
shares
|
$450,352
0.04% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
8,457
shares
|
$358,830
0.08% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,577
shares
|
$321,492
0.0% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,419
shares
|
$314,788
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,784
shares
|
$287,845
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
6,712
shares
|
$284,790
0.01% of portfolio
|
Q3 2025
Reduced 57.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
6,612
shares
|
$280,547
0.01% of portfolio
|
Q3 2025
Reduced 45.61%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,522
shares
|
$276,728
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,988
shares
|
$254,070
0.07% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
5,719
shares
|
$242,657
0.19% of portfolio
|
Q1 2025
Reduced 56.7%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
5,427
shares
|
$230,267
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,403
shares
|
$229,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
5,225
shares
|
$221,696
0.03% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,178
shares
|
$177,272
0.0% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,483
shares
|
$105,353
0.01% of portfolio
|
Q2 2025
New holding
|