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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
20,226
shares
|
$831,693
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,781
shares
|
$813,394
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,966
shares
|
$779,881
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
17,644
shares
|
$725,521
0.13% of portfolio
|
Q4 2022
Added 3.01%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
17,138
shares
|
$704,714
0.57% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,995
shares
|
$657,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
15,649
shares
|
$643,486
0.03% of portfolio
|
Q2 2025
Reduced 46.19%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
14,186
shares
|
$583,328
0.0% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
14,051
shares
|
$577,777
0.05% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,896
shares
|
$571,403
0.14% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
13,224
shares
|
$543,770
0.03% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
12,157
shares
|
$499,895
0.02% of portfolio
|
Q2 2025
Reduced 28.03%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
11,475
shares
|
$471,851
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,568
shares
|
$434,556
0.04% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
7,709
shares
|
$316,994
0.08% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,577
shares
|
$311,566
0.0% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,419
shares
|
$305,069
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
6,777
shares
|
$278,670
0.08% of portfolio
|
Q2 2025
Reduced 95.83%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,522
shares
|
$268,184
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,988
shares
|
$246,226
0.07% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
5,719
shares
|
$235,165
0.19% of portfolio
|
Q1 2025
Reduced 56.7%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
5,427
shares
|
$223,158
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,403
shares
|
$222,171
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
5,225
shares
|
$214,852
0.03% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
5,175
shares
|
$212,796
0.07% of portfolio
|
Q2 2025
New holding
|