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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
20,315
shares
|
$801,833
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
20,312
shares
|
$801,714
0.0% of portfolio
|
Q1 2025
Added 43.91%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,781
shares
|
$780,756
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
19,654
shares
|
$775,743
0.52% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
18,967
shares
|
$748,627
0.61% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,966
shares
|
$748,588
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
18,827
shares
|
$743,101
0.0% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
18,631
shares
|
$735,365
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
17,644
shares
|
$696,408
0.13% of portfolio
|
Q4 2022
Added 3.01%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
16,892
shares
|
$666,727
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
13,897
shares
|
$548,514
0.16% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
13,570
shares
|
$535,607
0.03% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
13,082
shares
|
$516,346
0.0% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
12,973
shares
|
$512,044
0.05% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
11,475
shares
|
$452,918
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,253
shares
|
$444,155
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
10,894
shares
|
$429,986
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
8,999
shares
|
$355,190
0.0% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
8,016
shares
|
$316,391
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,419
shares
|
$292,827
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,075
shares
|
$279,250
0.0% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,522
shares
|
$257,423
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
6,085
shares
|
$240,174
0.05% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
5,890
shares
|
$232,478
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
5,719
shares
|
$225,728
0.19% of portfolio
|
Q1 2025
Reduced 56.7%
|