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 63 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $85 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
18,930
shares
|
$739,595
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Feb 05, 2025 Q4 2024 |
18,810
shares
|
$734,906
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
17,824
shares
|
$696,383
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
17,644
shares
|
$689,351
0.12% of portfolio
|
Q4 2022
Added 3.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
15,797
shares
|
$617,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15,651
shares
|
$611,484
0.03% of portfolio
|
Q4 2024
Reduced 27.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,114
shares
|
$551,433
0.0% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
13,931
shares
|
$544,284
0.13% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,363
shares
|
$522,092
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
13,209
shares
|
$516,075
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
12,461
shares
|
$486,851
0.04% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
10,890
shares
|
$425,472
0.04% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,163
shares
|
$397,068
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,811
shares
|
$344,245
0.0% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,419
shares
|
$289,860
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,075
shares
|
$276,420
0.0% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
6,522
shares
|
$254,814
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
5,932
shares
|
$231,763
0.07% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
5,890
shares
|
$230,122
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
5,225
shares
|
$204,140
0.03% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,336
shares
|
$169,407
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
4,191
shares
|
$163,742
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,059
shares
|
$80,445
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,489
shares
|
$58,175
0.0% of portfolio
|
Q2 2024
Added 5.23%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,285
shares
|
$50,204
0.0% of portfolio
|
Q4 2024
New holding
|