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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,178
shares
|
$171,799
0.0% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,483
shares
|
$102,100
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,384
shares
|
$98,030
0.0% of portfolio
|
Q2 2025
Added 85.96%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,952
shares
|
$80,266
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,861
shares
|
$76,524
0.0% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,608
shares
|
$66,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,489
shares
|
$61,227
0.0% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
897
shares
|
$36,884
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
750
shares
|
$30,839
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
490
shares
|
$20,148
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
400
shares
|
$16,448
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
233
shares
|
$9,580
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
119
shares
|
$4,893
0.0% of portfolio
|
Q2 2025
Added 561.11%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
113
shares
|
$4,646
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
75
shares
|
$3,084
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
30
shares
|
$1,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q2 2025
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|