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 1.74 Million shares, which have been reported (via 13F filing form) to have a value of $74 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
161,338
shares
|
$6.87 Million
0.0% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
143,021
shares
|
$6.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
121,401
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
117,279
shares
|
$4.99 Million
0.54% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
108,418
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
98,518
shares
|
$4.19 Million
0.05% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
91,789
shares
|
$3.91 Million
0.16% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
78,356
shares
|
$3.34 Million
0.28% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
66,085
shares
|
$2.81 Million
0.97% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
52,676
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
45,599
shares
|
$1.94 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
44,124
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2025
Reduced 27.04%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
34,390
shares
|
$1.46 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
32,002
shares
|
$1.36 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
31,040
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
26,882
shares
|
$1.14 Million
0.48% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
26,760
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 18.03%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
25,563
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
22,931
shares
|
$976,172
0.0% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
22,555
shares
|
$960,166
0.47% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,939
shares
|
$891,373
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
20,304
shares
|
$864,341
0.0% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
20,119
shares
|
$856,465
0.15% of portfolio
|
Q3 2025
Reduced 81.83%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
19,811
shares
|
$843,354
0.62% of portfolio
|
Q3 2025
Added 15.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
19,810
shares
|
$843,311
0.0% of portfolio
|
Q3 2025
Added 4.45%
|
|