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 69 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 $74.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
5,225
shares
|
$222,428
0.03% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
5,021
shares
|
$213,743
0.03% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,989
shares
|
$212,381
0.0% of portfolio
|
Q3 2025
Added 19.41%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,449
shares
|
$104,253
0.0% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,658
shares
|
$70,581
0.0% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,402
shares
|
$59,683
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,115
shares
|
$47,465
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
820
shares
|
$34,907
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
801
shares
|
$34,098
0.0% of portfolio
|
Q3 2025
Reduced 56.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
750
shares
|
$31,927
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
606
shares
|
$25,797
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
490
shares
|
$20,859
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
400
shares
|
$17,028
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
236
shares
|
$10,046
0.0% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
195
shares
|
$8,301
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
75
shares
|
$3,192
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
49
shares
|
$2,085
0.0% of portfolio
|
Q3 2025
Reduced 58.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|