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 67 institutions that hold shares in the stock, with a total of 2.27 Million shares, which have been reported (via 13F filing form) to have a value of $85.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
18,967
shares
|
$716,193
0.61% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
18,949
shares
|
$715,514
0.0% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
18,930
shares
|
$714,796
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
17,824
shares
|
$673,034
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
17,644
shares
|
$666,237
0.12% of portfolio
|
Q4 2022
Added 3.01%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
16,892
shares
|
$637,841
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
15,797
shares
|
$596,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15,651
shares
|
$590,981
0.03% of portfolio
|
Q4 2024
Reduced 27.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,114
shares
|
$532,944
0.0% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
13,931
shares
|
$526,034
0.13% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,363
shares
|
$504,586
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
13,209
shares
|
$498,771
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
12,973
shares
|
$489,860
0.05% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
10,890
shares
|
$411,206
0.04% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,163
shares
|
$383,754
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,811
shares
|
$332,703
0.0% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
8,016
shares
|
$302,684
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,419
shares
|
$280,141
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,075
shares
|
$267,152
0.0% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
6,522
shares
|
$246,270
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
5,932
shares
|
$223,992
0.07% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
5,890
shares
|
$222,406
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
5,225
shares
|
$197,296
0.03% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,336
shares
|
$163,727
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
4,191
shares
|
$158,252
0.13% of portfolio
|
Q4 2024
New holding
|