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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,781
shares
|
$842,077
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,387
shares
|
$825,304
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
19,377
shares
|
$824,878
0.0% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
19,072
shares
|
$811,895
0.0% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
17,644
shares
|
$751,105
0.13% of portfolio
|
Q4 2022
Added 3.01%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
14,197
shares
|
$604,366
0.13% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
14,111
shares
|
$600,705
0.05% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,578
shares
|
$578,015
0.0% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,953
shares
|
$508,839
0.02% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
11,475
shares
|
$488,490
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
10,614
shares
|
$451,837
0.04% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
8,931
shares
|
$380,192
0.0% of portfolio
|
Q3 2025
Reduced 44.16%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
8,457
shares
|
$360,014
0.08% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,298
shares
|
$353,245
0.0% of portfolio
|
Q3 2025
Reduced 74.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,682
shares
|
$327,022
0.0% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,419
shares
|
$315,826
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,784
shares
|
$288,794
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
6,712
shares
|
$285,729
0.01% of portfolio
|
Q3 2025
Reduced 57.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
6,612
shares
|
$281,472
0.01% of portfolio
|
Q3 2025
Reduced 45.61%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
6,522
shares
|
$277,641
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
5,884
shares
|
$250,481
0.04% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
5,810
shares
|
$247,331
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
5,719
shares
|
$243,457
0.18% of portfolio
|
Q1 2025
Reduced 56.7%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,403
shares
|
$230,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|