Skip to content
Disclosery

BLES NORTHERN LTS FD TR IV

Follow

INSPIRE GBL HOPE (fund)

74 managers (77 13F filers) reported a position in BLES shares at 2026-06-30, 1,661,743 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
74
13F filers
77
New
9
Added
29
Reduced
25
Sold out
7
Shares held by filers
1,661,743

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC251,044$12M<0.01%+83,43613F-HRTimeline
UBS Group AGin group UBS Group AG121,773$5.81M<0.01%-21813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC116,923$5.58M0.01%+2,15113F-HRTimelineGroup
Sowell Financial Services LLC116,092$5.54M0.18%+12,83213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV104,035$4.96M0.24%+66,67213F-HRTimeline
AlphaStar Capital Management, LLC94,102$4.49M0.29%+5,46813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding84,438$4.03M-4,276Timeline
Inspire Investing, LLCgroup of 2 filers holding74,232$3.54M-4,426Timeline
Frontier Asset Management, LLC56,335$2.69M0.48%+6613F-HRTimeline
CARLSON FINANCIAL, INC.51,333$2.45M1.25%-8113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,198$2.11M<0.01%new13F-HRTimelineGroup
Range Financial Group LLC37,034$1.77M0.48%-3,76213F-HRTimeline
Keel Point, LLC32,402$1.55M0.09%-8313F-HRTimeline
Cetera Investment Advisers29,934$1.43M<0.01%+1,62213F-HRTimeline
Strategic Equity Management28,077$1.34M0.45%+6913F-HRTimeline
MONEYWISE, INC.23,673$1.13M0.42%+45513F-HRTimeline
Revisor Wealth Management LLC21,862$1.05M0.25%+8,09113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …20,807$992K0.05%-109,04413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,752$986K<0.01%+42013F-HRTimelineGroup
Ridgeline Wealth, LLC20,094$958K0.56%+48113F-HRTimeline
Cambridge Investment Research Advisors,…19,350$923K<0.01%+22213F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,970$905K<0.01%+12413F-HRTimelineGroup
AMARILLO NATIONAL BANK17,644$841K0.13%013F-HRTimeline
Turning Point Benefit Group, Inc.15,932$759K0.33%+8,37613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,270$681K<0.01%-4613F-HRTimeline
Tulsa Wealth Advisors, INC14,090$672K0.09%+1,64913F-HRTimeline
VICUS CAPITAL13,819$659K0.04%+61513F-HRTimeline
Sterling Investment Advisors, Ltd.10,925$521K0.09%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,887$519K0.01%+79613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,656$460K<0.01%+83713F-HRTimelineGroup
Harvest Investment Services, LLC9,253$441K0.07%-52613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,160$389K<0.01%-1,49213F-HRTimelineGroup
RFG Advisory, LLC7,701$367K0.01%-2,79713F-HRTimeline
GTS SECURITIES LLC7,582$362K0.01%+67913F-HRTimeline
LaSalle St. Investment Advisors, LLC7,485$357K0.04%-5813F-HRTimeline
Belpointe Asset Management LLC7,204$344K0.01%+2513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,670$318K0.01%-87713F-HRTimelineGroup
Legacy Wealth Asset Management, LLC6,536$312K0.07%+113F-HRTimeline
HOWE & RUSLING INC6,522$311K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,154$293K<0.01%-4,74813F-HRTimelineGroup
Strategic Blueprint, LLC6,007$286K0.01%-32513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,984$285K<0.01%-22313F-HRTimelineGroup
SageOak Financial, LLC5,719$273K0.18%013F-HRTimeline
Focus Financial Network, Inc.5,523$266K0.01%+27013F-HRTimeline
PFG Advisors4,954$236K0.01%new13F-HRTimeline
Well Done, LLC4,796$229K0.03%-20113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,605$220K<0.01%013F-HRTimelineGroup
Independent Advisor Alliance4,220$201K<0.01%-11,44513F-HRTimeline
Swisher Financial Concepts, Inc.3,740$178K0.11%-90013F-HRTimeline
Geneos Wealth Management Inc.3,736$178K<0.01%+26813F-HRTimeline
Community Financial Services Group, LLC3,714$176K0.03%-2313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,686$128K+2,611Timeline
MORGAN STANLEYin group MORGAN STANLEY2,176$104K<0.01%+2,15013F-HRTimelineGroup
AE Wealth Management LLC1,965$93.7K<0.01%-85813F-HRTimeline
Steward Partners Investment Advisory, L…1,871$89.2K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,233$58.8K<0.01%013F-HRTimeline
Arax Advisory Partners1,017$48.5K<0.01%+213F-HRTimeline
NewEdge Advisors, LLC750$35.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC746$35.6K<0.01%+9013F-HRTimeline
Continuum Advisory, LLC658$31.4K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA400$19.1K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…313$14.9K<0.01%+26413F-HRTimeline
HARBOUR INVESTMENTS, INC.307$14.6K<0.01%013F-HRTimeline
Winch Advisory Services, LLC238$11.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc192$9.16K<0.01%-10913F-HRTimeline
Institute for Wealth Management, LLC.162$7.74K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.100$4.76K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC82$3.91K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC76$3.63K<0.01%-213F-HRTimelineGroup
FNY Investment Advisers, LLC30$1K<0.01%013F-HRTimeline
Main Street Group, LTD18$858<0.01%new13F-HRTimeline
Blue Trust, Inc.17$812<0.01%013F-HRTimeline
IFP Advisors, Inc3$143<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$28<0.01%013F-HRTimelineGroup