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Disclosery

BLES NORTHERN LTS FD TR IV

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INSPIRE GBL HOPE (fund)

66 managers (68 13F filers) reported a position in BLES shares at 2025-03-31, 2,330,135 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
66
13F filers
68
New
12
Added
25
Reduced
16
Sold out
5
Shares held by filers
2,330,135

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CREATIVE FINANCIAL DESIGNS INC /ADV349,787$13.2M1.05%+6,31113F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding165,530$6.25M+23,156Timeline
Legacy Wealth Asset Management, LLC162,369$6.13M1.69%+5,29413F-HRTimeline
CWM, LLCin group CWM, LLC146,392$5.52M0.02%+4,38413F-HRTimelineGroup
LPL Financial LLC141,879$5.35M<0.01%+4,76313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …119,645$4.53M0.3%-2,96713F-HRTimelineGroup
UBS Group AGin group UBS Group AG106,022$4M<0.01%-4,49213F-HRTimelineGroup
Frontier Asset Management, LLC90,193$3.4M0.99%+16,99713F-HRTimeline
Atria Investments, Inc86,288$3.26M0.04%-2,16713F-HRTimeline
Sowell Financial Services LLC78,204$2.95M0.13%+47,84913F-HRTimeline
AlphaStar Capital Management, LLC77,727$2.93M0.3%-5,39713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding67,248$2.54M+25,191Timeline
Financial Advocates Investment Manageme…53,968$2.04M0.14%+33213F-HRTimeline
World Investment Advisors52,171$1.97M0.05%+2,10313F-HRTimeline
Range Financial Group LLC45,501$1.72M0.76%+3,27013F-HRTimeline
Keel Point, LLC40,403$1.52M0.12%-1,69513F-HRTimeline
Turning Point Benefit Group, Inc.48,018$1.19M1.11%new13F-HRTimeline
Strategic Blueprint, LLC29,080$1.1M0.06%-8,24513F-HRTimeline
Cambridge Investment Research Advisors,…25,514$963K<0.01%-2,09613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,344$881K<0.01%-1,18013F-HRTimelineGroup
Strategic Equity Management22,217$838K0.35%new13F-HRTimeline
Cetera Investment Advisers21,128$797K<0.01%+2,17913F-HRTimeline
Belpointe Asset Management LLC20,418$770K0.04%-35,82313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,315$766K<0.01%new13F-HR/ATimelineGroup
Christian Investment Advisors, Inc.19,654$752K0.52%+84413F-HRTimeline
Ridgeline Wealth, LLC18,967$716K0.61%+3613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,966$716K<0.01%+3613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,827$711K<0.01%+8,55713F-HRTimelineGroup
MONEYWISE, INC.18,631$703K0.37%new13F-HRTimeline
AMARILLO NATIONAL BANK17,644$666K0.13%013F-HRTimeline
Focus Financial Network, Inc.16,892$639K0.03%new13F-HRTimeline
Harvest Investment Services, LLC13,897$524K0.15%-3413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,570$512K0.03%-2,08113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,082$494K<0.01%-28113F-HRTimeline
VICUS CAPITAL12,973$489K0.05%+51213F-HRTimeline
Sterling Investment Advisors, Ltd.11,475$433K0.1%new13F-HRTimeline
GTS SECURITIES LLC11,253$425K0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,894$411K0.04%+413F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,999$340K<0.01%+18813F-HR/ATimelineGroup
Whitaker-Myers Wealth Managers, LTD.8,016$302K0.08%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,598$287K0.01%+36013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,075$267K<0.01%013F-HRTimeline
HOWE & RUSLING INC6,522$246K0.02%013F-HRTimeline
LaSalle St. Investment Advisors, LLC6,085$229K0.05%+15313F-HRTimeline
Swisher Financial Concepts, Inc.5,890$222K0.18%013F-HRTimeline
SageOak Financial, LLC5,719$216K0.19%-7,49013F-HRTimeline
HHM Wealth Advisors, LLC5,225$197K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,336$160K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.3,254$123K<0.01%+1,76513F-HRTimeline
Arax Advisory Partners1,950$73.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,861$70.2K<0.01%-19813F-HRTimeline
N.E.W. Advisory Services LLC1,608$60.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,282$48.4K<0.01%-313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,079$40.7K<0.01%+35913F-HRTimelineGroup
NewEdge Advisors, LLC1,000$37.7K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT897$33.8K<0.01%013F-HRTimeline
Continuum Advisory, LLC753$28.4K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC499$18.8K<0.01%+4313F-HRTimeline
PRIVATE TRUST CO NA400$15.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.313$11K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC233$8.79K<0.01%013F-HRTimeline
IFP Advisors, Inc113$4.26K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…75$2.82K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC25$948<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18$707<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.