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Disclosery

BLES NORTHERN LTS FD TR IV

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INSPIRE GBL HOPE (fund)

62 managers (65 13F filers) reported a position in BLES shares at 2025-06-30, 1,810,364 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
62
13F filers
65
New
6
Added
18
Reduced
28
Sold out
9
Shares held by filers
1,810,364

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC145,981$5.93M<0.01%+4,10213F-HRTimeline
CWM, LLCin group CWM, LLC145,954$5.93M0.02%-43813F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …128,514$5.26M0.38%+8,86913F-HRTimelineGroup
Inspire Investing, LLCgroup of 2 filers holding122,953$5M-42,577Timeline
UBS Group AGin group UBS Group AG121,204$4.93M<0.01%+15,18213F-HRTimelineGroup
Atria Investments, Inc96,631$3.93M0.05%+10,34313F-HRTimeline
Sowell Financial Services LLC90,820$3.69M0.15%+12,61613F-HRTimeline
AlphaStar Capital Management, LLC77,473$3.15M0.22%-25413F-HRTimeline
Frontier Asset Management, LLC76,936$3.13M0.85%-13,25713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding66,078$2.69M-1,170Timeline
GTS SECURITIES LLC60,479$2.46M0.11%+49,22613F-HRTimeline
Financial Advocates Investment Manageme…54,891$2.23M0.18%+92313F-HRTimeline
World Investment Advisors52,438$2.13M0.05%+26713F-HRTimeline
Range Financial Group LLC47,670$1.94M0.76%+2,16913F-HRTimeline
Keel Point, LLC38,878$1.58M0.1%-1,52513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,000$1.34M<0.01%+12,68513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV26,045$1.06M0.08%-323,74213F-HRTimeline
Strategic Equity Management24,367$990K0.36%+2,15013F-HRTimeline
Cambridge Investment Research Advisors,…22,898$931K<0.01%-2,61613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,672$921K<0.01%-67213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,438$875K<0.01%+2,61113F-HR/ATimelineGroup
Cetera Investment Advisers20,705$841K<0.01%-42313F-HRTimeline
MONEYWISE, INC.20,367$828K0.39%+1,73613F-HRTimeline
AMARILLO NATIONAL BANK17,644$717K0.13%013F-HRTimeline
Ridgeline Wealth, LLC17,138$696K0.57%-1,82913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,137$696K<0.01%-1,82913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,995$650K<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC15,649$636K0.03%-13,43113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,186$577K<0.01%+1,10413F-HRTimeline
VICUS CAPITAL14,051$571K0.05%+1,07813F-HRTimeline
Harvest Investment Services, LLC13,896$565K0.13%-113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,224$537K0.02%-34613F-HRTimelineGroup
Focus Financial Network, Inc.12,157$499K0.02%-4,73513F-HRTimeline
Sterling Investment Advisors, Ltd.11,475$466K0.1%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,568$429K0.04%-32613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.7,709$313K0.08%-30713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,577$308K<0.01%-1,42213F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,424$302K0.01%-17413F-HRTimeline
Legacy Wealth Asset Management, LLC6,777$275K0.07%-155,59213F-HRTimeline
HOWE & RUSLING INC6,522$265K0.02%013F-HRTimeline
LaSalle St. Investment Advisors, LLC5,988$243K0.07%-9713F-HRTimeline
SageOak Financial, LLC5,719$232K0.19%013F-HRTimeline
Well Done, LLC5,427$221K0.04%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,403$220K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC5,225$212K0.03%013F-HRTimeline
Grandview Asset Management LLC5,175$210K0.07%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,178$170K<0.01%-15813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding2,558$104K+2,483Timeline
AE Wealth Management LLC2,384$96.9K<0.01%+1,10213F-HRTimeline
Arax Advisory Partners1,952$79.3K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.1,861$75.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,489$60.5K<0.01%-1,76513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT897$36.5K<0.01%013F-HRTimeline
NewEdge Advisors, LLC750$30.5K<0.01%-25013F-HRTimeline
PRIVATE TRUST CO NA400$16.3K<0.01%013F-HRTimeline
Winch Advisory Services, LLC233$9.48K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY119$4.86K<0.01%+10113F-HRTimelineGroup
IFP Advisors, Inc113$4.59K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC25$1.02K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC30$1K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$23<0.01%-1,07813F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.