Skip to content
Disclosery

BLES NORTHERN LTS FD TR IV

Follow

INSPIRE GBL HOPE (fund)

62 managers (64 13F filers) reported a position in BLES shares at 2025-09-30, 1,691,810 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
62
13F filers
64
New
8
Added
22
Reduced
24
Sold out
7
Shares held by filers
1,691,810

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC161,338$6.85M<0.01%+15,35713F-HRTimeline
CWM, LLCin group CWM, LLC143,021$6.07M0.02%-2,93313F-HRTimelineGroup
UBS Group AGin group UBS Group AG121,401$5.15M<0.01%+19713F-HRTimelineGroup
Inspire Investing, LLCgroup of 2 filers holding117,279$4.98M-5,674Timeline
ASSETMARK, INCin group ASSETMARK, INC108,418$4.6M0.01%new13F-HRTimelineGroup
Atria Investments, Inc98,518$4.18M0.05%+1,88713F-HRTimeline
Sowell Financial Services LLC91,789$3.9M0.15%+96913F-HRTimeline
AlphaStar Capital Management, LLC78,356$3.33M0.29%+88313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding71,748$3.05M+5,670Timeline
Frontier Asset Management, LLC66,085$2.81M0.7%-10,85113F-HRTimeline
Range Financial Group LLC45,599$1.94M0.7%-2,07113F-HRTimeline
GTS SECURITIES LLC44,124$1.87M0.07%-16,35513F-HRTimeline
Keel Point, LLC34,390$1.46M0.09%-4,48813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV31,040$1.32M0.08%new13F-HRTimeline
Strategic Equity Management26,882$1.14M0.42%+2,51513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,760$1.14M<0.01%+4,08813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV25,563$1.09M0.07%-48213F-HRTimeline
Cetera Investment Advisers22,931$974K<0.01%+2,22613F-HRTimeline
MONEYWISE, INC.22,555$958K0.43%+2,18813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,304$860K<0.01%-1,13413F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …20,119$854K0.1%-108,39513F-HR/ATimelineGroup
Ridgeline Wealth, LLC19,811$841K0.62%+2,67313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,810$841K<0.01%+2,67313F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC19,387$823K0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…19,377$823K<0.01%-3,52113F-HRTimeline
AMARILLO NATIONAL BANK17,644$749K0.13%013F-HRTimeline
Harvest Investment Services, LLC14,197$603K0.12%+30113F-HRTimeline
VICUS CAPITAL14,111$599K0.05%+6013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,578$577K<0.01%-60813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,953$508K0.02%-1,27113F-HRTimelineGroup
Sterling Investment Advisors, Ltd.11,475$487K0.09%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,614$451K0.03%+4613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,931$379K<0.01%-7,06413F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.8,457$359K0.08%+74813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,298$352K<0.01%-24,70213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,682$326K<0.01%+10513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,411$315K0.01%-1313F-HRTimeline
Legacy Wealth Asset Management, LLC6,784$288K0.07%+713F-HRTimeline
Strategic Blueprint, LLC6,712$285K0.01%-8,93713F-HRTimeline
Focus Financial Network, Inc.6,612$282K0.01%-5,54513F-HRTimeline
HOWE & RUSLING INC6,522$277K0.02%013F-HRTimeline
LaSalle St. Investment Advisors, LLC5,884$249K0.04%-10413F-HRTimeline
Turning Point Benefit Group, Inc.5,810$248K0.15%new13F-HRTimeline
SageOak Financial, LLC5,719$243K0.18%013F-HRTimeline
HHM Wealth Advisors, LLC5,225$222K0.03%013F-HRTimeline
Well Done, LLC5,099$217K0.04%-32813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,989$212K<0.01%+81113F-HRTimelineGroup
AE Wealth Management LLC2,449$104K<0.01%+6513F-HRTimeline
Geneos Wealth Management Inc.1,658$70.4K<0.01%+16913F-HRTimeline
LGT Financial Advisors LLC1,402$59.5K0.13%new13F-HRTimeline
Clarity Asset Management, Inc.820$34.8K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.801$34K<0.01%-1,06013F-HRTimeline
NewEdge Advisors, LLC750$31.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC606$25.7K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA400$17K<0.01%013F-HRTimeline
Winch Advisory Services, LLC236$10K<0.01%+313F-HRTimeline
CX Institutional195$8K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding75$3.18K-2,483Timeline
MORGAN STANLEYin group MORGAN STANLEY49$2.1K<0.01%-7013F-HR/ATimelineGroup
FMR LLCin group FMR LLC25$1.07K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC30$1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$14<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.