Skip to content
Disclosery

BLES NORTHERN LTS FD TR IV

Follow

INSPIRE GBL HOPE (fund)

66 managers (68 13F filers) reported a position in BLES shares at 2025-12-31, 1,922,347 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
66
13F filers
68
New
10
Added
25
Reduced
21
Sold out
8
Shares held by filers
1,922,347

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC167,540$7.24M<0.01%+6,20213F-HRTimeline
CWM, LLCin group CWM, LLC152,655$6.6M0.02%+9,63413F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …135,878$5.87M0.54%+115,75913F-HRTimelineGroup
UBS Group AGin group UBS Group AG121,237$5.24M<0.01%-16413F-HRTimelineGroup
Inspire Investing, LLCgroup of 2 filers holding114,951$4.97M-2,328Timeline
ASSETMARK, INCin group ASSETMARK, INC112,167$4.85M0.01%+3,74913F-HRTimelineGroup
Atria Investments, Inc103,378$4.47M0.05%+4,86013F-HRTimeline
Sowell Financial Services LLC91,339$3.95M0.14%-45013F-HRTimeline
AlphaStar Capital Management, LLC84,566$3.65M0.27%+6,21013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding82,266$3.55M+10,518Timeline
GTS SECURITIES LLC70,880$3.06M0.1%+26,75613F-HRTimeline
Frontier Asset Management, LLC62,686$2.71M0.63%-3,39913F-HRTimeline
CARLSON FINANCIAL, INC.51,589$2.23M1.29%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV48,816$2.11M0.11%+17,77613F-HRTimeline
Range Financial Group LLC44,946$1.94M0.67%-65313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV33,664$1.45M0.09%+8,10113F-HRTimeline
Keel Point, LLC33,474$1.45M0.09%-91613F-HRTimeline
Strategic Equity Management28,153$1.22M0.41%+1,27113F-HRTimeline
Cetera Investment Advisers23,811$1.03M<0.01%+88013F-HRTimeline
MONEYWISE, INC.23,086$997K0.41%+53113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,103$912K<0.01%+1,29313F-HRTimelineGroup
Ridgeline Wealth, LLC20,761$897K0.62%+95013F-HRTimeline
Cambridge Investment Research Advisors,…18,178$785K<0.01%-1,19913F-HRTimeline
AMARILLO NATIONAL BANK17,644$762K0.13%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,849$728K<0.01%-9,91113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,492$626K<0.01%+91413F-HRTimeline
VICUS CAPITAL13,984$604K0.05%-12713F-HRTimeline
Harvest Investment Services, LLC13,839$598K0.11%-35813F-HRTimeline
Sterling Investment Advisors, Ltd.11,475$496K0.09%013F-HRTimeline
Turning Point Benefit Group, Inc.11,159$482K0.25%+5,34913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,597$461K0.03%-1713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,471$409K0.01%+2,06013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,428$407K<0.01%-10,87613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,550$326K<0.01%-13213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,946$300K0.01%-5,00713F-HRTimelineGroup
Belpointe Asset Management LLC6,725$291K0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC6,627$286K0.05%+74313F-HRTimeline
Legacy Wealth Asset Management, LLC6,528$282K0.07%-25613F-HRTimeline
HOWE & RUSLING INC6,522$282K0.02%013F-HRTimeline
Strategic Blueprint, LLC6,332$274K0.02%-38013F-HRTimeline
Revisor Wealth Management LLC5,744$260K0.07%new13F-HRTimeline
SageOak Financial, LLC5,719$247K0.18%013F-HRTimeline
Arlington Capital Management, Inc.5,493$237K0.15%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,387$233K<0.01%+39813F-HRTimelineGroup
Focus Financial Network, Inc.5,253$227K0.01%-1,35913F-HRTimeline
Independent Advisor Alliance5,225$226K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,086$220K<0.01%new13F-HRTimeline
Well Done, LLC5,021$217K0.03%-7813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,759$206K0.07%new13F-HRTimeline
Swisher Financial Concepts, Inc.4,640$200K0.11%new13F-HRTimeline
Cresta Advisors, Ltd.3,502$151K0.06%new13F-HRTimeline
Geneos Wealth Management Inc.2,581$112K<0.01%+92313F-HRTimeline
AE Wealth Management LLC2,441$105K<0.01%-813F-HRTimeline
Sound Income Strategies, LLC1,115$50.3K<0.01%new13F-HRTimeline
CX Institutional1,160$50K<0.01%+96513F-HRTimeline
Arax Advisory Partners1,015$43.9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.801$34.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC750$32.4K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC611$26.4K<0.01%+513F-HRTimeline
PRIVATE TRUST CO NA400$17.3K<0.01%013F-HRTimeline
Winch Advisory Services, LLC238$10.3K<0.01%+213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…75$3.23K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…49$2.12K<0.01%13F-HRTimeline
FMR LLCin group FMR LLC25$1.08K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$47<0.01%-4813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$8<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.