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Disclosery

BLES NORTHERN LTS FD TR IV

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INSPIRE GBL HOPE (fund)

74 managers (76 13F filers) reported a position in BLES shares at 2026-03-31, 1,880,359 shares in all. 14 filers opened a position and 6 filers sold out during the quarter.

Managers
74
13F filers
76
New
14
Added
30
Reduced
20
Sold out
6
Shares held by filers
1,880,359

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC167,608$7.43M<0.01%+6813F-HRTimeline
CWM, LLCin group CWM, LLC135,364$6M0.02%-17,29113F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …129,851$5.76M0.31%-6,02713F-HRTimelineGroup
UBS Group AGin group UBS Group AG121,991$5.41M<0.01%+75413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC114,772$5.09M0.01%+2,60513F-HRTimelineGroup
Sowell Financial Services LLC103,260$4.58M0.17%+11,92113F-HRTimeline
Atria Investments, Inc98,221$4.36M0.05%-5,15713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding88,714$3.93M+6,448Timeline
AlphaStar Capital Management, LLC88,634$3.93M0.29%+4,06813F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding78,658$3.49M-36,293Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV60,122$2.67M0.14%+11,30613F-HRTimeline
Frontier Asset Management, LLC56,269$2.5M0.52%-6,41713F-HRTimeline
CARLSON FINANCIAL, INC.51,414$2.28M1.34%-17513F-HRTimeline
Range Financial Group LLC40,796$1.81M0.61%-4,15013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV37,363$1.66M0.1%+3,69913F-HRTimeline
Keel Point, LLC32,485$1.44M0.1%-98913F-HRTimeline
Cetera Investment Advisers28,312$1.26M<0.01%+4,50113F-HRTimeline
Strategic Equity Management28,008$1.24M0.47%-14513F-HRTimeline
MONEYWISE, INC.23,218$1.03M0.45%+13213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,332$880K<0.01%-77113F-HR/ATimelineGroup
Ridgeline Wealth, LLC19,613$870K0.62%-1,14813F-HRTimeline
Cambridge Investment Research Advisors,…19,128$848K<0.01%+95013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,846$836K<0.01%+1,99713F-HRTimelineGroup
AMARILLO NATIONAL BANK17,644$783K0.14%013F-HRTimeline
Independent Advisor Alliance15,665$695K0.01%+10,44013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,316$635K<0.01%-17613F-HRTimeline
Arlington Capital Management, Inc.13,849$614K0.35%+8,35613F-HRTimeline
Revisor Wealth Management LLC13,771$612K0.17%+8,02713F-HRTimeline
VICUS CAPITAL13,204$586K0.04%-78013F-HRTimeline
Tulsa Wealth Advisors, INC12,441$552K0.1%new13F-HRTimeline
Sterling Investment Advisors, Ltd.10,925$485K0.09%-55013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,902$484K<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC10,498$466K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,091$448K0.01%+62013F-HR/ATimeline
Harvest Investment Services, LLC9,779$434K0.08%-4,06013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,652$428K<0.01%+22413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,819$391K<0.01%+1,26913F-HRTimelineGroup
Turning Point Benefit Group, Inc.7,556$337K0.21%-3,60313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,547$335K0.01%+60113F-HR/ATimelineGroup
LaSalle St. Investment Advisors, LLC7,543$335K0.05%+91613F-HRTimeline
Belpointe Asset Management LLC7,179$318K0.01%+45413F-HRTimeline
GTS SECURITIES LLC6,903$306K0.01%-63,97713F-HRTimeline
Legacy Wealth Asset Management, LLC6,535$290K0.07%+713F-HRTimeline
HOWE & RUSLING INC6,522$289K0.02%013F-HRTimeline
Strategic Blueprint, LLC6,332$281K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,207$275K<0.01%+82013F-HRTimelineGroup
SageOak Financial, LLC5,719$254K0.18%013F-HRTimeline
FLOW TRADERS U.S. LLC5,581$248K0.01%new13F-HRTimeline
Focus Financial Network, Inc.5,253$233K0.01%013F-HRTimeline
Well Done, LLC4,997$222K0.03%-2413F-HRTimeline
Gateway Wealth Partners, LLC4,829$214K0.01%new13F-HRTimeline
Swisher Financial Concepts, Inc.4,640$206K0.12%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,605$204K<0.01%new13F-HRTimelineGroup
Community Financial Services Group, LLC3,737$167K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.3,468$154K<0.01%+88713F-HRTimeline
AE Wealth Management LLC2,823$125K<0.01%+38213F-HRTimeline
CoreCap Advisors, LLC1,233$54.7K<0.01%new13F-HRTimeline
Arax Advisory Partners1,015$45K<0.01%013F-HRTimeline
NewEdge Advisors, LLC750$33.3K<0.01%013F-HR/ATimeline
Root Financial Partners, LLC726$32.2K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC656$29.1K<0.01%+4513F-HRTimeline
PRIVATE TRUST CO NA400$17.7K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC368$16.3K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.307$13.6K<0.01%-49413F-HRTimeline
AdvisorNet Financial, Inc301$13.4K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC238$10.5K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.100$4.44K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC78$3.46K<0.01%+5313F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…75$3.32K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…49$2.17K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26$1.16K<0.01%+2513F-HRTimelineGroup
FNY Investment Advisers, LLC30$1K<0.01%new13F-HRTimeline
Blue Trust, Inc.17$754<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$43<0.01%+113F-HR/ATimelineGroup