BLES NORTHERN LTS FD TR IV: institutional ownership and insider trading

79 funds reported holding $88.2M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net sold $3.97M, with 8 new positions and 7 funds selling out.

Famous investors holding BLES

Largest institutional holders of BLES

  1. LPL Financial LLC — $12.0M
  2. ASSETMARK, INC — $8.40M
  3. CWM, LLC — $6.00M
  4. UBS Group AG (UBS) — $5.81M
  5. Sowell Financial Services LLC — $5.50M
  6. CREATIVE FINANCIAL DESIGNS INC /ADV — $4.96M
  7. AlphaStar Capital Management, LLC — $4.65M
  8. Inspire Advisors, LLC — $3.54M
  9. ENVESTNET ASSET MANAGEMENT INC — $3.02M
  10. Frontier Asset Management, LLC — $2.69M

All BLES 13F holders