Inspire Global Hope ETFBLESETF

13F holders, Q4 2024 (December 31)
60holders +4
7new positions
6sold out
$37.04avg. 13F price*

At the end of Q4 2024, 60 institutions reported holding Inspire Global Hope ETF (BLES) in their 13F filings, up 4 from Q3 2024. 7 opened new positions and 6 sold out. The largest holders were Creative Financial Designs Inc. ($12.7M), Legacy Wealth Asset Management, LLC ($5.8M) and Inspire Advisors, LLC ($5.3M).

Company
Inspire Global Hope ETF
Filed as
NORTHERN LTS FD TR IV (Q4 2024)
CUSIP
66538H658
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 58Q1 2024Q2 2024: 58Q2 2024Q3 2024: 56Q3 2024Q4 2024: 60Q4 2024Q1 2025: 67Q1 2025Q2 2025: 64Q2 2025Q3 2025: 63Q3 2025Q4 2025: 67Q4 2025Q1 2026: 76Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions7$8.8M
Exits6$1.4M

All 13F filers, Q3 2024 → Q4 2024: 300,281 shares bought and 81,343 shares sold, net +218,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Creative Financial Designs Inc. 1.03% Add +5.0% 343,476 $12.7M
Legacy Wealth Asset Management, LLC 1.58% Add +1.0% 157,075 $5.8M
Inspire Advisors, LLC 0.64% Add +23.7% 142,374 $5.3M
Cwm, LLC 0.02% Reduce -4.1% 142,008 $5.3M
LPL Financial LLC 0.00% Add +0.8% 137,116 $5.1M
OneAscent Financial Services LLC 0.39% New 122,612 $4.5M
UBS Group AG 0.00% Add +7.4% 110,514 $4.1M
Atria Investments, Inc 0.04% Add +2.2% 88,455 $3.3M
AlphaStar Capital Management, LLC 0.32% Reduce -0.7% 83,124 $3.1M
Frontier Asset Management, LLC 0.89% Reduce -12.5% 73,196 $2.7M
Belpointe Asset Management LLC 0.13% Add +1.1% 56,241 $2.2M
Financial Advocates Investment Management 0.11% Reduce -1.2% 53,636 $2.0M
World Investment Advisors 0.05% New 50,068 $1.9M
Range Financial Group LLC 0.72% Reduce -5.1% 42,231 $1.6M
Keel Point, LLC 0.12% Reduce -12.5% 42,098 $1.6M
Inspire Investing, LLC 0.16% Reduce -1.7% 39,235 $1.5M
Strategic Blueprint, LLC 0.08% Reduce -15.8% 37,325 $1.4M
Sowell Financial Services LLC 0.06% New 30,355 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -3.2% 27,943 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -15.8% 27,610 $1.0M
Raymond James Financial Inc. 0.00% — 24,524 $907K
Cetera Investment Advisers 0.00% Add +11.1% 18,949 $701K
Ridgeline Wealth, LLC 0.57% — 18,931 $700K
JPMorgan Chase & Co. 0.00% Add +0.8% 18,930 $700K
Christian Investment Advisors, Inc. 0.50% — 18,810 $696K
Independent Advisor Alliance 0.01% New 17,824 $659K
Amarillo National Bank 0.12% No change 17,644 $653K
Goldman Sachs Group Inc. 0.00% New 15,797 $584K
EverSource Wealth Advisors, LLC 0.03% Reduce -27.2% 15,651 $579K
Envestnet Portfolio Solutions, Inc. 0.00% Add +7.3% 14,114 $522K
Harvest Investment Services, LLC 0.13% Reduce -3.9% 13,931 $515K
Commonwealth Equity Services, LLC 0.00% Add +1.2% 13,363 $494K
SageOak Financial, LLC 0.45% — 13,209 $489K
Vicus Capital 0.04% Add +5.0% 12,461 $461K
Silver Oak Securities, Incorporated 0.04% Add +0.2% 10,890 $405K
Osaic Holdings, Inc. 0.00% Add +2.0% 10,270 $380K
Royal Bank of Canada 0.00% Add +2.3% 8,811 $327K
Independent Financial Group, LLC 0.01% Add +4.0% 7,238 $268K
Captrust Financial Advisors 0.00% Add +2.5% 7,075 $262K
Howe & Rusling Inc. 0.02% No change 6,522 $241K
LaSalle St. Investment Advisors, LLC 0.07% Reduce -2.0% 5,932 $219K
Swisher Financial Concepts, Inc. 0.26% No change 5,890 $218K
HHM Wealth Advisors, LLC 0.03% Add +9.3% 5,225 $193K
Principal Securities, Inc. 0.00% Add +0.6% 4,336 $160K
Kiker Wealth Management, LLC 0.13% — 4,191 $155K
Harbour Investments, Inc. 0.00% Reduce -1.8% 2,059 $76K
Geneos Wealth Management Inc. 0.00% No change 1,489 $55K
AE Wealth Management LLC 0.00% New 1,285 $48K
NewEdge Advisors, LLC 0.00% No change 1,000 $37K
Hollencrest Capital Management 0.00% No change 897 $33K
Continuum Advisory, LLC 0.00% New 753 $28K
Wells Fargo & Company 0.00% No change 720 $27K
Venturi Wealth Management, LLC 0.00% No change 703 $26K
GPS Wealth Strategies Group, LLC 0.00% No change 658 $24K
Glen Eagle Advisors, LLC 0.00% Add +0.7% 456 $17K
Private Trust Co. NA 0.00% No change 400 $15K
Winch Advisory Services, LLC 0.00% Add +0.9% 233 $9K
IFP Advisors, Inc 0.00% No change 113 $4K
Ameritas Investment Partners, Inc. 0.00% Reduce -44.4% 75 $3K
FMR LLC 0.00% No change 25 $929

"% of holder's portfolio" is BLES's weight in each manager's 13F, not the share of Inspire Global Hope ETF the manager owns.