Inspire Global Hope ETFBLESETF

13F holders, Q1 2025 (March 31)
67holders +7
11new positions
5sold out
$37.47avg. 13F price*

At the end of Q1 2025, 67 institutions reported holding Inspire Global Hope ETF (BLES) in their 13F filings, up 7 from Q4 2024. 11 opened new positions and 5 sold out. The largest holders were Creative Financial Designs Inc. ($13.2M), Inspire Advisors, LLC ($6.2M) and Legacy Wealth Asset Management, LLC ($6.1M).

Company
Inspire Global Hope ETF
Filed as
NORTHERN LTS FD TR IV (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions11$5.4M
Exits5$1.4M

All 13F filers, Q4 2024 → Q1 2025: 313,314 shares bought and 113,333 shares sold, net +199,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

Creative Financial Designs Inc. 1.05% Add +1.8% 349,787 $13.2M
Inspire Advisors, LLC 0.72% Add +16.3% 165,530 $6.2M
Legacy Wealth Asset Management, LLC 1.69% Add +3.4% 162,369 $6.1M
Cwm, LLC 0.02% Add +3.1% 146,392 $5.5M
LPL Financial LLC 0.00% Add +3.5% 141,879 $5.4M
OneAscent Financial Services LLC 0.30% Reduce -2.4% 119,645 $4.5M
UBS Group AG 0.00% Reduce -4.1% 106,022 $4.0M
Frontier Asset Management, LLC 0.99% Add +23.2% 90,193 $3.4M
Atria Investments, Inc 0.04% Reduce -2.5% 86,288 $3.3M
Sowell Financial Services LLC 0.13% Add +157.6% 78,204 $3.0M
AlphaStar Capital Management, LLC 0.30% Reduce -6.5% 77,727 $2.9M
Financial Advocates Investment Management 0.14% Add +0.6% 53,968 $2.0M
World Investment Advisors 0.05% Add +4.2% 52,171 $2.0M
Envestnet Asset Management Inc. 0.00% Add +68.0% 46,936 $1.8M
Range Financial Group LLC 0.76% Add +7.7% 45,501 $1.7M
Keel Point, LLC 0.12% Reduce -4.0% 40,403 $1.5M
Inspire Investing, LLC 0.18% Reduce -0.0% 39,224 $1.5M
Turning Point Benefit Group, Inc. 1.11% New 48,018 $1.2M
Strategic Blueprint, LLC 0.06% Reduce -22.1% 29,080 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.6% 25,514 $963K
Raymond James Financial Inc. 0.00% Reduce -4.8% 23,344 $881K
Strategic Equity Management 0.35% New 22,217 $838K
Cetera Investment Advisers 0.00% Add +11.5% 21,128 $797K
Belpointe Asset Management LLC 0.04% Reduce -63.7% 20,418 $770K
Jane Street Group, LLC 0.00% New 20,315 $766K
Envestnet Portfolio Solutions, Inc. 0.00% Add +43.9% 20,312 $766K
Christian Investment Advisors, Inc. 0.52% Add +4.5% 19,654 $752K
Ridgeline Wealth, LLC 0.61% Add +0.2% 18,967 $716K
JPMorgan Chase & Co. 0.00% Add +0.2% 18,966 $716K
Osaic Holdings, Inc. 0.00% Add +83.3% 18,827 $711K
Moneywise, Inc. 0.37% New 18,631 $703K
Amarillo National Bank 0.13% No change 17,644 $666K
Focus Financial Network, Inc. 0.03% New 16,892 $639K
Harvest Investment Services, LLC 0.15% Reduce -0.2% 13,897 $524K
EverSource Wealth Advisors, LLC 0.03% Reduce -13.3% 13,570 $512K
Commonwealth Equity Services, LLC 0.00% Reduce -2.1% 13,082 $494K
Vicus Capital 0.05% Add +4.1% 12,973 $489K
Sterling Investment Advisors, Ltd. 0.10% New 11,475 $433K
GTS Securities LLC 0.02% New 11,253 $425K
Silver Oak Securities, Incorporated 0.04% Add +0.0% 10,894 $411K
Royal Bank of Canada 0.00% Add +2.1% 8,999 $340K
Whitaker-Myers Wealth Managers, LTD. 0.08% New 8,016 $302K
Independent Financial Group, LLC 0.01% Add +5.0% 7,598 $287K
Captrust Financial Advisors 0.00% No change 7,075 $267K
Howe & Rusling Inc. 0.02% No change 6,522 $246K
LaSalle St. Investment Advisors, LLC 0.05% Add +2.6% 6,085 $229K
Swisher Financial Concepts, Inc. 0.18% No change 5,890 $222K
SageOak Financial, LLC 0.19% Reduce -56.7% 5,719 $216K
HHM Wealth Advisors, LLC 0.03% No change 5,225 $197K
Principal Securities, Inc. 0.00% No change 4,336 $160K
Arax Advisory Partners 0.00% New 1,950 $74K
Harbour Investments, Inc. 0.00% Reduce -9.6% 1,861 $70K
N.E.W. Advisory Services LLC 0.00% New 1,608 $61K
Geneos Wealth Management Inc. 0.00% No change 1,489 $56K
AE Wealth Management LLC 0.00% Reduce -0.2% 1,282 $48K
Wells Fargo & Company 0.00% Add +49.9% 1,079 $41K
NewEdge Advisors, LLC 0.00% No change 1,000 $38K
Hollencrest Capital Management 0.00% No change 897 $34K
Continuum Advisory, LLC 0.00% No change 753 $28K
Glen Eagle Advisors, LLC 0.00% Add +9.4% 499 $19K
Private Trust Co. NA 0.00% No change 400 $15K
Lanark Financial, Inc. 0.00% — 313 $11K
Winch Advisory Services, LLC 0.00% No change 233 $9K
IFP Advisors, Inc 0.00% No change 113 $4K
Ameritas Investment Partners, Inc. 0.00% No change 75 $3K
FMR LLC 0.00% No change 25 $948
Morgan Stanley 0.00% New 18 $707

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