News + Filings Key Docs Ownership
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NORTHERN LTS FD TR IV (BLES)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Inspire Advisors, LLC
| 988,900 | 37,519 | 30,903,125,000 | 7.80 | |
Hist
| 12/31/2022 |
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Inspire Investing, LLC
| 539,600 | 4,195 | 16,862,515,000 | 2.17 | |
Hist
| 12/31/2022 |
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PAX Financial Group, LLC
| 251,764 | 16,130 | 8,252,829,000 | 1.98 | |
Hist
| 03/31/2023 |
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Paradiem, LLC
| 190,770 | 382 | 5,961,563,000 | 2.20 | |
Hist
| 12/31/2022 |
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Keel Point, LLC
| 158,942 | -6,844 | 5,313,996,000 | 0.71 | |
Hist
| 06/30/2023 |
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Legacy Wealth Asset Management, LLC
| 128,110 | 2,538 | 4,283,170,000 | 1.50 | |
Hist
| 06/30/2023 |
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Atria Investments, Inc
| 110,748 | 8,440 | 3,702,720,000 | 0.07 | |
Hist
| 06/30/2023 |
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AlphaStar Capital Management, LLC
| 98,335 | -10,002 | 3,287,693,000 | 0.37 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 85,607 | 815 | 2,862,185,000 | 0.00 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 63,147 | 23,517 | 2,111,295,000 | | |
Hist
| 06/30/2023 |
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Financial Advocates Investment Management
| 57,215 | -1,124 | 1,912,890,000 | 0.14 | |
Hist
| 06/30/2023 |
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Sowell Financial Services LLC
| 43,821 | 43,821 | 1,477,000,000 | 0.08 | |
Hist
| 06/30/2023 |
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Range Financial Group LLC
| 42,674 | 29,770 | 1,359,167,000 | 0.90 | |
Hist
| 09/30/2023 |
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Frontier Asset Management, LLC
| 39,887 | 9,372 | 1,307,492,000 | 0.62 | |
Hist
| 03/31/2023 |
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JANE STREET GROUP, LLC
| 36,598 | 36,598 | 1,223,603,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 29,498 | 3,806 | 966,941,000 | 0.00 | |
Hist
| 03/31/2023 |
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OLD MISSION CAPITAL LLC
| 27,754 | -88,668 | 927,916,000 | 0.02 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 23,840 | 7,362 | 797,070,000 | 0.00 | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 22,614 | 759 | 756,067,000 | 0.01 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 21,335 | 2,852 | 666,719,000 | 0.00 | |
Hist
| 12/31/2022 |
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Belpointe Asset Management LLC
| 18,748 | 18,748 | 614,559,000 | 0.03 | |
Hist
| 03/31/2023 |
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Harvest Investment Services, LLC
| 18,365 | 18,365 | 614,008,000 | 0.35 | |
Hist
| 06/30/2023 |
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AMARILLO NATIONAL BANK
| 17,644 | 516 | 589,902,000 | 0.11 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 8,152 | 68 | 267,223,000 | 0.00 | |
Hist
| 03/31/2023 |
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HOWE & RUSLING INC
| 6,522 | 0 | 218,054,000 | 0.02 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 6,361 | 2,548 | 213,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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AE Wealth Management LLC
| 6,202 | -638 | 207,355,000 | 0.00 | |
Hist
| 06/30/2023 |
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Ambassador Advisors, LLC
| 3,336 | -281 | 108,136,000 | 0.02 | |
Hist
| 03/31/2023 |
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MORGAN STANLEY
| 2,729 | -1,871 | 91,241,000 | 0.00 | |
Hist
| 06/30/2023 |
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Geneos Wealth Management Inc.
| 1,441 | 496 | 48,173,000 | 0.00 | |
Hist
| 06/30/2023 |
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NewEdge Advisors, LLC
| 1,000 | 0 | 33,434,000 | 0.00 | |
Hist
| 06/30/2023 |
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GPS Wealth Strategies Group, LLC
| 708 | 708 | 23,671,000 | 0.00 | |
Hist
| 06/30/2023 |
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OLIVER LAGORE VANVALIN INVESTMENT GROUP
| 702 | 702 | 23,470,000 | 0.01 | |
Hist
| 06/30/2023 |
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Ameritas Advisory Services, LLC
| 589 | 589 | 19,302,000 | 0.00 | |
Hist
| 03/31/2023 |
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American Portfolios Advisors
| 490 | 490 | 13,566,000 | 0.00 | |
Hist
| 09/30/2022 |
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