NORTHERN LTS FD TR IV (BLES) is held by 19 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling BLES?

In Q1 2026, 16 institutions opened or increased positions in NORTHERN LTS FD TR IV while 3 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on BLES?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for NORTHERN LTS FD TR IV.

How many hedge funds hold BLES?

19 institutional investors report holding NORTHERN LTS FD TR IV (BLES) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into BLES?

As of Q1 2026, tracked institutions in NORTHERN LTS FD TR IV show 16 buyers versus 3 sellers — net inflows.

NORTHERN LTS FD TR IV

BLES·66538H658·US·ETF·Unknown - Unknown

Holders

Avg rating(9 Elite)

$27.2M

Total Value

84% (20)

Fund Consensus

16 buying - 3 selling

No verdict yet — fewer than 2 funds hold BLES.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	167,608(+0.0%)	$7.4M	0.0%	+38.00%	27
UBS Group AG	Increased	121,991(+0.6%)	$5.4M	0.0%	+39.34%	27
ASSETMARK, INC	Increased	114,772(+2.3%)	$5.1M	0.0%	+13.59%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	61,996(+6.0%)	$2.7M	0.0%	+31.27%	28
Cetera Investment Advisers	Increased	28,312(+18.9%)	$1.3M	0.0%	+29.55%	30
Envestnet Portfolio Solutions, Inc.	Increased	26,718(+12.3%)	$1.2M	0.0%	+27.40%	28
JPMORGAN CHASE & CO	Decreased	20,332(-3.6%)	$879,587	0.0%	+27.58%	0
RAYMOND JAMES FINANCIAL INC	Increased	18,846(+11.8%)	$835,895	0.0%	+25.55%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	14,316(-1.2%)	$634,990	0.0%	+39.95%	0
JANE STREET GROUP, LLC	New	10,902	$483,547	0.0%	+4.87%	33
OSAIC HOLDINGS, INC.	Increased	9,652(+2.4%)	$428,081	0.0%	+41.06%	24
ROYAL BANK OF CANADA	Increased	8,819(+16.8%)	$391,000	0.0%	+26.68%	28
FWFocus Partners Wealth	New	4,605	$204,250	0.0%	+4.87%	32
AE Wealth Management LLC	Increased	2,823(+15.7%)	$125,211	0.0%	+22.12%	25
NewEdge Advisors, LLC	Unchanged	750	$33,266	0.0%	+55.30%	0
TD Waterhouse Canada Inc.	New	100	$4,443	0.0%	+4.87%	22
FMR LLC	Increased	78(+212.0%)	$3,460	0.0%	+12.18%	15
MORGAN STANLEY	Increased	26(+2500.0%)	$1,160	0.0%	+5.41%	12
WELLS FARGO & COMPANY/MN	Increased	1	$43	0.0%	+4.87%	8
CAPTRUST FINANCIAL ADVISORS	Exited	0(-100.0%)	$219,766	0.0%	+5.15%	0