NORTHERN LTS FD TR IV (BLES) is held by 22 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling BLES?

In Q2 2026, 11 institutions opened or increased positions in NORTHERN LTS FD TR IV while 7 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on BLES?

HoldingsIntel scores NORTHERN LTS FD TR IV across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for BLES. In Q2 2026, the institutional leg showed net inflows: 11 buying versus 7 selling.

How many hedge funds hold BLES?

22 institutional investors report holding NORTHERN LTS FD TR IV (BLES) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into BLES?

As of Q2 2026, tracked institutions in NORTHERN LTS FD TR IV show 11 buyers versus 7 sellers — net inflows.

NORTHERN LTS FD TR IV

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

Holders

(2 Elite)

$35.2M

Total Value

61% (18)

Consensus

11 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 22 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for BLES.

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	251,044(+49.8%)	$12M	0.0%	+28.59%	39
UBS Group AG	Decreased	121,773(-0.2%)	$5.8M	0.0%	+45.88%	0
ASSETMARK, INC	Increased	116,923(+1.9%)	$5.6M	0.0%	+18.64%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	63,418(+2.3%)	$3M	0.0%	+36.49%	27
CITADEL ADVISORS LLC	New	44,198	$2.1M	0.0%	+5.33%	36
Cetera Investment Advisers	Increased	29,934(+5.7%)	$1.4M	0.0%	+33.55%	27
Envestnet Portfolio Solutions, Inc.	Decreased	21,020(-21.3%)	$1M	0.0%	+33.38%	0
JPMORGAN CHASE & CO	Increased	20,752(+2.1%)	$985,955	0.0%	+26.11%	26
RAYMOND JAMES FINANCIAL INC	Increased	18,970(+0.7%)	$904,679	0.0%	+31.22%	25
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	14,270(-0.3%)	$680,530	0.0%	+46.51%	0
ROYAL BANK OF CANADA	Increased	9,656(+9.5%)	$460,000	0.0%	+26.08%	26
OSAIC HOLDINGS, INC.	Decreased	8,160(-15.5%)	$389,185	0.0%	+47.67%	0
JANE STREET GROUP, LLC	Decreased	6,154(-43.5%)	$293,484	0.0%	+9.79%	0
FWFocus Partners Wealth	Unchanged	4,605	$219,612	0.0%	+9.79%	0
MORGAN STANLEY	Increased	2,176(+8269.2%)	$103,804	0.0%	+5.38%	24
AE Wealth Management LLC	Decreased	1,965(-30.4%)	$93,698	0.0%	+27.84%	0
Steward Partners Investment Advisory, LLC	New	1,871	$89,228	0.0%	+5.33%	30
NewEdge Advisors, LLC	Unchanged	750	$35,768	0.0%	+70.50%	0
TD Waterhouse Canada Inc.	Unchanged	100	$4,758	0.0%	+9.79%	0
IWIntegrated Wealth Concepts LLC	New	82	$3,911	0.0%	+5.33%	22

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

NORTHERN LTS FD TR IV

Smart Money Verdict

Who's Trading

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