BLES Institutional Ownership
Inspire Global Hope ETF
1W: -0.7%
1M: -3.8%
3M: -1.2%
YTD: +9.4%
$47.66
+0.52 (+1.10%)
Weekly Expected Move ±1.4%
$46
$47
$48
$48
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BLES
85
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
79M
Total Invested
9
New Positions
29
Increased
33
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (92 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 251,044 | $12M | +83,436 | +49.8% | 34Q | SEC ↗ |
| 2 | CWM, LLC | 135,364 | $6M | -17,291 | -11.3% | 18Q | SEC ↗ |
| 3 | UBS Group AG | 121,773 | $6M | -218 | -0.2% | 26Q | SEC ↗ |
| 4 | ASSETMARK, INC | 116,923 | $6M | +2,151 | +1.9% | 4Q | SEC ↗ |
| 5 | Sowell Financial Services LLC | 116,092 | $6M | +12,832 | +12.4% | 7Q | SEC ↗ |
| 6 | CREATIVE FINANCIAL DESIGNS INC /ADV | 104,035 | $5M | +66,672 | +178.4% | 38Q | SEC ↗ |
| 7 | AlphaStar Capital Management, LLC | 94,102 | $4M | +5,468 | +6.2% | 35Q | SEC ↗ |
| 8 | Inspire Advisors, LLC | 74,232 | $4M | -4,426 | -5.6% | 23Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 63,418 | $3M | +1,422 | +2.3% | 25Q | SEC ↗ |
| 10 | Frontier Asset Management, LLC | 56,335 | $3M | +66 | +0.1% | 19Q | SEC ↗ |
| 11 | CARLSON FINANCIAL, INC. | 51,333 | $2M | -81 | -0.2% | 3Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC NEW | 44,198 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Range Financial Group LLC | 37,034 | $2M | -3,762 | -9.2% | 17Q | SEC ↗ |
| 14 | Keel Point, LLC | 32,402 | $2M | -83 | -0.3% | 35Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 29,934 | $1M | +1,622 | +5.7% | 18Q | SEC ↗ |
| 16 | Strategic Equity Management | 28,077 | $1M | +69 | +0.2% | 6Q | SEC ↗ |
| 17 | Inspire Investing, LLC | 25,754 | $1M | -5,724 | -18.2% | 35Q | SEC ↗ |
| 18 | MONEYWISE, INC. | 23,673 | $1M | +455 | +2.0% | 6Q | SEC ↗ |
| 19 | Revisor Wealth Management LLC | 21,862 | $1M | +8,091 | +58.8% | 3Q | SEC ↗ |
| 20 | Envestnet Portfolio Solutions, Inc. | 21,020 | $1M | -5,698 | -21.3% | 12Q | SEC ↗ |
| 21 | OneAscent Financial Services LLC | 20,807 | $992K | -109,044 | -84.0% | 7Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 20,752 | $989K | +420 | +2.1% | 9Q | SEC ↗ |
| 23 | Ridgeline Wealth, LLC | 20,094 | $958K | +481 | +2.5% | 7Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 19,350 | $922K | +222 | +1.2% | 34Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 18,970 | $904K | +124 | +0.7% | 7Q | SEC ↗ |
| 26 | AMARILLO NATIONAL BANK | 17,644 | $841K | — | +0.0% | 19Q | SEC ↗ |
| 27 | Turning Point Benefit Group, Inc. | 15,932 | $759K | +8,376 | +110.9% | 4Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 14,270 | $680K | -46 | -0.3% | 15Q | SEC ↗ |
| 29 | Tulsa Wealth Advisors, INC | 14,090 | $672K | +1,649 | +13.3% | 2Q | SEC ↗ |
| 30 | VICUS CAPITAL | 13,819 | $659K | +615 | +4.7% | 14Q | SEC ↗ |
| 31 | Sterling Investment Advisors, Ltd. | 10,925 | $521K | — | +0.0% | 6Q | SEC ↗ |
| 32 | INDEPENDENT FINANCIAL GROUP, LLC | 10,887 | $519K | +796 | +7.9% | 12Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 9,656 | $460K | +837 | +9.5% | 21Q | SEC ↗ |
| 34 | Harvest Investment Services, LLC | 9,253 | $441K | -526 | -5.4% | 13Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 8,160 | $389K | -1,492 | -15.5% | 26Q | SEC ↗ |
| 36 | RFG Advisory, LLC | 7,701 | $367K | -2,797 | -26.6% | 2Q | SEC ↗ |
| 37 | GTS SECURITIES LLC | 7,582 | $361K | +679 | +9.8% | 6Q | SEC ↗ |
| 38 | LaSalle St. Investment Advisors, LLC | 7,485 | $357K | -58 | -0.8% | 9Q | SEC ↗ |
| 39 | Belpointe Asset Management LLC | 7,204 | $343K | +25 | +0.3% | 3Q | SEC ↗ |
| 40 | EverSource Wealth Advisors, LLC | 6,670 | $318K | -877 | -11.6% | 19Q | SEC ↗ |
| 41 | Legacy Wealth Asset Management, LLC | 6,536 | $312K | +1 | +0.0% | 23Q | SEC ↗ |
| 42 | HOWE & RUSLING INC | 6,522 | $311K | — | +0.0% | 14Q | SEC ↗ |
| 43 | JANE STREET GROUP, LLC | 6,154 | $293K | -4,748 | -43.6% | 2Q | SEC ↗ |
| 44 | Strategic Blueprint, LLC | 6,007 | $286K | -325 | -5.1% | 27Q | SEC ↗ |
| 45 | PRINCIPAL SECURITIES, INC. | 5,984 | $285K | -223 | -3.6% | 11Q | SEC ↗ |
| 46 | SageOak Financial, LLC | 5,719 | $273K | — | +0.0% | 7Q | SEC ↗ |
| 47 | Focus Financial Network, Inc. | 5,523 | $263K | +270 | +5.1% | 6Q | SEC ↗ |
| 48 | PFG Advisors NEW | 4,954 | $236K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Well Done, LLC | 4,796 | $229K | -201 | -4.0% | 5Q | SEC ↗ |
| 50 | Focus Partners Wealth | 4,605 | $219K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 44,198 | $2M |
| PFG Advisors | 4,954 | $236K |
| Ameritas Advisory Services, LLC | 2,636 | $126K |
| Steward Partners Investment Advisor | 1,871 | $89K |
| Continuum Advisory, LLC | 658 | $31K |
| Institute for Wealth Management, LL | 162 | $8K |
| Integrated Wealth Concepts LLC | 82 | $4K |
| Main Street Group, LTD | 18 | $1K |
| IFP Advisors, Inc | 3 | $0K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Atria Investments, Inc | 98,221 | $5M |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 60,122 | $3M |
| Arlington Capital Management, Inc. | 13,849 | $660K |
| SILVER OAK SECURITIES, INCORPORATED | 10,597 | $505K |
| FLOW TRADERS U.S. LLC | 5,581 | $266K |
| CAPTRUST FINANCIAL ADVISORS | 5,086 | $242K |
| Gateway Wealth Partners, LLC | 4,829 | $230K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 4,759 | $227K |
| Cresta Advisors, Ltd. | 3,502 | $167K |
| CX Institutional | 1,160 | $55K |
| Sound Income Strategies, LLC | 1,115 | $53K |
| Root Financial Partners, LLC | 726 | $35K |
| Western Wealth Management, LLC | 500 | $24K |
| TopTier Wealth Management, LLC | 368 | $18K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +83,436 | +49.8% | 251,044 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +66,672 | +178.4% | 104,035 |
| Sowell Financial Services LLC | +12,832 | +12.4% | 116,092 |
| Turning Point Benefit Group, Inc. | +8,376 | +110.9% | 15,932 |
| Revisor Wealth Management LLC | +8,091 | +58.8% | 21,862 |
| AlphaStar Capital Management, LLC | +5,468 | +6.2% | 94,102 |
| ASSETMARK, INC | +2,151 | +1.9% | 116,923 |
| MORGAN STANLEY | +2,150 | +8269.2% | 2,176 |
| Tulsa Wealth Advisors, INC | +1,649 | +13.3% | 14,090 |
| Cetera Investment Advisers | +1,622 | +5.7% | 29,934 |
| ENVESTNET ASSET MANAGEMENT INC | +1,422 | +2.3% | 63,418 |
| ROYAL BANK OF CANADA | +837 | +9.5% | 9,656 |
| INDEPENDENT FINANCIAL GROUP, LLC | +796 | +7.9% | 10,887 |
| GTS SECURITIES LLC | +679 | +9.8% | 7,582 |
| VICUS CAPITAL | +615 | +4.7% | 13,819 |
| Ridgeline Wealth, LLC | +481 | +2.5% | 20,094 |
| MONEYWISE, INC. | +455 | +2.0% | 23,673 |
| JPMORGAN CHASE & CO | +420 | +2.1% | 20,752 |
| Focus Financial Network, Inc. | +270 | +5.1% | 5,523 |
| Geneos Wealth Management Inc. | +268 | +7.7% | 3,736 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OneAscent Financial Services LLC | -109,044 | -84.0% | 20,807 |
| CWM, LLC | -17,291 | -11.3% | 135,364 |
| Independent Advisor Alliance | -11,445 | -73.1% | 4,220 |
| Inspire Investing, LLC | -5,724 | -18.2% | 25,754 |
| Envestnet Portfolio Solutions, Inc. | -5,698 | -21.3% | 21,020 |
| JANE STREET GROUP, LLC | -4,748 | -43.6% | 6,154 |
| Inspire Advisors, LLC | -4,426 | -5.6% | 74,232 |
| Range Financial Group LLC | -3,762 | -9.2% | 37,034 |
| RFG Advisory, LLC | -2,797 | -26.6% | 7,701 |
| OSAIC HOLDINGS, INC. | -1,492 | -15.5% | 8,160 |
| Swisher Financial Concepts, Inc. | -900 | -19.4% | 3,740 |
| EverSource Wealth Advisors, LLC | -877 | -11.6% | 6,670 |
| AE Wealth Management LLC | -858 | -30.4% | 1,965 |
| Harvest Investment Services, LLC | -526 | -5.4% | 9,253 |
| Strategic Blueprint, LLC | -325 | -5.1% | 6,007 |
| PRINCIPAL SECURITIES, INC. | -223 | -3.6% | 5,984 |
| UBS Group AG | -218 | -0.2% | 121,773 |
| Well Done, LLC | -201 | -4.0% | 4,796 |
| AdvisorNet Financial, Inc | -109 | -36.2% | 192 |
| Keel Point, LLC | -83 | -0.3% | 32,402 |