BLES Institutional Ownership & Shareholders
INSPIRE GLOBAL HOPE ETF (BLES) is currently held by 74 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $84.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BLES tracked by InsiderSet, reporting ownership valued at approximately $11.97M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.07M, representing an estimated gain of +0.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed BLES value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Assetmark, Inc, Cwm, Llc, and several other long-term asset managers with concentrated positions in INSPIRE GLOBAL HOPE ETF (BLES).
This page ranks the largest institutional BLES shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
74
Total Reported Value
$84.22M
Largest Holder
Lpl Financial Llc
Largest Position
$11.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 251,044 | $11,972,293 | $12,070,196 | +$97,903 | +0.82% | |
| Assetmark, Inc | 0.01% | 177,871 | $8,403,146 | $8,552,038 | +$148,892 | +1.77% | |
| Cwm, Llc | 0.02% | 135,364 | $6,003,944 | $6,508,301 | +$504,357 | +8.40% | |
| Ubs Group Ag | 0.00% | 121,773 | $5,807,354 | $5,854,846 | +$47,492 | +0.82% | |
| Sowell Financial Services Llc | 0.18% | 116,464 | $5,502,132 | $5,599,589 | +$97,457 | +1.77% | |
| Creative Financial Designs Inc | 0.24% | 104,035 | $4,961,444 | $5,002,003 | +$40,559 | +0.82% | |
| Alphastar Capital Management, Llc | 0.28% | 98,374 | $4,647,482 | $4,729,822 | +$82,340 | +1.77% | |
| Inspire Advisors, Llc | 0.25% | 74,232 | $3,539,955 | $3,569,075 | +$29,120 | +0.82% | |
| Envestnet Asset Management Inc | 0.00% | 63,418 | $3,024,427 | $3,049,137 | +$24,710 | +0.82% | |
| Frontier Asset Management, Llc | 0.51% | 57,703 | $2,726,078 | $2,774,360 | +$48,282 | +1.77% | |
| Citadel Advisors Llc | 0.00% | 44,198 | $2,107,803 | $2,125,040 | +$17,237 | +0.82% | |
| Range Financial Group Llc | 0.47% | 36,243 | $1,712,214 | $1,742,563 | +$30,349 | +1.77% | |
| Keel Point, Llc | 0.09% | 32,402 | $1,545,251 | $1,557,888 | +$12,637 | +0.82% | |
| Cetera Investment Advisers | 0.00% | 29,934 | $1,427,522 | $1,439,227 | +$11,705 | +0.82% | |
| Strategic Equity Management | 0.45% | 28,077 | $1,338,985 | $1,349,942 | +$10,957 | +0.82% | |
| Inspire Investing, Llc | 0.05% | 25,355 | $1,197,840 | $1,219,068 | +$21,228 | +1.77% | |
| Moneywise, Inc. | 0.42% | 23,673 | $1,128,951 | $1,138,198 | +$9,247 | +0.82% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 21,020 | $1,002,444 | $1,010,642 | +$8,198 | +0.82% | |
| Oneascent Financial Services Llc | 0.05% | 20,807 | $992,248 | $1,000,401 | +$8,153 | +0.82% | |
| Jpmorgan Chase & Co | 0.00% | 20,752 | $985,955 | $997,756 | +$11,801 | +1.20% | |
| Ridgeline Wealth, Llc | 0.56% | 20,577 | $985,432 | $989,342 | +$3,910 | +0.40% | |
| Raymond James Financial Inc | 0.00% | 18,970 | $904,679 | $912,078 | +$7,399 | +0.82% | |
| Turning Point Benefit Group, Inc. | 0.35% | 18,207 | $858,278 | $875,393 | +$17,115 | +1.99% | |
| Amarillo National Bank | 0.13% | 17,519 | $827,650 | $842,314 | +$14,664 | +1.77% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,270 | $680,530 | $686,102 | +$5,572 | +0.82% | |
| Tulsa Wealth Advisors, Inc | 0.09% | 14,090 | $671,952 | $677,447 | +$5,495 | +0.82% | |
| Vicus Capital | 0.04% | 13,819 | $659,005 | $664,418 | +$5,413 | +0.82% | |
| Independent Financial Group, Llc | 0.01% | 11,810 | $557,939 | $567,825 | +$9,886 | +1.77% | |
| Focus Financial Network, Inc. | 0.02% | 11,258 | $533,887 | $541,285 | +$7,398 | +1.39% | |
| Royal Bank Of Canada | 0.00% | 9,656 | $460,000 | $464,260 | +$4,260 | +0.93% | |
| Harvest Investment Services, Llc | 0.07% | 9,253 | $441,285 | $444,884 | +$3,599 | +0.82% | |
| Sterling Investment Advisors, Ltd. | 0.07% | 8,925 | $421,644 | $429,114 | +$7,470 | +1.77% | |
| Osaic Holdings, Inc. | 0.00% | 8,160 | $389,185 | $392,333 | +$3,148 | +0.81% | |
| Rfg Advisory, Llc | 0.01% | 7,701 | $367,283 | $370,264 | +$2,981 | +0.81% | |
| Gts Securities Llc | 0.01% | 7,582 | $361,586 | $364,543 | +$2,957 | +0.82% | |
| Lasalle St. Investment Advisors, Llc | 0.04% | 7,485 | $356,960 | $359,879 | +$2,919 | +0.82% | |
| Belpointe Asset Management Llc | 0.01% | 7,204 | $343,582 | $346,368 | +$2,786 | +0.81% | |
| Blue Trust, Inc. | 0.00% | 6,960 | $328,793 | $334,637 | +$5,844 | +1.78% | |
| Howe & Rusling Inc | 0.02% | 6,522 | $311,035 | $313,578 | +$2,543 | +0.82% | |
| Legacy Wealth Asset Management, Llc | 0.07% | 6,466 | $305,473 | $310,885 | +$5,412 | +1.77% | |
| Jane Street Group, Llc | 0.00% | 6,154 | $293,484 | $295,884 | +$2,400 | +0.82% | |
| Principal Securities, Inc. | 0.00% | 5,984 | $285,377 | $287,711 | +$2,334 | +0.82% | |
| Sageoak Financial, Llc | 0.18% | 5,719 | $270,183 | $274,970 | +$4,787 | +1.77% | |
| Revisor Wealth Management Llc | 0.06% | 5,326 | $252,351 | $256,074 | +$3,723 | +1.48% | |
| Strategic Blueprint, Llc | 0.01% | 5,272 | $249,086 | $253,478 | +$4,392 | +1.76% | |
| Pfg Advisors | 0.01% | 5,234 | $247,270 | $251,651 | +$4,381 | +1.77% | |
| Well Done, Llc | 0.03% | 4,740 | $223,932 | $227,899 | +$3,967 | +1.77% | |
| Focus Partners Wealth | 0.00% | 4,605 | $219,612 | $221,408 | +$1,796 | +0.82% | |
| Independent Advisor Alliance | 0.00% | 4,220 | $201,252 | $202,898 | +$1,646 | +0.82% | |
| Swisher Financial Concepts, Inc. | 0.11% | 3,740 | $178,361 | $179,819 | +$1,458 | +0.82% |
Frequently asked questions about BLES
Who are the largest institutional holders of BLES?
The largest institutional holders of BLES reported in the latest SEC Form 13F filings include Lpl Financial Llc, Assetmark, Inc, Cwm, Llc, Ubs Group Ag, and Sowell Financial Services Llc. InsiderSet ranks institutional holders by their latest reported BLES position.
What is BLES institutional ownership?
This page tracks BLES positions reported by institutional investment managers through SEC Form 13F. INSPIRE GLOBAL HOPE ETF (BLES) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BLES?
InsiderSet currently tracks 74 institutional managers reporting BLES holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BLES shareholders.
How much BLES stock do institutions own?
Institutional investment managers disclosed approximately $84.22M in BLES holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BLES institutional ownership last updated?
The latest BLES institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BLES holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BLES position after the reporting date.
Are institutions buying or selling BLES?
Institutional buying and selling can be analyzed by comparing BLES positions across consecutive 13F reporting periods. InsiderSet's BLES Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BLES ownership changes.
How has BLES institutional ownership changed over time?
InsiderSet tracks BLES institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.