# NORTHERN LTS FD TR IV (BLES)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BLES/

- Reporting holders: 3
- Reported value: $397.6K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $305.5K | 6,466 | 0.1% | 24 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $58.3K | 1,233 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $33.9K | 718 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $397.6K |
| Q2 2026 | 76 | $83.9M |
| Q1 2026 | 74 | $79.7M |
| Q4 2025 | 67 | $80.8M |
| Q3 2025 | 64 | $77.4M |
| Q2 2025 | 64 | $73.9M |
| Q1 2025 | 67 | $87.3M |
| Q4 2024 | 59 | $78.6M |
| Q3 2024 | 55 | $73.6M |
| Q2 2024 | 57 | $73.0M |
| Q1 2024 | 58 | $143.8M |
| Q4 2023 | 61 | $149.3M |