On this page, we present all of the funds holding BLES from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BLES, with a link to that fund's top holdings. The next columns indicate the amount of BLES stock held by each of the funds holding BLES, followed by the BLES position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 60 funds holding BLES within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Inspire Advisors LLC. For more details on the positions held by Inspire Advisors LLC (or by any of the other funds holding BLES), click the fund name in the "Holder" column of the funds-holding-BLES table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Inspire Advisors LLC | 1,315,061 | $46,935 | 12/31/2023 |
BLES | 1,315,061 | $46,935 | 12/31/2023 |
CWM Advisors LLC | 350,473 | $12,508 | 12/31/2023 |
BLES | 350,473 | $12,508 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 344,991 | $12,313 | 12/31/2023 |
BLES | 344,991 | $12,313 | 12/31/2023 |
PAX Financial Group LLC | 306,302 | $10,783 | 12/31/2023 |
BLES | 306,302 | $10,783 | 12/31/2023 |
Legacy Wealth Asset Management LLC | 149,185 | $5,608 | 03/31/2024 |
BLES | 149,185 | $5,608 | 03/31/2024 |
CWM LLC | 127,004 | $4,774 | 03/31/2024 |
BLES | 127,004 | $4,774 | 03/31/2024 |
Keel Point LLC | 125,554 | $4,720 | 03/31/2024 |
BLES | 125,554 | $4,720 | 03/31/2024 |
OneAscent Financial Services LLC | 113,087 | $4,251 | 03/31/2024 |
BLES | 113,087 | $4,251 | 03/31/2024 |
Citadel Advisors LLC | 114,739 | $4,095 | 12/31/2023 |
BLES | 114,739 | $4,095 | 12/31/2023 |
AlphaStar Capital Management LLC | 102,622 | $3,663 | 12/31/2023 |
BLES | 102,622 | $3,663 | 12/31/2023 |
Atria Investments LLC | 90,465 | $3,229 | 12/31/2023 |
BLES | 90,465 | $3,229 | 12/31/2023 |
Advisor Group Holdings Inc. | 73,553 | $2,625 | 12/31/2023 |
BLES | 73,553 | $2,625 | 12/31/2023 |
Belpointe Asset Management LLC | 64,152 | $2,290 | 12/31/2023 |
BLES | 64,152 | $2,290 | 12/31/2023 |
UBS Group AG | 62,362 | $2,226 | 12/31/2023 |
BLES | 62,362 | $2,226 | 12/31/2023 |
GTS Securities LLC | 58,478 | $2,087 | 12/31/2023 |
BLES | 58,478 | $2,087 | 12/31/2023 |
Financial Advocates Investment Management | 57,733 | $2,060 | 12/31/2023 |
BLES | 57,733 | $2,060 | 12/31/2023 |
Range Financial Group LLC | 45,698 | $1,718 | 03/31/2024 |
BLES | 45,698 | $1,718 | 03/31/2024 |
Frontier Asset Management LLC | 47,052 | $1,679 | 12/31/2023 |
BLES | 47,052 | $1,679 | 12/31/2023 |
Focus Financial Network Inc. | 46,943 | $1,674 | 03/31/2024 |
BLES | 46,943 | $1,674 | 03/31/2024 |
LPL Financial LLC | 45,363 | $1,619 | 12/31/2023 |
BLES | 45,363 | $1,619 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 40,938 | $1,539 | 03/31/2024 |
BLES | 40,938 | $1,539 | 03/31/2024 |
Sowell Financial Services LLC | 37,766 | $1,348 | 12/31/2023 |
BLES | 37,766 | $1,348 | 12/31/2023 |
OLD Mission Capital LLC | 34,554 | $1,233 | 12/31/2023 |
BLES | 34,554 | $1,233 | 12/31/2023 |
Strategic Blueprint LLC | 28,153 | $1,058 | 03/31/2024 |
BLES | 28,153 | $1,058 | 03/31/2024 |
Jane Street Group LLC | 23,626 | $843 | 12/31/2023 |
BLES | 23,626 | $843 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 21,048 | $791 | 03/31/2024 |
BLES | 21,048 | $791 | 03/31/2024 |
Atria Wealth Solutions Inc. | 22,091 | $788 | 12/31/2023 |
BLES | 22,091 | $788 | 12/31/2023 |
Focus Financial Network Inc. ADV | 19,781 | $706 | 12/31/2023 |
BLES | 19,781 | $706 | 12/31/2023 |
Envestnet Asset Management Inc. | 19,261 | $687 | 12/31/2023 |
BLES | 19,261 | $687 | 12/31/2023 |
Amarillo National Bank | 17,644 | $663 | 03/31/2024 |
BLES | 17,644 | $663 | 03/31/2024 |
Harvest Investment Services LLC | 15,124 | $540 | 12/31/2023 |
BLES | 15,124 | $540 | 12/31/2023 |
Cetera Investment Advisers | 14,628 | $522 | 12/31/2023 |
BLES | 14,628 | $522 | 12/31/2023 |
Paradiem LLC | 13,830 | $520 | 03/31/2024 |
BLES | 13,830 | $520 | 03/31/2024 |
Vicus Capital | 10,988 | $413 | 03/31/2024 |
BLES | 10,988 | $413 | 03/31/2024 |
JPMorgan Chase & Co. | 10,630 | $379 | 12/31/2023 |
BLES | 10,630 | $379 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 10,249 | $366 | 12/31/2023 |
BLES | 10,249 | $366 | 12/31/2023 |
EverSource Wealth Advisors LLC | 9,585 | $342 | 12/31/2023 |
BLES | 9,585 | $342 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 9,146 | $326 | 12/31/2023 |
BLES | 9,146 | $326 | 12/31/2023 |
AE Wealth Management LLC | 7,941 | $279 | 12/31/2023 |
BLES | 7,941 | $279 | 12/31/2023 |
Commonwealth Equity Services LLC | 7,082 | $253 | 12/31/2023 |
BLES | 7,082 | $253 | 12/31/2023 |
Howe & Rusling Inc. | 6,522 | $233 | 12/31/2023 |
BLES | 6,522 | $233 | 12/31/2023 |
Swisher Financial Concepts Inc. | 5,890 | $218 | 03/31/2024 |
BLES | 5,890 | $218 | 03/31/2024 |
MML Investors Services LLC | 5,905 | $211 | 12/31/2023 |
BLES | 5,905 | $211 | 12/31/2023 |
Royal Bank of Canada | 5,784 | $206 | 12/31/2023 |
BLES | 5,784 | $206 | 12/31/2023 |
HHM Wealth Advisors LLC | 4,040 | $144 | 12/31/2023 |
BLES | 4,040 | $144 | 12/31/2023 |
Morgan Stanley | 1,800 | $64 | 12/31/2023 |
BLES | 1,800 | $64 | 12/31/2023 |
Geneos Wealth Management Inc. | 1,415 | $51 | 12/31/2023 |
BLES | 1,415 | $51 | 12/31/2023 |
GWM Advisors LLC | 1,000 | $36 | 12/31/2023 |
BLES | 1,000 | $36 | 12/31/2023 |
Hollencrest Capital Management | 897 | $32 | 12/31/2023 |
BLES | 897 | $32 | 12/31/2023 |
Venturi Wealth Management LLC | 703 | $26 | 03/31/2024 |
BLES | 703 | $26 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 708 | $25 | 12/31/2023 |
BLES | 708 | $25 | 12/31/2023 |
NBC Securities Inc. | 313 | $11 | 03/31/2024 |
BLES | 313 | $11 | 03/31/2024 |
Ambassador Advisors LLC | 302 | $11 | 12/31/2023 |
BLES | 302 | $11 | 12/31/2023 |
Principal Securities Inc. | 214 | $8 | 12/31/2023 |
BLES | 214 | $8 | 12/31/2023 |
Winch Advisory Services LLC | 228 | $8 | 12/31/2023 |
BLES | 228 | $8 | 12/31/2023 |
Ameritas Investment Partners Inc. | 135 | $5 | 12/31/2023 |
BLES | 135 | $5 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 100 | $4 | 12/31/2023 |
BLES | 100 | $4 | 12/31/2023 |
Harbour Investments Inc. | 64 | $2 | 12/31/2023 |
BLES | 64 | $2 | 12/31/2023 |
FMR LLC | 25 | $1 | 12/31/2023 |
BLES | 25 | $1 | 12/31/2023 |
Wells Fargo & Company MN | 0 | $0 | 12/31/2023 |
BLES | 0 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
BLES | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of BLES
See Details: Top 10 Hedge Funds Holding BLES
Also See: BLES Holdings Changes
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