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Institutional Holders of BLES

There is a long list of 59 institutional holders of BLES within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of BLES by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BLES table below, the initial column indicates the name of each top institutional holder of BLES, with a link to that fund's top holdings. The next columns indicate the amount of BLES stock held by each of the institutional holders of BLES, followed by the BLES position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Inspire Advisors LLC1,315,061$46,935 12/31/2023
     BLES1,315,061$46,935 12/31/2023
CWM Advisors LLC350,473$12,508 12/31/2023
     BLES350,473$12,508 12/31/2023
Creative Financial Designs Inc. ADV344,991$12,313 12/31/2023
     BLES344,991$12,313 12/31/2023
PAX Financial Group LLC306,302$10,783 12/31/2023
     BLES306,302$10,783 12/31/2023
Paradiem LLC162,663$5,805 12/31/2023
     BLES162,663$5,805 12/31/2023
Legacy Wealth Asset Management LLC139,115$4,965 12/31/2023
     BLES139,115$4,965 12/31/2023
CWM LLC127,004$4,774 03/31/2024
     BLES127,004$4,774 03/31/2024
Keel Point LLC125,554$4,720 03/31/2024
     BLES125,554$4,720 03/31/2024
OneAscent Financial Services LLC113,087$4,251 03/31/2024
     BLES113,087$4,251 03/31/2024
Citadel Advisors LLC114,739$4,095 12/31/2023
     BLES114,739$4,095 12/31/2023
AlphaStar Capital Management LLC102,622$3,663 12/31/2023
     BLES102,622$3,663 12/31/2023
Atria Investments LLC90,465$3,229 12/31/2023
     BLES90,465$3,229 12/31/2023
Advisor Group Holdings Inc.73,553$2,625 12/31/2023
     BLES73,553$2,625 12/31/2023
Belpointe Asset Management LLC64,152$2,290 12/31/2023
     BLES64,152$2,290 12/31/2023
UBS Group AG62,362$2,226 12/31/2023
     BLES62,362$2,226 12/31/2023
GTS Securities LLC58,478$2,087 12/31/2023
     BLES58,478$2,087 12/31/2023
Financial Advocates Investment Management57,733$2,060 12/31/2023
     BLES57,733$2,060 12/31/2023
Range Financial Group LLC45,698$1,718 03/31/2024
     BLES45,698$1,718 03/31/2024
Frontier Asset Management LLC47,052$1,679 12/31/2023
     BLES47,052$1,679 12/31/2023
LPL Financial LLC45,363$1,619 12/31/2023
     BLES45,363$1,619 12/31/2023
Sowell Financial Services LLC37,766$1,348 12/31/2023
     BLES37,766$1,348 12/31/2023
Cambridge Investment Research Advisors Inc.37,715$1,346 12/31/2023
     BLES37,715$1,346 12/31/2023
OLD Mission Capital LLC34,554$1,233 12/31/2023
     BLES34,554$1,233 12/31/2023
Strategic Blueprint LLC28,929$1,032 12/31/2023
     BLES28,929$1,032 12/31/2023
Jane Street Group LLC23,626$843 12/31/2023
     BLES23,626$843 12/31/2023
Atria Wealth Solutions Inc.22,091$788 12/31/2023
     BLES22,091$788 12/31/2023
Raymond James Financial Services Advisors Inc.21,413$764 12/31/2023
     BLES21,413$764 12/31/2023
Focus Financial Network Inc. ADV19,781$706 12/31/2023
     BLES19,781$706 12/31/2023
Envestnet Asset Management Inc.19,261$687 12/31/2023
     BLES19,261$687 12/31/2023
Amarillo National Bank17,644$630 12/31/2023
     BLES17,644$630 12/31/2023
Harvest Investment Services LLC15,124$540 12/31/2023
     BLES15,124$540 12/31/2023
Cetera Investment Advisers14,628$522 12/31/2023
     BLES14,628$522 12/31/2023
Vicus Capital10,988$413 03/31/2024
     BLES10,988$413 03/31/2024
JPMorgan Chase & Co.10,630$379 12/31/2023
     BLES10,630$379 12/31/2023
SILVER OAK SECURITIES Inc10,249$366 12/31/2023
     BLES10,249$366 12/31/2023
EverSource Wealth Advisors LLC9,585$342 12/31/2023
     BLES9,585$342 12/31/2023
Envestnet Portfolio Solutions Inc.9,146$326 12/31/2023
     BLES9,146$326 12/31/2023
AE Wealth Management LLC7,941$279 12/31/2023
     BLES7,941$279 12/31/2023
Commonwealth Equity Services LLC7,082$253 12/31/2023
     BLES7,082$253 12/31/2023
Howe & Rusling Inc.6,522$233 12/31/2023
     BLES6,522$233 12/31/2023
MML Investors Services LLC5,905$211 12/31/2023
     BLES5,905$211 12/31/2023
Royal Bank of Canada5,784$206 12/31/2023
     BLES5,784$206 12/31/2023
Swisher Financial Concepts Inc.5,890$204 12/31/2023
     BLES5,890$204 12/31/2023
HHM Wealth Advisors LLC4,040$144 12/31/2023
     BLES4,040$144 12/31/2023
Morgan Stanley1,800$64 12/31/2023
     BLES1,800$64 12/31/2023
Geneos Wealth Management Inc.1,415$51 12/31/2023
     BLES1,415$51 12/31/2023
GWM Advisors LLC1,000$36 12/31/2023
     BLES1,000$36 12/31/2023
Hollencrest Capital Management897$32 12/31/2023
     BLES897$32 12/31/2023
GPS Wealth Strategies Group LLC708$25 12/31/2023
     BLES708$25 12/31/2023
Venturi Wealth Management LLC650$23 12/31/2023
     BLES650$23 12/31/2023

See All: Funds Holding BLES
See Details: Top 10 Hedge Funds Holding BLES
Also See: BLES Holdings Changes

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