MBCE NORTHERN LTS FD TR IV
FollowMONARCH BLUE ELI (fund)
9 managers (9 13F filers) reported a position in MBCE shares at 2026-06-30, 4,826,910 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 5
- Reduced
- 0
- Sold out
- 3
- Shares held by filers
- 4,826,910
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 4,226,577 | $176M | 2.13% | +366,914 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 469,483 | $19.5M | <0.01% | 0 | 13F-HRTimelineGroup |
| LPL Financial LLC | 101,166 | $4.21M | <0.01% | +68,708 | 13F-HRTimeline |
| WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC | 9,049 | $376K | 0.09% | +364 | 13F-HRTimelineGroup |
| Maridea Wealth Management LLC | 6,810 | $283K | 0.03% | +42 | 13F-HRTimeline |
| RFG Advisory, LLC | 5,575 | $232K | <0.01% | new | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 5,338 | $217K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 2,165 | $90.1K | <0.01% | +319 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 747 | $31.1K | <0.01% | 0 | 13F-HRTimeline |