MBCE NORTHERN LTS FD TR IV
FollowMONARCH BLUE ELI (fund)
7 managers (7 13F filers) reported a position in MBCE shares at 2025-06-30, 3,233,760 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 1
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 3,233,760
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 | 2,868,616 | $105M | 1.77% | +64,621 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 350,970 | $12.8M | <0.01% | -400,000 | 13F-HRTimelineGroup |
| RFG Advisory, LLC | 7,077 | $258K | 0.01% | -625 | 13F-HRTimeline |
| LPL Financial LLC | 6,577 | $240K | <0.01% | new | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 490 | $17.9K | <0.01% | -4,784 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 30 | $1.09K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |