MBCE NORTHERN LTS FD TR IV
FollowMONARCH BLUE ELI (fund)
7 managers (7 13F filers) reported a position in MBCE shares at 2025-09-30, 3,317,070 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 3
- Added
- 1
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 3,317,070
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 3,136,438 | $116M | 1.76% | +267,822 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 150,970 | $5.56M | <0.01% | -200,000 | 13F-HRTimelineGroup |
| TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP | 16,200 | $597K | <0.01% | new | 13F-HRTimelineGroup |
| RFG Advisory, LLC | 6,765 | $249K | 0.01% | -312 | 13F-HRTimeline |
| LPL Financial LLC | 6,566 | $242K | <0.01% | -11 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 129 | $4.75K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 2 | $94 | <0.01% | new | 13F-HR/ATimelineGroup |