MBCE NORTHERN LTS FD TR IV
FollowMONARCH BLUE ELI (fund)
7 managers (7 13F filers) reported a position in MBCE shares at 2025-12-31, 3,868,414 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 4
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 3,868,414
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 3,374,521 | $125M | 1.8% | +238,083 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 477,196 | $17.6M | <0.01% | +326,226 | 13F-HR/ATimelineGroup |
| LPL Financial LLC | 7,778 | $287K | <0.01% | +1,212 | 13F-HRTimeline |
| RFG Advisory, LLC | 5,816 | $215K | <0.01% | -949 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1,831 | $67.6K | <0.01% | +1,829 | 13F-HR/ATimelineGroup |
| Premier Financial Group | 1,260 | $46.7K | 0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 12 | $443 | <0.01% | -117 | 13F-HRTimelineGroup |