Skip to content
Disclosery

MBCE NORTHERN LTS FD TR IV

Follow

MONARCH BLUE ELI (fund)

10 managers (11 13F filers) reported a position in MBCE shares at 2026-03-31, 4,398,127 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
10
13F filers
11
New
5
Added
4
Reduced
1
Sold out
2
Shares held by filers
4,398,127

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Kingsview Wealth Management, LLC3,859,663$133M1.82%+485,14213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC469,483$16.2M<0.01%-7,71313F-HRTimelineGroup
LPL Financial LLC32,458$1.12M<0.01%+24,68013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,869$237K<0.01%new13F-HRTimelineGroup
Maridea Wealth Management LLC6,768$233K0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,846$63.7K<0.01%+1513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,524$52.6K<0.01%+1,51213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,399$48K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC747$25.8K<0.01%new13F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline