MBCE institutional holders

NORTHERN LTS FD TR IV · 13F, 2026Q2

Managers holding9
Shares held4,826,910
Reported value$200.8m
Quarter flows2 new, 5 added, 0 trimmed, 4 exited

Top 9 holders

ManagerSharesValue% of manager's 13F
Kingsview Wealth Management, LLC4,226,577$175.8m2.1%
GOLDMAN SACHS GROUP INC469,483$19.5m0.0%
LPL Financial LLC101,166$4.2m0.0%
WBI INVESTMENTS, LLC9,049$376,4560.1%
Maridea Wealth Management LLC6,810$283,3100.0%
RFG Advisory, LLC5,575$231,9350.0%
JPMORGAN CHASE & CO5,338$217,3390.0%
MORGAN STANLEY2,165$90,0680.0%
AE Wealth Management LLC747$31,0770.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MBCE"). MBCE price history · All 13F data

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