# NORTHERN LTS FD TR IV (MBCE)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MBCE/

- Reporting holders: 9
- Reported value: $200.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Kingsview Wealth Management, LLC](https://holderbook.com/funds/1791965-kingsview-wealth-management-llc/) | $175.8M | 4,226,577 | 2.1% | 22 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $19.5M | 469,483 | 0.0% | 7 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $4.2M | 101,166 | 0.0% | 5 |
| [WBI INVESTMENTS, LLC](https://holderbook.com/funds/1397424-wbi-investments-llc/) | $376.5K | 9,049 | 0.1% | 2 |
| [Maridea Wealth Management LLC](https://holderbook.com/funds/2056245-maridea-wealth-management-llc/) | $283.3K | 6,810 | 0.0% | 2 |
| [RFG Advisory, LLC](https://holderbook.com/funds/1633387-rfg-advisory-llc/) | $231.9K | 5,575 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $217.3K | 5,338 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $90.1K | 2,165 | 0.0% | 4 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $31.1K | 747 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $200.8M |
| Q1 2026 | 11 | $151.7M |
| Q4 2025 | 7 | $142.8M |
| Q3 2025 | 7 | $122.2M |
| Q2 2025 | 6 | $118.0M |
| Q1 2025 | 5 | $119.4M |
| Q4 2024 | 5 | $106.5M |
| Q3 2024 | 2 | $109.0M |
| Q2 2024 | 2 | $95.3M |
| Q1 2024 | 4 | $83.1M |
| Q4 2023 | 4 | $63.6M |
| Q3 2023 | 3 | $40.3M |