MBCE NORTHERN LTS FD TR IV: institutional ownership and insider trading
10 funds reported holding $201M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net bought $18.2M, with 2 new positions and 3 funds selling out.
Largest institutional holders of MBCE
- Kingsview Wealth Management, LLC — $176M
- GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) — $19.5M
- LPL Financial LLC — $4.21M
- WBI INVESTMENTS, LLC — $376K
- MILLINGTON SECURITIES, LLC — $300K
- Maridea Wealth Management LLC — $283K
- RFG Advisory, LLC — $232K
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $217K
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $90.1K
- AE Wealth Management LLC — $31.1K