Northern LTS Fund Tr IV (MBCE): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow MBCE for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 9

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$41.6

+20.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of MBCE (all 13F filers)

Kingsview Wealth Management4.2 MWealth adviser+367 K
Goldman Sachs Group469 KBank or trading desk0
LPL Financial101 KWealth adviser+69 K
WBI Investments9,049Type not verified−8,321
Maridea Wealth Management6,810Wealth adviser+42
RFG Advisory5,575Type not verified+5,575
JPMorgan Chase5,338Bank or trading desk+5,338
Morgan Stanley2,165Bank or trading desk+319
AE Wealth Management747Wealth adviser0

Filer	Type
Kingsview Wealth Management	Wealth adviser	4.2 M	+367 K	$176M
Goldman Sachs Group	Bank or trading desk	469 K	0	$19.5M
LPL Financial	Wealth adviser	101 K	+69 K	$4.2M
WBI Investments	Type not verified	9,049	−8,321	$376K
Maridea Wealth Management	Wealth adviser	6,810	+42	$283K
RFG Advisory	Type not verified	5,575	+5,575	$232K
JPMorgan Chase	Bank or trading desk	5,338	+5,338	$217K
Morgan Stanley	Bank or trading desk	2,165	+319	$90.1K
AE Wealth Management	Wealth adviser	747	0	$31.1K

Kingsview Wealth Management
Shares
4.2 M
Change
+367 K
See more
Type
Wealth adviser
Value
$176M
Goldman Sachs Group
Shares
469 K
Change
0
See more
Type
Bank or trading desk
Value
$19.5M
LPL Financial
Shares
101 K
Change
+69 K
See more
Type
Wealth adviser
Value
$4.2M
WBI Investments
Shares
9,049
Change
−8,321
See more
Type
Type not verified
Value
$376K
Maridea Wealth Management
Shares
6,810
Change
+42
See more
Type
Wealth adviser
Value
$283K
RFG Advisory
Shares
5,575
Change
+5,575
See more
Type
Type not verified
Value
$232K
JPMorgan Chase
Shares
5,338
Change
+5,338
See more
Type
Bank or trading desk
Value
$217K
Morgan Stanley
Shares
2,165
Change
+319
See more
Type
Bank or trading desk
Value
$90.1K
AE Wealth Management
Shares
747
Change
0
See more
Type
Wealth adviser
Value
$31.1K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗