MBCE — Northern Lts Fd Tr IV Institutional Holders · Q2 2026
Who owns Northern Lts Fd Tr IV (MBCE)? 12 institutions reported holding $200.80M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kingsview Wealth Management, LLC ($175.8M), Goldman Sachs Group Inc ($19.5M), LPL Financial LLC ($4.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $175.8M | 4.2M | Added |
| 2 | GOLDMAN SACHS GROUP INC | $19.5M | 469,483 | Hold |
| 3 | LPL Financial LLC | $4.2M | 101,166 | Added |
| 4 | WBI INVESTMENTS, LLC | $376,456 | 9,049 | Added |
| 5 | Maridea Wealth Management LLC | $283,310 | 6,810 | Added |
| 6 | RFG Advisory, LLC | $231,935 | 5,575 | New |
| 7 | JPMORGAN CHASE & CO | $217,339 | 5,338 | New |
| 8 | MORGAN STANLEY | $90,068 | 2,165 | Added |
| 9 | AE Wealth Management LLC | $31,077 | 747 | Hold |
| 10 | Royal Bank of Canada | $0 | 0 | Exited |
| 11 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 12 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30