Who owns MBCE?
Northern Lights Fund Trust IV - Monarch Blue Chips Elite Index ETF
10 institutions reported holding MBCE, worth $201.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MBCE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Kingsview Wealth Management, LLC | Grants Pass, OR | $175.8M | 4,226,577 | +366,914 shares |
| Goldman Sachs Group Inc. | New York, NY | $19.5M | 469,483 | No change |
| LPL Financial LLC | Fort Mill, SC | $4.2M | 101,166 | +68,708 shares |
| WBI Investments, LLC | Red Bank, NJ | $376K | 9,049 | +364 shares |
| Millington Securities, LLC | Red Bank, NJ | $300K | 8,685 | New position |
| Maridea Wealth Management LLC | Brooklyn, NY | $283K | 6,810 | +42 shares |
| RFG Advisory, LLC | Birmingham, AL | $232K | 5,575 | New position |
| JPMorgan Chase & Co | New York, NY | $217K | 5,338 | New position |
| Morgan Stanley | New York, NY | $90K | 2,165 | +319 shares |
| AE Wealth Management LLC | Topeka, KS | $31K | 747 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MBCE?
10 institutional managers reported holding MBCE in Form 13F filings for June 30, 2026, worth $201.1M in total. The largest reported position was held by Kingsview Wealth Management, LLC, at $175.8M.
Did institutions buy or sell MBCE last quarter?
Reported 13F value rose 32.8% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MBCE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.