US3132DWCT80 - UMBS Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 1 total, 1 long only, 0 short only, 0 long/short - change of 2,63% MRQ
Genomsnittlig portföljallokering 0.1328 % - change of −17,06% MRQ
Institutionella aktier (lång) 3 403 948 (ex 13D/G) - change of −2,51MM shares −42,44% MRQ
Institutionellt värde (lång) $ 2 703 USD ($1000)
Institutionellt ägande och aktieägare

UMBS (US:US3132DWCT80) har 1 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 3,403,948 aktier. Största aktieägare inkluderar MXBIX - Great-West Bond Index Fund Investor Class .

UMBS (US3132DWCT80) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US3132DWCT80 / UMBS - 2.0% 2051-12-01 Institutional Ownership
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-25 NP MFAAX - AMERICAN FUNDS MORTGAGE FUND Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 636 −4,22
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 966 −1,93
2025-07-25 NP EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 354 −4,45
2025-08-27 NP HCASX - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares 323 −1,83
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 288 −2,05
2025-07-25 NP SMBS - Schwab Mortgage-Backed Securities ETF 9 602
2025-07-25 NP EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 130 −4,41
2025-08-25 NP SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 047 −2,16
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Government Bond Fund Class I 2 896 −2,10
2025-08-25 NP ABNDX - BOND FUND OF AMERICA Class A 1 611 −2,07
2025-07-25 NP AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 49 037 −4,41
2025-08-18 NP PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 16 073 −56,72
2025-08-28 NP SCXIX - Simt Core Fixed Income Fund Class I 732 −2,14
2025-07-25 NP IMTB - iShares Core 5-10 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 284 −4,38
2025-07-30 NP FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 190 −4,18
2025-06-26 NP MRBFX - MFS Total Return Bond Fund A 951 0,21
2025-08-11 NP Six Circles Trust - Six Circles Global Bond Fund 1 915 −2,00
2025-06-24 NP NCRIX - Neuberger Berman Core Bond Fund Investor Class 473 0,21
2025-06-26 NP CAIBX - CAPITAL INCOME BUILDER Class A 653 0,15
2025-08-27 NP VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 145 668 −1,96
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 743 −1,96
2025-07-25 NP AMUSX - U.S. Government Securities Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 636 −4,22
2025-06-26 NP AMECX - INCOME FUND OF AMERICA Class A 653 0,15
2025-08-25 NP MWTIX - Metropolitan West Total Return Bond Fund Class I 18 928 −2,16
2025-07-25 NP SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 642 −4,41
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 644 −1,98
2025-07-25 NP MBB - iShares MBS ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 92 278 −4,41
2025-07-29 NP SCOAX - Siit Core Fixed Income - Class A 1 463 −4,38
2025-07-29 NP VMBSX - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28 856 −28,10
2025-08-25 NP CANAX - American Funds Strategic Bond Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 995 −2,06
2025-08-27 NP VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 145 454 −1,96
2025-07-25 NP AIBAX - INTERMEDIATE BOND FUND OF AMERICA Class A 636 −4,22
2025-08-21 NP MXBIX - Great-West Bond Index Fund Investor Class 3 403 948 −1,67 2 703 −2,10
2025-08-27 NP Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 3 218 −2,16
2025-06-26 NP BLACKROCK FUNDS - iShares U.S. Securitized Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 663 0,45
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 2 152 −2,09
2025-07-23 NP DBOAX - BNY Mellon Balanced Opportunity Fund Class A 413 −4,40
2025-06-18 NP GBIAX - Nationwide Bond Index Fund Class A 641 0,16
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 400 −1,96
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