US31418ECP34 - UMBS Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 2 total, 2 long only, 0 short only, 0 long/short - change of −9,23% MRQ
Genomsnittlig portföljallokering 0.2777 % - change of −4,06% MRQ
Institutionella aktier (lång) 4 724 338 (ex 13D/G) - change of −39,42MM shares −89,30% MRQ
Institutionellt värde (lång) $ 3 752 USD ($1000)
Institutionellt ägande och aktieägare

UMBS (US:US31418ECP34) har 2 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 4,724,338 aktier. Största aktieägare inkluderar MXBIX - Great-West Bond Index Fund Investor Class, and MXFDX - Great-West Core Bond Fund Investor Class .

UMBS (US31418ECP34) 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%.

US31418ECP34 / UMBS - 2.0% 2052-04-01 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
(%)
2025-07-28 NP SPGBX - Symmetry Panoramic Global Fixed Income Fund Class I Shares 1 180 −4,46
2025-06-30 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 14 0,00
2025-07-29 NP T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Mortgage-Backed Securities Multi-Sector Account Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 185 −4,66
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 6 0,00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Government Bond Fund Class I 9 473 −1,82
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 32 548 −1,81
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 596 −1,82
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 16 260 −4,39
2025-07-25 NP SMBS - Schwab Mortgage-Backed Securities ETF 500
2025-07-29 NP PRCIX - T. Rowe Price New Income Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 8 706 −4,40
2025-08-28 NP SPMB - SPDR(R) Portfolio Mortgage Backed Bond ETF This fund is a listed as child fund of State Street Corp 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 3 375 −2,12
2025-04-25 NP FIFZX - Fidelity Series Bond Index 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 286 −1,72
2025-07-25 NP PMTGX - PIA MBS Bond Fund Managed Account Completion Shares 1 146 −4,18
2025-08-25 NP MML Series Investment Fund II - MML Managed Bond Fund Initial Class 5 408 −2,03
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 185 −4,66
2025-08-26 NP GMDYX - MEDIUM-DURATION BOND FUND Institutional 6 350 −1,81
2025-08-27 NP VCOBX - Vanguard Core Bond 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 693 −1,98
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 1 509 −28,12
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 4 714 −1,81
2025-06-24 NP NCRIX - Neuberger Berman Core Bond Fund Investor Class 271 −16,92
2025-06-26 NP NUBD - Nuveen ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, 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 274 0,74
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 13 533 −1,84
2025-07-29 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 131 −4,41
2025-08-28 NP GMCOX - GuideMark(R) Core Fixed Income Fund Service Shares 1 673 −1,70
2025-08-27 NP BBCPX - Bridge Builder Core Plus Bond Fund 30 747 −1,83
2025-06-25 NP BKAG - BNY Mellon Core Bond ETF 86 1,19
2025-08-20 NP CGCP - Capital Group Core Plus Income ETF Share Class 670 −1,76
2025-08-28 NP TBIIX - TIAA-CREF Bond Index Fund Institutional Class 10 184 −1,83
2025-03-19 NP NBDAX - Nationwide Bond Fund Class A 7 150 −3,23
2025-08-25 NP CWBFX - CAPITAL WORLD BOND 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 7 260 −1,80
2025-08-25 NP MMCBX - MassMutual Premier Core Bond Fund Class A 4 799 −2,02
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 17 603 −4,37
2025-08-25 NP ABALX - AMERICAN BALANCED FUND Class A 13 224 −0,30
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 8 031 −1,82
2025-06-26 NP HCRB - Hartford Core Bond ETF 4 166 0,63
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 2 084 −4,36
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 3 241 −2,11
2025-07-25 NP AIBAX - INTERMEDIATE BOND FUND OF AMERICA Class A 5 957 −4,38
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 2 068 −55,09
2025-07-29 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 245 −4,31
2025-06-26 NP GBLAX - AMERICAN FUNDS GLOBAL BALANCED 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 8 108 0,63
2025-07-28 NP BBAG - JPMorgan U.S. Aggregate Bond ETF 1 069 −4,38
2025-08-19 NP GSGLX - Goldman Sachs Global Income Fund Institutional 781 −2,13
2025-07-29 NP TOTR - T. Rowe Price Total Return ETF 110 −4,35
2025-06-30 NP NSFOX - Natixis Sustainable Future 2065 Fund Class N 2 0,00
2025-08-28 NP SSAFX - State Street Aggregate Bond Index Portfolio This fund is a listed as child fund of State Street Corp 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 2 868 −2,12
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 18 714 −4,38
2025-08-27 NP JNL SERIES TRUST - JNL Bond Index Fund (I) 716 −2,05
2025-08-26 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 33 0,00
2025-08-21 NP MXBIX - Great-West Bond Index Fund Investor Class 3 151 687 −1,62 2 504 −1,84
2025-06-26 NP BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 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 1 062 0,57
2025-08-20 NP CGCB - Capital Group Core Bond ETF Share Class 2 932 −1,81
2025-08-25 NP ABNDX - BOND FUND OF AMERICA Class A 45 143 −1,81
2025-06-30 NP NSFMX - Natixis Sustainable Future 2060 Fund Class N 4 0,00
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 2 102 −4,37
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global 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 1 124 −1,75
2025-05-28 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 7 497 1,12
2025-06-26 NP AMECX - INCOME FUND OF AMERICA Class A 528 0,76
2025-08-21 NP MXFDX - Great-West Core Bond Fund Investor Class 1 572 651 −1,62 1 249 −1,81
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista