US3132DWCT80 - UMBS Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken
Institutionelle Eigentümer 1 total, 1 long only, 0 short only, 0 long/short - change of 2,63% MRQ
Durchschnittliche Portfolioallokation 0.1328 % - change of -17,06% MRQ
Institutionelle Aktien (Long) 3.403.948 (ex 13D/G) - change of -2,51MM shares -42,44% MRQ
Institutioneller Wert (Long) $ 2.703 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

UMBS (US:US3132DWCT80) hat 1 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 3,403,948 Aktien. Die größten Aktionäre sind MXBIX - Great-West Bond Index Fund Investor Class .

UMBS (US3132DWCT80) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.

US3132DWCT80 / UMBS - 2.0% 2051-12-01 Institutional Ownership
13F und NPORT Einreichungen

Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
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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