CAM
Alliance Bernstein - AB California Intermediate Municipal ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom +5.2% ·
netto nieuwe posities +4.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +1 | 39.87M | $996.46M | +3 | −2 |
| Q1 2026 | 22 | +4 | 37.92M | $951.02M | +5 | −1 |
| Q4 2025 | 18 | +2 | 38.22M | $959.07M | +2 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 35.26M | +2.5% | $880.31M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.95M | +94.9% | $49.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.95M | +94.9% | $49.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 798.10K | +3.7% | $20.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 516.38K | +7.0% | $12.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 372.49K | +2.7% | $9.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 372.49K | +2.7% | $9.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 234.26K | +7.2% | $5.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 181.18K | +493.3% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jane Street Group, Llc | 126.10K | +355.8% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 79.04K | +36.2% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 64.30K | +1.3% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 61.19K | +7.1% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 61.19K | +7.1% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 59.50K | 0.0% | $1.50M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 37.46K | +123.6% | $938,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 23.13K | Nieuw | $582,051 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 22.41K | -91.8% | $563,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 22.41K | -91.8% | $563,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 21.48K | +6.4% | $540,512 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 18.47K | -26.5% | $464,605 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 12.87K | +0.6% | $323,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 11.46K | 0.0% | $288,275 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 9.41K | 0.0% | $236,756 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 8.88K | Nieuw | $223,421 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 7.43K | +38.6% | $186,951 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 9 | Nieuw | $226 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $582,051 | 0.0% |
| Mercer Global Advisors Inc… | $223,421 | 0.0% |
| Russell Investments Group… | $226 | 0.0% |
Verlaten
| Citadel Advisors | $253,526 | was 0.0% |
| Hrt Financial Lp | $223,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 47 houders, 38.92M aandelen, $974.78M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.