Запись по ценной бумаге · архивный квартал
CMF
iShares California Muni Bond ETF · Financial Services · Asset Management - Bonds
59Отслеживаемые держатели
+2Δ держателей
32.27MАкций в держании
$1.83BОтчётная стоимость
+3Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +3.5% ·
поток акций +8.8% ·
новые чистые позиции +3.4%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 58 | 0 | 35.29M | $2.03B | +3 | −3 |
| Q1 2026 | 59 | +2 | 32.27M | $1.83B | +3 | −1 |
| Q4 2025 | 57 | 0 | 29.67M | $1.70B | — | — |
| Q3 2025 | 9 | +1 | 5.52M | $314.70M | +1 | — |
| Q2 2025 | 5 | -1 | 2.82M | $156.97M | — | −1 |
| Q1 2025 | 4 | -1 | 71.81K | $4.04M | — | −1 |
| Q4 2024 | 5 | +1 | 77.42K | $4.43M | +1 | — |
| Q3 2024 | 4 | +2 | 87.48K | $5.08M | +2 | — |
| Q2 2024 | 2 | — | 56.40K | $3.21M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 8.50M | +0.7% | $483.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 6.20M | +21.3% | $352.52M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.87M | +4.6% | $106.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.87M | +4.6% | $106.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.84M | -5.0% | $104.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.84M | -5.0% | $104.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.84M | -5.0% | $104.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 1.81M | -5.2% | $102.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | LPL Financial LLC | 1.15M | +16.0% | $65.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 1.02M | +88.2% | $58.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mariner, LLC | 918.58K | +1.4% | $52.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Mariner, LLC | 918.58K | +1.4% | $52.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 918.58K | +1.4% | $52.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 882.81K | +271.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 882.81K | +271.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 882.81K | +271.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 681.79K | +4.5% | $38.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 681.79K | +4.5% | $38.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 681.79K | +4.5% | $38.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 681.79K | +4.5% | $38.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 657.46K | +8.0% | $37.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 657.46K | +8.0% | $37.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 657.17K | +19.6% | $37.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 531.88K | -0.9% | $30.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 404.36K | +17.6% | $23.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 391.73K | +5.1% | $22.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Alliancebernstein L.P. | 366.34K | +8.3% | $21.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cetera Investment Advisers | 368.51K | -2.5% | $20.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Captrust Financial Advisors | 356.43K | +1.4% | $20.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 331.07K | +31.8% | $18.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 331.07K | +31.8% | $18.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Sei Investments Co | 308.91K | +0.7% | $17.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Creative Planning | 277.42K | +26.2% | $15.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 277.42K | +26.2% | $15.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 243.49K | -6.0% | $13.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 206.12K | +45.9% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Jane Street Group, Llc | 172.58K | +22.4% | $9.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 162.76K | +32.0% | $9.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 150.69K | -1.3% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 150.69K | -1.3% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 150.69K | -1.3% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Raymond James Financial Inc | 144.71K | -5.6% | $8.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Raymond James Financial Inc | 144.71K | -5.6% | $8.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Commonwealth Equity Services, Llc | 126.01K | +1.2% | $7.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | HighTower Advisors, LLC | 113.69K | +75.0% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Cwm, Llc | 112.94K | -12.5% | $6.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Kayne Anderson Rudnick Investment… | 103.08K | +5.6% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 96.38K | 0.0% | $5.48M | 0.0% | Held | 2 | SEC ↗ |
| 55 | Mml Investors Services, Llc | 90.38K | -12.6% | $5.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Fifth Third Bancorp | 70.00K | Новый | $3.98M | 0.0% | New | 1 | SEC ↗ |
| 57 | Stifel Financial Corp | 61.82K | +23.5% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Stifel Financial Corp | 61.82K | +23.5% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Stifel Financial Corp | 61.82K | +23.5% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Quantinno Capital Management LP | 55.00K | +15.3% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Osaic Holdings, Inc. | 53.86K | -65.5% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Osaic Holdings, Inc. | 53.86K | -65.5% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 40.76K | +98.5% | $2.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 64 | Empower Advisory Group, LLC | 38.53K | +4.0% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Allspring Global Investments… | 37.24K | +30.6% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 33.07K | +26.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Corient Private Wealth LP | 27.59K | -57.1% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Hsbc Holdings Plc | 21.23K | -53.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Hsbc Holdings Plc | 21.23K | -53.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Renaissance Technologies ✦ | 18.70K | -83.4% | $1.06M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 71 | Wealth Enhancement Advisory… | 17.69K | -23.1% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Franklin Resources Inc | 14.98K | Новый | $851,763 | 0.0% | New | 1 | SEC ↗ |
| 73 | Goldman Sachs Group ✦ | 13.78K | -61.0% | $783,417 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Lido Advisors, LLC | 12.22K | -19.4% | $695,102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Brown Advisory Inc | 12.08K | +0.2% | $686,704 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Baird Financial Group, Inc. | 7.79K | 0.0% | $443,053 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Fisher Asset Management ✦ | 6.07K | -14.9% | $344,938 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 78 | Truist Financial Corp | 4.46K | Новый | $253,527 | 0.0% | New | 1 | SEC ↗ |
| 79 | Citigroup Inc | 4.40K | 0.0% | $250,184 | 0.0% | Held | 2 | SEC ↗ |
| 80 | Northern Trust Corp | 3.83K | 0.0% | $217,490 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Us Bancorp \De\ | 2.41K | -97.5% | $136,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Us Bancorp \De\ | 2.41K | -97.5% | $136,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Qube Research & Technologies Ltd | 558 | -83.5% | $31,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 352 | +0.3% | $20,015 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Bnp Paribas Financial Markets | 38 | -99.9% | $2,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Fifth Third Bancorp | $3.98M | 0.0% |
| Franklin Resources Inc | $851,763 | 0.0% |
| Truist Financial Corp | $253,527 | 0.0% |
Закрыто
| Millennium Management | $416,125 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 346 держатели, 49.72M акции, $2.80B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
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