Effectdossier · gearchiveerd kwartaal
FMB
First Trust Managed Municipal ETF · Financial Services · Asset Management - Bonds
35Gevolgde houders
+1Δ houders
18.42MGehouden aandelen
$946.08MGerapporteerde waarde
+3Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.9% ·
aandelenstroom +0.9% ·
netto nieuwe posities +2.9%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +1 | 18.42M | $946.08M | +3 | −2 |
| Q1 2026 | 35 | -2 | 18.38M | $931.56M | +4 | −6 |
| Q4 2025 | 37 | 0 | 17.46M | $892.76M | +1 | −1 |
| Q3 2025 | 4 | 0 | 3.20M | $162.24M | — | — |
| Q2 2025 | 2 | +1 | 100.03K | $4.98M | +1 | — |
| Q1 2025 | 1 | -1 | 51.70K | $2.61M | — | −1 |
| Q4 2024 | 2 | 0 | 26.52K | $1.35M | — | — |
| Q3 2024 | 2 | +1 | 134.76K | $7.00M | +1 | — |
| Q2 2024 | 1 | — | 50.48K | $2.58M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.50M | +4.7% | $179.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.50M | +4.7% | $179.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 2.42M | +4.1% | $124.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.13M | -12.4% | $109.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.13M | -12.4% | $109.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.08M | +1.5% | $106.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.08M | +1.5% | $106.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 1.89M | -0.7% | $97.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 1.89M | -0.7% | $97.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.26M | +2.6% | $64.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.26M | +2.6% | $64.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.26M | +2.6% | $64.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 911.91K | +16.0% | $46.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 911.91K | +16.0% | $46.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 911.91K | +16.0% | $46.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 443.11K | +6.4% | $22.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 443.11K | +6.4% | $22.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 443.11K | +6.4% | $22.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 428.85K | -0.4% | $22.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 396.68K | -5.1% | $20.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 349.60K | +0.4% | $17.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 345.21K | +6.6% | $17.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 323.76K | +1.8% | $16.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 323.76K | +1.8% | $16.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 323.76K | +1.8% | $16.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 298.52K | +0.3% | $15.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 273.98K | +22.4% | $14.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 209.61K | -6.2% | $10.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 184.28K | -0.8% | $9.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 184.28K | -0.8% | $9.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 184.28K | -0.8% | $9.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 179.01K | +0.5% | $9.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Citigroup Inc | 147.83K | -2.6% | $7.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 127.38K | +35.0% | $6.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 127.38K | +35.0% | $6.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 113.43K | +22.3% | $5.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 80.70K | -7.2% | $4.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Mariner, LLC | 68.56K | +1.6% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 57.27K | -13.6% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 44.98K | -8.3% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 44.54K | -27.4% | $2.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Jane Street Group, Llc | 34.60K | -62.3% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Creative Planning | 31.74K | -20.9% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 15.47K | Nieuw | $794,548 | 0.0% | New | 1 | SEC ↗ |
| 45 | First Trust Advisors Lp | 13.18K | +0.8% | $677,071 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Cerity Partners LLC | 9.14K | -3.7% | $469,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 8.76K | Nieuw | $449,823 | 0.0% | New | 1 | SEC ↗ |
| 48 | BlackRock ✦ (passief) | 1.88K | 0.0% | $96,314 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Us Bancorp \De\ | 1.11K | 0.0% | $56,812 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 1.11K | 0.0% | $56,812 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 2 | Nieuw | $86 | 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 | $794,548 | 0.0% |
| Susquehanna International… | $449,823 | 0.0% |
| Russell Investments Group… | $86 | 0.0% |
Verlaten
| Quantinno Capital Management… | $237,275 | was 0.0% |
| Bank Of Montreal /Can/ | $5,978 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 294 houders, 29.88M aandelen, $1.44B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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