MUNI
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund · Financial Services · Asset Management
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.4% ·
поток акций +14.1% ·
новые чистые позиции +4.3%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +2 | 23.33M | $1.23B | +2 | — |
| Q1 2026 | 46 | -1 | 21.44M | $1.15B | +2 | −3 |
| Q4 2025 | 47 | +1 | 19.60M | $1.03B | +1 | — |
| Q3 2025 | 5 | 0 | 5.72M | $299.04M | — | — |
| Q2 2025 | 3 | +1 | 146.12K | $7.50M | +1 | — |
| Q1 2025 | 1 | -2 | 19.80K | $1.02M | — | −2 |
| Q4 2024 | 3 | +2 | 81.01K | $4.19M | +2 | — |
| Q3 2024 | 1 | 0 | 155.95K | $8.26M | — | — |
| Q2 2024 | 1 | — | 61.70K | $3.21M | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.14M | +12.2% | $217.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.14M | +12.2% | $217.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.14M | +12.2% | $217.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 4.14M | +12.2% | $217.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.73M | +5.3% | $196.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.73M | +5.3% | $196.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.81M | +13.1% | $148.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.81M | +13.1% | $148.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 2.50M | +12.1% | $131.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 1.12M | +1.5% | $59.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 1.12M | +1.5% | $59.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.12M | +1.5% | $59.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.12M | +1.5% | $59.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1.12M | +1.5% | $59.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Raymond James Financial Inc | 936.24K | +24.6% | $49.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 936.24K | +24.6% | $49.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 936.24K | +24.6% | $49.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 897.48K | -1.3% | $47.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 852.78K | +8.2% | $44.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 762.04K | +7.7% | $40.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 699.04K | +11.8% | $36.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Focus Partners Wealth | 571.90K | +28783.9% | $30.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 493.63K | +15.4% | $25.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 493.63K | +15.4% | $25.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 493.63K | +15.4% | $25.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 417.32K | +17.8% | $21.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 417.32K | +17.8% | $21.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 417.32K | +17.8% | $21.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 417.32K | +17.8% | $21.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 417.32K | +17.8% | $21.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 412.97K | +47.0% | $21.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 412.97K | +47.0% | $21.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 412.97K | +47.0% | $21.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 374.30K | +41.4% | $19.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 357.32K | +5.8% | $18.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 354.23K | +63.3% | $18.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Truist Financial Corp | 255.84K | 0.0% | $13.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Truist Financial Corp | 255.84K | 0.0% | $13.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 214.69K | +12.0% | $11.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mariner, LLC | 152.07K | +25.6% | $8.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Mariner, LLC | 152.07K | +25.6% | $8.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Jane Street Group, Llc | 140.05K | -45.5% | $7.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Creative Planning | 127.98K | +2.2% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Cerity Partners LLC | 111.96K | +1.9% | $5.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Lido Advisors, LLC | 108.80K | -1.6% | $5.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 106.57K | +2.8% | $5.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 101.75K | +30.1% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 101.75K | +30.1% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Renaissance Technologies ✦ | 100.89K | +231.3% | $5.31M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 50 | Charles Schwab Investment… | 96.98K | -2.2% | $5.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 89.05K | +28.5% | $4.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 55.99K | +1219.6% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Financial Engines Advisors L.L.C. | 40.60K | +4.8% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Mercer Global Advisors Inc /Adv | 32.45K | +232.6% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 20.61K | +38.7% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fifth Third Bancorp | 19.75K | -16.2% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Assetmark, Inc | 18.73K | +32.3% | $985,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 17.83K | -1.5% | $938,122 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 17.83K | -1.5% | $938,122 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Nuveen, LLC | 17.14K | Новый | $901,642 | 0.0% | New | 1 | SEC ↗ |
| 61 | Nuveen, LLC | 17.14K | Новый | $901,642 | 0.0% | New | 1 | SEC ↗ |
| 62 | First Trust Advisors Lp | 15.06K | -0.2% | $792,208 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Captrust Financial Advisors | 14.21K | +10.0% | $747,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Corient Private Wealth LP | 13.80K | +68.6% | $725,938 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Quantinno Capital Management LP | 6.51K | -1.7% | $342,247 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 3.04K | Новый | $160,009 | 0.0% | New | 1 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 1.75K | +21.9% | $91,789 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 1.70K | 0.0% | $89,420 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Citigroup Inc | 1.00K | 0.0% | $52,600 | 0.0% | Held | 3 | SEC ↗ |
| 70 | Bnp Paribas Financial Markets | 725 | -35.1% | $38,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Allianz Asset Management GmbH | 388 | +1.0% | $20,409 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Nuveen, LLC | $901,642 | 0.0% |
| Nuveen, LLC | $901,642 | 0.0% |
| Qube Research & Technologies… | $160,009 | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 431 держатели, 40.64M акции, $2.05B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.