Basic Stats
| Institutional Owners | 0 total, 0 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Average Portfolio Allocation | 0.0018 % - change of -1.79% MRQ |
Institutional Ownership and Shareholders
UMBS (US:US3140A1VQ75) has 0 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). Largest shareholders include .
UMBS (US3140A1VQ75) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
Upgrade
to unlock premium data and export to Excel 
.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | VBINX - Vanguard Balanced Index Fund Investor Shares | 237 | -0.84 | ||||||
| 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 | 172 | -1.16 | ||||||
| 2025-07-25 | NP | DIFAX - MFS Diversified Income Fund A | 29 | 0.00 |
