§ EQUITY
USDCMBS
ISHARES CMBS ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
43 increased/new, 33 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| UBS Group AG | 1.7M | 0.0% | +206% |
| SYON CAPITAL LLC | 528K | 1.3% | −17% |
| AE Wealth Management LLC | 524K | 0.1% | +7% |
| LPL Financial LLC | 521K | 0.0% | +25% |
| ARVEST INVESTMENTS, INC. | 465K | 3.1% | +6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 308K | 0.0% | +359% |
◇ AC INTELLIGENCE
Top institutional owners for CMBS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER58.8% · 69 holders
DEALER / BANK34.3% · 14 holders
INCOME / DEFENSIVE3.5% · 2 holders
QUALITY / COMPOUNDER2.0% · 4 holders
TACTICAL / MACRO1.1% · 1 holder
PASSIVE / INDEX0.4% · 1 holder
SYSTEMATIC / QUANT0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CMBS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CMBS yet.