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Institutional Ownership · SEC Form 13F

Who owns RMBS (RMBS)


Which tracked institutional funds hold RMBS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RMBS company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

553
Institutional holders
102,627,221
Shares held (tracked funds)
95.2%
Of shares outstanding

How the tape is positioned

102 tracked funds added or opened RMBS while 169 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

RMBS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RMBS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in RMBS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 553 tracked filers holding RMBS, 267 increased or opened the position and 294 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in RMBS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 41

  • VANGUARD PORTFOLIO MANAGEMENT LLC$572M
  • VANGUARD CAPITAL MANAGEMENT LLC$415M
  • VANGUARD FIDUCIARY TRUST CO$65M
  • PointState Capital LP$60M
  • Clearbridge Investments, LLC$50M
  • Champlain Investment Partners, LLC$31M

Full exits 39

  • VANGUARD GROUP INC$1.1B
  • WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$29M
  • PUBLIC SECTOR PENSION INVESTMENT BOARD$28M
  • TUDOR INVESTMENT CORP ET AL$9M
  • CASTLEARK MANAGEMENT LLC$9M
  • Hillsdale Investment Management Inc.$8M

Largest adds

  • T. Rowe Price Investment Management, Inc.$204M
  • Invesco Ltd.$160M
  • FMR LLC$137M
  • BESSEMER GROUP INC$81M
  • CITIGROUP INC$41M
  • UBS Group AG$40M

Largest trims

  • BlackRock, Inc.$257M
  • PRICE T ROWE ASSOCIATES INC /MD/$204M
  • ALLIANCEBERNSTEIN L.P.$150M
  • Driehaus Capital Management LLC$73M
  • NORGES BANK$52M
  • Allspring Global Investments Holdings, LLC$46M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed14,394,268$1.2B13.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new6,644,320$572M6.0%2026-Q1
Invesco Ltd. added6,292,738$541M5.7%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new4,827,854$415M4.4%2026-Q1
STATE STREET CORP added4,373,617$376M4.0%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed3,376,689$290M3.1%2026-Q1
FMR LLC added3,284,117$283M3.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,124,495$269M2.8%2026-Q1
T. Rowe Price Investment Management, Inc. added2,391,020$206M2.2%2026-Q1
EdgePoint Investment Group Inc. added1,947,742$168M1.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed1,795,295$154M1.6%2026-Q1
JPMORGAN CHASE & CO trimmed1,836,500$146M1.5%2026-Q1
Swedbank AB added1,563,000$134M1.4%2026-Q1
BANK OF AMERICA CORP /DE/ added1,361,570$117M1.2%2026-Q1
NORTHERN TRUST CORP added1,334,095$115M1.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed1,326,402$114M1.2%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed1,302,169$112M1.2%2026-Q1
CONGRESS ASSET MANAGEMENT CO trimmed1,275,978$110M1.2%2026-Q1
MORGAN STANLEY added1,213,197$104M1.1%2026-Q1
NORGES BANK added2,009,726$104M1.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added1,242,344$103M1.1%2026-Q1
BARCLAYS PLC added1,095,701$94M1.0%2026-Q1
BESSEMER GROUP INC added1,039,905$89M0.9%2026-Q1
CITIGROUP INC added1,007,548$87M0.9%2026-Q1
AMERIPRISE FINANCIAL INC added975,209$84M0.9%2026-Q1
UBS Group AG added956,387$82M0.9%2026-Q1
GOLDMAN SACHS GROUP INC trimmed922,105$79M0.8%2026-Q1
Nuveen, LLC trimmed892,337$77M0.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed856,598$74M0.8%2026-Q1
Bank of New York Mellon Corp trimmed779,878$67M0.7%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added765,785$66M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed790,979$65M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new749,880$65M0.7%2026-Q1
Rafferty Asset Management, LLC trimmed745,519$64M0.7%2026-Q1
Fisher Asset Management, LLC added738,356$64M0.7%2026-Q1
Hood River Capital Management LLC added727,494$63M0.7%2026-Q1
PointState Capital LP new701,307$60M0.6%2026-Q1
LOOMIS SAYLES & CO L P trimmed659,835$57M0.6%2026-Q1
Clearbridge Investments, LLC new583,270$50M0.5%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added526,316$45M0.5%2026-Q1
EMERALD ADVISERS, LLC trimmed493,236$42M0.4%2026-Q1
Caisse de depot et placement du Quebec added448,595$39M0.4%2026-Q1
PANAGORA ASSET MANAGEMENT INC added436,431$38M0.4%2026-Q1
SCHWARTZ INVESTMENT COUNSEL INC added420,337$36M0.4%2026-Q1
Stephens Investment Management Group LLC added407,783$35M0.4%2026-Q1
LORD, ABBETT & CO. LLC trimmed387,119$33M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed373,536$32M0.3%2026-Q1
WESTWOOD HOLDINGS GROUP INC added369,150$32M0.3%2026-Q1
JANUS HENDERSON GROUP PLC trimmed358,892$31M0.3%2026-Q1
Champlain Investment Partners, LLC new357,223$31M0.3%2026-Q1
SEI INVESTMENTS CO trimmed339,931$29M0.3%2026-Q1
Shannon River Fund Management LLC trimmed333,817$29M0.3%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added326,938$28M0.3%2026-Q1
FRANKLIN RESOURCES INC trimmed323,364$28M0.3%2026-Q1
RHUMBLINE ADVISERS added319,580$27M0.3%2026-Q1
TimesSquare Capital Management, LLC new312,360$27M0.3%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST trimmed307,248$26M0.3%2026-Q1
FIRST TRUST ADVISORS LP added307,244$26M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed267,189$25M0.3%2026-Q1
Granahan Investment Management, LLC added280,246$24M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added264,398$23M0.2%2026-Q1
ArrowMark Colorado Holdings LLC trimmed261,716$23M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed240,606$21M0.2%2026-Q1
California Public Employees Retirement System added227,271$20M0.2%2026-Q1
Ranger Investment Management, L.P. added224,365$19M0.2%2026-Q1
FEDERATED HERMES, INC. added215,400$19M0.2%2026-Q1
Swiss National Bank added213,000$18M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed199,726$17M0.2%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed199,448$17M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added182,999$16M0.2%2026-Q1
HighTower Advisors, LLC added181,596$16M0.2%2026-Q1
Driehaus Capital Management LLC trimmed173,953$15M0.2%2026-Q1
Thrivent Financial for Lutherans added162,057$14M0.1%2026-Q1
GLENMEDE TRUST CO NA trimmed159,131$14M0.1%2026-Q1
Legal & General Group Plc trimmed158,704$14M0.1%2026-Q1
SEGALL BRYANT & HAMILL, LLC added157,450$14M0.1%2026-Q1
STEADFAST CAPITAL MANAGEMENT LP new153,250$13M0.1%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC trimmed165,018$13M0.1%2026-Q1
ASSETMARK, INC added147,554$13M0.1%2026-Q1
DekaBank Deutsche Girozentrale154,173$12M0.1%2026-Q1
VAN ECK ASSOCIATES CORP trimmed145,251$12M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed141,314$12M0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed141,085$12M0.1%2026-Q1
AXIOM INVESTORS LLC /DE trimmed139,229$12M0.1%2026-Q1
Man Group plc trimmed139,132$12M0.1%2026-Q1
Mirae Asset Global Investments Co., Ltd. trimmed134,273$12M0.1%2026-Q1
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed132,611$11M0.1%2026-Q1
Retirement Systems of Alabama added131,972$11M0.1%2026-Q1
Russell Investments Group, Ltd. trimmed129,892$11M0.1%2026-Q1
VANGUARD GROUP INC trimmed12,124,370$1.1B11.8%2025-Q4 stale
Analog Century Management LP trimmed631,343$66M0.7%2025-Q3 stale
Park West Asset Management LLC added660,000$42M0.4%2025-Q2 stale
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed562,813$29M0.3%2025-Q1 stale
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added316,397$29M0.3%2025-Q4 stale
PUBLIC SECTOR PENSION INVESTMENT BOARD added305,209$28M0.3%2025-Q4 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added200,000$21M0.2%2025-Q3 stale
Glenmede Investment Management, LP trimmed188,187$20M0.2%2025-Q3 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed173,353$18M0.2%2025-Q3 stale
CloudAlpha Capital Management Limited/Hong Kong trimmed165,800$17M0.2%2025-Q3 stale
CW Advisors, LLC added191,225$12M0.1%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership