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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 14,394,268 | $1.2B | 13.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,644,320 | $572M | 6.0% | 2026-Q1 |
| Invesco Ltd. added | 6,292,738 | $541M | 5.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,827,854 | $415M | 4.4% | 2026-Q1 |
| STATE STREET CORP added | 4,373,617 | $376M | 4.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,376,689 | $290M | 3.1% | 2026-Q1 |
| FMR LLC added | 3,284,117 | $283M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,124,495 | $269M | 2.8% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 2,391,020 | $206M | 2.2% | 2026-Q1 |
| EdgePoint Investment Group Inc. added | 1,947,742 | $168M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,795,295 | $154M | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,836,500 | $146M | 1.5% | 2026-Q1 |
| Swedbank AB added | 1,563,000 | $134M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,361,570 | $117M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,334,095 | $115M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,326,402 | $114M | 1.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,302,169 | $112M | 1.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 1,275,978 | $110M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,213,197 | $104M | 1.1% | 2026-Q1 |
| NORGES BANK added | 2,009,726 | $104M | 1.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,242,344 | $103M | 1.1% | 2026-Q1 |
| BARCLAYS PLC added | 1,095,701 | $94M | 1.0% | 2026-Q1 |
| BESSEMER GROUP INC added | 1,039,905 | $89M | 0.9% | 2026-Q1 |
| CITIGROUP INC added | 1,007,548 | $87M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 975,209 | $84M | 0.9% | 2026-Q1 |
| UBS Group AG added | 956,387 | $82M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 922,105 | $79M | 0.8% | 2026-Q1 |
| Nuveen, LLC trimmed | 892,337 | $77M | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 856,598 | $74M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 779,878 | $67M | 0.7% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 765,785 | $66M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 790,979 | $65M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 749,880 | $65M | 0.7% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 745,519 | $64M | 0.7% | 2026-Q1 |
| Fisher Asset Management, LLC added | 738,356 | $64M | 0.7% | 2026-Q1 |
| Hood River Capital Management LLC added | 727,494 | $63M | 0.7% | 2026-Q1 |
| PointState Capital LP new | 701,307 | $60M | 0.6% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 659,835 | $57M | 0.6% | 2026-Q1 |
| Clearbridge Investments, LLC new | 583,270 | $50M | 0.5% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 526,316 | $45M | 0.5% | 2026-Q1 |
| EMERALD ADVISERS, LLC trimmed | 493,236 | $42M | 0.4% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 448,595 | $39M | 0.4% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 436,431 | $38M | 0.4% | 2026-Q1 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 420,337 | $36M | 0.4% | 2026-Q1 |
| Stephens Investment Management Group LLC added | 407,783 | $35M | 0.4% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 387,119 | $33M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 373,536 | $32M | 0.3% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 369,150 | $32M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 358,892 | $31M | 0.3% | 2026-Q1 |
| Champlain Investment Partners, LLC new | 357,223 | $31M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 339,931 | $29M | 0.3% | 2026-Q1 |
| Shannon River Fund Management LLC trimmed | 333,817 | $29M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 326,938 | $28M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 323,364 | $28M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 319,580 | $27M | 0.3% | 2026-Q1 |
| TimesSquare Capital Management, LLC new | 312,360 | $27M | 0.3% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 307,248 | $26M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 307,244 | $26M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 267,189 | $25M | 0.3% | 2026-Q1 |
| Granahan Investment Management, LLC added | 280,246 | $24M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 264,398 | $23M | 0.2% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 261,716 | $23M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 240,606 | $21M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 227,271 | $20M | 0.2% | 2026-Q1 |
| Ranger Investment Management, L.P. added | 224,365 | $19M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 215,400 | $19M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 213,000 | $18M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 199,726 | $17M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 199,448 | $17M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 182,999 | $16M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 181,596 | $16M | 0.2% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 173,953 | $15M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 162,057 | $14M | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 159,131 | $14M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 158,704 | $14M | 0.1% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 157,450 | $14M | 0.1% | 2026-Q1 |
| STEADFAST CAPITAL MANAGEMENT LP new | 153,250 | $13M | 0.1% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 165,018 | $13M | 0.1% | 2026-Q1 |
| ASSETMARK, INC added | 147,554 | $13M | 0.1% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 154,173 | $12M | 0.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 145,251 | $12M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 141,314 | $12M | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 141,085 | $12M | 0.1% | 2026-Q1 |
| AXIOM INVESTORS LLC /DE trimmed | 139,229 | $12M | 0.1% | 2026-Q1 |
| Man Group plc trimmed | 139,132 | $12M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 134,273 | $12M | 0.1% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 132,611 | $11M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 131,972 | $11M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 129,892 | $11M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 12,124,370 | $1.1B | 11.8% | 2025-Q4 stale |
| Analog Century Management LP trimmed | 631,343 | $66M | 0.7% | 2025-Q3 stale |
| Park West Asset Management LLC added | 660,000 | $42M | 0.4% | 2025-Q2 stale |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 562,813 | $29M | 0.3% | 2025-Q1 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 316,397 | $29M | 0.3% | 2025-Q4 stale |
| PUBLIC SECTOR PENSION INVESTMENT BOARD added | 305,209 | $28M | 0.3% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 200,000 | $21M | 0.2% | 2025-Q3 stale |
| Glenmede Investment Management, LP trimmed | 188,187 | $20M | 0.2% | 2025-Q3 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 173,353 | $18M | 0.2% | 2025-Q3 stale |
| CloudAlpha Capital Management Limited/Hong Kong trimmed | 165,800 | $17M | 0.2% | 2025-Q3 stale |
| CW Advisors, LLC added | 191,225 | $12M | 0.1% | 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.
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.