| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Long Pond Capital, LP | 7,029,1027.0M | $55M | 8.97% | — |
| 2 | BlackRock, Inc. | 6,271,1006.3M | $49M | 8.00% | TRIM -6% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3,223,0323.2M | $25M | 4.11% | NEW† |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,181,2963.2M | $25M | 4.06% | ADD 89% |
| 5 | State of New Jersey Common Pension Fund A | 3,149,1483.1M | $25M | 4.02% | — |
| 6 | GRATIA CAPITAL, LLC | 2,701,7492.7M | $21M | 3.45% | ADD 33% |
| 7 | TPG GP A, LLC | 2,392,8632.4M | $19M | 3.05% | — |
| 8 | STATE STREET CORP | 1,897,4391.9M | $15M | 2.42% | ADD 6% |
| 9 | TWO SIGMA INVESTMENTS, LP | 1,875,1291.9M | $15M | 2.39% | ADD 67% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1,843,3031.8M | $14M | 2.35% | ADD 3% |
| 11 | Qube Research & Technologies Ltd | 1,613,4871.6M | $13M | 2.06% | ADD 65% |
| 12 | GOLDMAN SACHS GROUP INC | 1,201,1851.2M | $9M | 1.53% | TRIM -68% |
| 13 | CITIGROUP INC | 1,190,7851.2M | $9M | 1.52% | ADD 9% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,134,8521.1M | $9M | 1.45% | — |
| 15 | One William Street Capital Management, L.P. | 1,070,0001.1M | $8M | 1.37% | ADD 124% |
| 16 | MORGAN STANLEY | 966,855966,855 | $8M | 1.23% | TRIM -4% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 929,566929,566 | $7M | 1.19% | ADD 60% |
| 18 | VAN ECK ASSOCIATES CORP | 746,635746,635 | $6M | 0.95% | ADD 28% |
| 19 | DIMENSION CAPITAL MANAGEMENT LLC | 720,597720,597 | $6M | 0.92% | ADD 4% |
| 20 | FMR LLC | 719,830719,830 | $6M | 0.92% | ADD 39% |
| 21 | WELLINGTON MANAGEMENT GROUP LLP | 713,620713,620 | $6M | 0.91% | TRIM -2% |
| 22 | Nan Shan Life Insurance Co., Ltd. | 711,605711,605 | $6M | 0.91% | TRIM -75% |
| 23 | NORTHERN TRUST CORP | 672,028672,028 | $5M | 0.86% | ADD 7% |
| 24 | MILLENNIUM MANAGEMENT LLC | 667,789667,789 | $5M | 0.85% | ADD 86% |
| 25 | CONDOR CAPITAL MANAGEMENT | 631,201631,201 | $5M | 0.81% | TRIM -2% |
| 26 | UBS Group AG | 595,636595,636 | $5M | 0.76% | ADD 32% |
| 27 | Q Global Advisors, LLC | 589,903589,903 | $5M | 0.75% | TRIM -6% |
| 28 | Solel Partners LP | 540,574540,574 | $4M | 0.69% | TRIM -38% |
| 29 | VANGUARD PORTFOLIO MANAGEMENT LLC | 531,266531,266 | $4M | 0.68% | NEW |
| 30 | FRANKLIN RESOURCES INC | 513,143513,143 | $4M | 0.65% | ADD 1029% |
| 31 | VANGUARD FIDUCIARY TRUST CO | 505,122505,122 | $4M | 0.64% | NEW |
| 32 | Focus Partners Wealth | 474,610474,610 | $4M | 0.61% | ADD 3% |
| 33 | JPMORGAN CHASE & CO | 456,070456,070 | $4M | 0.58% | TRIM -16% |
| 34 | Cercano Management LLC | 401,607401,607 | $3M | 0.51% | — |
| 35 | Almitas Capital LLC | 327,832327,832 | $3M | 0.42% | NEW |
| 36 | Nokomis Capital, L.L.C. | 312,898312,898 | $2M | 0.40% | TRIM -20% |
| 37 | ALLIANCEBERNSTEIN L.P. | 273,270273,270 | $2M | 0.35% | TRIM -6% |
| 38 | BANK OF AMERICA CORP /DE/ | 258,862258,862 | $2M | 0.33% | TRIM -12% |
| 39 | CITADEL ADVISORS LLC | 251,870251,870 | $2M | 0.32% | ADD 59% |
| 40 | Bank of New York Mellon Corp | 198,261198,261 | $2M | 0.25% | — |
| 41 | RENAISSANCE TECHNOLOGIES LLC | 185,505185,505 | $1M | 0.24% | TRIM -14% |
| 42 | Bracebridge Capital, LLC | 182,157182,157 | $1M | 0.23% | — |
| 43 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 180,551180,551 | $1M | 0.23% | ADD 10471% |
| 44 | JENNISON ASSOCIATES LLC | 170,302170,302 | $1M | 0.22% | NEW |
| 45 | Invesco Ltd. | 147,152147,152 | $1M | 0.19% | — |
| 46 | Nuveen, LLC | 142,509142,509 | $1M | 0.18% | — |
| 47 | Swiss National Bank | 139,600139,600 | $1M | 0.18% | — |
| 48 | Y-Intercept (Hong Kong) Ltd | 136,659136,659 | $1M | 0.17% | ADD 318% |
| 49 | Penserra Capital Management LLC | 133,529133,529 | $1M | 0.17% | ADD 3% |
| 50 | PRICE T ROWE ASSOCIATES INC /MD/ | 107,015107,015 | $836,000 | 0.14% | ADD 13% |
| 51 | Caption Management, LLC | 100,268100,268 | $783,093 | 0.13% | TRIM -76% |
| 52 | RAYMOND JAMES FINANCIAL INC | 99,68599,685 | $778,542 | 0.13% | TRIM -17% |
| 53 | Redhawk Wealth Advisors, Inc. | 99,62499,624 | $778,060 | 0.13% | — |
| 54 | Ascentis Independent Advisors | 96,97496,974 | $757,367 | 0.12% | TRIM -2% |
| 55 | RHUMBLINE ADVISERS | 96,22196,221 | $751,476 | 0.12% | TRIM -4% |
| 56 | STATE OF WISCONSIN INVESTMENT BOARD | 95,41495,414 | $745,183 | 0.12% | TRIM -16% |
| 57 | XTX Topco Ltd | 94,84794,847 | $740,755 | 0.12% | NEW |
| 58 | AQR CAPITAL MANAGEMENT LLC | 94,04694,046 | $734,502 | 0.12% | ADD 10% |
| 59 | DEUTSCHE BANK AG\ | 80,47980,479 | $628,541 | 0.10% | ADD 17% |
| 60 | TEACHER RETIREMENT SYSTEM OF TEXAS | 79,09979,099 | $617,763 | 0.10% | TRIM -25% |
| 61 | BARCLAYS PLC | 75,12275,122 | $586,704 | 0.10% | TRIM -49% |
| 62 | Engineers Gate Manager LP | 75,06275,062 | $586,234 | 0.10% | TRIM -18% |
| 63 | Russell Investments Group, Ltd. | 74,39874,398 | $581,050 | 0.09% | — |
| 64 | Schonfeld Strategic Advisors LLC | 71,62971,629 | $559,421 | 0.09% | NEW |
| 65 | Bouchey Financial Group Ltd | 65,61665,616 | $536,083 | 0.08% | NEW |
| 66 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 66,88366,883 | $522,356 | 0.09% | TRIM -7% |
| 67 | ROYAL BANK OF CANADA | 66,05266,052 | $516,000 | 0.08% | TRIM -27% |
| 68 | VOYA INVESTMENT MANAGEMENT LLC | 54,50854,508 | $425,707 | 0.07% | — |
| 69 | Cerity Partners LLC | 54,15254,152 | $422,927 | 0.07% | TRIM -48% |
| 70 | VANGUARD ASSET MANAGEMENT, Ltd | 53,84753,847 | $420,545 | 0.07% | NEW |
| 71 | Legal & General Group Plc | 53,07653,076 | $414,524 | 0.07% | TRIM -9% |
| 72 | CWM, LLC | 50,12550,125 | $391,476 | 0.06% | ADD 1021% |
| 73 | Squarepoint Ops LLC | 46,90846,908 | $366,351 | 0.06% | TRIM -35% |
| 74 | Quantbot Technologies LP | 38,59438,594 | $301,419 | 0.05% | ADD 14% |
| 75 | WELLS FARGO & COMPANY/MN | 36,16636,166 | $282,459 | 0.05% | TRIM -61% |
| 76 | Zurcher Kantonalbank (Zurich Cantonalbank) | 36,06636,066 | $281,675 | 0.05% | — |
| 77 | Creative Planning | 33,82633,826 | $264,181 | 0.04% | ADD 17% |
| 78 | MetLife Investment Management, LLC | 31,67331,673 | $247,366 | 0.04% | TRIM -15% |
| 79 | Atom Investors LP | 31,43731,437 | $245,523 | 0.04% | NEW |
| 80 | LPL Financial LLC | 31,32131,321 | $244,618 | 0.04% | NEW |
| 81 | Vanguard Global Advisers, LLC | 31,25531,255 | $244,102 | 0.04% | NEW |
| 82 | State of Wyoming | 31,21731,217 | $243,805 | 0.04% | TRIM -18% |
| 83 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,17231,172 | $243,453 | 0.04% | ADD 64% |
| 84 | CANADA PENSION PLAN INVESTMENT BOARD | 27,80027,800 | $217,118 | 0.04% | — |
| 85 | Empowered Funds, LLC | 27,77827,778 | $216,946 | 0.04% | NEW |
| 86 | PRUDENTIAL FINANCIAL INC | 26,06526,065 | $203,568 | 0.03% | TRIM -24% |
| 87 | Dynamic Technology Lab Private Ltd | 25,44025,440 | $198,686 | 0.03% | NEW |
| 88 | FEDERATED HERMES, INC. | 24,87224,872 | $194,250 | 0.03% | — |
| 89 | INTECH INVESTMENT MANAGEMENT LLC | 24,69024,690 | $192,829 | 0.03% | TRIM -18% |
| 90 | BNP PARIBAS FINANCIAL MARKETS | 22,65322,653 | $176,920 | 0.03% | — |
| 91 | JANUS HENDERSON GROUP PLC | 22,44422,444 | $175,624 | 0.03% | — |
| 92 | VICTORY CAPITAL MANAGEMENT INC | 22,23522,235 | $173,655 | 0.03% | — |
| 93 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 19,72719,727 | $154,068 | 0.03% | TRIM -68% |
| 94 | Quantinno Capital Management LP | 19,64419,644 | $153,427 | 0.03% | ADD 30% |
| 95 | ARIZONA STATE RETIREMENT SYSTEM | 19,42919,429 | $151,740 | 0.02% | TRIM -3% |
| 96 | Police & Firemen's Retirement System of New Jersey | 18,87118,871 | $147,383 | 0.02% | — |
| 97 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18,78418,784 | $146,703 | 0.02% | TRIM -4% |
| 98 | Vanguard Investments Australia, Ltd. | 15,70215,702 | $122,633 | 0.02% | NEW |
| 99 | KLP KAPITALFORVALTNING AS | 14,90014,900 | $119,409 | 0.02% | — |
| 100 | PharVision Advisers, LLC | 14,93214,932 | $116,619 | 0.02% | NEW |
† NEW this big is usually a rename.
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +3,223,032 | $25M | OPEN |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | +1,494,924 | $12M | ADD |
| TWO SIGMA INVESTMENTS, LP | +753,992 | $6M | ADD |
| GRATIA CAPITAL, LLC | +670,381 | $5M | ADD |
| Qube Research & Technologies Ltd | +634,785 | $5M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −4,138,380 | $32M | CLOSE |
| GOLDMAN SACHS GROUP INC | −2,590,213 | $20M | TRIM |
| Nan Shan Life Insurance Co., Ltd. | −2,109,486 | $16M | TRIM |
| TWO SIGMA ADVISERS, LP | −1,446,300 | $11M | CLOSE |
| BlackRock, Inc. | −417,611 | $3M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Long Pond Capital, LP | 7.3M | 7.3M | 7.3M | 6.9M | 7.0M | 7.0M | $55M |
| BlackRock, Inc. | 6.0M | 5.9M | 6.2M | 6.4M | 6.7M | 6.3M | $49M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 3.2M | $25M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 34K | 1.3M | 1.5M | 1.6M | 1.7M | 3.2M | $25M |
| State of New Jersey Common Pension Fund A | — | — | — | 3.1M | 3.1M | 3.1M | $25M |
| GRATIA CAPITAL, LLC | 1.2M | 2.1M | 2.7M | 2.2M | 2.0M | 2.7M | $21M |
| TPG GP A, LLC | 7.1M | 7.1M | 7.1M | 2.4M | 2.4M | 2.4M | $19M |
| STATE STREET CORP | 1.7M | 1.6M | 1.6M | 1.7M | 1.8M | 1.9M | $15M |
| TWO SIGMA INVESTMENTS, LP | 1.0M | 934K | 720K | 933K | 1.1M | 1.9M | $15M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5M | 1.5M | 1.6M | 1.7M | 1.8M | 1.8M | $14M |
| Qube Research & Technologies Ltd | 698K | 856K | 624K | 702K | 979K | 1.6M | $13M |
| GOLDMAN SACHS GROUP INC | 3.7M | 3.9M | 3.8M | 4.4M | 3.8M | 1.2M | $9M |
| CITIGROUP INC | 1.9M | 1.9M | 1.3M | 1.1M | 1.1M | 1.2M | $9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 737K | 653K | 812K | 999K | 1.1M | 1.1M | $9M |
| One William Street Capital Management, L.P. | — | — | — | 421K | 477K | 1.1M | $8M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
“The Reporting Persons acquired their Shares for investment purposes. The Reporting Persons believe that the Issuer's share price does not accurately reflect the Issuer's short and long-term prospects. Consequently, the Reporting Persons look forward to positive and supportive discussions with the Issuer's management on a number of topics including dividend increases, broader strategic initiatives, and positioning of the Issuer within the mortgage REIT universe. The Reporting Persons intend to re”
SEC Schedule 13D/G XML · group aggregate.