PENNYMAC MTG INVT TR COM

PENNYMAC MTG INVT TR COM is a security (CUSIP 70931T103) tracked across SEC portfolio filings. 215 institutional managers reported $594.7M on Form 13F as of 2026-06-30; 12 registered fund positions totaling $60.3M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 215 managers by value.

ManagerLocationValueShares
BlackRock, Inc.New York, NY$161.6M13,856,432
VANGUARD GROUP INCValley Forge, PA$116.4M9,274,157
STATE STREET CORPBOSTON, MA$39.4M3,382,272
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$25.8M2,213,348
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CENTRAL, K3$19.3M1,658,125
CHARLES SCHWAB INVESTMENT MANAGEMENT INCSAN FRANCISCO, CA$17.0M1,454,818
Boston PartnersBOSTON, MA$15.3M1,384,525
SUSQUEHANNA INTERNATIONAL GROUP, LLPBALA CYNWYD, PA$14.7M96,359
CITADEL ADVISORS LLCMIAMI, FL$14.1M877,235
MORGAN STANLEYNEW YORK, NY$12.9M1,102,980
NORTHERN TRUST CORPCHICAGO, IL$10.8M924,203
JPMORGAN CHASE & CONEW YORK, NY$9.8M864,821
HBK INVESTMENTS L PDALLAS, TX$7.8M
Royal Bank of CanadaTORONTO, A6$7.5M642,149
Dana Investment Advisors, Inc.BROOKFIELD, WI$6.8M582,434

Top fund holders (N-PORT)

FundRegistrantValue% of fund
T. Rowe Price Small-Cap Value Fund, Inc.T. ROWE PRICE SMALL-CAP VALUE FUND, INC.$34.1M36.95%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$11.4M1.40%
PIMCO Dynamic Income Opportunities FundPIMCO Dynamic Income Opportunities Fund$6.5M35.47%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$4.7M2.68%
Master Small Cap Index SeriesQuantitative Master Series LLC$1.7M3.43%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$582K0.10%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.$524K6.18%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$435K0.14%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETFGoldman Sachs ETF Trust$161K1.64%
DWS Small Cap Index VIPDEUTSCHE DWS INVESTMENTS VIT FUNDS$142K3.38%
Gator Financial FundGator Series Trust$113K549.00%
TIAA Separate Account VA-1 - Stock Index AccountTIAA Separate Account VA-1$24K0.19%

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