| 0.00% |
| 4 | STATE STREET CORP | 5.0M | $27.8M | -2.0% | 3.970% | 0.00% |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.2M | $17.7M | +36.5% | 2.524% | 0.02% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $17.6M | +2.2% | 2.510% | 0.00% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | $16.3M | — | 2.328% | 0.00% |
| 8 | Invesco Ltd. | 2.7M | $15.4M | +7.7% | 2.197% | 0.00% |
| 9 | Capital World Investors | 2.6M | $14.4M | 0.0% | 2.050% | 0.00% |
| 10 | Boston Partners | 2.5M | $13.8M | -3.8% | 1.964% | 0.01% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.2M | $12.2M | +0.3% | 1.741% | 0.00% |
| 12 | RAYMOND JAMES FINANCIAL INC | 1.8M | $10.0M | +84.6% | 1.429% | 0.00% |
| 13 | EVERGREEN CAPITAL MANAGEMENT LLC | 1.7M | $9.4M | +0.3% | 1.343% | 0.21% |
| 14 | NORTHERN TRUST CORP | 1.4M | $7.8M | +4.0% | 1.109% | 0.00% |
| 15 | MORGAN STANLEY | 1.0M | $5.6M | -2.0% | 0.805% | 0.00% |
| 16 | NORDEA INVESTMENT MANAGEMENT AB | 877K | $4.8M | — | 0.702% | 0.00% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 801K | $4.5M | — | 0.640% | 0.00% |
| 18 | PEREGRINE CAPITAL MANAGEMENT LLC | 742K | $4.2M | -21.4% | 0.594% | 0.15% |
| 19 | GOLDMAN SACHS GROUP INC | 716K | $4.0M | +120.0% | 0.573% | 0.00% |
| 20 | Bank of New York Mellon Corp | 712K | $4.0M | -1.4% | 0.569% | 0.00% |
| 21 | TRAN CAPITAL MANAGEMENT, L.P. | 706K | $4.0M | +32.5% | 0.565% | 0.54% |
| 22 | PRINCIPAL FINANCIAL GROUP INC | 605K | $3.4M | +0.2% | 0.484% | 0.00% |
| 23 | PRUDENTIAL FINANCIAL INC | 573K | $3.2M | +366.1% | 0.458% | 0.00% |
| 24 | UBS Group AG | 563K | $3.2M | -85.5% | 0.451% | 0.00% |
| 25 | MARINER INVESTMENT GROUP LLC | 550K | $3.1M | -26.2% | 0.440% | 0.93% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in RWT — a direct measure of their conviction.
Institutions that fully closed their RWT position in Q1 2026
| 97.05% |
| 18.20 pp |
| $637M |
| 16% |
| Q3 2024 | 211 | +5.0% | 115.25% | +11.62 pp | $756M | +11% |
| Q2 2024 | 201 | — | 103.63% | — | $680M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
46 institutions opened new positions in RWT during Q1 2026, while 28 fully exited. 117 added to existing positions and 60 trimmed.
RWT institutional ownership fell by 5.71 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 69.5% of all reported 13F value in RWT, and the top 25 account for 87.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.