Fund shareholders of PennyMac Mortgage Investment Trust
ISIN US70931T1034 · United States · LEI 549300BSSOQO1ZWDUJ97
- Fund shareholders
- 174
- Of which ETFs
- 53 121 other funds
- Value held
- 398.4M $
- Share of capital
- 38.7 % of 87.2M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 5,219,317 | 60.9M $ | 0.07 % | 5.99 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 2,922,178 | 34.1M $ | 0.37 % | 3.35 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,748,832 | 32.1M $ | 0.00 % | 3.15 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 2,169,547 | 25.3M $ | 0.04 % | 2.49 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,010,391 | 23.4M $ | 0.01 % | 2.31 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,278,051 | 14.9M $ | 0.02 % | 1.47 % | as of Mar 31, 2026 ↗ |
| Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II | 1,062,617 | 13M $ | 2.99 % | 1.22 % | as of Feb 28, 2026 ↗ |
| iShares Mortgage Real Estate ETF iShares Trust | 1,029,251 | 12M $ | 2.20 % | 1.18 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 975,552 | 11.4M $ | 0.01 % | 1.12 % | as of Mar 31, 2026 ↗ |
| Global X SuperDividend ETF GLOBAL X FUNDS | 967,717 | 11.8M $ | 0.92 % | 1.11 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 872,839 | 10.6M $ | 0.03 % | 1.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 793,825 | 9.3M $ | 0.07 % | 0.91 % | as of Mar 31, 2026 ↗ |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 750,156 | 8.7M $ | 0.13 % | 0.86 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 750,116 | 8.7M $ | 0.07 % | 0.86 % | as of Mar 31, 2026 ↗ |
| VanEck Mortgage REIT Income ETF VanEck ETF Trust | 746,624 | 8.7M $ | 2.21 % | 0.86 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 618,231 | 7.2M $ | 0.07 % | 0.71 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 560,445 | 6.9M $ | 0.07 % | 0.64 % | as of Feb 28, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 463,041 | 5.7M $ | 0.01 % | 0.53 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 459,056 | 5.4M $ | 0.13 % | 0.53 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 432,485 | 5.3M $ | 0.03 % | 0.50 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 419,474 | 5.1M $ | 0.02 % | 0.48 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 376,272 | 4.6M $ | 0.75 % | 0.43 % | as of Apr 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 297,891 | 3.7M $ | 0.07 % | 0.34 % | as of Feb 28, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 292,243 | 3.6M $ | 0.46 % | 0.34 % | as of Feb 28, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 277,201 | 3.2M $ | 0.00 % | 0.32 % | as of Mar 31, 2026 ↗ |
| GraniteShares HIPS U.S. High Income ETF GraniteShares ETF Trust | 192,954 | 2.2M $ | 2.35 % | 0.22 % | as of Mar 31, 2026 ↗ |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 190,988 | 2.2M $ | 0.38 % | 0.22 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 190,160 | 2.3M $ | 0.03 % | 0.22 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 166,366 | 2M $ | 0.00 % | 0.19 % | as of Feb 28, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 150,994 | 1.8M $ | 0.06 % | 0.17 % | as of Apr 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 145,049 | 1.8M $ | 0.01 % | 0.17 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 141,729 | 1.7M $ | 0.03 % | 0.16 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 141,338 | 1.7M $ | 0.72 % | 0.16 % | as of Feb 28, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 138,511 | 1.7M $ | 0.07 % | 0.16 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 137,744 | 1.7M $ | 0.10 % | 0.16 % | as of Feb 28, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 135,095 | 1.6M $ | 0.08 % | 0.15 % | as of Mar 31, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 134,509 | 1.6M $ | 0.07 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 134,322 | 1.6M $ | 2.22 % | 0.15 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 132,903 | 1.6M $ | 0.07 % | 0.15 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 130,657 | 1.6M $ | 0.00 % | 0.15 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 109,950 | 1.3M $ | 0.07 % | 0.13 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 109,124 | 1.3M $ | 0.00 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 106,095 | 1.3M $ | 0.03 % | 0.12 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 97,645 | 1.1M $ | 0.03 % | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 97,127 | 1.2M $ | 0.13 % | 0.11 % | as of Feb 28, 2026 ↗ |
| Hoya Capital High Dividend Yield ETF ETF Series Solutions | 89,368 | 1.1M $ | 1.10 % | 0.10 % | as of Feb 28, 2026 ↗ |
| Angel Oak Multi-Strategy Income Fund Angel Oak Funds Trust | 81,182 | 988.8K $ | 0.04 % | 0.09 % | as of Apr 30, 2026 ↗ |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 79,500 | 927K $ | 0.13 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 79,385 | 966.9K $ | 0.00 % | 0.09 % | as of Apr 30, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 75,156 | 876.3K $ | 0.07 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 74,628 | 909K $ | 0.75 % | 0.09 % | as of Apr 30, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 68,398 | 833.1K $ | 0.06 % | 0.08 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 63,994 | 784.6K $ | 0.07 % | 0.07 % | as of Feb 28, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 61,496 | 749K $ | 0.13 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 60,593 | 706.5K $ | 0.06 % | 0.07 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 59,821 | 697.5K $ | 0.04 % | 0.07 % | as of Mar 31, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 58,081 | 677.2K $ | 0.07 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 53,298 | 649.2K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 50,745 | 591.7K $ | 0.04 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 50,369 | 617.5K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 49,901 | 581.8K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| LDR HIGH INCOME REALTY FUND World Funds Trust | 46,090 | 537.4K $ | 1.88 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 45,768 | 557.5K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 42,981 | 523.5K $ | 0.06 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 42,312 | 493.4K $ | 0.38 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 40,065 | 467.2K $ | 0.22 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 39,412 | 459.5K $ | 0.03 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 38,377 | 470.5K $ | 0.18 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 37,810 | 460.5K $ | 0.03 % | 0.04 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 37,335 | 435.3K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 36,065 | 420.5K $ | 0.02 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 34,381 | 421.5K $ | 0.03 % | 0.04 % | as of Feb 28, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 33,441 | 407.3K $ | 0.06 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 32,760 | 399K $ | 0.06 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 30,756 | 358.6K $ | 0.07 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 30,271 | 368.7K $ | 0.02 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 29,618 | 345.3K $ | 0.07 % | 0.03 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 29,324 | 341.9K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 28,873 | 336.7K $ | 0.02 % | 0.03 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 27,411 | 319.6K $ | 0.03 % | 0.03 % | as of Mar 31, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 27,304 | 318.4K $ | 0.08 % | 0.03 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 24,545 | 286.2K $ | 0.03 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 24,404 | 299.2K $ | 0.04 % | 0.03 % | as of Feb 28, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 24,035 | 280.2K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 23,543 | 286.8K $ | 0.08 % | 0.03 % | as of Apr 30, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 22,846 | 266.4K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 22,477 | 262.1K $ | 0.03 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 22,208 | 272.3K $ | 0.03 % | 0.03 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 21,600 | 251.9K $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 19,937 | 242.8K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 19,629 | 228.9K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Hoya Capital Housing ETF ETF Series Solutions | 18,646 | 228.6K $ | 0.62 % | 0.02 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 18,022 | 219.5K $ | 0.03 % | 0.02 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 17,712 | 206.5K $ | 0.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 16,478 | 200.7K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 16,366 | 199.3K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 15,528 | 181.1K $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 14,977 | 174.6K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 14,797 | 181.4K $ | 0.08 % | 0.02 % | as of Feb 28, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 14,463 | 177.3K $ | 0.01 % | 0.02 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II | 2.99 % | as of Feb 28, 2026 ↗ |
| GraniteShares HIPS U.S. High Income ETF GraniteShares ETF Trust | 2.35 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 2.22 % | as of Feb 28, 2026 ↗ |
| VanEck Mortgage REIT Income ETF VanEck ETF Trust | 2.21 % | as of Mar 31, 2026 ↗ |
| iShares Mortgage Real Estate ETF iShares Trust | 2.20 % | as of Mar 31, 2026 ↗ |
| LDR HIGH INCOME REALTY FUND World Funds Trust | 1.88 % | as of Mar 31, 2026 ↗ |
| Hoya Capital High Dividend Yield ETF ETF Series Solutions | 1.10 % | as of Feb 28, 2026 ↗ |
| Global X SuperDividend ETF GLOBAL X FUNDS | 0.92 % | as of Apr 30, 2026 ↗ |
| S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust | 0.78 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap 600 Pure Growth Fund Rydex Series Funds | 0.77 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 174 | +2 | 33,748,205 | +0.9 % |
| 2026Q1 | 172 | -4 | 33,448,171 | -2.5 % |
| 2025Q4 | 176 | -4 | 34,317,966 | -3.7 % |
| 2025Q3 | 180 | -9 | 35,626,765 | -4.6 % |
| 2025Q2 | 189 | +14 | 37,352,632 | +7.5 % |
| 2025Q1 | 175 | -4 | 34,736,832 | -2.1 % |
| 2024Q4 | 179 | -4 | 35,490,663 | -2.1 % |
| 2024Q3 | 183 | 0 | 36,269,112 | +0.9 % |
| 2024Q2 | 183 | +1 | 35,931,717 | -4.0 % |
| 2024Q1 | 182 | +4 | 37,427,640 | +0.4 % |
| 2023Q4 | 178 | 37,270,318 |
Institutional managers
210 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 13,856,432 | 161.6M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 5,418,751 | 63.2K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,382,272 | 39.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,213,348 | 25.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,194,497 | 25.6M $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,658,125 | 19.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,454,818 | 17M $ | as of Mar 31, 2026 |
| Boston Partners | 1,435,182 | 16.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,102,980 | 12.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 924,203 | 10.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 877,235 | 10.2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 864,821 | 9.8M $ | as of Mar 31, 2026 |
| VAN ECK ASSOCIATES CORP | 755,913 | 8.8K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 642,149 | 7.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 588,544 | 6.9M $ | as of Mar 31, 2026 |
| Dana Investment Advisors, Inc. | 582,434 | 6.8M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 557,904 | 6.5M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 523,566 | 6.1M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 422,973 | 4.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 412,512 | 4.8M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 408,785 | 4.8M $ | as of Mar 31, 2026 |
| JUPITER ASSET MANAGEMENT LTD | 404,873 | 4.7M $ | as of Mar 31, 2026 |
| Public Sector Pension Investment Board | 311,357 | 3.6M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 310,038 | 3.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 247,511 | 2.9M $ | as of Mar 31, 2026 |
Declared shareholders of PennyMac Mortgage Investment Trust
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 5.72 % | 4,985,189 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.10 % | 4,445,251 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of PennyMac Mortgage Investment Trust
1 fund declares one bond line of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Infrastructure Capital Equity Income ETF | 1 | 53.5K $ | as of Feb 28, 2026 |
Cite this page
Titelia. "Fund shareholders of PennyMac Mortgage Investment Trust". https://titelia.com/en/stocks/pennymac-mortgage-investment-trust-US70931T1034