Who Owns SMBS?
SCHWAB MORTGAGE — Institutional Ownership & 13F Holdings
$25.63
+0.01 (+0.04%)
Market Cap
—
Shares Outstanding
242,400,000
Institutional Holders
5
Total Inst. Value
$26.0M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CacheTech Inc. | $12.6M | 535,119 |
| 2 | Adams Wealth Management | $12.6M | 495,315 |
| 3 | JANE STREET GROUP, LLC | $417K | 16,382 |
| 4 | TOWNSQUARE CAPITAL LLC | $326K | 12,826 |
| 5 | CITADEL ADVISORS LLC | $2K | 94,265 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -316K | $417K |
Frequently Asked Questions
How many institutional investors hold SMBS?
As of Q1 2025, 5 institutional investors report holding SMBS (SCHWAB MORTGAGE) in their 13F filings.
Which hedge fund owns the most SMBS?
The largest institutional holder of SMBS is CacheTech Inc. with $12.6M in shares.
Are institutions buying or selling SMBS?
This quarter, 4 institutions opened new positions in SMBS and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.