FEDERAL NATIONAL MORTGAGE ASSOCIATION FANNIE MAE - FNMA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CapWealth Advisors, LLC | History | Added to | 16,863,344 | 173,791 | 12.9% | 16.24% | 1 | +63,140 | 0.38% | Q1 2026 | May 05, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 167,208 | 2,738 | 1.2% | 1.11% | 2 | -7,417 | -4.25% | Q1 2026 | Apr 15, 2026 |
| Matthew 25 Management Corp | History | Added to | 329,500 | 2,392 | 0.79% | 0.03% | 3 | +321,500 | 4018.75% | Q1 2026 | May 11, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 87,300 | 936 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Holdings, LLC | History | No change | 119,388 | 894 | 0.29% | 0.44% | 5 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 73,000 | 529 | 0.02% | 0.03% | 6 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IVY LANE CAPITAL MANAGEMENT, LLC | History | New | 50,000 | 363 | 0.55% | — | 7 | +50,000 | New | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 31,319 | 227 | 0.03% | 0.04% | 8 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 20,074 | 194 | 0.0% | 0.0% | 9 | +6,642 | 49.45% | Q1 2026 | May 11, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Added to | 15,000 | 108 | 0.06% | 0.09% | 10 | +2,000 | 15.38% | Q1 2026 | May 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 10,450 | 75 | 0.0% | 0.01% | 11 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 50,000 | 55 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 4,587 | 33 | 0.01% | 0.01% | 14 | +87 | 1.93% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | No change | 4,645 | 33 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 3,750 | 30 | 0.02% | — | 15 | +3,750 | New | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 1,320 | 9 | 0.0% | — | 16 | +1,320 | New | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,095 | 8 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Byrne Asset Management LLC | History | Added to | 900 | 6 | 0.0% | 0.0% | 18 | +400 | 80.0% | Q1 2026 | Apr 02, 2026 |
| VSM Wealth Advisory, LLC | History | New | 416 | 3 | 0.0% | — | 20 | +416 | New | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 483 | 3 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 372 | 2 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Buckland Partners Management Co LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -80,000 | -100.0% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,012 | -100.0% | Q1 2026 | Apr 21, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,472 | -100.0% | Q1 2026 | May 14, 2026 |
| Ascentis Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,038 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Coston, McIsaac & Partners | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | Apr 22, 2026 |
| McMillan Office, Inc. | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |