DOSSIER · 13F Holders · Q1 2026
ADAM

NEW YORK MTG TR INC

201 institutions still hold NEW YORK MTG TR INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 649604840·201 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$302M
visible holders
Holders
201
filers reporting
Concentration
32.38%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

201 institutions reported ADAM in Q1 2026. BlackRock, Inc. leads at 32.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$98M13.3M0.00%Q1 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$28M3.8M0.00%Q1 2026
03
STATE STREET CORP
CIK 0000093751
$25M3.3M0.00%Q1 2026
04
Invesco Ltd.
CIK 0000914208
$23M3.2M0.00%Q1 2026
05
Allspring Global Investments Holdings, LLC
CIK 0001890906
$21M2.9M0.04%Q1 2026
06
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$19M2.6M0.03%Q1 2026
07
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$16M2.2M0.00%Q1 2026
08
Vanguard Portfolio Management
CIK 0002100121· Index
$12M1.6M0.00%Q1 2026
09
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$12M1.6M0.00%Q1 2026
10
NORTHERN TRUST CORP
CIK 0000073124· Index
$7M992K0.00%Q1 2026
11
VAN ECK ASSOCIATES CORP
CIK 0000869178
$7M952K0.01%Q1 2026
12
MORGAN STANLEY
CIK 0000895421
$6M789K0.00%Q1 2026
13
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$4M552K0.00%Q1 2026
14
BESSEMER GROUP INC
CIK 0001054074
$4M531K0.01%Q1 2026
15
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M499K0.00%Q1 2026
16
Bank of New York Mellon Corp
CIK 0001390777
$4M493K0.00%Q1 2026
17
JPMORGAN CHASE & CO
CIK 0000019617
$3M429K0.00%Q1 2026
18
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M416K0.00%Q1 2026
19
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$3M408K0.00%Q1 2026
20
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$2M313K0.02%Q1 2026
Page 1 of 11
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Insiders at NEW YORK MTG TR INC
Mumma Steven RCheng GenaClement Michael B.Pendergast Lisa AGreenberg AudreyNorcutt Steven GJoe Christopher RAdams Mark B