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VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

VanEck Mortgage REIT Income ETF logo
$10.48 +0.04 (+0.38%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck Mortgage REIT Income ETF (NYSEARCA:MORT)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$48.22M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$9.39M
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Skip Chart & View Institutional Buying and Selling Data

MORT Institutional Buying and Selling by Quarter

VanEck Mortgage REIT Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Wealthfront Advisers LLC48,868$501K0.0%+72.1%0.127%
5/5/2026 Sigma Planning Corp19,288$198K0.0%-4.9%0.050%
5/5/2026 Hillsdale Investment Management Inc.24,190$248K0.0%-37.7%0.063%
5/4/2026 One Wealth Map LLC121,850$1.30M0.6%+24.1%0.316%
5/2/2026 International Assets Investment Management LLC16,500$163K0.0%-9.6%0.043%
5/1/2026 Fifth Third Bancorp10,756$110K0.0%N/A0.028%
4/27/2026 Elevation Point Wealth Partners LLC64,200$659K0.0%N/A0.165%
4/22/2026 TPG Advisors LLC16,833$173K0.1%+11.2%0.044%
4/16/2026 Aurora Private Wealth Inc.20,573$211K0.2%N/A0.053%
2/18/2026NewEdge Advisors LLC24,084$253K0.0%N/A0.069%
2/18/2026XTX Topco Ltd28,004$294K0.0%-14.4%0.080%
2/18/2026Quadrature Capital Ltd29,817$313K0.0%-82.0%0.085%
2/17/2026Cetera Investment Advisers250,144$2.63M0.0%+31.2%0.712%
2/17/2026Equitable Holdings Inc.116,100$1.22M0.0%+1.8%0.330%
2/17/2026Osaic Holdings Inc.41,794$439K0.0%+9.8%0.119%
2/17/2026Royal Bank of Canada133,930$1.41M0.0%+193.0%0.381%
2/16/2026 MML Investors Services LLC265,520$2.79M0.0%+11.0%0.755%
2/13/2026 Kestra Advisory Services LLC3,177$33K0.0%N/A0.009%
2/13/2026Arete Wealth Advisors LLC247,659$2.60M0.2%+2.0%0.705%
2/13/2026Stifel Financial Corp57,993$610K0.0%-5.3%0.165%
2/13/2026Advyzon Investment Management LLC36,910$388K0.0%+14.9%0.105%
2/12/2026HRT Financial LP33,404$351K0.0%N/A0.095%
2/12/2026Triumph Capital Management7,043$74K0.0%-29.2%0.020%
2/12/2026Steward Partners Investment Advisory LLC145,104$1.53M0.0%+78.5%0.413%
2/11/2026LPL Financial LLC1,212,310$12.74M0.0%+9.4%3.449%
2/11/2026 OneAscent Family Office LLC50,581$532K0.4%+61.2%0.144%
2/10/2026AXS Investments LLC266,501$2.80M1.3%-36.1%0.758%
2/10/2026 Hillsdale Investment Management Inc.38,800$408K0.0%+11.2%0.110%
2/6/2026HighTower Advisors LLC1,273,864$13.39M0.0%N/A3.624%
2/6/2026Cascade Financial Partners LLC56,956$599K0.1%+38.8%0.162%
2/5/2026 Soltis Investment Advisors LLC122,677$1.29M0.1%-23.5%0.349%
2/5/2026AlphaCore Capital LLC44,750$470K0.0%-33.9%0.127%
2/5/2026Phoenix Financial Ltd.6,706$70K0.0%N/A0.019%
2/4/2026 One Wealth Map LLC98,173$1.05M0.5%-10.3%0.281%
2/4/2026Anson Capital Inc.55,118$579K0.4%+207.6%0.158%
2/3/2026 International Assets Investment Management LLC18,250$192K0.0%-14.1%0.052%
1/30/2026 Sigma Planning Corp20,288$213K0.0%+17.3%0.058%
1/30/2026Veltria Advisors Corp.13,710$154K0.7%N/A0.039%
1/30/2026Wealthfront Advisers LLC28,399$298K0.0%-32.6%0.082%
1/29/2026Ashton Thomas Private Wealth LLC245,471$2.58M0.1%-1.8%0.705%
1/29/2026 Focused Wealth Management Inc109,587$1.15M0.1%N/A0.315%
1/23/2026 Fifth Third Securities Inc.53,192$559K0.0%+1.9%0.148%
1/23/2026 Clear Creek Financial Management LLC10,250$108K0.0%N/A0.029%
1/21/2026 TPG Advisors LLC15,133$159K0.1%+47.5%0.042%
1/21/2026 Sowell Financial Services LLC15,424$162K0.0%+10.8%0.043%
1/14/2026 Wealthcare Advisory Partners LLC12,252$129K0.0%-42.3%0.034%
1/8/2026 Gradient Investments LLC706,782$7.43M0.1%+1.8%1.971%
1/8/2026 Wealth Enhancement Advisory Services LLC66,717$718K0.0%+31.4%0.186%
12/23/2025Triumph Capital Management9,943$107K0.0%N/A0.031%
11/18/2025Advisory Services Network LLC5,640$61K0.0%N/A0.018%
11/17/2025Triumph Capital Management9,943$107K0.0%N/A0.031%
11/17/2025Qube Research & Technologies Ltd31,191$336K0.0%N/A0.097%
11/17/2025Northwestern Mutual Wealth Management Co.13,899$150K0.0%-44.3%0.043%
11/14/2025Raymond James Financial Inc.38,652$416K0.0%-30.7%0.120%
11/14/2025Equitable Holdings Inc.114,016$1.23M0.0%+11.2%0.355%
11/14/2025Tower Research Capital LLC TRC 49,194$530K0.0%-65.2%0.153%
11/13/2025Quadrature Capital Ltd166,069$1.79M0.0%N/A0.517%
11/13/2025UBS Group AG100,965$1.09M0.0%-16.5%0.314%
11/13/2025 Prevail Innovative Wealth Advisors LLC216,284$2.33M0.5%+41.9%0.673%
11/12/2025Insigneo Advisory Services LLC15,454$166K0.0%N/A0.048%
11/12/2025Arete Wealth Advisors LLC242,844$2.62M0.2%+19.2%0.755%
11/10/2025Advyzon Investment Management LLC32,116$346K0.1%-5.4%0.100%
11/10/2025 Hillsdale Investment Management Inc.34,900$376K0.0%+139.0%0.109%
11/6/2025 TPG Advisors LLC10,262$111K0.1%N/A0.032%
11/6/2025Wealthfront Advisers LLC42,143$454K0.0%+6.3%0.131%
11/5/2025Anson Capital Inc.17,918$193K0.1%N/A0.056%
11/5/2025 Envestnet Asset Management Inc.108,218$1.17M0.0%+50.9%0.337%
11/4/2025AXS Investments LLC417,294$4.49M2.0%-15.4%1.298%
11/4/2025 Thrivent Financial for Lutherans12,700$137K0.0%-58.4%0.040%
10/31/2025 OneAscent Family Office LLC31,370$338K0.3%N/A0.098%
10/31/2025 Drive Wealth Management LLC127,503$1.37M0.3%-63.0%0.397%
10/29/2025 Wealth Enhancement Advisory Services LLC50,755$529K0.0%+8.3%0.159%
10/23/2025Integras Partners LLC147,864$1.59M1.3%+18.3%0.469%
10/21/2025 Brookwood Investment Group LLC27,016$291K0.0%+34.1%0.086%
10/10/2025 Fifth Third Securities Inc.52,215$562K0.0%+10.0%0.170%
10/6/2025 Gradient Investments LLC693,992$7.47M0.1%+1.5%2.283%
9/4/2025Osaic Holdings Inc.37,129$392K0.0%+30.1%0.128%
8/26/2025 Thrivent Financial for Lutherans30,530$322K0.0%+3.6%0.106%
8/15/2025Tower Research Capital LLC TRC 141,327$1.49M0.0%+2,318.7%0.489%
8/15/2025 Prevail Innovative Wealth Advisors LLC152,433$1.61M0.4%-4.7%0.527%
8/15/2025 MML Investors Services LLC230,615$2.44M0.0%+6.4%0.798%
8/15/2025Bank of America Corp DE549,788$5.81M0.0%+15.4%1.902%
8/14/2025Jane Street Group LLC12,657$134K0.0%N/A0.044%
8/13/2025Northwestern Mutual Wealth Management Co.24,942$263K0.0%-5.4%0.086%
8/12/2025AlphaCore Capital LLC68,054$719K0.0%+12.7%0.235%
8/12/2025 Hillsdale Investment Management Inc.14,600$154K0.0%N/A0.051%
8/8/2025Cetera Investment Advisers159,058$1.68M0.0%+3.2%0.551%
8/8/2025Advyzon Investment Management LLC33,954$359K0.1%+27.1%0.118%
8/7/2025New England Private Wealth Advisors LLC55,755$589K0.1%N/A0.193%
8/1/2025 Brookwood Investment Group LLC20,143$213K0.0%N/A0.070%
8/1/2025Ashton Thomas Private Wealth LLC249,719$2.64M0.1%N/A0.866%
8/1/2025 Envestnet Asset Management Inc.71,710$757K0.0%+5.3%0.249%
7/30/2025 Drive Wealth Management LLC344,425$3.64M0.8%+8.8%1.194%
7/23/2025 H&H Retirement Design & Management INC109,454$1.14M0.6%+15.3%0.379%
7/21/2025Ameritas Advisory Services LLC2,508$26K0.0%N/A0.009%
7/18/2025 Consolidated Portfolio Review Corp16,354$173K0.0%-16.4%0.057%
7/18/2025Institute for Wealth Management LLC.25,811$273K0.0%+74.7%0.089%
7/17/2025 Fifth Third Securities Inc.47,473$501K0.0%+25.0%0.165%
7/8/2025 Gradient Investments LLC683,668$7.22M0.1%+6.1%2.353%
5/22/2025Mattson Financial Services LLC6,873$77K0.0%+17.1%0.025%


MORT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MORT shares?

During the previous two years, 83 institutional investors and hedge funds held shares of VanEck Mortgage REIT Income ETF. The most heavily invested institutionals were HighTower Advisors LLC ($13.39M), LPL Financial LLC ($12.74M), Gradient Investments LLC ($7.43M), Bank of America Corp DE ($5.81M), Cambridge Investment Research Advisors Inc. ($4.64M), AXS Investments LLC ($2.80M), and MML Investors Services LLC ($2.79M).Learn more on VanEck Mortgage REIT Income ETF's institutional investors.

Which institutional investors have been buying VanEck Mortgage REIT Income ETF's stock?

Of the 73 institutional investors that purchased VanEck Mortgage REIT Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($1.29M), LPL Financial LLC ($685.03K), Gradient Investments LLC ($669.60K), AXS Investments LLC ($566.46K), Ashton Thomas Private Wealth LLC ($249.72K), Drive Wealth Management LLC ($215.83K), and Integras Partners LLC ($166.37K).

How much institutional buying is happening at VanEck Mortgage REIT Income ETF?

Institutional investors have bought a total of 4,480,493 shares in the last 24 months. This purchase volume represents approximately $48.01M in transactions.

Which of VanEck Mortgage REIT Income ETF's major shareholders have been selling company stock?

Of the 23 institutional investors that sold VanEck Mortgage REIT Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AXS Investments LLC ($226.70K), Drive Wealth Management LLC ($216.92K), Quadrature Capital Ltd ($136.25K), Tower Research Capital LLC TRC ($92.13K), Soltis Investment Advisors LLC ($37.67K), AlphaCore Capital LLC ($22.91K), and UBS Group AG ($19.93K).

How much institutional selling is happening at VanEck Mortgage REIT Income ETF?

Institutional investors have sold a total of 882,116 shares in the last 24 months. This volume of shares sold represents approximately $9.39M in transactions.


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This page (NYSEARCA:MORT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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