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VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

VanEck Mortgage REIT Income ETF logo
$10.04 +0.04 (+0.40%)
Closing price 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)
42
Total
Institutional Inflows
(last 12 months)
$31.68M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.00M
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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
5/22/2025Mattson Financial Services LLC6,873$77K0.0%+17.1%0.025%
5/16/2025 Arete Wealth Advisors LLC191,460$2.14M0.2%+0.9%0.695%
5/14/2025 Integras Partners LLC143,456$1.60M1.4%+21.3%0.521%
5/13/2025 Cascade Financial Partners LLC41,020$458K0.1%+10.9%0.149%
5/12/2025 Simplex Trading LLC3,080$34K0.0%+199.0%0.011%
5/12/2025 AlphaCore Capital LLC60,394$675K0.1%N/A0.219%
5/9/2025 AXS Investments LLC566,455$6.33M1.7%N/A2.056%
5/9/2025 Advyzon Investment Management LLC26,717$298K0.1%+83.6%0.097%
5/8/2025 US Bancorp DE5,755$64K0.0%+283.7%0.021%
5/7/2025 LPL Financial LLC1,366,939$15.27M0.0%+52.1%4.962%
5/7/2025 Drive Wealth Management LLC316,602$3.54M0.8%+7.0%1.149%
5/6/2025 Cetera Investment Advisers154,103$1.72M0.0%+8.1%0.559%
5/2/2025 Wealthfront Advisers LLC39,872$445K0.0%-30.3%0.144%
5/2/2025 Prevail Innovative Wealth Advisors LLC159,900$1.79M0.5%+12.0%0.579%
5/1/2025 Fifth Third Securities Inc.37,992$424K0.0%+3.7%0.138%
4/29/2025 Envestnet Asset Management Inc.68,133$761K0.0%-3.2%0.247%
4/22/2025 Cambridge Investment Research Advisors Inc.415,300$4.64M0.0%+2.8%1.505%
4/21/2025 JBR Co Financial Management Inc12,785$143K0.1%N/A0.046%
4/17/2025 Sowell Financial Services LLC14,051$157K0.0%N/A0.051%
4/17/2025 Janney Montgomery Scott LLC40,423$452K0.0%+73.3%0.146%
4/16/2025 Wealth Enhancement Advisory Services LLC46,867$524K0.0%+47.2%0.170%
4/15/2025 Wealthcare Advisory Partners LLC19,636$219K0.0%+7.6%0.071%
4/14/2025 ARS Wealth Advisors Group LLC10,409$116K0.0%-34.6%0.038%
4/9/2025 Gradient Investments LLC644,462$7.20M0.1%+6.6%2.306%
3/17/2025 Wealth Enhancement Advisory Services LLC31,836$338K0.0%-8.1%0.115%
3/10/2025Mattson Financial Services LLC5,869$62K0.0%+40.7%0.021%
2/24/2025 H&H Retirement Design & Management INC94,475$1.09M0.7%+5.8%0.345%
2/17/2025 Two Sigma Investments LP16,049$170K0.0%-77.6%0.067%
2/17/2025 Cetera Investment Advisers142,577$1.51M0.0%+43.1%0.592%
2/17/2025 Bank of America Corp DE562,094$5.97M0.0%-13.4%2.332%
2/14/2025 Talon Private Wealth LLC13,013$138K0.0%N/A0.054%
2/14/2025 Two Sigma Securities LLC10,601$113K0.0%N/A0.044%
2/14/2025 Harvest Investment Services LLC11,004$117K0.0%N/A0.046%
2/14/2025 Stifel Financial Corp55,060$585K0.0%-10.8%0.228%
2/14/2025 MML Investors Services LLC201,594$2.14M0.0%+13.9%0.836%
2/14/2025 GeoWealth Management LLC41,101$436K0.0%+22.0%0.171%
2/13/2025 Raymond James Financial Inc.45,377$482K0.0%N/A0.188%
2/13/2025 Envestnet Asset Management Inc.70,391$748K0.0%+64.6%0.292%
2/12/2025 Arete Wealth Advisors LLC189,746$2.01M0.1%+2.1%0.787%
2/12/2025 Prevail Innovative Wealth Advisors LLC142,737$1.52M0.4%+5.0%0.592%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
2/11/2025 LPL Financial LLC898,469$9.54M0.0%+14.2%3.728%
2/11/2025 Hillsdale Investment Management Inc.8,930$95K0.0%+37.8%0.037%
2/10/2025 Thrivent Financial for Lutherans28,871$307K0.0%+8.5%0.120%
2/10/2025 Integras Partners LLC118,235$1.26M1.1%N/A0.491%
2/10/2025 Hollencrest Capital Management7,040$75K0.0%N/A0.029%
2/7/2025 Cascade Financial Partners LLC37,000$393K0.1%N/A0.154%
2/7/2025 Rebalance LLC42,432$451K0.0%+6.3%0.176%
2/6/2025 Raymond James Financial Inc.45,377$482K0.0%N/A0.188%
2/6/2025 Steward Partners Investment Advisory LLC68,563$728K0.0%+33.2%0.284%
2/3/2025 Advyzon Investment Management LLC14,552$155K0.1%N/A0.060%
1/23/2025 Fifth Third Securities Inc.36,639$389K0.0%+32.7%0.152%
1/22/2025 Drive Wealth Management LLC295,850$3.14M0.8%+8.4%1.228%
1/21/2025 Gradient Investments LLC604,278$6.42M0.1%+6.3%2.507%
1/17/2025 Janney Montgomery Scott LLC23,332$248K0.0%+27.3%0.097%
1/16/2025 Gilman Hill Asset Management LLC18,000$191K0.0%N/A0.075%
1/14/2025 ARS Wealth Advisors Group LLC15,909$169K0.0%-12.4%0.066%
1/8/2025 International Assets Investment Management LLC21,250$227K0.0%N/A0.088%
11/18/2024 Arete Wealth Advisors LLC185,924$2.24M0.2%+10.6%0.771%
11/15/2024 MML Investors Services LLC176,953$2.14M0.0%+8.0%0.734%
11/15/2024 Jane Street Group LLC15,273$184K0.0%N/A0.063%
11/15/2024 Stifel Financial Corp61,751$745K0.0%-1.5%0.256%
11/15/2024 HighTower Advisors LLC20,519$246K0.0%N/A0.085%
11/13/2024 FMR LLC2,926$35K0.0%-42.6%0.012%
11/7/2024 Drive Wealth Management LLC273,021$3.30M0.9%+64.0%1.133%
10/29/2024 Realta Investment Advisors5,106$58K0.0%+337.5%0.021%
10/24/2024 Wealth Enhancement Advisory Services LLC34,631$418K0.0%+25.4%0.144%
10/8/2024 Future Financial Wealth Managment LLC4,500$54K0.0%N/A0.019%
9/30/2024Mattson Financial Services LLC4,171$47K0.0%N/A0.017%
8/22/2024 Cetera Investment Advisers97,087$1.09M0.0%+48.5%0.403%
8/16/2024 Northwestern Mutual Wealth Management Co.2,517$28K0.0%N/A0.010%
8/1/2024 Drive Wealth Management LLC166,503$1.86M0.5%+29.5%0.691%
7/30/2024 Jaffetilchin Investment Partners LLC23,512$263K0.0%-6.5%0.098%
7/26/2024 Cambridge Investment Research Advisors Inc.389,645$4.36M0.0%+2.6%1.617%
7/23/2024 H&H Retirement Design & Management INC83,235$988K0.6%+2.4%0.345%
7/19/2024 ARS Wealth Advisors Group LLC18,075$202K0.0%-12.2%0.075%
7/18/2024 Gradient Investments LLC532,035$5.95M0.1%+73,385.5%2.208%
7/16/2024 Wealth Enhancement Advisory Services LLC27,609$309K0.0%+7.3%0.115%
7/15/2024 Fifth Third Securities Inc.29,567$331K0.0%N/A0.123%
7/12/2024 Sax Wealth Advisors LLC30,000$336K0.0%N/A0.124%
7/12/2024 Rebalance LLC39,907$447K0.0%+12.6%0.166%
5/20/2024 Adams Wealth Management13,883$162K0.0%-6.8%0.058%
5/17/2024 Jaffetilchin Investment Partners LLC25,155$294K0.0%-12.4%0.104%
5/11/2024 Hillsdale Investment Management Inc.5,530$65K0.0%N/A0.023%
5/2/2024 Lionsbridge Wealth Management LLC69,452$812K0.6%-2.3%0.290%
5/1/2024 Janney Montgomery Scott LLC13,320$156K0.0%+26.1%0.056%
4/30/2024 Consolidated Portfolio Review Corp20,465$239K0.1%-19.7%0.085%
4/25/2024 Cambridge Investment Research Advisors Inc.379,624$4.44M0.0%-62.6%1.643%
4/24/2024 H&H Retirement Design & Management INC81,282$874K0.6%-8.1%0.352%
4/22/2024 PFG Investments LLC21,285$249K0.0%N/A0.092%
4/22/2024 Drive Wealth Management LLC128,593$1.50M0.4%N/A0.557%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/15/2024 Wealthcare Advisory Partners LLC12,878$151K0.0%+24.1%0.056%
4/15/2024 Future Financial Wealth Managment LLC4,500$53K0.0%N/A0.019%
4/11/2024 International Assets Investment Management LLC16,700$188K0.0%-23.1%0.072%
2/12/2024 Adams Wealth Management14,891$176K0.1%-32.6%0.082%
2/9/2024 H&H Retirement Design & Management INC88,482$956K0.6%N/A0.490%
2/9/2024 Cambridge Investment Research Advisors Inc.1,014,914$12.00M0.1%-3.8%5.623%
2/9/2024 Gladstone Institutional Advisory LLC13,320$157K0.0%N/A0.074%
2/6/2024 Wealthcare Advisory Partners LLC10,378$123K0.0%N/A0.057%
2/6/2024 ARS Wealth Advisors Group LLC14,350$170K0.0%N/A0.080%
2/5/2024 Triumph Capital Management11,012$130K0.1%N/A0.061%
(Data available from 1/1/2016 forward)

MORT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MORT shares?

During the previous two years, 66 institutional investors and hedge funds held shares of VanEck Mortgage REIT Income ETF. The most heavily invested institutionals were LPL Financial LLC ($15.27M), Gradient Investments LLC ($7.20M), AXS Investments LLC ($6.33M), Bank of America Corp DE ($5.97M), Cambridge Investment Research Advisors Inc. ($4.64M), Drive Wealth Management LLC ($3.54M), and MML Investors Services LLC ($2.14M).Learn more on MORT's institutional investors.

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

Of the 58 institutional investors that purchased VanEck Mortgage REIT Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($1.10M), LPL Financial LLC ($772.91K), Gradient Investments LLC ($607.28K), AXS Investments LLC ($566.46K), Drive Wealth Management LLC ($316.60K), International Assets Investment Management LLC ($278.04K), and Integras Partners LLC ($143.46K).

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

Institutional investors have bought a total of 4,942,651 shares in the last 24 months. This purchase volume represents approximately $56.58M in transactions.

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

Of the 18 institutional investors that sold VanEck Mortgage REIT Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($707.64K), Bank of America Corp DE ($86.65K), Two Sigma Investments LP ($55.45K), Van ECK Associates Corp ($47.68K), Wealthfront Advisers LLC ($17.34K), ARS Wealth Advisors Group LLC ($10.25K), and B & T Capital Management DBA Alpha Capital Management ($9.33K).

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

Institutional investors have sold a total of 982,656 shares in the last 24 months. This volume of shares sold represents approximately $11.32M in transactions.


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This page (NYSEARCA:MORT) was last updated on 5/23/2025 by MarketBeat.com Staff
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