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VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

VanEck Mortgage REIT Income ETF logo
$7.41 -0.15 (-1.98%)
Closing price 11/11/2026 04:10 PM Eastern
Extended Trading
$7.44 +0.02 (+0.34%)
As of 11/11/2026 07:49 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for VanEck Mortgage REIT Income ETF (NYSEARCA:MORT)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$45.13M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$7.60M
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MORT Institutional Buying and Selling by Quarter

VanEck Mortgage REIT Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/10/2026 OneAscent Family Office LLC12,675$107K0.0%-39.5%0.031%
11/5/2026 AMG National Trust Bank10,465$88K0.0%N/A0.025%
11/5/2026 Lido Advisors LLC19,030$160K0.0%N/A0.046%
11/3/2026 StoneX Group Inc.16,148$136K0.0%N/A0.039%
11/3/2026 Ashton Thomas Private Wealth LLC262,150$2.21M0.0%+1.0%0.639%
10/30/2026 Integras Partners LLC189,980$1.60M0.9%+6.4%0.459%
10/28/2026 Soltis Investment Advisors LLC11,233$94K0.0%-51.5%0.028%
10/28/2026 Willner & Heller LLC11,795$99K0.1%N/A0.029%
10/24/2026 Sigma Planning Corp21,899$184K0.0%N/A0.054%
10/23/2026 Sowell Financial Services LLC14,104$119K0.0%N/A0.035%
10/21/2026 Fifth Third Securities Inc.86,396$727K0.0%N/A0.216%
10/21/2026 Sowell Financial Services LLC14,104$119K0.0%N/A0.035%
10/14/2026 Krilogy Financial LLC10,000$77K0.0%N/A0.025%
9/23/2026Envestnet Asset Management Inc.202,898$2.10M0.0%+10.7%0.545%
8/23/2026 Anson Capital Inc.56,347$584K0.4%+1.9%0.145%
8/21/2026 Triumph Capital Management9,643$100K0.0%+12.9%0.025%
5/19/2026Bank of America Corp DE2,355,913$24.17M0.0%+266.8%6.119%
5/18/2026Royal Bank of Canada95,354$978K0.0%-28.8%0.248%
5/13/2026Cetera Investment Advisers285,155$2.93M0.0%+14.0%0.741%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.32,346$332K0.2%-10.6%0.084%
5/6/2026 AXS Investments LLC158,507$1.63M0.7%-40.5%0.412%
5/5/2026 Wealthfront Advisers LLC48,868$501K0.0%+72.1%0.127%
5/5/2026 Sigma Planning Corp19,288$198K0.0%-4.9%0.050%
5/5/2026Hillsdale Investment Management Inc.24,190$248K0.0%-37.7%0.063%
5/4/2026One 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%
2/16/2026MML Investors Services LLC265,520$2.79M0.0%+11.0%0.755%
2/13/2026 Kestra Advisory Services LLC3,177$33K0.0%N/A0.009%
2/13/2026 Arete Wealth Advisors LLC247,659$2.60M0.2%+2.0%0.705%
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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%
2/12/2026 Triumph Capital Management7,043$74K0.0%-29.2%0.020%
2/12/2026Steward Partners Investment Advisory LLC145,104$1.53M0.0%+78.5%0.413%
2/11/2026 LPL 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%
2/10/2026 AXS Investments LLC266,501$2.80M1.3%-36.1%0.758%
2/10/2026Hillsdale Investment Management Inc.38,800$408K0.0%+11.2%0.110%
2/6/2026 HighTower 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%
2/5/2026 AlphaCore Capital LLC44,750$470K0.0%-33.9%0.127%
2/5/2026 Phoenix Financial Ltd.6,706$70K0.0%N/A0.019%
2/4/2026One Wealth Map LLC98,173$1.05M0.5%-10.3%0.281%
2/4/2026 Anson 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%
1/30/2026 Veltria Advisors Corp.13,710$154K0.7%N/A0.039%
1/30/2026 Wealthfront Advisers LLC28,399$298K0.0%-32.6%0.082%
1/29/2026 Ashton 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%
12/23/2025 Triumph Capital Management9,943$107K0.0%N/A0.031%
11/18/2025Advisory Services Network LLC5,640$61K0.0%N/A0.018%
11/17/2025 Triumph 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%
11/13/2025 UBS 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%
11/12/2025 Arete Wealth Advisors LLC242,844$2.62M0.2%+19.2%0.755%
11/10/2025Advyzon Investment Management LLC32,116$346K0.1%-5.4%0.100%
11/10/2025Hillsdale Investment Management Inc.34,900$376K0.0%+139.0%0.109%
11/6/2025 TPG Advisors LLC10,262$111K0.1%N/A0.032%
11/6/2025 Wealthfront Advisers LLC42,143$454K0.0%+6.3%0.131%
11/5/2025 Anson Capital Inc.17,918$193K0.1%N/A0.056%
11/5/2025Envestnet Asset Management Inc.108,218$1.17M0.0%+50.9%0.337%
11/4/2025 AXS Investments LLC417,294$4.49M2.0%-15.4%1.298%
11/4/2025 Thrivent Financial for Lutherans12,700$137K0.0%-58.4%0.040%
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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%
10/23/2025 Integras Partners LLC147,864$1.59M1.3%+18.3%0.469%
10/21/2025Brookwood 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%


MORT Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 institutional investors and hedge funds held shares of VanEck Mortgage REIT Income ETF. The most heavily invested institutionals were Bank of America Corp DE ($24.17M), HighTower Advisors LLC ($13.39M), LPL Financial LLC ($12.74M), Gradient Investments LLC ($7.43M), Cambridge Investment Research Advisors Inc. ($4.64M), Cetera Investment Advisers ($2.93M), and MML Investors Services LLC ($2.79M).Learn more on VanEck Mortgage REIT Income ETF's institutional investors.

Of the 74 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: Bank of America Corp DE ($1.79M), HighTower Advisors LLC ($1.29M), LPL Financial LLC ($685.03K), AXS Investments LLC ($566.46K), Ashton Thomas Private Wealth LLC ($252.22K), Integras Partners LLC ($177.75K), and Quadrature Capital Ltd ($166.07K).

Institutional investors have bought a total of 4,430,246 shares in the last 24 months. This purchase volume represents approximately $45.72M in transactions.

Of the 21 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 ($258.79K), Quadrature Capital Ltd ($136.25K), Tower Research Capital LLC TRC ($92.13K), Soltis Investment Advisors LLC ($49.61K), Royal Bank of Canada ($38.58K), AlphaCore Capital LLC ($22.91K), and UBS Group AG ($19.93K).

Institutional investors have sold a total of 728,123 shares in the last 24 months. This volume of shares sold represents approximately $7.60M in transactions.



Institutional ownership data for NYSEARCA:MORT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
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