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S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Closing prices for crude oil, gold and other commodities
The gold catalyst we’ve waited for (Ad)
MarketBeat Week in Review – 3/20 - 3/24
Jet pitched wildly, killing 1, amid cockpit warnings: NTSB
The gold catalyst we’ve waited for (Ad)
Germany, EU reach agreement in combustion engine row
Bank failures and rescue test Yellen's decades of experience
My No. 1 dividend stock for a LIFETIME of income. (Ad)
Intel co-founder, philanthropist Gordon Moore dies at 94
'What can we do?': Millions in African countries need power
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Closing prices for crude oil, gold and other commodities
The gold catalyst we’ve waited for (Ad)
MarketBeat Week in Review – 3/20 - 3/24
Jet pitched wildly, killing 1, amid cockpit warnings: NTSB
The gold catalyst we’ve waited for (Ad)
Germany, EU reach agreement in combustion engine row
Bank failures and rescue test Yellen's decades of experience
My No. 1 dividend stock for a LIFETIME of income. (Ad)
Intel co-founder, philanthropist Gordon Moore dies at 94
'What can we do?': Millions in African countries need power
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Closing prices for crude oil, gold and other commodities
The gold catalyst we’ve waited for (Ad)
MarketBeat Week in Review – 3/20 - 3/24
Jet pitched wildly, killing 1, amid cockpit warnings: NTSB
The gold catalyst we’ve waited for (Ad)
Germany, EU reach agreement in combustion engine row
Bank failures and rescue test Yellen's decades of experience
My No. 1 dividend stock for a LIFETIME of income. (Ad)
Intel co-founder, philanthropist Gordon Moore dies at 94
'What can we do?': Millions in African countries need power
NYSEARCA:MORT

VanEck Mortgage REIT Income ETF - MORT Institutional Ownership

$10.63
+0.30 (+2.90%)
(As of 03/24/2023 12:00 AM ET)
Add
Compare
Today's Range
$10.18
▼
$10.63
50-Day Range
$10.33
▼
$13.95
52-Week Range
$10.07
▼
$17.37
Volume
158,844 shs
Average Volume
120,818 shs
Market Capitalization
$151.48 million
Assets Under Management
$158.53 million
Dividend Yield
14.39%
Net Expense Ratio
0.41%

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

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$17.92 M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$21.32 M
Skip Chart & View Institutional Buying and Selling Data

MORT Institutional Buying and Selling by Quarter

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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
2/27/2023Rebalance LLC29,728$0.35M0.0%N/A0.207%
2/17/2023Adams Wealth Management113,412$1.32M0.5%+26.1%0.790%
2/15/2023Money Concepts Capital Corp2,142$25K0.0%+614.0%0.015%
2/15/2023Morgan Stanley591,015$6.90M0.0%+4.1%4.119%
2/15/2023First Capital Advisors Group LLC.4,711$55K0.0%+269.2%0.033%
2/15/2023Flaharty Asset Management LLC53,811$0.63M0.1%N/A0.375%
2/14/2023Susquehanna International Group LLP14,699$0.17M0.0%-84.6%0.102%
2/14/2023Cetera Advisor Networks LLC200,344$2.34M0.0%+19.4%1.396%
2/14/2023Townsquare Capital LLC10,127$0.12M0.0%N/A0.071%
2/10/2023Bank of America Corp DE693,197$8.09M0.0%+77.2%4.831%
2/10/2023Advisor Group Holdings Inc.16,239$0.19M0.0%-8.7%0.113%
2/10/2023SVB Wealth LLC34,400$0.40M0.0%N/A0.240%
2/9/2023Legacy Capital Wealth Partners LLC108,277$1.26M0.6%+6.2%0.755%
2/8/2023Raymond James & Associates27,761$0.32M0.0%+140.3%0.193%
2/8/2023UBS Group AG82,973$0.97M0.0%+163.9%0.578%
2/8/2023Thrivent Financial for Lutherans18,151$0.21M0.0%+21.8%0.126%
2/8/2023Van ECK Associates Corp57,651$0.67M0.0%+19,779.7%0.402%
2/7/2023LPL Financial LLC186,558$2.18M0.0%-16.8%1.300%
2/3/2023Ausdal Financial Partners Inc.141,852$1.66M0.2%+4.5%0.989%
2/1/2023Gladstone Institutional Advisory LLC16,019$0.19M0.0%+51.8%0.112%
2/1/2023Janney Montgomery Scott LLC21,416$0.25M0.0%N/A0.149%
1/24/2023Sigma Planning Corp61,379$0.72M0.0%N/A0.428%
1/20/2023Gilman Hill Asset Management LLC20,000$0.23M0.0%+33.3%0.140%
1/5/2023Future Financial Wealth Managment LLC12,696$0.15M0.2%N/A0.091%
11/14/2022Royal Bank of Canada41,832$0.46M0.0%-37.0%0.317%
11/14/2022MML Investors Services LLC43,778$0.48M0.0%+23.6%0.332%
11/14/2022Legacy Capital Wealth Partners LLC101,912$1.13M0.6%+1.4%0.772%
11/10/2022Adams Wealth Management89,920$0.99M0.4%-12.0%0.681%
11/10/2022Tower Research Capital LLC TRC 7,438$82K0.0%-90.8%0.056%
11/10/2022UBS Group AG31,447$0.35M0.0%+17.5%0.238%
11/9/2022Ausdal Financial Partners Inc.135,798$1.50M0.2%+4.6%1.029%
11/4/2022First Republic Investment Management Inc.18,242$0.20M0.0%-9.4%0.138%
11/1/2022AllSquare Wealth Management LLC7,500$83K0.1%N/A0.057%
10/24/2022RB Capital Management LLC10,784$0.12M0.0%-29.9%0.081%
10/21/2022Gilman Hill Asset Management LLC15,000$0.17M0.0%-14.3%0.113%
10/20/2022Gladstone Institutional Advisory LLC10,551$0.12M0.0%N/A0.080%
10/17/2022Cambridge Investment Research Advisors Inc.46,109$0.51M0.0%-82.0%0.356%
10/14/2022Gradient Investments LLC4,180$46K0.0%-98.5%0.032%
9/16/2022Private Trust Co. NA3,963$55K0.0%N/A0.030%
8/18/2022Goldman Sachs Group Inc.21,555$0.30M0.0%-62.1%0.161%
8/16/2022First Republic Investment Management Inc.20,144$0.28M0.0%-13.2%0.150%
8/16/2022Jane Street Group LLC15,011$0.21M0.0%N/A0.112%
8/16/2022Thrivent Financial for Lutherans14,900$0.21M0.0%-7.4%0.111%
8/12/2022LPL Financial LLC222,201$3.11M0.0%-3.3%1.658%
8/12/2022TCG Advisory Services LLC12,029$0.17M0.1%-27.3%0.090%
8/12/2022United Capital Financial Advisers LLC35,016$0.49M0.0%N/A0.261%
8/11/2022Cetera Advisor Networks LLC153,143$2.14M0.0%+10.7%1.143%
8/11/2022UBS Group AG26,765$0.38M0.0%-5.6%0.200%
7/22/2022Truist Financial Corp10,914$0.15M0.0%N/A0.081%
7/20/2022Adams Wealth Management102,131$1.43M0.5%+6.8%0.759%
7/13/2022PFG Advisors10,647$0.15M0.0%-18.5%0.078%
7/13/2022Cambridge Investment Research Advisors Inc.256,402$3.59M0.0%+453.7%1.878%
6/7/2022Bank of America Corp DE345,064$5.89M0.0%-28.6%2.482%
5/26/2022Gradient Investments LLC286,158$4.89M0.1%-60.7%2.059%
5/23/2022Advisory Services Network LLC42,372$0.72M0.0%-3.5%0.302%
5/17/2022Royal Bank of Canada49,174$0.84M0.0%-46.3%0.355%
5/17/2022First Republic Investment Management Inc.23,199$0.40M0.0%-33.8%0.168%
5/16/2022Goldman Sachs Group Inc.56,920$0.97M0.0%+53.5%0.411%
5/16/2022UBS Group AG28,355$0.48M0.0%-23.6%0.205%
5/13/2022AJ Wealth Strategies LLC34,400$0.59M0.0%-44.3%0.248%
5/13/2022TCG Advisory Services LLC16,538$0.28M0.1%-13.4%0.119%
5/12/2022HAP Trading LLC58,757$1M0.0%N/A0.424%
5/12/2022Bank of Montreal Can1,697$29K0.0%+69.7%0.012%
5/12/2022PNC Financial Services Group Inc.3,000$51K0.0%N/A0.022%
5/12/2022Cetera Advisor Networks LLC138,403$2.36M0.0%+8.1%0.999%
5/12/2022Cetera Advisors LLC20,008$0.34M0.0%+58.1%0.144%
5/11/2022Raymond James Financial Services Advisors Inc.14,110$0.24M0.0%+10.8%0.102%
5/11/2022Raymond James & Associates11,552$0.20M0.0%-72.8%0.083%
5/11/2022Patriot Financial Group Insurance Agency LLC1,710$29K0.0%-44.9%0.012%
5/11/2022Cantor Fitzgerald Investment Advisor L.P14,644$0.25M0.0%N/A0.106%
5/10/2022Aaron Wealth Advisors LLC85,400$5M0.1%N/A0.617%
5/10/2022Van ECK Associates Corp38,366$0.66M0.0%+123.9%0.277%
5/4/2022Advisor Group Holdings Inc.70,400$1.19M0.0%-12.0%0.508%
5/4/2022Ausdal Financial Partners Inc.127,537$2.18M0.3%+17.9%0.921%
4/29/2022All Season Financial Advisors Inc.31,134$0.53M0.4%+16.4%0.223%
4/21/2022First Heartland Consultants Inc.10,813$0.18M0.0%-41.0%0.077%
4/13/2022Cantor Fitzgerald Investment Advisor L.P14,644$0.25M0.0%N/A0.105%
4/11/2022Adams Wealth Management95,599$1.63M0.5%-0.7%0.685%
4/11/2022RB Capital Management LLC15,275$0.26M0.1%-5.7%0.110%
3/17/2022Lbmc Investment Advisors LLC11,107$0.20M0.0%+785.0%0.068%
2/15/2022SFI Advisors LLC18,829$0.34M0.3%N/A0.114%
2/14/2022LPL Financial LLC279,570$5.02M0.0%+7.9%1.694%
2/14/2022Legacy Capital Wealth Partners LLC91,486$1.62M0.7%+8.7%0.554%
2/14/2022Rockefeller Capital Management L.P.9,449$0.17M0.0%+22.7%0.057%
2/14/2022RB Capital Management LLC16,192$0.29M0.1%+4.6%0.098%
2/10/2022Qube Research & Technologies Ltd1,975$35K0.0%+165.8%0.012%
2/9/2022BNP Paribas Arbitrage SA7,742$0.14M0.0%N/A0.047%
2/9/2022Adams Wealth Management96,294$1.73M0.5%-6.3%0.584%
2/8/2022Raymond James Financial Services Advisors Inc.12,732$0.23M0.0%+5.6%0.077%
2/8/2022Steward Partners Investment Advisory LLC51,977$0.93M0.0%N/A0.315%
2/8/2022Bank of America Corp DE483,557$8.69M0.0%+11.2%2.931%
2/8/2022Raymond James & Associates42,532$0.76M0.0%N/A0.258%
2/8/2022Ausdal Financial Partners Inc.108,148$1.94M0.3%+5.4%0.655%
2/3/2022Advisor Group Holdings Inc.79,973$1.44M0.0%+31.3%0.485%
2/3/2022Northwestern Mutual Wealth Management Co.42,295$0.76M0.0%-15.9%0.255%
2/1/2022Qube Research & Technologies Ltd1,975$35K0.0%+165.8%0.012%
1/26/2022Van ECK Associates Corp17,137$0.31M0.0%+66.3%0.101%
1/26/2022AJ Wealth Strategies LLC61,750$1.11M0.1%N/A0.362%
1/25/2022All Season Financial Advisors Inc.26,755$0.48M0.3%-10.5%0.157%
1/21/2022PFG Advisors13,177$0.24M0.0%+9.1%0.077%
(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, 74 institutional investors and hedge funds held shares of VanEck Mortgage REIT Income ETF. The most heavily invested institutionals were Bank of America Corp DE ($8.09M), Morgan Stanley ($6.90M), Aaron Wealth Advisors LLC ($5M), Cetera Advisor Networks LLC ($2.34M), LPL Financial LLC ($2.18M), Ausdal Financial Partners Inc. ($1.66M), and Adams Wealth Management ($1.32M).Learn more on MORT's institutional investors.

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

Of the 68 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: Bank of America Corp DE ($0.97M), Morgan Stanley ($0.24M), Cambridge Investment Research Advisors Inc. ($0.21M), Gradient Investments LLC ($0.16M), Moors & Cabot Inc. ($0.16M), Kingsview Wealth Management LLC ($0.11M), and LPL Financial LLC ($0.10M).

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

Institutional investors have bought a total of 3,437,483 shares in the last 24 months. This purchase volume represents approximately $57.90M in transactions.

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

Of the 31 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: Gradient Investments LLC ($0.97M), Cambridge Investment Research Advisors Inc. ($0.26M), Bank of America Corp DE ($0.14M), Royal Bank of Canada ($0.10M), LPL Financial LLC ($81.99K), Susquehanna International Group LLP ($80.46K), and Tower Research Capital LLC TRC ($73.70K).

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

Institutional investors have sold a total of 2,042,649 shares in the last 24 months. This volume of shares sold represents approximately $31.45M in transactions.

This page (NYSEARCA:MORT) was last updated on 3/25/2023 by MarketBeat.com Staff