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VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

VanEck Mortgage REIT Income ETF logo
$10.15 0.00 (0.00%)
As of 05:20 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)
52
Total
Institutional Inflows
(last 12 months)
$53.00M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$10.93M
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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
5/19/2026 Bank of America Corp DE2,355,913$24.17M0.0%+266.8%6.119%
5/18/2026 Royal Bank of Canada95,354$978K0.0%-28.8%0.248%
5/13/2026 Cetera 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%
5/5/2026 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%
2/18/2026 NewEdge Advisors LLC24,084$253K0.0%N/A0.069%
2/18/2026 XTX Topco Ltd28,004$294K0.0%-14.4%0.080%
2/18/2026 Quadrature Capital Ltd29,817$313K0.0%-82.0%0.085%
2/17/2026 Cetera Investment Advisers250,144$2.63M0.0%+31.2%0.712%
2/17/2026 Equitable Holdings Inc.116,100$1.22M0.0%+1.8%0.330%
2/17/2026 Osaic Holdings Inc.41,794$439K0.0%+9.8%0.119%
2/17/2026 Royal 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%
2/13/2026 Arete Wealth Advisors LLC247,659$2.60M0.2%+2.0%0.705%
2/13/2026 Stifel Financial Corp57,993$610K0.0%-5.3%0.165%
2/13/2026 Advyzon Investment Management LLC36,910$388K0.0%+14.9%0.105%
2/12/2026 HRT Financial LP33,404$351K0.0%N/A0.095%
2/12/2026 Triumph Capital Management7,043$74K0.0%-29.2%0.020%
2/12/2026 Steward 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%
2/10/2026 Hillsdale 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%
2/6/2026 Cascade 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%
2/4/2026 One 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%
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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%
11/18/2025 Advisory Services Network LLC5,640$61K0.0%N/A0.018%
11/17/2025 Triumph Capital Management9,943$107K0.0%N/A0.031%
11/17/2025 Qube Research & Technologies Ltd31,191$336K0.0%N/A0.097%
11/17/2025 Northwestern Mutual Wealth Management Co.13,899$150K0.0%-44.3%0.043%
11/14/2025 Raymond James Financial Inc.38,652$416K0.0%-30.7%0.120%
11/14/2025 Equitable Holdings Inc.114,016$1.23M0.0%+11.2%0.355%
11/14/2025 Tower Research Capital LLC TRC 49,194$530K0.0%-65.2%0.153%
11/13/2025 Quadrature 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%
11/12/2025 Insigneo Advisory Services LLC15,454$166K0.0%N/A0.048%
11/12/2025 Arete Wealth Advisors LLC242,844$2.62M0.2%+19.2%0.755%
11/10/2025 Advyzon 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%
11/6/2025 Wealthfront Advisers LLC42,143$454K0.0%+6.3%0.131%
11/5/2025 Anson Capital Inc.17,918$193K0.1%N/A0.056%
11/5/2025 Envestnet 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%
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%
10/21/2025 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%
9/4/2025 Osaic Holdings Inc.37,129$392K0.0%+30.1%0.128%
8/26/2025 Thrivent Financial for Lutherans30,530$322K0.0%+3.6%0.106%
8/15/2025 Tower 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%
8/15/2025 Bank of America Corp DE549,788$5.81M0.0%+15.4%1.902%
8/14/2025 Jane Street Group LLC12,657$134K0.0%N/A0.044%
8/13/2025 Northwestern Mutual Wealth Management Co.24,942$263K0.0%-5.4%0.086%
8/12/2025 AlphaCore Capital LLC68,054$719K0.0%+12.7%0.235%
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8/12/2025 Hillsdale Investment Management Inc.14,600$154K0.0%N/A0.051%
8/8/2025 Cetera Investment Advisers159,058$1.68M0.0%+3.2%0.551%
8/8/2025 Advyzon Investment Management LLC33,954$359K0.1%+27.1%0.118%
8/7/2025 New England Private Wealth Advisors LLC55,755$589K0.1%N/A0.193%
8/1/2025 Brookwood Investment Group LLC20,143$213K0.0%N/A0.070%
8/1/2025 Ashton 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%
7/21/2025 Ameritas Advisory Services LLC2,508$26K0.0%N/A0.009%


MORT Institutional Ownership - Frequently Asked Questions

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 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 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: Bank of America Corp DE ($1.79M), 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), and Drive Wealth Management LLC ($215.83K).

Institutional investors have bought a total of 5,071,517 shares in the last 24 months. This purchase volume represents approximately $53.00M in transactions.

Of the 25 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 ($334.69K), Drive Wealth Management LLC ($216.92K), Quadrature Capital Ltd ($136.25K), Tower Research Capital LLC TRC ($92.13K), Royal Bank of Canada ($38.58K), Soltis Investment Advisors LLC ($37.67K), and AlphaCore Capital LLC ($22.91K).

Institutional investors have sold a total of 1,032,506 shares in the last 24 months. This volume of shares sold represents approximately $10.93M in transactions.


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This page (NYSEARCA:MORT) was last updated on 5/28/2026 by MarketBeat.com Staff.
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