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VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

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$10.54
+0.11 (+1.05%)
(As of 10:33 AM ET)
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Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$29.36M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.43M
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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
4/15/2024Wealthcare Advisory Partners LLC12,878$151K0.0%+24.1%0.056%
4/15/2024Future 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%
3/1/2024Goldman Sachs Group Inc.39,511$467K0.0%N/A0.219%
2/13/2024Goldman Sachs Group Inc.39,511$467K0.0%N/A0.219%
2/12/2024Adams Wealth Management14,891$176K0.1%-32.6%0.082%
2/12/2024Stifel Financial Corp24,786$293K0.0%N/A0.137%
2/9/2024H&H Retirement Design & Management INC88,482$956K0.6%N/A0.490%
2/9/2024Cambridge Investment Research Advisors Inc.1,014,914$12.00M0.1%-3.8%5.623%
2/9/2024Gladstone Institutional Advisory LLC13,320$157K0.0%N/A0.074%
2/9/2024UBS Group AG33,391$395K0.0%+9.0%0.185%
2/8/2024Janney Montgomery Scott LLC10,561$125K0.0%N/A0.059%
2/6/2024Wealthcare Advisory Partners LLC10,378$123K0.0%N/A0.057%
2/6/2024ARS Wealth Advisors Group LLC14,350$170K0.0%N/A0.080%
2/5/2024Triumph Capital Management11,012$130K0.1%N/A0.061%
2/5/2024Andina Capital Management LLC18,990$224K0.2%N/A0.105%
1/31/2024Institute for Wealth Management LLC.14,775$175K0.0%N/A0.082%
1/25/2024 International Assets Investment Management LLC21,725$257K0.0%N/A0.120%
1/24/2024 International Assets Investment Management LLC256,790$3.04M0.0%N/A1.423%
1/17/2024 B & T Capital Management DBA Alpha Capital Management10,000$118K0.0%-48.3%0.055%
1/16/2024Raymond James Financial Services Advisors Inc.42,855$507K0.0%N/A0.237%
1/16/2024Lionsbridge Wealth Management LLC71,087$840K0.7%N/A0.394%
11/15/2023Royal Bank of Canada50,519$574K0.0%-6.4%0.280%
11/15/2023Axxcess Wealth Management LLC17,800$202K0.0%N/A0.099%
11/13/2023Jaffetilchin Investment Partners LLC21,848$248K0.0%+21.2%0.121%
11/13/2023Mariner LLC10,231$116K0.0%N/A0.057%
11/13/2023LPL Financial LLC423,787$4.82M0.0%+2.2%2.348%
11/13/2023Envestnet Asset Management Inc.13,126$149K0.0%-26.6%0.073%
11/9/2023UBS Group AG30,628$348K0.0%-75.6%0.170%
11/6/2023Sigma Planning Corp10,550$120K0.0%N/A0.058%
11/1/2023Wealthfront Advisers LLC14,577$166K0.0%+28.0%0.081%
10/24/2023Cambridge Investment Research Advisors Inc.1,055,518$12.00M0.1%-2.9%5.848%
10/17/2023 B & T Capital Management DBA Alpha Capital Management19,334$220K0.1%N/A0.107%
9/1/2023Portside Wealth Group LLC20,452$246K0.0%N/A0.113%
8/15/2023Equitable Holdings Inc.20,710$249K0.0%+28.3%0.115%
8/15/2023Jaffetilchin Investment Partners LLC18,027$217K0.0%N/A0.100%
8/15/2023Goldman Sachs Group Inc.41,541$499K0.0%N/A0.230%
8/14/2023MML Investors Services LLC62,033$745K0.0%+27.3%0.344%
8/11/2023JPMorgan Chase & Co.7,610$91K0.0%N/A0.042%
8/10/2023Cetera Advisor Networks LLC15,923$191K0.0%-92.5%0.088%
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8/8/2023Kestra Private Wealth Services LLC13,504$162K0.0%N/A0.075%
8/4/2023Rebalance LLC35,449$426K0.0%+4.4%0.196%
8/3/2023Larson Financial Group LLC2,747$33K0.0%N/A0.015%
8/3/2023Van ECK Associates Corp2,556$31K0.0%-94.9%0.014%
8/1/2023Portside Wealth Group LLC20,452$246K0.0%N/A0.113%
7/31/2023LPL Financial LLC414,678$4.98M0.0%+79.2%2.297%
7/28/2023First Republic Investment Management Inc.11,871$143K0.0%-8.9%0.069%
7/13/2023Cambridge Investment Research Advisors Inc.1,087,262$13.06M0.1%+10,346.4%6.321%
5/17/2023Advisory Services Network LLC4,271$48K0.0%+35.2%0.028%
5/17/2023Thrivent Financial for Lutherans21,803$246K0.0%+20.1%0.145%
5/15/2023First Capital Advisors Group LLC.5,719$65K0.0%+21.4%0.038%
5/15/2023Equitable Holdings Inc.16,139$182K0.0%N/A0.107%
5/15/2023Cetera Investment Advisers10,620$120K0.0%N/A0.071%
5/15/2023Guardian Wealth Advisors LLC NC3,546$40K0.0%N/A0.024%
5/15/2023Gladstone Institutional Advisory LLC25,405$287K0.0%+58.6%0.169%
5/12/2023MML Investors Services LLC48,716$550K0.0%+42.2%0.324%
5/12/2023Bank of America Corp DE765,129$8.65M0.0%+10.4%5.084%
5/12/2023First Republic Investment Management Inc.13,028$147K0.0%-28.6%0.087%
5/11/2023Cambridge Investment Research Advisors Inc.10,408$118K0.0%N/A0.069%
5/11/2023Envestnet Asset Management Inc.17,367$196K0.0%N/A0.115%
5/10/2023LPL Financial LLC231,398$2.62M0.0%+24.0%1.538%
5/9/2023Aptus Capital Advisors LLC3,546$40K0.0%N/A0.024%
5/9/2023Tower Research Capital LLC TRC 4,510$51K0.0%-62.9%0.030%
5/8/2023Sigma Planning Corp74,509$842K0.0%+21.4%0.495%
5/4/2023 Ausdal Financial Partners Inc.156,567$1.77M0.2%+10.4%1.040%
5/3/2023Axxcess Wealth Management LLC17,749$201K0.0%N/A0.118%
5/3/2023Adams Wealth Management142,531$1.61M0.5%+25.7%0.947%
5/3/2023Van ECK Associates Corp50,237$568K0.0%-12.9%0.334%
5/3/2023Rebalance LLC33,950$384K0.0%+14.2%0.226%
4/28/2023Ameritas Advisory Services LLC2,508$27K0.0%N/A0.017%
4/24/2023TCG Advisory Services LLC12,183$138K0.0%N/A0.081%
4/21/2023PFG Advisors10,674$121K0.0%N/A0.071%
4/14/2023Raymond James Financial Services Advisors Inc.13,262$150K0.0%N/A0.088%
2/27/2023Rebalance LLC29,728$347K0.0%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$628K0.1%N/A0.375%
2/14/2023Susquehanna International Group LLP14,699$172K0.0%-84.6%0.102%
2/14/2023Cetera Advisor Networks LLC200,344$2.34M0.0%+19.4%1.396%
2/14/2023Townsquare Capital LLC10,127$118K0.0%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$190K0.0%-8.7%0.113%
2/10/2023SVB Wealth LLC34,400$401K0.0%N/A0.240%
2/9/2023Legacy Capital Wealth Partners LLC108,277$1.26M0.6%+6.2%0.755%
2/8/2023Raymond James & Associates27,761$324K0.0%+140.3%0.193%
2/8/2023UBS Group AG82,973$968K0.0%+163.9%0.578%
2/8/2023Thrivent Financial for Lutherans18,151$212K0.0%+21.8%0.126%
2/8/2023Van ECK Associates Corp57,651$673K0.0%+19,779.7%0.402%
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2/7/2023LPL Financial LLC186,558$2.18M0.0%-16.8%1.300%
2/3/2023 Ausdal Financial Partners Inc.141,852$1.66M0.2%+4.5%0.989%
2/1/2023Gladstone Institutional Advisory LLC16,019$187K0.0%+51.8%0.112%
2/1/2023Janney Montgomery Scott LLC21,416$250K0.0%N/A0.149%
1/24/2023Sigma Planning Corp61,379$716K0.0%N/A0.428%
1/20/2023 Gilman Hill Asset Management LLC20,000$233K0.0%+33.3%0.140%
1/5/2023Future Financial Wealth Managment LLC12,696$148K0.2%N/A0.091%
11/14/2022Royal Bank of Canada41,832$463K0.0%-37.0%0.317%
11/14/2022MML Investors Services LLC43,778$484K0.0%+23.6%0.332%
11/14/2022Legacy Capital Wealth Partners LLC101,912$1.13M0.6%+1.4%0.772%
(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, 75 institutional investors and hedge funds held shares of VanEck Mortgage REIT Income ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($12.00M), Bank of America Corp DE ($8.65M), Morgan Stanley ($6.90M), Aaron Wealth Advisors LLC ($5M), LPL Financial LLC ($4.82M), Ausdal Financial Partners Inc. ($1.77M), and Legacy Capital Wealth Partners LLC ($1.26M).Learn more on MORT's institutional investors.

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

Of the 65 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. ($1.30M), Bank of America Corp DE ($374.03K), International Assets Investment Management LLC ($278.52K), LPL Financial LLC ($237.23K), Goldman Sachs Group Inc. ($140.39K), H&H Retirement Design & Management INC ($88.48K), and Aaron Wealth Advisors LLC ($85.40K).

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

Institutional investors have bought a total of 3,833,944 shares in the last 24 months. This purchase volume represents approximately $47.18M in transactions.

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

Of the 27 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 ($723.03K), Cambridge Investment Research Advisors Inc. ($282.64K), Cetera Advisor Networks LLC ($195.40K), Bank of America Corp DE ($138.49K), UBS Group AG ($105.07K), Tower Research Capital LLC TRC ($81.36K), and Susquehanna International Group LLP ($80.46K).

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

Institutional investors have sold a total of 1,972,169 shares in the last 24 months. This volume of shares sold represents approximately $26.73M in transactions.


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This page (NYSEARCA:MORT) was last updated on 4/18/2024 by MarketBeat.com Staff

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