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VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

VanEck Mortgage REIT Income ETF logo
$9.81 -0.10 (-1.01%)
As of 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)
52
Total
Institutional Inflows
(last 12 months)
$52.59M
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
5/19/2026Bank 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%
5/7/2026Marshall & Sterling Wealth Advisors Inc.32,346$332K0.2%-10.6%0.084%
5/6/2026AXS Investments LLC158,507$1.63M0.7%-40.5%0.412%
5/5/2026Wealthfront Advisers LLC48,868$501K0.0%+72.1%0.127%
5/5/2026Sigma 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%
5/2/2026International Assets Investment Management LLC16,500$163K0.0%-9.6%0.043%
5/1/2026Fifth Third Bancorp10,756$110K0.0%N/A0.028%
4/27/2026Elevation Point Wealth Partners LLC64,200$659K0.0%N/A0.165%
4/22/2026TPG Advisors LLC16,833$173K0.1%+11.2%0.044%
4/16/2026Aurora 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%
2/13/2026Kestra Advisory Services LLC3,177$33K0.0%N/A0.009%
2/13/2026Arete Wealth Advisors LLC247,659$2.60M0.2%+2.0%0.705%
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%
2/12/2026Triumph Capital Management7,043$74K0.0%-29.2%0.020%
2/12/2026Steward Partners Investment Advisory LLC145,104$1.53M0.0%+78.5%0.413%
2/11/2026LPL Financial LLC1,212,310$12.74M0.0%+9.4%3.449%
2/11/2026OneAscent Family Office LLC50,581$532K0.4%+61.2%0.144%
2/10/2026AXS Investments LLC266,501$2.80M1.3%-36.1%0.758%
2/10/2026Hillsdale Investment Management Inc.38,800$408K0.0%+11.2%0.110%
2/6/2026HighTower Advisors LLC1,273,864$13.39M0.0%N/A3.624%
2/6/2026Cascade Financial Partners LLC56,956$599K0.1%+38.8%0.162%
2/5/2026Soltis Investment Advisors LLC122,677$1.29M0.1%-23.5%0.349%
2/5/2026AlphaCore Capital LLC44,750$470K0.0%-33.9%0.127%
2/5/2026Phoenix Financial Ltd.6,706$70K0.0%N/A0.019%
2/4/2026One Wealth Map LLC98,173$1.05M0.5%-10.3%0.281%
2/4/2026Anson Capital Inc.55,118$579K0.4%+207.6%0.158%
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2/3/2026International Assets Investment Management LLC18,250$192K0.0%-14.1%0.052%
1/30/2026Sigma Planning Corp20,288$213K0.0%+17.3%0.058%
1/30/2026Veltria Advisors Corp.13,710$154K0.7%N/A0.039%
1/30/2026Wealthfront Advisers LLC28,399$298K0.0%-32.6%0.082%
1/29/2026Ashton Thomas Private Wealth LLC245,471$2.58M0.1%-1.8%0.705%
1/29/2026Focused Wealth Management Inc109,587$1.15M0.1%N/A0.315%
1/23/2026Fifth Third Securities Inc.53,192$559K0.0%+1.9%0.148%
1/23/2026Clear Creek Financial Management LLC10,250$108K0.0%N/A0.029%
1/21/2026TPG Advisors LLC15,133$159K0.1%+47.5%0.042%
1/21/2026Sowell Financial Services LLC15,424$162K0.0%+10.8%0.043%
1/14/2026Wealthcare Advisory Partners LLC12,252$129K0.0%-42.3%0.034%
1/8/2026Gradient Investments LLC706,782$7.43M0.1%+1.8%1.971%
1/8/2026Wealth Enhancement Advisory Services LLC66,717$718K0.0%+31.4%0.186%
12/23/2025Triumph Capital Management9,943$107K0.0%N/A0.031%
11/18/2025Advisory Services Network LLC5,640$61K0.0%N/A0.018%
11/17/2025Triumph 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%
11/13/2025UBS Group AG100,965$1.09M0.0%-16.5%0.314%
11/13/2025Prevail Innovative Wealth Advisors LLC216,284$2.33M0.5%+41.9%0.673%
11/12/2025Insigneo Advisory Services LLC15,454$166K0.0%N/A0.048%
11/12/2025Arete 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%
11/6/2025TPG Advisors LLC10,262$111K0.1%N/A0.032%
11/6/2025Wealthfront Advisers LLC42,143$454K0.0%+6.3%0.131%
11/5/2025Anson Capital Inc.17,918$193K0.1%N/A0.056%
11/5/2025Envestnet Asset Management Inc.108,218$1.17M0.0%+50.9%0.337%
11/4/2025AXS Investments LLC417,294$4.49M2.0%-15.4%1.298%
11/4/2025Thrivent Financial for Lutherans12,700$137K0.0%-58.4%0.040%
10/31/2025OneAscent Family Office LLC31,370$338K0.3%N/A0.098%
10/31/2025Drive Wealth Management LLC127,503$1.37M0.3%-63.0%0.397%
10/29/2025Wealth Enhancement Advisory Services LLC50,755$529K0.0%+8.3%0.159%
10/23/2025Integras Partners LLC147,864$1.59M1.3%+18.3%0.469%
10/21/2025Brookwood Investment Group LLC27,016$291K0.0%+34.1%0.086%
10/10/2025Fifth Third Securities Inc.52,215$562K0.0%+10.0%0.170%
10/6/2025Gradient Investments LLC693,992$7.47M0.1%+1.5%2.283%
9/4/2025Osaic Holdings Inc.37,129$392K0.0%+30.1%0.128%
8/26/2025Thrivent 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%
8/15/2025Prevail Innovative Wealth Advisors LLC152,433$1.61M0.4%-4.7%0.527%
8/15/2025MML Investors Services LLC230,615$2.44M0.0%+6.4%0.798%
8/15/2025Bank of America Corp DE549,788$5.81M0.0%+15.4%1.902%
8/14/2025Jane Street Group LLC12,657$134K0.0%N/A0.044%
8/13/2025Northwestern Mutual Wealth Management Co.24,942$263K0.0%-5.4%0.086%
8/12/2025AlphaCore Capital LLC68,054$719K0.0%+12.7%0.235%
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8/12/2025Hillsdale Investment Management Inc.14,600$154K0.0%N/A0.051%
8/8/2025Cetera Investment Advisers159,058$1.68M0.0%+3.2%0.551%
8/8/2025Advyzon Investment Management LLC33,954$359K0.1%+27.1%0.118%
8/7/2025New England Private Wealth Advisors LLC55,755$589K0.1%N/A0.193%
8/1/2025Brookwood Investment Group LLC20,143$213K0.0%N/A0.070%
8/1/2025Ashton Thomas Private Wealth LLC249,719$2.64M0.1%N/A0.866%
8/1/2025Envestnet Asset Management Inc.71,710$757K0.0%+5.3%0.249%
7/30/2025Drive Wealth Management LLC344,425$3.64M0.8%+8.8%1.194%
7/23/2025H&H Retirement Design & Management INC109,454$1.14M0.6%+15.3%0.379%
7/21/2025Ameritas 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 5,032,311 shares in the last 24 months. This purchase volume represents approximately $52.59M 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 7/8/2026 by MarketBeat.com Staff.
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