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VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

VanEck Mortgage REIT Income ETF logo
$10.63 +0.06 (+0.57%)
As of 03:29 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)
42
Total
Institutional Inflows
(last 12 months)
$32.10M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.00M
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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
7/8/2025Gradient Investments LLC683,668$7.22M0.1%+6.1%2.353%
5/22/2025Mattson Financial Services LLC6,873$77K0.0%+17.1%0.025%
5/16/2025Arete Wealth Advisors LLC191,460$2.14M0.2%+0.9%0.695%
5/14/2025Integras Partners LLC143,456$1.60M1.4%+21.3%0.521%
5/13/2025Cascade Financial Partners LLC41,020$458K0.1%+10.9%0.149%
5/12/2025Simplex Trading LLC3,080$34K0.0%+199.0%0.011%
5/12/2025AlphaCore Capital LLC60,394$675K0.1%N/A0.219%
5/9/2025AXS Investments LLC566,455$6.33M1.7%N/A2.056%
5/9/2025Advyzon Investment Management LLC26,717$298K0.1%+83.6%0.097%
5/8/2025US Bancorp DE5,755$64K0.0%+283.7%0.021%
5/7/2025LPL Financial LLC1,366,939$15.27M0.0%+52.1%4.962%
5/7/2025Drive Wealth Management LLC316,602$3.54M0.8%+7.0%1.149%
5/6/2025Cetera Investment Advisers154,103$1.72M0.0%+8.1%0.559%
5/2/2025Wealthfront Advisers LLC39,872$445K0.0%-30.3%0.144%
5/2/2025Prevail Innovative Wealth Advisors LLC159,900$1.79M0.5%+12.0%0.579%
5/1/2025Fifth Third Securities Inc.37,992$424K0.0%+3.7%0.138%
4/29/2025Envestnet Asset Management Inc.68,133$761K0.0%-3.2%0.247%
4/22/2025Cambridge Investment Research Advisors Inc.415,300$4.64M0.0%+2.8%1.505%
4/21/2025JBR Co Financial Management Inc12,785$143K0.1%N/A0.046%
4/17/2025Sowell Financial Services LLC14,051$157K0.0%N/A0.051%
4/17/2025Janney Montgomery Scott LLC40,423$452K0.0%+73.3%0.146%
4/16/2025Wealth Enhancement Advisory Services LLC46,867$524K0.0%+47.2%0.170%
4/15/2025Wealthcare Advisory Partners LLC19,636$219K0.0%+7.6%0.071%
4/14/2025ARS Wealth Advisors Group LLC10,409$116K0.0%-34.6%0.038%
4/9/2025Gradient Investments LLC644,462$7.20M0.1%+6.6%2.306%
3/17/2025Wealth Enhancement Advisory Services LLC31,836$338K0.0%-8.1%0.115%
3/10/2025Mattson Financial Services LLC5,869$62K0.0%+40.7%0.021%
2/24/2025H&H Retirement Design & Management INC94,475$1.09M0.7%+5.8%0.345%
2/17/2025Two Sigma Investments LP16,049$170K0.0%-77.6%0.067%
2/17/2025Cetera Investment Advisers142,577$1.51M0.0%+43.1%0.592%
2/17/2025Bank of America Corp DE562,094$5.97M0.0%-13.4%2.332%
2/14/2025Talon Private Wealth LLC13,013$138K0.0%N/A0.054%
2/14/2025Two Sigma Securities LLC10,601$113K0.0%N/A0.044%
2/14/2025Harvest Investment Services LLC11,004$117K0.0%N/A0.046%
2/14/2025Stifel Financial Corp55,060$585K0.0%-10.8%0.228%
2/14/2025MML Investors Services LLC201,594$2.14M0.0%+13.9%0.836%
2/14/2025GeoWealth Management LLC41,101$436K0.0%+22.0%0.171%
2/13/2025Raymond James Financial Inc.45,377$482K0.0%N/A0.188%
2/13/2025Envestnet Asset Management Inc.70,391$748K0.0%+64.6%0.292%
2/12/2025Arete Wealth Advisors LLC189,746$2.01M0.1%+2.1%0.787%
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2/12/2025Prevail Innovative Wealth Advisors LLC142,737$1.52M0.4%+5.0%0.592%
2/11/2025LPL Financial LLC898,469$9.54M0.0%+14.2%3.728%
2/11/2025Hillsdale Investment Management Inc.8,930$95K0.0%+37.8%0.037%
2/10/2025Thrivent Financial for Lutherans28,871$307K0.0%+8.5%0.120%
2/10/2025Integras Partners LLC118,235$1.26M1.1%N/A0.491%
2/10/2025Hollencrest Capital Management7,040$75K0.0%N/A0.029%
2/7/2025Cascade Financial Partners LLC37,000$393K0.1%N/A0.154%
2/7/2025Rebalance LLC42,432$451K0.0%+6.3%0.176%
2/6/2025Raymond James Financial Inc.45,377$482K0.0%N/A0.188%
2/6/2025Steward Partners Investment Advisory LLC68,563$728K0.0%+33.2%0.284%
2/3/2025Advyzon Investment Management LLC14,552$155K0.1%N/A0.060%
1/23/2025Fifth Third Securities Inc.36,639$389K0.0%+32.7%0.152%
1/22/2025Drive Wealth Management LLC295,850$3.14M0.8%+8.4%1.228%
1/21/2025Gradient Investments LLC604,278$6.42M0.1%+6.3%2.507%
1/17/2025Janney Montgomery Scott LLC23,332$248K0.0%+27.3%0.097%
1/16/2025Gilman Hill Asset Management LLC18,000$191K0.0%N/A0.075%
1/14/2025ARS Wealth Advisors Group LLC15,909$169K0.0%-12.4%0.066%
1/8/2025International Assets Investment Management LLC21,250$227K0.0%N/A0.088%
11/18/2024Arete Wealth Advisors LLC185,924$2.24M0.2%+10.6%0.771%
11/15/2024MML Investors Services LLC176,953$2.14M0.0%+8.0%0.734%
11/15/2024Jane Street Group LLC15,273$184K0.0%N/A0.063%
11/15/2024Stifel Financial Corp61,751$745K0.0%-1.5%0.256%
11/15/2024HighTower Advisors LLC20,519$246K0.0%N/A0.085%
11/13/2024FMR LLC2,926$35K0.0%-42.6%0.012%
11/7/2024Drive Wealth Management LLC273,021$3.30M0.9%+64.0%1.133%
10/29/2024Realta Investment Advisors5,106$58K0.0%+337.5%0.021%
10/24/2024Wealth Enhancement Advisory Services LLC34,631$418K0.0%+25.4%0.144%
10/8/2024Future Financial Wealth Managment LLC4,500$54K0.0%N/A0.019%
9/30/2024Mattson Financial Services LLC4,171$47K0.0%N/A0.017%
8/22/2024Cetera Investment Advisers97,087$1.09M0.0%+48.5%0.403%
8/16/2024Northwestern Mutual Wealth Management Co.2,517$28K0.0%N/A0.010%
8/1/2024Drive Wealth Management LLC166,503$1.86M0.5%+29.5%0.691%
7/30/2024Jaffetilchin Investment Partners LLC23,512$263K0.0%-6.5%0.098%
7/26/2024Cambridge Investment Research Advisors Inc.389,645$4.36M0.0%+2.6%1.617%
7/23/2024H&H Retirement Design & Management INC83,235$988K0.6%+2.4%0.345%
7/19/2024ARS Wealth Advisors Group LLC18,075$202K0.0%-12.2%0.075%
7/18/2024Gradient Investments LLC532,035$5.95M0.1%+73,385.5%2.208%
7/16/2024Wealth Enhancement Advisory Services LLC27,609$309K0.0%+7.3%0.115%
7/15/2024Fifth Third Securities Inc.29,567$331K0.0%N/A0.123%
7/12/2024Sax Wealth Advisors LLC30,000$336K0.0%N/A0.124%
7/12/2024Rebalance LLC39,907$447K0.0%+12.6%0.166%
5/20/2024Adams Wealth Management13,883$162K0.0%-6.8%0.058%
5/17/2024Jaffetilchin Investment Partners LLC25,155$294K0.0%-12.4%0.104%
5/11/2024Hillsdale Investment Management Inc.5,530$65K0.0%N/A0.023%
5/2/2024Lionsbridge Wealth Management LLC69,452$812K0.6%-2.3%0.290%
5/1/2024Janney Montgomery Scott LLC13,320$156K0.0%+26.1%0.056%
4/30/2024Consolidated Portfolio Review Corp20,465$239K0.1%-19.7%0.085%
4/25/2024Cambridge Investment Research Advisors Inc.379,624$4.44M0.0%-62.6%1.643%
4/24/2024H&H Retirement Design & Management INC81,282$874K0.6%-8.1%0.352%
4/22/2024PFG Investments LLC21,285$249K0.0%N/A0.092%
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4/22/2024Drive Wealth Management LLC128,593$1.50M0.4%N/A0.557%
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%
4/11/2024International Assets Investment Management LLC16,700$188K0.0%-23.1%0.072%
2/12/2024Adams Wealth Management14,891$176K0.1%-32.6%0.082%
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%
2/6/2024Wealthcare Advisory Partners LLC10,378$123K0.0%N/A0.057%
2/6/2024ARS Wealth Advisors Group LLC14,350$170K0.0%N/A0.080%
(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, 66 institutional investors and hedge funds held shares of VanEck Mortgage REIT Income ETF. The most heavily invested institutionals were LPL Financial LLC ($15.27M), Gradient Investments LLC ($7.22M), AXS Investments LLC ($6.33M), Bank of America Corp DE ($5.97M), Cambridge Investment Research Advisors Inc. ($4.64M), Drive Wealth Management LLC ($3.54M), and MML Investors Services LLC ($2.14M).Learn more on VanEck Mortgage REIT Income ETF's institutional investors.

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

Of the 58 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: Cambridge Investment Research Advisors Inc. ($1.10M), LPL Financial LLC ($772.91K), Gradient Investments LLC ($646.48K), AXS Investments LLC ($566.46K), Drive Wealth Management LLC ($316.60K), International Assets Investment Management LLC ($278.04K), and Integras Partners LLC ($143.46K).

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

Institutional investors have bought a total of 2,892,063 shares in the last 24 months. This purchase volume represents approximately $32.10M in transactions.

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

Of the 9 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: Bank of America Corp DE ($86.65K), Two Sigma Investments LP ($55.45K), Wealthfront Advisers LLC ($17.34K), ARS Wealth Advisors Group LLC ($10.25K), Stifel Financial Corp ($7.61K), Wealth Enhancement Advisory Services LLC ($2.80K), and Envestnet Asset Management Inc. ($2.26K).

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

Institutional investors have sold a total of 186,167 shares in the last 24 months. This volume of shares sold represents approximately $2.00M in transactions.


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This page (NYSEARCA:MORT) was last updated on 7/9/2025 by MarketBeat.com Staff
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