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VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

VanEck Mortgage REIT Income ETF logo
$11.51 -0.11 (-0.95%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$11.52 +0.01 (+0.04%)
As of 02/21/2025 07:29 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
$18.93M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$9.39M
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MORT Institutional Buying and Selling by Quarter

VanEck Mortgage REIT Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Two Sigma Investments LP16,049$170K0.0%-77.6%0.067%
2/17/2025 Cetera Investment Advisers142,577$1.51M0.0%+43.1%0.592%
2/17/2025 Bank of America Corp DE562,094$5.97M0.0%-13.4%2.332%
2/14/2025 Talon Private Wealth LLC13,013$138K0.0%N/A0.054%
2/14/2025 Two Sigma Securities LLC10,601$113K0.0%N/A0.044%
2/14/2025 Harvest Investment Services LLC11,004$117K0.0%N/A0.046%
2/14/2025 Stifel Financial Corp55,060$585K0.0%-10.8%0.228%
2/14/2025 MML Investors Services LLC201,594$2.14M0.0%+13.9%0.836%
2/14/2025 GeoWealth Management LLC41,101$436K0.0%+22.0%0.171%
2/13/2025 Raymond James Financial Inc.45,377$482K0.0%N/A0.188%
2/13/2025 Envestnet Asset Management Inc.70,391$748K0.0%+64.6%0.292%
2/12/2025 Arete Wealth Advisors LLC189,746$2.01M0.1%+2.1%0.787%
2/12/2025 Prevail Innovative Wealth Advisors LLC142,737$1.52M0.4%+5.0%0.592%
2/11/2025 LPL Financial LLC898,469$9.54M0.0%+14.2%3.728%
2/11/2025 Hillsdale Investment Management Inc.8,930$95K0.0%+37.8%0.037%
2/10/2025 Thrivent Financial for Lutherans28,871$307K0.0%+8.5%0.120%
2/10/2025 Integras Partners LLC118,235$1.26M1.1%N/A0.491%
2/10/2025 Hollencrest Capital Management7,040$75K0.0%N/A0.029%
2/7/2025 Cascade Financial Partners LLC37,000$393K0.1%N/A0.154%
2/7/2025 Rebalance LLC42,432$451K0.0%+6.3%0.176%
2/6/2025 Raymond James Financial Inc.45,377$482K0.0%N/A0.188%
2/6/2025 Steward Partners Investment Advisory LLC68,563$728K0.0%+33.2%0.284%
2/3/2025 Advyzon Investment Management LLC14,552$155K0.1%N/A0.060%
1/23/2025 Fifth Third Securities Inc.36,639$389K0.0%+32.7%0.152%
1/22/2025 Drive Wealth Management LLC295,850$3.14M0.8%+8.4%1.228%
1/21/2025 Gradient Investments LLC604,278$6.42M0.1%+6.3%2.507%
1/17/2025 Janney Montgomery Scott LLC23,332$248K0.0%+27.3%0.097%
1/16/2025 Gilman Hill Asset Management LLC18,000$191K0.0%N/A0.075%
1/14/2025 ARS Wealth Advisors Group LLC15,909$169K0.0%-12.4%0.066%
1/8/2025 International Assets Investment Management LLC21,250$227K0.0%N/A0.088%
11/18/2024 Arete Wealth Advisors LLC185,924$2.24M0.2%+10.6%0.771%
11/15/2024 MML Investors Services LLC176,953$2.14M0.0%+8.0%0.734%
11/15/2024 Jane Street Group LLC15,273$184K0.0%N/A0.063%
11/15/2024 Stifel Financial Corp61,751$745K0.0%-1.5%0.256%
11/15/2024 HighTower Advisors LLC20,519$246K0.0%N/A0.085%
11/13/2024 FMR LLC2,926$35K0.0%-42.6%0.012%
11/7/2024 Drive Wealth Management LLC273,021$3.30M0.9%+64.0%1.133%
10/29/2024 Realta Investment Advisors5,106$58K0.0%+337.5%0.021%
10/24/2024 Wealth Enhancement Advisory Services LLC34,631$418K0.0%+25.4%0.144%
10/8/2024 Future Financial Wealth Managment LLC4,500$54K0.0%N/A0.019%
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9/30/2024Mattson Financial Services LLC4,171$47K0.0%N/A0.017%
8/22/2024 Cetera Investment Advisers97,087$1.09M0.0%+48.5%0.403%
8/16/2024 Northwestern Mutual Wealth Management Co.2,517$28K0.0%N/A0.010%
8/1/2024 Drive Wealth Management LLC166,503$1.86M0.5%+29.5%0.691%
7/30/2024 Jaffetilchin Investment Partners LLC23,512$263K0.0%-6.5%0.098%
7/26/2024 Cambridge 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%
7/19/2024 ARS Wealth Advisors Group LLC18,075$202K0.0%-12.2%0.075%
7/18/2024 Gradient Investments LLC532,035$5.95M0.1%+73,385.5%2.208%
7/16/2024 Wealth Enhancement Advisory Services LLC27,609$309K0.0%+7.3%0.115%
7/15/2024 Fifth Third Securities Inc.29,567$331K0.0%N/A0.123%
7/12/2024 Sax Wealth Advisors LLC30,000$336K0.0%N/A0.124%
7/12/2024 Rebalance LLC39,907$447K0.0%+12.6%0.166%
5/20/2024 Adams Wealth Management13,883$162K0.0%-6.8%0.058%
5/17/2024 Jaffetilchin Investment Partners LLC25,155$294K0.0%-12.4%0.104%
5/11/2024 Hillsdale Investment Management Inc.5,530$65K0.0%N/A0.023%
5/2/2024 Lionsbridge Wealth Management LLC69,452$812K0.6%-2.3%0.290%
5/1/2024 Janney Montgomery Scott LLC13,320$156K0.0%+26.1%0.056%
4/30/2024 Consolidated Portfolio Review Corp20,465$239K0.1%-19.7%0.085%
4/25/2024 Cambridge 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%
4/22/2024 PFG Investments LLC21,285$249K0.0%N/A0.092%
4/22/2024 Drive Wealth Management LLC128,593$1.50M0.4%N/A0.557%
4/15/2024 Wealthcare Advisory Partners LLC12,878$151K0.0%+24.1%0.056%
4/15/2024 Future 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%
2/12/2024 Adams Wealth Management14,891$176K0.1%-32.6%0.082%
2/9/2024H&H Retirement Design & Management INC88,482$956K0.6%N/A0.490%
2/9/2024 Cambridge Investment Research Advisors Inc.1,014,914$12.00M0.1%-3.8%5.623%
2/9/2024 Gladstone Institutional Advisory LLC13,320$157K0.0%N/A0.074%
2/6/2024 Wealthcare Advisory Partners LLC10,378$123K0.0%N/A0.057%
2/6/2024 ARS Wealth Advisors Group LLC14,350$170K0.0%N/A0.080%
2/5/2024 Triumph Capital Management11,012$130K0.1%N/A0.061%
2/5/2024 Andina Capital Management LLC18,990$224K0.2%N/A0.105%
1/31/2024 Institute for Wealth Management LLC.14,775$175K0.0%N/A0.082%
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%
1/16/2024 Lionsbridge Wealth Management LLC71,087$840K0.7%N/A0.394%
11/15/2023 Axxcess Wealth Management LLC17,800$202K0.0%N/A0.099%
11/13/2023 Jaffetilchin Investment Partners LLC21,848$248K0.0%+21.2%0.121%
11/13/2023 LPL Financial LLC423,787$4.82M0.0%+2.2%2.348%
11/6/2023 Sigma Planning Corp10,550$120K0.0%N/A0.058%
11/1/2023 Wealthfront Advisers LLC14,577$166K0.0%+28.0%0.081%
10/24/2023 Cambridge 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%
9/1/2023 Portside Wealth Group LLC20,452$246K0.0%N/A0.113%
8/8/2023 Kestra Private Wealth Services LLC13,504$162K0.0%N/A0.075%
8/4/2023 Rebalance LLC35,449$426K0.0%+4.4%0.196%
8/3/2023 Larson Financial Group LLC2,747$33K0.0%N/A0.015%
$5,000 DOGE check? (Ad)

Elon Musk's DOGE agenda just took a very surprising turn... Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers. The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail.

Everything you need to know is right here.
8/3/2023 Van ECK Associates Corp2,556$31K0.0%-94.9%0.014%
8/1/2023 Portside Wealth Group LLC20,452$246K0.0%N/A0.113%
7/31/2023 LPL 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%
7/13/2023 Cambridge Investment Research Advisors Inc.1,087,262$13.06M0.1%+10,346.4%6.321%
5/9/2023 Aptus Capital Advisors LLC3,546$40K0.0%N/A0.024%
5/8/2023 Sigma 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%
5/3/2023 Axxcess Wealth Management LLC17,749$201K0.0%N/A0.118%
5/3/2023 Adams Wealth Management142,531$1.61M0.5%+25.7%0.947%
(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, 65 institutional investors and hedge funds held shares of VanEck Mortgage REIT Income ETF. The most heavily invested institutionals were LPL Financial LLC ($9.54M), Gradient Investments LLC ($6.42M), Bank of America Corp DE ($5.97M), Cambridge Investment Research Advisors Inc. ($4.36M), Drive Wealth Management LLC ($3.14M), MML Investors Services LLC ($2.14M), and Arete Wealth Advisors LLC ($2.01M).Learn more on MORT's institutional investors.

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

Of the 58 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. ($1.09M), Gradient Investments LLC ($567.09K), LPL Financial LLC ($304.44K), Drive Wealth Management LLC ($295.85K), International Assets Investment Management LLC ($278.04K), Integras Partners LLC ($118.24K), and Raymond James Financial Inc. ($90.75K).

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

Institutional investors have bought a total of 3,778,357 shares in the last 24 months. This purchase volume represents approximately $43.61M in transactions.

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

Of the 15 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: Cambridge Investment Research Advisors Inc. ($707.64K), Bank of America Corp DE ($86.65K), Two Sigma Investments LP ($55.45K), Van ECK Associates Corp ($55.10K), B & T Capital Management DBA Alpha Capital Management ($9.33K), Adams Wealth Management ($8.21K), and Stifel Financial Corp ($7.61K).

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

Institutional investors have sold a total of 962,174 shares in the last 24 months. This volume of shares sold represents approximately $11.10M in transactions.



This page (NYSEARCA:MORT) was last updated on 2/22/2025 by MarketBeat.com Staff
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