Free Trial
→ I was wrong. Dead wrong. (From Porter & Company) (Ad) Free MORT Stock Alerts

VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

VanEck Mortgage REIT Income ETF logo
$10.92 +0.10 (+0.92%)
As of 01/17/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$17.41M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$8.37M
Get MORT Insider Trade Alerts

Want to know when executives and insiders are buying or selling VanEck Mortgage REIT Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MORT Institutional Buying and Selling by Quarter

VanEck Mortgage REIT Income ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
1/14/2025 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%
11/18/2024Arete 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%
10/24/2024 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%
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%
7/19/2024 ARS 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%
7/16/2024 Wealth Enhancement Advisory Services LLC27,609$309K0.0%+7.3%0.115%
7/15/2024Fifth Third Securities Inc.29,567$331K0.0%N/A0.123%
7/12/2024 Sax 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%
4/22/2024Drive 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%
Buy this coin BEFORE Inauguration Day … (Ad)

Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $125,000 by the end of his first month in office.

This could be his favorite coin.
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%
2/6/2024 Wealthcare Advisory Partners LLC10,378$123K0.0%N/A0.057%
2/6/2024 ARS Wealth Advisors Group LLC14,350$170K0.0%N/A0.080%
2/5/2024Triumph 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%
1/24/2024 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%
11/15/2023Axxcess Wealth Management LLC17,800$202K0.0%N/A0.099%
11/13/2023Jaffetilchin Investment Partners LLC21,848$248K0.0%+21.2%0.121%
11/13/2023LPL Financial LLC423,787$4.82M0.0%+2.2%2.348%
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%
9/1/2023 Portside Wealth Group LLC20,452$246K0.0%N/A0.113%
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%
8/1/2023 Portside 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%
5/9/2023Aptus Capital Advisors LLC3,546$40K0.0%N/A0.024%
5/8/2023Sigma Planning Corp74,509$842K0.0%+21.4%0.495%
5/4/2023Ausdal 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%
4/28/2023 Ameritas 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%
2/15/2023Flaharty Asset Management LLC53,811$628K0.1%N/A0.375%
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%
2/8/2023Thrivent Financial for Lutherans18,151$212K0.0%+21.8%0.126%
2/8/2023Van ECK Associates Corp57,651$673K0.0%+19,779.7%0.402%
2/7/2023LPL Financial LLC186,558$2.18M0.0%-16.8%1.300%
2/3/2023Ausdal 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%
Buy this coin BEFORE Inauguration Day … (Ad)

Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $125,000 by the end of his first month in office.

This could be his favorite coin.
2/1/2023Janney Montgomery Scott LLC21,416$250K0.0%N/A0.149%
1/24/2023Sigma Planning Corp61,379$716K0.0%N/A0.428%
1/20/2023Gilman Hill Asset Management LLC20,000$233K0.0%+33.3%0.140%
1/5/2023 Future Financial Wealth Managment LLC12,696$148K0.2%N/A0.091%
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%
11/10/2022Adams Wealth Management89,920$994K0.4%-12.0%0.681%
11/9/2022Ausdal Financial Partners Inc.135,798$1.50M0.2%+4.6%1.029%
11/4/2022First Republic Investment Management Inc.18,242$202K0.0%-9.4%0.138%
11/1/2022AllSquare Wealth Management LLC7,500$83K0.1%N/A0.057%
(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, 54 institutional investors and hedge funds held shares of VanEck Mortgage REIT Income ETF. The most heavily invested institutionals were Gradient Investments LLC ($5.95M), LPL Financial LLC ($4.82M), Cambridge Investment Research Advisors Inc. ($4.36M), Drive Wealth Management LLC ($3.30M), Arete Wealth Advisors LLC ($2.24M), MML Investors Services LLC ($2.14M), and Ausdal Financial Partners Inc. ($1.77M).Learn more on MORT's institutional investors.

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

Of the 50 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 ($531.31K), International Assets Investment Management LLC ($278.04K), Drive Wealth Management LLC ($273.02K), LPL Financial LLC ($192.39K), H&H Retirement Design & Management INC ($90.44K), and Sigma Planning Corp ($85.06K).

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

Institutional investors have bought a total of 3,436,958 shares in the last 24 months. This purchase volume represents approximately $40.28M in transactions.

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

Of the 14 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), Van ECK Associates Corp ($55.10K), LPL Financial LLC ($37.72K), B & T Capital Management DBA Alpha Capital Management ($9.33K), Adams Wealth Management ($8.21K), H&H Retirement Design & Management INC ($7.20K), and Jaffetilchin Investment Partners LLC ($5.22K).

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

Institutional investors have sold a total of 851,096 shares in the last 24 months. This volume of shares sold represents approximately $9.96M in transactions.


Related Companies

This page (NYSEARCA:MORT) was last updated on 1/18/2025 by MarketBeat.com Staff
From Our Partners
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
The Biggest Money-Making Idea in My 43 Years in the Stock Market
Billionaires and top investors - including the late great Charlie Munger - and many more names you would recog...
The Oxford Club | Sponsored
We recommended Palantir in 2021, now we’re recommending this...
I believe it could offer you a MAJOR boost to your retirement. And it pays huge dividends to give you a nic...
Behind the Markets | Sponsored
Grab This Altcoin Before Trump's Crypto Announcement
The #1 Coin Poised to Soar Under Trump Pro-Crypto White House could make this the investment opportunity of...
Crypto 101 Media | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored