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VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

VanEck Mortgage REIT Income ETF logo
$11.22 -0.15 (-1.32%)
(As of 12/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for VanEck Mortgage REIT Income ETF (NYSEARCA:MORT)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$18.28M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.46M
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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
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%
9/30/2024 Mattson 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%
7/23/2024 H&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%
7/12/2024Sax 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%
4/24/2024 H&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%
2/9/2024 H&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%
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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%
2/5/2024 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%
8/3/2023Larson Financial Group LLC2,747$33K0.0%N/A0.015%
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%
5/3/2023 Van ECK Associates Corp50,237$568K0.0%-12.9%0.334%
5/3/2023 Rebalance LLC33,950$384K0.0%+14.2%0.226%
4/28/2023 Ameritas Advisory Services LLC2,508$27K0.0%N/A0.017%
4/24/2023 TCG Advisory Services LLC12,183$138K0.0%N/A0.081%
4/21/2023 PFG Advisors10,674$121K0.0%N/A0.071%
4/14/2023Raymond James Financial Services Advisors Inc.13,262$150K0.0%N/A0.088%
2/27/2023 Rebalance LLC29,728$347K0.0%N/A0.207%
2/17/2023 Adams 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%
2/9/2023 Legacy Capital Wealth Partners LLC108,277$1.26M0.6%+6.2%0.755%
2/8/2023 Thrivent Financial for Lutherans18,151$212K0.0%+21.8%0.126%
2/8/2023 Van ECK Associates Corp57,651$673K0.0%+19,779.7%0.402%
2/7/2023 LPL 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%
2/1/2023 Gladstone Institutional Advisory LLC16,019$187K0.0%+51.8%0.112%
2/1/2023 Janney Montgomery Scott LLC21,416$250K0.0%N/A0.149%
1/24/2023 Sigma Planning Corp61,379$716K0.0%N/A0.428%
1/20/2023 Gilman Hill Asset Management LLC20,000$233K0.0%+33.3%0.140%
1/5/2023 Future Financial Wealth Managment LLC12,696$148K0.2%N/A0.091%
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11/14/2022 MML Investors Services LLC43,778$484K0.0%+23.6%0.332%
11/14/2022 Legacy Capital Wealth Partners LLC101,912$1.13M0.6%+1.4%0.772%
11/10/2022 Adams Wealth Management89,920$994K0.4%-12.0%0.681%
11/9/2022 Ausdal 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%
11/1/2022 AllSquare Wealth Management LLC7,500$83K0.1%N/A0.057%
10/24/2022 RB Capital Management LLC10,784$119K0.0%-29.9%0.081%
10/21/2022 Gilman Hill Asset Management LLC15,000$166K0.0%-14.3%0.113%
10/20/2022 Gladstone Institutional Advisory LLC10,551$117K0.0%N/A0.080%
10/17/2022 Cambridge Investment Research Advisors Inc.46,109$510K0.0%-82.0%0.356%
(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), Drive Wealth Management LLC ($273.02K), International Assets Investment Management LLC ($256.79K), 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 3,405,404 shares in the last 24 months. This purchase volume represents approximately $39.96M 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 848,850 shares in the last 24 months. This volume of shares sold represents approximately $9.93M in transactions.


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This page (NYSEARCA:MORT) was last updated on 12/18/2024 by MarketBeat.com Staff
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