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VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

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$11.50
+0.02 (+0.17%)
(As of 05/17/2024 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)
26
Total
Institutional Inflows
(last 12 months)
$24.90M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$9.31M
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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
5/17/2024 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%
2/12/2024Adams 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%
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%
1/16/2024 Raymond 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%
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%
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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%
5/3/2023Adams 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%
4/14/2023 Raymond James Financial Services Advisors Inc.13,262$150K0.0%N/A0.088%
2/27/2023 Rebalance LLC29,728$347K0.0%N/A0.207%
2/17/2023Adams Wealth Management113,412$1.32M0.5%+26.1%0.790%
2/15/2023 Flaharty Asset Management LLC53,811$628K0.1%N/A0.375%
2/10/2023 SVB 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%
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%
11/10/2022Adams 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%
10/14/2022 Gradient Investments LLC4,180$46K0.0%-98.5%0.032%
9/16/2022 Private Trust Co. NA3,963$55K0.0%N/A0.030%
8/12/2022 TCG Advisory Services LLC12,029$168K0.1%-27.3%0.090%
8/12/2022 United Capital Financial Advisers LLC35,016$490K0.0%N/A0.261%
8/11/2022 Cetera Advisor Networks LLC153,143$2.14M0.0%+10.7%1.143%
7/22/2022 Truist Financial Corp10,914$153K0.0%N/A0.081%
7/20/2022Adams Wealth Management102,131$1.43M0.5%+6.8%0.759%
7/13/2022 PFG Advisors10,647$149K0.0%-18.5%0.078%
7/13/2022 Cambridge Investment Research Advisors Inc.256,402$3.59M0.0%+453.7%1.878%
5/26/2022 Gradient Investments LLC286,158$4.89M0.1%-60.7%2.059%
5/13/2022 TCG Advisory Services LLC16,538$282K0.1%-13.4%0.119%
5/12/2022 HAP Trading LLC58,757$1.00M0.0%N/A0.424%
5/12/2022 Cetera Advisor Networks LLC138,403$2.36M0.0%+8.1%0.999%
5/12/2022 Cetera Advisors LLC20,008$342K0.0%+58.1%0.144%
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5/11/2022 Patriot Financial Group Insurance Agency LLC1,710$29K0.0%-44.9%0.012%
5/11/2022 Cantor Fitzgerald Investment Advisor L.P14,644$250K0.0%N/A0.106%
5/10/2022 Aaron Wealth Advisors LLC85,400$5M0.1%N/A0.617%
5/10/2022 Van ECK Associates Corp38,366$655K0.0%+123.9%0.277%
5/4/2022 Advisor Group Holdings Inc.70,400$1.19M0.0%-12.0%0.508%
5/4/2022 Ausdal Financial Partners Inc.127,537$2.18M0.3%+17.9%0.921%
4/29/2022 All Season Financial Advisors Inc.31,134$532K0.4%+16.4%0.223%
4/21/2022 First Heartland Consultants Inc.10,813$184K0.0%-41.0%0.077%
4/13/2022 Cantor Fitzgerald Investment Advisor L.P14,644$250K0.0%N/A0.105%
4/11/2022Adams Wealth Management95,599$1.63M0.5%-0.7%0.685%
(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, 48 institutional investors and hedge funds held shares of VanEck Mortgage REIT Income ETF. The most heavily invested institutionals were LPL Financial LLC ($4.82M), Cambridge Investment Research Advisors Inc. ($4.44M), Cetera Advisor Networks LLC ($2.14M), Ausdal Financial Partners Inc. ($1.77M), Drive Wealth Management LLC ($1.50M), Legacy Capital Wealth Partners LLC ($1.26M), and H&H Retirement Design & Management INC ($874K).Learn more on MORT's institutional investors.

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

Of the 44 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. ($1.29M), International Assets Investment Management LLC ($256.79K), LPL Financial LLC ($192.39K), Drive Wealth Management LLC ($128.59K), H&H Retirement Design & Management INC ($88.48K), Sigma Planning Corp ($85.06K), and Lionsbridge Wealth Management LLC ($71.09K).

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

Institutional investors have bought a total of 2,846,404 shares in the last 24 months. This purchase volume represents approximately $34.32M in transactions.

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

Of the 16 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. ($917.93K), Gradient Investments LLC ($723.03K), Van ECK Associates Corp ($55.10K), LPL Financial LLC ($37.72K), Adams Wealth Management ($19.41K), B & T Capital Management DBA Alpha Capital Management ($9.33K), and H&H Retirement Design & Management INC ($7.20K).

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

Institutional investors have sold a total of 1,802,066 shares in the last 24 months. This volume of shares sold represents approximately $23.14M in transactions.


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This page (NYSEARCA:MORT) was last updated on 5/19/2024 by MarketBeat.com Staff

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