VANECK MORTGAGE REIT INCOME MORT
$9.91
+0.2% 52w: $8.73 – $10.57
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data8.739.6510.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
85
-7 QoQ
13F value
$121.9M
+23.9% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.8×
$627K calls / $357K puts
Institutional value by quarter
Number of holders
Who owns MORT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.4M | $24.2M | 0.0% | +266.8% |
| MORGAN STANLEY | Bank broker | 1.7M | $17.8M | 0.0% | +149.7% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 1.5M | $15.0M | 0.9% | +6921.8% |
| LPL Financial LLC | Bank broker | 1.3M | $13.4M | 0.0% | +7.8% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 700.0K | $7.2M | 0.0% | New |
| UBS Group AG | Bank broker | 364.8K | $3.7M | 0.0% | +1042.1% |
| Cetera Investment Advisers | Wealth advisor | 285.2K | $2.9M | 0.0% | +14.0% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 257.9K | $2.6M | 0.1% | +5.1% |
| Advisor OS, LLC | Wealth advisor | 245.5K | $2.5M | 0.2% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 220.6K | $2.3M | 0.0% | +52.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 192.1K | $2.0M | 0.0% | +387.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 183.2K | $1.9M | 0.0% | +19.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 169.6K | $1.7M | 0.0% | -36.1% |
| Integras Partners LLC | Wealth advisor | 159.0K | $1.6M | 1.1% | +14.5% |
| AXS Investments LLC | Wealth advisor | 158.5K | $1.6M | 0.7% | -40.5% |
| Equitable Holdings, Inc. | Wealth advisor | 142.9K | $1.5M | 0.0% | +23.1% |
| One Wealth Map LLC | Wealth advisor | 121.8K | $1.3M | 0.6% | +24.1% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 108.9K | $1.1M | 0.0% | -2.2% |
| ROYAL BANK OF CANADA | Bank broker | 95.4K | $978K | 0.0% | -28.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 84.2K | $864K | 0.0% | +44.6% |
| JANE STREET GROUP, LLC | Market maker | 83.9K | $861K | 0.0% | +458.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 71.0K | $728K | 0.0% | +22.4% |
| Summit Financial, LLC | Wealth advisor | 64.8K | $665K | 0.0% | New |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 64.2K | $659K | 0.0% | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 64.2K | $659K | 0.0% | New |
| Soltis Investment Advisors LLC | Other | 62.8K | $644K | 0.0% | -48.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 62.2K | $638K | 0.0% | +421.2% |
| Fifth Third Securities, Inc. | Wealth advisor | 61.7K | $633K | 0.0% | +16.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 59.8K | $614K | 0.0% | +26.3% |
| Cascade Financial Partners, LLC | Wealth advisor | 57.9K | $594K | 0.1% | +1.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 57.3K | $588K | 0.0% | +37.2% |
| New England Private Wealth Advisors LLC | Wealth advisor | 55.8K | $572K | 0.1% | Held |
| Anson Capital, Inc. | Wealth advisor | 55.3K | $567K | 0.4% | +0.3% |
| Advyzon Investment Management, LLC | Wealth advisor | 50.1K | $514K | 0.0% | +35.7% |
| Wealthfront Advisers LLC | Wealth advisor | 48.9K | $501K | 0.0% | +72.1% |
| OneAscent Family Office, LLC | Wealth advisor | 48.3K | $495K | 0.3% | -4.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 47.2K | $471K | 0.0% | -29.2% |
| AlphaCore Capital LLC | Wealth advisor | 43.3K | $444K | 0.0% | -3.2% |
| Marshall & Sterling Wealth Advisors Inc. | Wealth advisor | 32.3K | $332K | 0.2% | -10.6% |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 30.0K | $315K | 0.0% | Held |
| Institute for Wealth Management, LLC. | Other | 26.5K | $271K | 0.0% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 24.5K | $252K | 0.0% | +1.9% |
| Hillsdale Investment Management Inc. | Other | 24.2K | $248K | 0.0% | -37.7% |
| HRT FINANCIAL LP | Diversified mechanical | 23.3K | $239K | 0.0% | -30.1% |
| L & S Advisors Inc | Other | 22.9K | $235K | 0.0% | New |
| Aurora Private Wealth, Inc. | Wealth advisor | 20.6K | $211K | 0.2% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 20.1K | $206K | 0.0% | +46.4% |
| Sigma Planning Corp | Wealth advisor | 19.3K | $198K | 0.0% | -4.9% |
| Lido Advisors, LLC | Wealth advisor | 19.0K | $195K | 0.0% | Held |
| TPG Advisors LLC | Wealth advisor | 16.8K | $173K | 0.1% | +11.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.