Free Trial

VanEck Mortgage REIT Income ETF (MORT) Institutional Ownership

→ [URGENT] DO NOT Touch These AI Stocks! (From Weiss Ratings) (Ad)
Free MORT Stock Alerts
$11.27
+0.03 (+0.27%)
(As of 05/10/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$24.84M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$9.27M
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
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%
2/9/2024Gladstone Institutional Advisory LLC13,320$157K0.0%N/A0.074%
2/6/2024 Wealthcare Advisory Partners LLC10,378$123K0.0%N/A0.057%
2/6/2024ARS 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%
11/15/2023Axxcess 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%
11/6/2023 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%
7/31/2023LPL 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%
7/13/2023 Cambridge 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%
The Crypto 9-5 Escape Plan (Ad)

A brand-new guide from the host of one of the world's largest cryptocurrency podcasts lays out an action plan that could help you retire quickly and comfortably in today's crypto market.

Click here to get instant access to the guide
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%
5/3/2023Axxcess Wealth Management LLC17,749$201K0.0%N/A0.118%
5/3/2023Adams Wealth Management142,531$1.61M0.5%+25.7%0.947%
5/3/2023 Van ECK Associates Corp50,237$568K0.0%-12.9%0.334%
5/3/2023 Rebalance LLC33,950$384K0.0%+14.2%0.226%
4/28/2023Ameritas Advisory Services LLC2,508$27K0.0%N/A0.017%
4/24/2023TCG 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%
2/15/2023Flaharty 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%
2/8/2023 Van ECK Associates Corp57,651$673K0.0%+19,779.7%0.402%
2/7/2023LPL Financial LLC186,558$2.18M0.0%-16.8%1.300%
2/3/2023 Ausdal 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%
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%
11/14/2022MML 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%
11/9/2022 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%
10/24/2022RB 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%
10/20/2022Gladstone 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%
8/12/2022TCG Advisory Services LLC12,029$168K0.1%-27.3%0.090%
8/12/2022United Capital Financial Advisers LLC35,016$490K0.0%N/A0.261%
8/11/2022Cetera Advisor Networks LLC153,143$2.14M0.0%+10.7%1.143%
7/22/2022Truist 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%
5/13/2022TCG Advisory Services LLC16,538$282K0.1%-13.4%0.119%
5/12/2022HAP Trading LLC58,757$1.00M0.0%N/A0.424%
5/12/2022Cetera Advisor Networks LLC138,403$2.36M0.0%+8.1%0.999%
5/12/2022Cetera Advisors LLC20,008$342K0.0%+58.1%0.144%
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%
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad)

You might have seen that Bitcoin was one of the best performing assets of 2023. It gained 164%. But a crypto millionaire who has been tracking the space for more than a decade has ABANDONED Bitcoin. He found something better.

Click here to find out that this 8,788% cryptocurrency is.
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%
5/4/2022Advisor 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%
3/17/2022 Lbmc Investment Advisors LLC11,107$199K0.0%+785.0%0.068%
2/15/2022SFI Advisors LLC18,829$338K0.3%N/A0.114%
(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, 52 institutional investors and hedge funds held shares of VanEck Mortgage REIT Income ETF. The most heavily invested institutionals were Aaron Wealth Advisors LLC ($5M), 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), and Legacy Capital Wealth Partners LLC ($1.26M).Learn more on MORT's institutional investors.

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

Of the 47 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), Aaron Wealth Advisors LLC ($85.40K), 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 3,038,683 shares in the last 24 months. This purchase volume represents approximately $37.63M 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 1,802,438 shares in the last 24 months. This volume of shares sold represents approximately $23.17M in transactions.


Related Companies:
This page (NYSEARCA:MORT) was last updated on 5/11/2024 by MarketBeat.com Staff

From Our Partners
The Crypto 9-5 Escape Plan
Crypto 101 Media
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Global crypto currency reset (41 major banks signed up)
Stansberry Research
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS
Paradigm Press
How Biden has already won 2024
Porter & Company
The “Next Bitcoin”? 10 CENT Crypto Set to Explode
True Market Insiders
Charles Payne Demystifies Options
Unstoppable Prosperity