Who Owns MORT?
VanEck Mortgage REIT Income ETF — Institutional Ownership & 13F Holdings
$10.63
+0.04 (+0.43%)
Market Cap
$397.4M
Shares Outstanding
37,556,642
Institutional Holders
80
Total Inst. Value
$348.7M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
20
Closed Positions
6
Increased
30
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $294.5M | 26,365 |
| 2 | Gradient Investments LLC | $7.2M | 644,462 |
| 3 | AXS Investments LLCNew | $6.3M | 566,455 |
| 4 | BANK OF AMERICA CORP /DE/ | $5.3M | 476,245 |
| 5 | Cambridge Investment Research Advisors, Inc. | $4.6M | 415,300 |
| 6 | DRIVE WEALTH MANAGEMENT, LLCNew | $3.5M | 316,602 |
| 7 | MORGAN STANLEY | $2.8M | 248,214 |
| 8 | MML INVESTORS SERVICES, LLC | $2.4M | 216,828 |
| 9 | Arete Wealth Advisors, LLC | $2.1M | 191,460 |
| 10 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1.8M | 159,900 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Gradient Investments LLC | +40K | $7.2M |
| AXS Investments LLCNew | +566K | $6.3M |
| Cambridge Investment Research Advisors, Inc. | +11K | $4.6M |
| DRIVE WEALTH MANAGEMENT, LLCNew | +317K | $3.5M |
| MML INVESTORS SERVICES, LLC | +15K | $2.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -86K | $5.3M |
| UBS Group AG | -60K | $304K |
| MORGAN STANLEY | -13K | $2.8M |
| ARS Wealth Advisors Group, LLC | -6K | $116K |
| ENVESTNET ASSET MANAGEMENT INC | -2K | $761K |
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Frequently Asked Questions
How many institutional investors hold MORT?
As of Q1 2025, 80 institutional investors report holding MORT (VanEck Mortgage REIT Income ETF) in their 13F filings.
Which hedge fund owns the most MORT?
The largest institutional holder of MORT is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $294.5M in shares.
Are institutions buying or selling MORT?
This quarter, 20 institutions opened new positions in MORT and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.