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VanEck Mortgage REIT Income ETF
MORT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Peak Financial Management
1
Peak Financial Management
Massachusetts
USD 10.7 M +USD 172 k +7,061 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 8.97 M +USD 8.82 M +362,664 +88,455%
United Capital Financial Advisors
3
United Capital Financial Advisors
Texas
USD 8.88 M +USD 8.74 M +359,578 Nuevas
Gradient Investments
4
Gradient Investments
Minnesota
USD 5.82 M +USD 343 k +14,120 +6%
Morgan Stanley
5
Morgan Stanley
New York
USD 3.89 M +USD 834 k +34,315 +28%
Bank of America
6
Bank of America
North Carolina
USD 2.83 M -USD 461 k -18,961 -14%
LPL Financial
7
LPL Financial
California
USD 1.88 M +USD 601 k +24,722 +48%
Proficio Capital Partners
8
Proficio Capital Partners
Massachusetts
USD 1.13 M – – –
UBS Group
9
UBS Group
Switzerland
USD 753 k +USD 366 k +15,069 +98%
Northstar Wealth Partners
10
Northstar Wealth Partners
Connecticut
USD 687 k +USD 19.9 k +820 +3%
Aviance Capital Management
11
Aviance Capital Management
Florida
USD 630 k -USD 98.1 k -4,036 -14%
PAS
12
Partnervest Advisory Services
California
USD 507 k -USD 18.6 k -765 -4%
Advisor Group
13
Advisor Group
Arizona
USD 494 k +USD 103 k +4,246 +27%
Raymond James & Associates
14
Raymond James & Associates
Florida
USD 480 k -USD 208 k -8,556 -31%
NCM
15
Niemann Capital Management
Nevada
USD 446 k +USD 439 k +18,044 Nuevas
Regal Investment Advisors
16
Regal Investment Advisors
Michigan
USD 352 k +USD 15.3 k +628 +5%
Jane Street
17
Jane Street
New York
USD 290 k +USD 286 k +11,745 Nuevas
Baird Financial Group
18
Baird Financial Group
Wisconsin
USD 277 k -USD 7.8 k -321 -3%
Citadel Advisors
19
Citadel Advisors
Florida
USD 264 k -USD 9.6 k -395 -4%
Virtu KCG Holdings
20
Virtu KCG Holdings
New York
USD 244 k +USD 240 k +9,873 Nuevas
Lattice Strategies
21
Lattice Strategies
Pennsylvania
USD 233 k -USD 2.19 k -90 -0.9%
AIP
22
Ahrens Investment Partners
Louisiana
USD 207 k – – –
Creative Planning
23
Creative Planning
Kansas
USD 179 k – – –
IFP Advisors
24
IFP Advisors
Florida
USD 146 k +USD 2.21 k +91 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 137 k +USD 57.1 k +2,347 +73%
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