Advisor OS’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Advisor OS’s Portfolio MORT Stock Details MORT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.52M	Buy	+245,492	New	+$2.62M	0.18%	86

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor OS's MORT Position: Q1 2026 in Review

Advisor OS opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q1 2026: 245,492 shares worth $2.52M. The stake represents 0.18% of the portfolio and ranks #86 among its holdings.

85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

Advisor OS held 245,492 shares of VanEck Mortgage REIT Income ETF worth $2.52M as of Q1 2026.
VanEck Mortgage REIT Income ETF was a new Advisor OS position in Q1 2026.
VanEck Mortgage REIT Income ETF made up 0.18% of Advisor OS's portfolio in Q1 2026, its #86 holding.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.