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AlphaCore Capital’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

AlphaCore Capital’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
Q2 		$905K Buy
87,395
+44,078
+102% +$451K 0.02% 493
2026
Q1 		$444K Sell
43,317
-1,433
-3% -$15.3K 0.01% 584
2025
Q4 		$470K Sell
44,750
-22,906
-34% -$242K 0.01% 627
2025
Q3 		$729K Sell
67,656
-398
-0.6% -$4.28K 0.02% 368
2025
Q2 		$719K Buy
68,054
+7,660
+13% +$77.8K 0.03% 317
2025
Q1 		$675K Buy
+60,394
New +$677K 0.06% 225

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlphaCore Capital's MORT Position: Q2 2026 in Review

AlphaCore Capital increased its VanEck Mortgage REIT Income ETF (MORT) stake by 102% in Q2 2026, buying an estimated $451K and bringing the position to 87,395 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #493.

AlphaCore Capital first reported a position in MORT in Q1 2025 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • AlphaCore Capital held 87,395 shares of VanEck Mortgage REIT Income ETF worth $905K as of Q2 2026.
  • AlphaCore Capital bought 44,078 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $451K.
  • VanEck Mortgage REIT Income ETF made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #493 holding.
  • AlphaCore Capital first reported a position in VanEck Mortgage REIT Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.