Baird Financial Group
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Baird Financial Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Baird Financial Group’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
Q3 		$2.36M Buy
+280,278
New +$2.7M ﹤0.01% 1035
2017
Q3 		– Sell
-11,198
Closed -$277K – 1248
2017
Q2 		$277K Sell
11,198
-321
-3% -$7.8K ﹤0.01% 1108
2017
Q1 		$277K Buy
+11,519
New +$263K ﹤0.01% 1090

Other funds holding MORT

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Integras Partners
Integras Partners Alpharetta, Georgia $180M AUM 18.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
H&H Retirement Design & Management
H&H Retirement Design & Management Las Vegas, Nevada $234M AUM 6.07% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Baird Financial Group's MORT Position: Q3 2026 in Review

Baird Financial Group opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q3 2026: 280,278 shares worth $2.36M. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in MORT as recently as Q2 2017.

Baird Financial Group first reported a position in MORT in Q1 2017 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold MORT as of Q3 2026.

  • Baird Financial Group held 280,278 shares of VanEck Mortgage REIT Income ETF worth $2.36M as of Q3 2026.
  • VanEck Mortgage REIT Income ETF was a new Baird Financial Group position in Q3 2026.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q3 2026, its #1035 holding.
  • Baird Financial Group first reported a position in VanEck Mortgage REIT Income ETF in Q1 2017 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.