Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Cambridge Investment Research Advisors’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 		$614K Buy
59,841
+12,460
+26% +$133K ﹤0.01% 2620
2025
Q4 		$498K Sell
47,381
-20,429
-30% -$216K ﹤0.01% 2722
2025
Q3 		$730K Buy
67,810
+22,952
+51% +$247K ﹤0.01% 2316
2025
Q2 		$474K Sell
44,858
-370,442
-89% -$3.76M ﹤0.01% 2593
2025
Q1 		$4.64M Buy
415,300
+11,179
+3% +$125K 0.02% 841
2024
Q4 		$4.29M Buy
404,121
+3,324
+0.8% +$37.4K 0.01% 889
2024
Q3 		$4.84M Buy
400,797
+11,152
+3% +$130K 0.02% 812
2024
Q2 		$4.36M Buy
389,645
+10,021
+3% +$111K 0.02% 828
2024
Q1 		$4.44M Sell
379,624
-635,290
-63% -$7.19M 0.02% 817
2023
Q4 		$12M Sell
1,014,914
-40,604
-4% -$445K 0.05% 337
2023
Q3 		$12M Sell
1,055,518
-31,744
-3% -$375K 0.06% 320
2023
Q2 		$13.1M Buy
1,087,262
+1,076,854
+10,346% +$11.8M 0.06% 315
2023
Q1 		$118K Buy
+10,408
New +$128K ﹤0.01% 2941
2022
Q4 		– Sell
-46,109
Closed -$510K – 3175
2022
Q3 		$510K Sell
46,109
-210,293
-82% -$3.02M ﹤0.01% 1922
2022
Q2 		$3.59M Buy
256,402
+210,094
+454% +$3.2M 0.02% 749
2022
Q1 		$791K Buy
46,308
+691
+2% +$11.8K ﹤0.01% 1747
2021
Q4 		$819K Buy
45,617
+1,514
+3% +$28.7K ﹤0.01% 1719
2021
Q3 		$839K Buy
44,103
+163
+0.4% +$3.1K ﹤0.01% 1669
2021
Q2 		$872K Sell
43,940
-35,502
-45% -$689K ﹤0.01% 1634
2021
Q1 		$1.5M Sell
79,442
-14,091
-15% -$250K 0.01% 1174
2020
Q4 		$1.57M Buy
93,533
+623
+0.7% +$9.55K 0.01% 1058
2020
Q3 		$1.29M Buy
92,910
+10,001
+12% +$138K 0.01% 1035
2020
Q2 		$1.12M Buy
82,909
+15,414
+23% +$181K 0.01% 1063
2020
Q1 		$675K Buy
67,495
+41,413
+159% +$892K 0.01% 1193
2019
Q4 		$625K Buy
26,082
+278
+1% +$6.56K ﹤0.01% 1436
2019
Q3 		$601K Buy
25,804
+1,818
+8% +$41.6K 0.01% 1376
2019
Q2 		$556K Sell
23,986
-48
-0.2% -$1.11K 0.01% 1361
2019
Q1 		$566K Buy
+24,034
New +$553K 0.01% 1402
2015
Q3 		– Sell
-9,500
Closed -$208K – 1551
2015
Q2 		$208K Buy
9,500
+200
+2% +$4.7K 0.01% 1274
2015
Q1 		$225K Hold
9,300
– – 0.01% 1180
2014
Q4 		$220K Hold
9,300
– – 0.01% 1166
2014
Q3 		$222K Sell
9,300
-200
-2% -$4.96K 0.01% 1246
2014
Q2 		$242K Hold
9,500
– – 0.01% 1104
2014
Q1 		$232K Sell
9,500
-200
-2% -$4.75K 0.01% 1081
2013
Q4 		$215K Buy
9,700
+360
+4% +$8.32K 0.01% 1043
2013
Q3 		$224K Hold
9,340
– – 0.01% 979
2013
Q2 		$233K Buy
+9,340
New +$256K 0.01% 876

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
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
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Cambridge Investment Research Advisors's MORT Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its VanEck Mortgage REIT Income ETF (MORT) stake by 26% in Q1 2026, buying an estimated $133K and bringing the position to 59,841 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Cambridge Investment Research Advisors first reported a position in MORT in Q2 2013 and has held it in 37 quarters since. The position peaked at $13.1M in Q2 2023. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Cambridge Investment Research Advisors held 59,841 shares of VanEck Mortgage REIT Income ETF worth $614K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 12,460 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $133K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2620 holding.
  • Cambridge Investment Research Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2013 and has held it in 37 quarters since.
  • Cambridge Investment Research Advisors's VanEck Mortgage REIT Income ETF position peaked at $13.1M in Q2 2023.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.