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David Shaw’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

David Shaw’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 		$503K Buy
+48,567
New +$497K ﹤0.01% 4178
2024
Q4 		– Sell
-13,285
Closed -$160K – 4695
2024
Q3 		$160K Sell
13,285
-22,100
-62% -$257K ﹤0.01% 4192
2024
Q2 		$396K Sell
35,385
-18,182
-34% -$201K ﹤0.01% 3763
2024
Q1 		$626K Buy
+53,567
New +$606K ﹤0.01% 3376

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

David Shaw's MORT Position: Q2 2026 in Review

David Shaw opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q2 2026: 48,567 shares worth $503K. The stake represents ﹤0.01% of the portfolio and ranks #4178 among its holdings. This is a return to the name: David Shaw previously reported a position in MORT as recently as Q3 2024.

David Shaw first reported a position in MORT in Q1 2024 and has held it in 4 quarters since. The position peaked at $626K in Q1 2024. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • David Shaw held 48,567 shares of VanEck Mortgage REIT Income ETF worth $503K as of Q2 2026.
  • VanEck Mortgage REIT Income ETF was a new David Shaw position in Q2 2026.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4178 holding.
  • David Shaw first reported a position in VanEck Mortgage REIT Income ETF in Q1 2024 and has held it in 4 quarters since.
  • David Shaw's VanEck Mortgage REIT Income ETF position peaked at $626K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.