Equitable Holdings’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Equitable Holdings’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	$1.53M	Buy	148,149 +5,260	+4%	+$53.8K	0.01%	838
2026 Q1	$1.5M	Buy	142,889 +26,789	+23%	+$286K	0.01%	839
2025 Q4	$1.22M	Buy	116,100 +2,084	+2%	+$22K	0.01%	793
2025 Q3	$1.23M	Buy	114,016 +11,455	+11%	+$123K	0.01%	779
2025 Q2	$1.08M	Buy	102,561 +17,250	+20%	+$175K	0.01%	772
2025 Q1	$953K	Buy	85,311 +8,396	+11%	+$94.1K	0.01%	726
2024 Q4	$817K	Buy	76,915 +11,717	+18%	+$132K	0.01%	733
2024 Q3	$787K	Buy	65,198 +4,138	+7%	+$48.2K	0.01%	744
2024 Q2	$683K	Buy	61,060 +7,337	+14%	+$81.1K	0.01%	747
2024 Q1	$628K	Buy	53,723 +8,467	+19%	+$95.8K	0.01%	735
2023 Q4	$535K	Buy	45,256 +8,250	+22%	+$90.5K	0.01%	757
2023 Q3	$421K	Buy	37,006 +16,296	+79%	+$193K	0.01%	775
2023 Q2	$249K	Buy	20,710 +4,571	+28%	+$50.1K	﹤0.01%	918
2023 Q1	$182K	Buy	+16,139	New	+$199K	﹤0.01%	936

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings's MORT Position: Q2 2026 in Review

Equitable Holdings increased its VanEck Mortgage REIT Income ETF (MORT) stake by 3.7% in Q2 2026, buying an estimated $53.8K and bringing the position to 148,149 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #838.

Equitable Holdings first reported a position in MORT in Q1 2023 and has held it in 14 quarters since. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Equitable Holdings held 148,149 shares of VanEck Mortgage REIT Income ETF worth $1.53M as of Q2 2026.
Equitable Holdings bought 5,260 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $53.8K.
VanEck Mortgage REIT Income ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #838 holding.
Equitable Holdings first reported a position in VanEck Mortgage REIT Income ETF in Q1 2023 and has held it in 14 quarters since.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.