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Jeff Yass’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Jeff Yass’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
2025
Q4 		– Sell
-16,900
Closed -$182K – 13127
2025
Q3 		$182K Sell
16,900
-25,300
-60% -$272K ﹤0.01% 11086
2025
Q2 		$446K Buy
+42,200
New +$429K ﹤0.01% 9444

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

Jeff Yass's MORT Position: Q2 2026 in Review

Jeff Yass reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 63% in Q2 2026, selling an estimated $402K and leaving 22,828 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #11592.

Jeff Yass first reported a position in MORT in Q2 2013 and has held it in 36 quarters since. The position peaked at $5.26M in Q2 2013. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Jeff Yass held 22,828 shares of VanEck Mortgage REIT Income ETF worth $236K as of Q2 2026.
  • Jeff Yass sold 39,340 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $402K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11592 holding.
  • Jeff Yass first reported a position in VanEck Mortgage REIT Income ETF in Q2 2013 and has held it in 36 quarters since.
  • Jeff Yass's VanEck Mortgage REIT Income ETF position peaked at $5.26M in Q2 2013.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.