LPL Financial
MORT icon

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

LPL Financial’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 		$13.4M Buy
1,306,504
+94,194
+8% +$1.01M ﹤0.01% 1762
2025
Q4 		$12.7M Buy
1,212,310
+104,508
+9% +$1.1M ﹤0.01% 1728
2025
Q3 		$11.9M Buy
1,107,802
+53,875
+5% +$580K ﹤0.01% 1713
2025
Q2 		$11.1M Sell
1,053,927
-313,012
-23% -$3.18M ﹤0.01% 1636
2025
Q1 		$15.3M Buy
1,366,939
+468,470
+52% +$5.25M 0.01% 1327
2024
Q4 		$9.54M Buy
898,469
+112,053
+14% +$1.26M ﹤0.01% 1581
2024
Q3 		$9.49M Buy
786,416
+86,030
+12% +$1M ﹤0.01% 1498
2024
Q2 		$7.84M Buy
700,386
+74,944
+12% +$828K ﹤0.01% 1518
2024
Q1 		$7.31M Buy
625,442
+112,002
+22% +$1.27M ﹤0.01% 1530
2023
Q4 		$6.07M Buy
513,440
+89,653
+21% +$983K ﹤0.01% 1565
2023
Q3 		$4.82M Buy
423,787
+9,109
+2% +$108K ﹤0.01% 1618
2023
Q2 		$4.98M Buy
414,678
+183,280
+79% +$2.01M ﹤0.01% 1564
2023
Q1 		$2.61M Buy
231,398
+44,840
+24% +$553K ﹤0.01% 1932
2022
Q4 		$2.18M Sell
186,558
-37,715
-17% -$453K ﹤0.01% 2012
2022
Q3 		$2.48M Buy
224,273
+2,072
+0.9% +$29.8K ﹤0.01% 1816
2022
Q2 		$3.11M Sell
222,201
-7,694
-3% -$117K ﹤0.01% 1701
2022
Q1 		$3.93M Sell
229,895
-49,675
-18% -$851K ﹤0.01% 1591
2021
Q4 		$5.02M Buy
279,570
+20,394
+8% +$386K ﹤0.01% 1460
2021
Q3 		$4.93M Sell
259,176
-36,577
-12% -$697K ﹤0.01% 1397
2021
Q2 		$5.87M Buy
295,753
+83,162
+39% +$1.61M 0.01% 1231
2021
Q1 		$4.03M Buy
212,591
+8,728
+4% +$155K ﹤0.01% 1369
2020
Q4 		$3.42M Buy
203,863
+32,513
+19% +$499K ﹤0.01% 1342
2020
Q3 		$2.38M Sell
171,350
-2,146
-1% -$29.6K ﹤0.01% 1363
2020
Q2 		$2.33M Sell
173,496
-135
-0.1% -$1.58K ﹤0.01% 1274
2020
Q1 		$1.74M Sell
173,631
-8,079
-4% -$174K ﹤0.01% 1284
2019
Q4 		$4.36M Buy
181,710
+2,328
+1% +$54.9K 0.01% 897
2019
Q3 		$4.18M Buy
179,382
+20,770
+13% +$476K 0.01% 870
2019
Q2 		$3.67M Buy
158,612
+15,677
+11% +$362K 0.01% 919
2019
Q1 		$3.37M Buy
142,935
+21,820
+18% +$502K 0.01% 927
2018
Q4 		$2.58M Buy
121,115
+16,707
+16% +$382K 0.01% 950
2018
Q3 		$2.51M Sell
104,408
-1,125
-1% -$27.1K 0.01% 1033
2018
Q2 		$2.52M Sell
105,533
-335
-0.3% -$7.76K 0.01% 1002
2018
Q1 		$2.44M Buy
105,868
+920
+0.9% +$20.8K 0.01% 1003
2017
Q4 		$2.53M Buy
104,948
+18,535
+21% +$451K 0.01% 929
2017
Q3 		$2.18M Buy
86,413
+10,304
+14% +$254K 0.01% 939
2017
Q2 		$1.88M Buy
76,109
+24,722
+48% +$601K 0.01% 981
2017
Q1 		$1.22M Buy
51,387
+7,502
+17% +$172K 0.01% 1127
2016
Q4 		$974K Buy
43,885
+8,738
+25% +$191K 0.01% 1238
2016
Q3 		$742K Buy
35,147
+3,659
+12% +$80.6K 0.01% 1415
2016
Q2 		$669K Sell
31,488
-22,077
-41% -$453K 0.01% 1441
2016
Q1 		$1.04M Sell
53,565
-59,340
-53% -$1.11M ﹤0.01% 1640
2015
Q4 		$2.24M Buy
112,905
+14,573
+15% +$294K 0.01% 1098
2015
Q3 		$2.04M Sell
98,332
-72,994
-43% -$1.57M 0.01% 829
2015
Q2 		$3.75M Buy
171,326
+24,439
+17% +$574K 0.02% 625
2015
Q1 		$3.5M Buy
146,887
+31,259
+27% +$743K 0.02% 664
2014
Q4 		$2.74M Buy
115,628
+23,369
+25% +$573K 0.02% 734
2014
Q3 		$2.17M Buy
92,259
+41,970
+83% +$1.04M 0.01% 819
2014
Q2 		$1.28M Buy
50,289
+15,738
+46% +$387K 0.01% 1158
2014
Q1 		$845K Buy
34,551
+6,022
+21% +$143K 0.01% 1370
2013
Q4 		$632K Buy
28,529
+14,144
+98% +$327K ﹤0.01% 1570
2013
Q3 		$334K Buy
14,385
+2,393
+20% +$56.5K ﹤0.01% 1930
2013
Q2 		$300K Buy
+11,992
New +$329K ﹤0.01% 1905

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
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 $4.79B AUM 27.94% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial's MORT Position: Q1 2026 in Review

LPL Financial increased its VanEck Mortgage REIT Income ETF (MORT) stake by 7.8% in Q1 2026, buying an estimated $1.01M and bringing the position to 1,306,504 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

LPL Financial first reported a position in MORT in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.3M in Q1 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • LPL Financial held 1,306,504 shares of VanEck Mortgage REIT Income ETF worth $13.4M as of Q1 2026.
  • LPL Financial bought 94,194 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $1.01M.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1762 holding.
  • LPL Financial first reported a position in VanEck Mortgage REIT Income ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's VanEck Mortgage REIT Income ETF position peaked at $15.3M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.