MML Investors Services
MORT icon

MML Investors Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

MML Investors Services’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 		$1.74M Sell
169,624
-95,896
-36% -$1.02M ﹤0.01% 1401
2025
Q4 		$2.79M Buy
265,520
+26,374
+11% +$279K 0.01% 1197
2025
Q3 		$2.58M Buy
239,146
+8,531
+4% +$91.8K 0.01% 1180
2025
Q2 		$2.44M Buy
230,615
+13,787
+6% +$140K 0.01% 1148
2025
Q1 		$2.42M Buy
216,828
+15,234
+8% +$171K 0.01% 1072
2024
Q4 		$2.14M Buy
201,594
+24,641
+14% +$277K 0.01% 1097
2024
Q3 		$2.14M Buy
176,953
+13,068
+8% +$152K 0.01% 1060
2024
Q2 		$1.83M Buy
163,885
+23,352
+17% +$258K 0.01% 1079
2024
Q1 		$1.64M Buy
140,533
+27,563
+24% +$312K 0.01% 1150
2023
Q4 		$1.33M Buy
112,970
+23,525
+26% +$258K 0.01% 1192
2023
Q3 		$1.02M Buy
89,445
+27,412
+44% +$324K 0.01% 1210
2023
Q2 		$745K Buy
62,033
+13,317
+27% +$146K ﹤0.01% 1389
2023
Q1 		$550K Buy
48,716
+14,469
+42% +$178K ﹤0.01% 1365
2022
Q4 		$400K Sell
34,247
-9,531
-22% -$114K ﹤0.01% 1614
2022
Q3 		$484K Buy
43,778
+8,364
+24% +$120K ﹤0.01% 1447
2022
Q2 		$496K Sell
35,414
-8,464
-19% -$129K ﹤0.01% 1410
2022
Q1 		$749K Buy
43,878
+113
+0.3% +$1.94K 0.01% 1232
2021
Q4 		$786K Sell
43,765
-2,020
-4% -$38.2K 0.01% 1176
2021
Q3 		$871K Sell
45,785
-429
-0.9% -$8.17K 0.01% 1076
2021
Q2 		$917K Buy
46,214
+4,964
+12% +$96.4K 0.01% 1034
2021
Q1 		$782K Buy
41,250
+4,105
+11% +$72.8K 0.01% 1041
2020
Q4 		$622K Buy
37,145
+2,675
+8% +$41K 0.01% 1047
2020
Q3 		$480K Buy
34,470
+4,674
+16% +$64.4K 0.01% 1059
2020
Q2 		$401K Sell
29,796
-25,811
-46% -$303K 0.01% 1098
2020
Q1 		$556K Buy
55,607
+23,355
+72% +$503K 0.01% 820
2019
Q4 		$773K Sell
32,252
-685
-2% -$16.2K 0.01% 832
2019
Q3 		$767K Buy
32,937
+571
+2% +$13.1K 0.01% 779
2019
Q2 		$750K Buy
32,366
+14,279
+79% +$330K 0.01% 842
2019
Q1 		$426K Buy
+18,087
New +$416K 0.01% 1088
2018
Q1 		– Sell
-10,784
Closed -$260K – 1431
2017
Q4 		$260K Buy
10,784
+957
+10% +$23.3K ﹤0.01% 1152
2017
Q3 		$248K Buy
+9,827
New +$242K 0.01% 1104

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

MML Investors Services's MORT Position: Q1 2026 in Review

MML Investors Services reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 36% in Q1 2026, selling an estimated $1.02M and leaving 169,624 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

MML Investors Services first reported a position in MORT in Q3 2017 and has held it in 31 quarters since. The position peaked at $2.79M in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • MML Investors Services held 169,624 shares of VanEck Mortgage REIT Income ETF worth $1.74M as of Q1 2026.
  • MML Investors Services sold 95,896 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $1.02M.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1401 holding.
  • MML Investors Services first reported a position in VanEck Mortgage REIT Income ETF in Q3 2017 and has held it in 31 quarters since.
  • MML Investors Services's VanEck Mortgage REIT Income ETF position peaked at $2.79M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.