MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

75 hedge funds and large institutions have $66.5M invested in VanEck Mortgage REIT Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 18 closing their positions.

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
30
Reduced
17
Closed
18
Calls
–
Puts
$174K
Net Calls
-$174K
Net Calls Change
-$174K

Top Buyers

1
ATPW
1
Ashton Thomas Private Wealth
Arizona
$2.64M
2
TRCT
2
Tower Research Capital (TRC)
New York
$1.49M
3
UBS Group
3
UBS Group
Switzerland
$1.28M
4
Bank of America
4
Bank of America
North Carolina
$5.81M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.16M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$474K
2
LPL Financial
2
LPL Financial
California
$11.1M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
AI
4
AXS Investments
New York
$5.21M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$11.1M 1,053,927 -313,012 -23%
GI
2
Gradient Investments
Minnesota
$7.22M 683,668 +39,206 +6%
Bank of America
3
Bank of America
North Carolina
$5.81M 549,788 +73,543 +15%
AI
4
AXS Investments
New York
$5.21M 493,198 -73,257 -13%
DWM
5
Drive Wealth Management
Utah
$3.64M 344,425 +27,823 +9%
ATPW
6
Ashton Thomas Private Wealth
Arizona
$2.64M 249,719 +249,719 New
Morgan Stanley
7
Morgan Stanley
New York
$2.58M 244,784 -3,430 -1%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.44M 230,615 +13,787 +6%
AWA
9
Arete Wealth Advisors
Illinois
$2.15M 203,761 +12,301 +6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.68M 159,058 +4,955 +3%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$1.61M 152,433 -7,467 -5%
TRCT
12
Tower Research Capital (TRC)
New York
$1.49M 141,327 +135,484 +2,319%
IP
13
Integras Partners
Georgia
$1.32M 124,951 -18,505 -13%
UBS Group
14
UBS Group
Switzerland
$1.28M 120,897 +93,641 +344%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.16M 109,362 +58,551 +115%
HHRDM
16
H&H Retirement Design & Management
Nevada
$1.14M 109,454 +14,507 +15%
WS
17
Wedbush Securities
California
$1.13M 107,390 +5,933 +6%
EH
18
Equitable Holdings
New York
$1.08M 102,561 +17,250 +20%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$757K 71,710 +3,577 +5%
SPIA
20
Steward Partners Investment Advisory
New York
$725K 68,681 -765 -1%
AC
21
AlphaCore Capital
California
$719K 68,054 +7,660 +13%
Stifel Financial
22
Stifel Financial
Missouri
$688K 65,126 +10,700 +20%
Citadel Advisors
23
Citadel Advisors
Florida
$647K 61,243 +19,243 +46%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$589K 55,755 +55,755 New
Raymond James Financial
25
Raymond James Financial
Florida
$589K 55,736 -341 -0.6%
1
2 3 4