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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 %
FTS
26
Fifth Third Securities
Ohio
$501K 47,473 +9,481 +25%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$497K 46,870 +3 +0%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$474K 44,858 -370,442 -89%
CFP
29
Cascade Financial Partners
California
$433K 41,020 – –
Wealthfront Advisers
30
Wealthfront Advisers
California
$419K 39,646 -226 -0.6%
MSWA
31
Marshall & Sterling Wealth Advisors
New York
$370K 35,015 +21,341 +156%
AIM
32
Advyzon Investment Management
Illinois
$359K 33,954 +7,237 +27%
Osaic Holdings
33
Osaic Holdings
Arizona
$343K 32,371 +3,828 +13%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$322K 30,530 +1,074 +4%
SWA
35
Sax Wealth Advisors
New Jersey
$317K 30,000 – –
IFWM
36
Institute for Wealth Management
Colorado
$273K 25,811 +11,036 +75%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$263K 24,942 -1,423 -5%
JIP
38
Jaffetilchin Investment Partners
Florida
$227K 21,508 -276 -1%
IAIM
39
International Assets Investment Management
Florida
$224K 21,250 – –
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$215K 20,382 +746 +4%
BIG
41
Brookwood Investment Group
Arizona
$213K 20,143 +20,143 New
Lido Advisors
42
Lido Advisors
California
$201K 19,030 – –
CPRC
43
Consolidated Portfolio Review Corp
New York
$173K 16,354 -3,217 -16%
HIM
44
Hillsdale Investment Management
Ontario, Canada
$154K 14,600 +14,600 New
SPC
45
Sigma Planning Corp
Michigan
$150K 14,200 +1,250 +10%
SFS
46
Sowell Financial Services
Arkansas
$148K 14,051 – –
HIS
47
Harvest Investment Services
Illinois
$146K 13,789 +2,259 +20%
Jane Street
48
Jane Street
New York
$134K 12,657 +12,657 New
HIP
49
HUB Investment Partners
Texas
$113K 10,727 +82 +0.8%
HCM
50
Hollencrest Capital Management
California
$74.3K 7,040 – –
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