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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 %
IRC
51
Investors Research Corp
Georgia
$55.5K 5,258 – –
FFWM
52
Future Financial Wealth Management
Ohio
$42.2K 4,000 – –
MCM
53
MAI Capital Management
Ohio
$41.9K 3,966 +118 +3%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$33.7K 3,190 +287 +10%
HNB
55
Huntington National Bank
Ohio
– – – –
AAS
56
Ameritas Advisory Services
Nebraska
$26.5K 2,508 +2,508 New
Simplex Trading
57
Simplex Trading
Illinois
$23K 2,246 -834 -27%
AWM
58
AE Wealth Management
Kansas
$10.6K 1,000 – –
CWM
59
Consultiva Wealth Management
Puerto Rico
$10.6K 1,000 – –
VDBMI
60
Van Den Berg Management I
Texas
$6.18K 585 – –
UIA
61
Ulland Investment Advisors
Minnesota
$6K 601 +601 New
US Bancorp
62
US Bancorp
Minnesota
$5.86K 555 -5,200 -90%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$3.58K 339 – –
AP
64
Aspect Partners
Virginia
$3.17K 300 – –
CTB
65
Country Trust Bank
Illinois
$3.17K 300 +300 New
Group One Trading
66
Group One Trading
Illinois
$2.83K 268 +268 New
GRP
67
Global Retirement Partners
California
$1.1K 104 +104 New
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$1.05K 99 +99 New
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$982 93 +6 +7%
FFA
70
Founders Financial Alliance
North Carolina
$528 50 -10 -17%
AssetMark Inc
71
AssetMark Inc
California
$380 36 – –
HI
72
Harbour Investments
Wisconsin
$106 10 – –
BTI
73
Blue Trust Inc
Georgia
$63 6 +6 New
Wells Fargo
74
Wells Fargo
California
$12 1 -1 -50%
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$11 1 +1 New
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