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VanEck Mortgage REIT Income ETF
MORT

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$11.2M +$3.57M +304,932 +58%
Morgan Stanley
2
Morgan Stanley
New York
$5.53M +$3.02M +257,413 +168%
LPL Financial
3
LPL Financial
California
$2.33M -$1.58K -135 -0.1%
Bank of America
4
Bank of America
North Carolina
$2.1M +$526K +44,871 +41%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.93M +$170K +14,496 +11%
AWM
6
Adams Wealth Management
Utah
$1.77M +$1.55M +131,888 New
CAN
7
Cetera Advisor Networks
California
$1.36M +$505K +43,049 +74%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.12M +$181K +15,414 +23%
AWM
9
AE Wealth Management
Kansas
$1.11M +$971K +82,823 New
SS
10
Simplicity Solutions
Minnesota
$976K +$850K +72,512 New
AFP
11
Ausdal Financial Partners
Iowa
$924K +$63.5K +5,421 +9%
Osaic Holdings
12
Osaic Holdings
Arizona
$910K +$190K +16,244 +32%
HT
13
HAP Trading
New York
$767K +$668K +56,990 New
FHC
14
First Heartland Consultants
Missouri
$675K +$103K +8,789 +21%
UBS Group
15
UBS Group
Switzerland
$674K -$239K -20,385 -29%
Citadel Advisors
16
Citadel Advisors
Florida
$615K +$535K +45,676 New
NWP
17
Northstar Wealth Partners
Connecticut
$527K +$43.8K +3,740 +11%
TA
18
TCG Advisors
Texas
$496K +$48.2K +4,110 +13%
XS
19
XR Securities
Illinois
$446K +$388K +33,101 New
AWCI
20
Alpine Woods Capital Investors
New York
$404K – – –
PA
21
PFG Advisors
Arizona
$402K +$19.7K +1,680 +6%
MML Investors Services
22
MML Investors Services
Massachusetts
$401K -$303K -25,811 -46%
SCM
23
Symons Capital Management
Pennsylvania
$350K +$12.2K +1,040 +4%
RIA
24
Regal Investment Advisors
Michigan
$326K +$284K +24,227 New
TRCT
25
Tower Research Capital (TRC)
New York
$319K +$270K +22,991 +3,211%
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