Vaneck Mortgage REIT IncomeMORTETF
13F holders, Q2 2026 (June 30)90holders +5
15new positions
9sold out
2famous investors
$10.35avg. 13F price*
At the end of Q2 2026, 90 institutions reported holding Vaneck Mortgage REIT Income (MORT) in their 13F filings, up 5 from Q1 2026. 15 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($25.5M), LPL Financial LLC ($14.4M) and Morgan Stanley ($13.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vaneck Mortgage REIT Income
- CUSIP
- 92189F452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.9M |
| Exits | 9 | $3.8M |
All 13F filers, Q1 2026 → Q2 2026: 1,799,145 shares bought and 1,426,188 shares sold, net +372,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Bank of America Corp. | 0.00% | Add +4.6% | 2,464,512 | $25.5M |
| LPL Financial LLC | 0.00% | Add +6.3% | 1,388,361 | $14.4M |
| Morgan Stanley | 0.00% | Reduce -26.6% | 1,273,176 | $13.2M |
| BNP Paribas Financial Markets | 0.01% | Add +50.0% | 1,050,000 | $10.9M |
| Proficio Capital Partners LLC | 0.13% | New | 342,570 | $3.5M |
| Cetera Investment Advisers | 0.00% | Add +8.2% | 308,495 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +72.2% | 292,131 | $3.0M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +0.7% | 259,645 | $2.7M |
| UBS Group AG | 0.00% | Reduce -38.2% | 225,307 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.7% | 202,898 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.6% | 199,419 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 191,526 | $2.0M |
| Integras Partners LLC | 1.02% | Add +12.3% | 178,598 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +3.7% | 148,149 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +37.1% | 130,772 | $1.4M |
| Advisor OS, LLC | 0.09% | Reduce -47.4% | 129,054 | $1.3M |
| One Wealth Map LLC | 0.62% | Add +10.9% | 135,114 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +66.9% | 118,473 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Add +4.2% | 113,505 | $1.2M |
| UMB Bank, n.a. | 0.01% | New | 101,500 | $1.1M |
| AlphaCore Capital LLC | 0.02% | Add +101.8% | 87,395 | $905K |
| Captrust Financial Advisors | 0.00% | New | 80,000 | $829K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +17.9% | 75,700 | $784K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +17.9% | 75,700 | $784K |
| Raymond James Financial Inc. | 0.00% | Reduce -17.0% | 69,947 | $725K |
| Advyzon Investment Management, LLC | 0.05% | Add +37.8% | 69,052 | $715K |
| Citadel Advisors | 0.00% | Reduce -66.5% | 64,447 | $668K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -2.4% | 60,209 | $624K |
| Osaic Holdings, Inc. | 0.00% | Add +4.8% | 60,101 | $623K |
| Anson Capital, Inc. | 0.38% | Add +1.9% | 56,347 | $584K |
| New England Private Wealth Advisors LLC | 0.05% | No change | 55,755 | $542K |
| D. E. Shaw & Co. | 0.00% | New | 48,567 | $503K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -22.4% | 46,452 | $481K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 47,241 | $471K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -27.5% | 41,940 | $434K |
| Wealthfront Advisers LLC | 0.00% | Reduce -28.4% | 34,996 | $363K |
| Marshall & Sterling Wealth Advisors Inc. | 0.20% | Add +1.8% | 32,936 | $341K |
| Hillsdale Investment Management Inc. | 0.01% | Add +25.2% | 30,290 | $314K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 30,000 | $308K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 26,455 | $274K |
| Rossby Financial, LCC | 0.05% | New | 25,299 | $262K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -63.1% | 23,181 | $240K |
| L & S Advisors Inc | 0.02% | No change | 22,936 | $238K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.3% | 22,828 | $236K |
| Sigma Planning Corp | 0.01% | Add +13.2% | 21,837 | $226K |
| OneAscent Family Office, LLC | 0.11% | Reduce -56.6% | 20,945 | $217K |
| Aurora Private Wealth, Inc. | 0.14% | No change | 20,573 | $213K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 20,372 | $211K |
| Lido Advisors, LLC | 0.00% | No change | 19,030 | $197K |
| Clear Creek Financial Management, LLC | 0.01% | Add +40.4% | 18,250 | $189K |
| JPMorgan Chase & Co. | 0.00% | New | 17,542 | $181K |
| TPG Advisors LLC | 0.10% | Add +2.2% | 17,197 | $178K |
| Flow Traders U.S. LLC | 0.01% | New | 17,179 | $178K |
| International Assets Investment Management, LLC | 0.01% | No change | 16,500 | $163K |
| Sowell Financial Services LLC | 0.00% | Reduce -3.6% | 14,104 | $146K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 14,029 | $145K |
| Veltria Advisors Corp. | 0.44% | No change | 13,710 | $142K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -11.0% | 13,655 | $141K |
| Atwater Malick LLC | 0.03% | Add +16.9% | 13,023 | $135K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -3.1% | 11,875 | $123K |
| Private Advisor Group, LLC | 0.00% | New | 11,051 | $114K |
| Fifth Third Bancorp | 0.00% | Add +1.0% | 10,862 | $113K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 10,442 | $108K |
| Triumph Capital Management | 0.02% | Add +12.9% | 9,643 | $100K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 7,690 | $80K |
| Hollencrest Capital Management | 0.00% | No change | 7,040 | $73K |
| Investors Research Corp | 0.01% | No change | 5,258 | $54K |
| FMR LLC | 0.00% | Add +6.1% | 3,523 | $37K |
| Quantum Portfolio Management LLC | 0.01% | New | 2,851 | $30K |
| Continuum Advisory, LLC | 0.00% | New | 2,120 | $22K |
| SHP Wealth Management | 0.00% | New | 1,572 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 1,096 | $11K |
| AE Wealth Management LLC | 0.00% | No change | 1,000 | $10K |
| Ameritas Advisory Services, LLC | 0.00% | New | 608 | $6K |
| US Bancorp \de | 0.00% | No change | 555 | $6K |
| NewEdge Advisors, LLC | 0.00% | Reduce -98.1% | 477 | $5K |
| Jones Financial Companies LLLP | 0.00% | No change | 415 | $4K |
| National Bank of Canada | 0.00% | No change | 376 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 300 | $3K |
| Country Trust Bank | 0.00% | No change | 300 | $3K |
| Roble, Belko & Company, Inc | 0.00% | Add +3.7% | 197 | $2K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 140 | $1K |
| Global Retirement Partners, LLC | 0.00% | — | 118 | $1K |
| Founders Financial Alliance, LLC | 0.00% | No change | 50 | $518 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 23 | $238 |
| Farther Finance Advisors, LLC | 0.00% | No change | 21 | $218 |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $104 |
| Signaturefd, LLC | 0.00% | No change | 2 | $18 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $10 |
| Wells Fargo & Company | 0.00% | No change | 1 | $7 |
"% of holder's portfolio" is MORT's weight in each manager's 13F, not the share of Vaneck Mortgage REIT Income the manager owns.