Vaneck Mortgage REIT IncomeMORTETF
13F holders, Q1 2024 (March 31)76holders
2famous investors
$11.66avg. 13F price*
At the end of Q1 2024, 76 institutions reported holding Vaneck Mortgage REIT Income (MORT) in their 13F filings. The largest holders were Bank of America Corp. ($8.6M), LPL Financial LLC ($7.3M) and Cambridge Investment Research Advisors, Inc. ($4.4M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vaneck Mortgage REIT Income
- CUSIP
- 92189F452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $5.6M |
| Exits | 10 | $1.2M |
Ownership 76 holders
| Bank of America Corp. | 0.00% | Reduce -49.2% | 732,305 | $8.6M |
| LPL Financial LLC | 0.00% | Add +21.8% | 625,442 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -62.6% | 379,624 | $4.4M |
| Morgan Stanley | 0.00% | Reduce -24.6% | 369,470 | $4.3M |
| Arete Wealth Advisors, LLC | 0.18% | Add +0.6% | 164,044 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +24.4% | 140,533 | $1.6M |
| Drive Wealth Management, LLC | 0.42% | New | 128,593 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +33.6% | 80,325 | $939K |
| One Wealth Map LLC | 0.58% | Reduce -8.1% | 81,282 | $874K |
| Lionsbridge Wealth Management LLC | 0.63% | Reduce -2.3% | 69,452 | $812K |
| Cetera Investment Advisers | 0.00% | New | 65,379 | $764K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +39.3% | 59,712 | $698K |
| Equitable Holdings, Inc. | 0.01% | Add +18.7% | 53,723 | $628K |
| D. E. Shaw & Co. | 0.00% | New | 53,567 | $626K |
| Royal Bank of Canada | 0.00% | Reduce -13.7% | 44,357 | $519K |
| Susquehanna International Group, LLP | 0.00% | New | 44,279 | $518K |
| Bessemer Group Inc. | 0.00% | No change | 42,540 | $497K |
| Stifel Financial Corp. | 0.00% | Add +71.4% | 42,475 | $497K |
| OmniStar Financial Group, Inc. | 0.43% | New | 40,441 | $473K |
| Two Sigma Investments, LP | 0.00% | New | 35,600 | $416K |
| Rebalance, LLC | 0.03% | No change | 35,449 | $414K |
| UBS Group AG | 0.00% | Reduce -5.4% | 31,601 | $369K |
| Wealthfront Advisers LLC | 0.00% | Add +64.9% | 27,610 | $323K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.7% | 25,730 | $301K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -12.4% | 25,155 | $294K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.0% | 24,121 | $282K |
| Thrivent Financial for Lutherans | 0.00% | Add +44.3% | 23,517 | $275K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.4% | 23,149 | $271K |
| Envestnet Asset Management Inc. | 0.00% | New | 22,571 | $264K |
| PFG Investments, LLC | 0.02% | New | 21,285 | $249K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +43.4% | 20,575 | $241K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -19.7% | 20,465 | $239K |
| GeoWealth Management, LLC | 0.01% | Add +49.7% | 19,203 | $224K |
| Lido Advisors, LLC | 0.00% | No change | 19,030 | $222K |
| International Assets Investment Management, LLC | 0.02% | Reduce -23.1% | 16,700 | $188K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 14,775 | $173K |
| Adams Wealth Management | 0.04% | Reduce -6.8% | 13,883 | $162K |
| Janney Montgomery Scott LLC | 0.00% | Add +26.1% | 13,320 | $156K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +24.1% | 12,878 | $151K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,304 | $144K |
| Sigma Planning Corp | 0.00% | New | 11,800 | $138K |
| Castle Rock Wealth Management, LLC | 0.04% | New | 12,173 | $132K |
| Flow Traders U.S. LLC | 0.01% | New | 11,040 | $129K |
| HUB Investment Partners, LLC | 0.01% | Reduce -15.7% | 10,418 | $122K |
| AllSquare Wealth Management LLC | 0.05% | No change | 7,500 | $88K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 7,087 | $83K |
| Hillsdale Investment Management Inc. | 0.01% | New | 5,530 | $65K |
| Investors Research Corp | 0.01% | No change | 5,258 | $61K |
| Future Financial Wealth Managment LLC | 0.04% | New | 4,500 | $53K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 3,546 | $41K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,546 | $41K |
| Simplex Trading, LLC | 0.00% | New | 2,130 | $24K |
| Westend Capital Management, LLC | 0.01% | — | 1,842 | $22K |
| US Bancorp \de | 0.00% | No change | 1,500 | $18K |
| Parallel Advisors, LLC | 0.00% | New | 1,400 | $16K |
| Realta Investment Advisors | 0.00% | New | 1,229 | $14K |
| Gradient Investments LLC | 0.00% | No change | 724 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 600 | $7K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 585 | $7K |
| Retirement Group, LLC | 0.00% | No change | 520 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 470 | $5K |
| Signaturefd, LLC | 0.00% | New | 375 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 350 | $4K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 365 | $4K |
| National Bank of Canada | 0.00% | Add +5.9% | 321 | $4K |
| Founders Financial Alliance, LLC | 0.00% | New | 263 | $3K |
| Aspect Partners, LLC | 0.00% | Add +25.0% | 250 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 204 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 128 | $1K |
| Citadel Advisors | 0.00% | Reduce -99.5% | 127 | $1K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.4% | 74 | $865 |
| Assetmark, Inc. | 0.00% | No change | 36 | $421 |
| DecisionPoint Financial, LLC | 0.00% | New | 25 | $272 |
| Lindbrook Capital, LLC | 0.00% | No change | 20 | $234 |
| FMR LLC | 0.00% | New | 7 | $84 |
| Cwm, LLC | 0.00% | No change | 13 | $0 |
"% of holder's portfolio" is MORT's weight in each manager's 13F, not the share of Vaneck Mortgage REIT Income the manager owns.