Vaneck Mortgage REIT IncomeMORTETF
13F holders, Q4 2024 (December 31)70holders −2
10new positions
15sold out
1famous investor
$10.64avg. 13F price*
At the end of Q4 2024, 70 institutions reported holding Vaneck Mortgage REIT Income (MORT) in their 13F filings, down 2 from Q3 2024. 10 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($9.5M), Gradient Investments LLC ($6.4M) and Bank of America Corp. ($6.0M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.5M |
| Exits | 15 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 596,584 shares bought and 497,714 shares sold, net +98,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| LPL Financial LLC | 0.00% | Add +14.3% | 898,469 | $9.5M |
| Gradient Investments LLC | 0.13% | Add +6.3% | 604,278 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -13.4% | 562,094 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.8% | 404,121 | $4.3M |
| Drive Wealth Management, LLC | 0.77% | Add +8.4% | 295,850 | $3.1M |
| Morgan Stanley | 0.00% | Reduce -43.5% | 261,141 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +13.9% | 201,594 | $2.1M |
| Arete Wealth Advisors, LLC | 0.15% | Add +2.1% | 189,746 | $2.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.44% | Add +5.0% | 142,737 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +43.1% | 142,577 | $1.5M |
| Integras Partners LLC | 1.12% | — | 118,235 | $1.3M |
| One Wealth Map LLC | 0.66% | Add +5.8% | 94,475 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +4.0% | 93,569 | $994K |
| UBS Group AG | 0.00% | Add +197.8% | 87,336 | $928K |
| Equitable Holdings, Inc. | 0.01% | Add +18.0% | 76,915 | $817K |
| Envestnet Asset Management Inc. | 0.00% | Add +64.6% | 70,391 | $748K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +33.2% | 68,563 | $728K |
| Wealthfront Advisers LLC | 0.00% | Add +26.3% | 57,215 | $608K |
| Stifel Financial Corp. | 0.00% | Reduce -10.8% | 55,060 | $585K |
| Royal Bank of Canada | 0.00% | Add +30.6% | 50,613 | $538K |
| Raymond James Financial Inc. | 0.00% | — | 45,377 | $482K |
| Rebalance, LLC | 0.03% | Add +6.3% | 42,432 | $451K |
| GeoWealth Management, LLC | 0.01% | Add +22.0% | 41,101 | $436K |
| Cascade Financial Partners, LLC | 0.05% | New | 37,000 | $393K |
| Fifth Third Securities, Inc. | 0.03% | Add +32.7% | 36,639 | $389K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.1% | 31,836 | $338K |
| Citadel Advisors | 0.00% | New | 30,711 | $326K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 30,000 | $319K |
| Thrivent Financial for Lutherans | 0.00% | Add +8.5% | 28,871 | $307K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +947.5% | 26,365 | $280K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.8% | 24,087 | $256K |
| Janney Montgomery Scott LLC | 0.00% | Add +27.3% | 23,332 | $248K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -0.5% | 22,474 | $239K |
| International Assets Investment Management, LLC | 0.02% | New | 21,250 | $227K |
| Consolidated Portfolio Review Corp | 0.03% | No change | 20,465 | $217K |
| Lido Advisors, LLC | 0.00% | No change | 19,030 | $202K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.7% | 18,241 | $194K |
| Gilman Hill Asset Management, LLC | 0.03% | New | 18,000 | $191K |
| Two Sigma Investments, LP | 0.00% | Reduce -77.5% | 16,049 | $170K |
| ARS Wealth Advisors Group, LLC | 0.02% | Reduce -12.4% | 15,909 | $169K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 14,775 | $157K |
| Advyzon Investment Management, LLC | 0.06% | — | 14,552 | $155K |
| Triumph Capital Management | 0.05% | Add +5.2% | 13,013 | $138K |
| Sigma Planning Corp | 0.00% | No change | 12,450 | $132K |
| Harvest Investment Services, LLC | 0.03% | New | 11,004 | $117K |
| HUB Investment Partners, LLC | 0.00% | Add +1.2% | 10,645 | $113K |
| Two Sigma Securities, LLC | 0.02% | New | 10,601 | $113K |
| Hillsdale Investment Management Inc. | 0.00% | Add +37.8% | 8,930 | $95K |
| AllSquare Wealth Management LLC | 0.05% | No change | 7,500 | $80K |
| Hollencrest Capital Management | 0.00% | New | 7,040 | $75K |
| Mattson Financial Services, LLC | 0.02% | Add +40.7% | 5,869 | $71K |
| Investors Research Corp | 0.01% | No change | 5,258 | $56K |
| Future Financial Wealth Managment LLC | 0.03% | Reduce -11.1% | 4,000 | $42K |
| MAI Capital Management | 0.00% | New | 3,848 | $41K |
| FMR LLC | 0.00% | Reduce -0.7% | 2,907 | $31K |
| Parkside Financial Bank & Trust | 0.00% | Add +151200.0% | 1,513 | $16K |
| US Bancorp \de | 0.00% | No change | 1,500 | $16K |
| Simplex Trading, LLC | 0.00% | Add +53.0% | 1,030 | $10K |
| Wells Fargo & Company | 0.00% | Add +80000.0% | 801 | $9K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 585 | $6K |
| Ameriflex Group, Inc. | 0.00% | — | 350 | $4K |
| National Bank of Canada | 0.00% | Add +5.6% | 339 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 300 | $3K |
| Qube Research & Technologies Ltd | 0.00% | New | 225 | $2K |
| Westend Capital Management, LLC | 0.00% | Reduce -94.7% | 87 | $924 |
| Founders Financial Alliance, LLC | 0.00% | No change | 60 | $637 |
| Assetmark, Inc. | 0.00% | No change | 36 | $382 |
| Group One Trading LLC | 0.00% | New | 12 | $127 |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $106 |
| 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.