Vaneck Mortgage REIT IncomeMORTETF
13F holders, Q1 2025 (March 31)82holders +12
16new positions
4sold out
1famous investor
$11.15avg. 13F price*
At the end of Q1 2025, 82 institutions reported holding Vaneck Mortgage REIT Income (MORT) in their 13F filings, up 12 from Q4 2024. 16 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($15.3M), Gradient Investments LLC ($7.2M) and AXS Investments LLC ($6.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $11.0M |
| Exits | 4 | $982K |
All 13F filers, Q4 2024 → Q1 2025: 1,862,629 shares bought and 280,081 shares sold, net +1,582,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| LPL Financial LLC | 0.01% | Add +52.1% | 1,366,939 | $15.3M |
| Gradient Investments LLC | 0.15% | Add +6.7% | 644,462 | $7.2M |
| AXS Investments LLC | 1.75% | New | 566,455 | $6.3M |
| Bank of America Corp. | 0.00% | Reduce -15.3% | 476,245 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.8% | 415,300 | $4.6M |
| Drive Wealth Management, LLC | 0.83% | Add +7.0% | 316,602 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 248,214 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +7.6% | 216,828 | $2.4M |
| Arete Wealth Advisors, LLC | 0.16% | Add +0.9% | 191,460 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Add +1028.1% | 181,049 | $2.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.48% | Add +12.0% | 159,900 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +8.1% | 154,103 | $1.7M |
| Independent Financial Group, LLC | 0.06% | New | 151,726 | $1.7M |
| Integras Partners LLC | 1.53% | Add +21.3% | 143,456 | $1.6M |
| Wedbush Securities Inc. | 0.04% | Add +8.4% | 101,457 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +10.9% | 85,311 | $953K |
| Susquehanna International Group, LLP | 0.00% | New | 83,251 | $930K |
| One Wealth Map LLC | 0.60% | Add +0.5% | 94,947 | $895K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.3% | 69,446 | $776K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 68,133 | $761K |
| AlphaCore Capital LLC | 0.06% | New | 60,394 | $675K |
| Raymond James Financial Inc. | 0.00% | Add +23.6% | 56,077 | $626K |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 54,426 | $608K |
| Royal Bank of Canada | 0.00% | Add +0.4% | 50,811 | $568K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +47.2% | 46,867 | $524K |
| Citadel Advisors | 0.00% | Add +36.8% | 42,000 | $469K |
| Cascade Financial Partners, LLC | 0.06% | Add +10.9% | 41,020 | $458K |
| Janney Montgomery Scott LLC | 0.00% | Add +73.3% | 40,423 | $452K |
| Wealthfront Advisers LLC | 0.00% | Reduce -30.3% | 39,872 | $445K |
| Fifth Third Securities, Inc. | 0.04% | Add +3.7% | 37,992 | $424K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 30,000 | $335K |
| Thrivent Financial for Lutherans | 0.00% | Add +2.0% | 29,456 | $329K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 28,547 | $319K |
| Osaic Holdings, Inc. | 0.00% | Add +18.5% | 28,543 | $319K |
| UBS Group AG | 0.00% | Reduce -68.8% | 27,256 | $304K |
| Advyzon Investment Management, LLC | 0.11% | Add +83.6% | 26,717 | $298K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 26,365 | $294K |
| HRT Financial LP | 0.00% | New | 25,982 | $290K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -3.1% | 21,784 | $243K |
| International Assets Investment Management, LLC | 0.02% | No change | 21,250 | $237K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +7.7% | 19,636 | $219K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -4.4% | 19,571 | $219K |
| Lido Advisors, LLC | 0.00% | No change | 19,030 | $213K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 18,000 | $201K |
| Quadrature Capital Ltd | 0.00% | New | 15,208 | $170K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 14,775 | $165K |
| Sowell Financial Services LLC | 0.01% | New | 14,051 | $157K |
| Marshall & Sterling Wealth Advisors Inc. | 0.10% | New | 13,674 | $153K |
| Triumph Capital Management | 0.05% | No change | 13,013 | $145K |
| Sigma Planning Corp | 0.00% | Add +4.0% | 12,950 | $145K |
| JBR Co Financial Management Inc | 0.08% | New | 12,785 | $143K |
| Harvest Investment Services, LLC | 0.04% | Add +4.8% | 11,530 | $129K |
| Two Sigma Securities, LLC | 0.02% | Add +8.2% | 11,466 | $128K |
| HUB Investment Partners, LLC | 0.00% | No change | 10,645 | $119K |
| ARS Wealth Advisors Group, LLC | 0.02% | Reduce -34.6% | 10,409 | $116K |
| AllSquare Wealth Management LLC | 0.05% | No change | 7,500 | $84K |
| Hollencrest Capital Management | 0.00% | No change | 7,040 | $79K |
| Mattson Financial Services, LLC | 0.02% | Add +17.1% | 6,873 | $77K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 5,843 | $65K |
| US Bancorp \de | 0.00% | Add +283.7% | 5,755 | $64K |
| Investors Research Corp | 0.01% | No change | 5,258 | $59K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 4,000 | $45K |
| MAI Capital Management | 0.00% | No change | 3,848 | $43K |
| Simplex Trading, LLC | 0.00% | Add +199.0% | 3,080 | $34K |
| FMR LLC | 0.00% | Reduce -0.1% | 2,903 | $32K |
| Consultiva Wealth Management, Corp. | 0.04% | New | 1,000 | $11K |
| AE Wealth Management LLC | 0.00% | New | 1,000 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -41.5% | 885 | $10K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 585 | $7K |
| Painted Porch Advisors LLC | 0.00% | New | 496 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Add +88.9% | 425 | $5K |
| Cwm, LLC | 0.00% | Add +2776.9% | 374 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 350 | $4K |
| National Bank of Canada | 0.00% | No change | 339 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 300 | $3K |
| Westend Capital Management, LLC | 0.00% | No change | 87 | $972 |
| JPMorgan Chase & Co. | 0.00% | New | 87 | $972 |
| Founders Financial Alliance, LLC | 0.00% | No change | 60 | $671 |
| Assetmark, Inc. | 0.00% | No change | 36 | $402 |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $112 |
| Tradewinds Capital Management, LLC | 0.00% | New | 4 | $41 |
| Wells Fargo & Company | 0.00% | Reduce -99.8% | 2 | $23 |
"% of holder's portfolio" is MORT's weight in each manager's 13F, not the share of Vaneck Mortgage REIT Income the manager owns.