Vaneck Mortgage REIT IncomeMORTETF
13F holders, Q2 2025 (June 30)77holders −5
12new positions
18sold out
1famous investor
$10.56avg. 13F price*
At the end of Q2 2025, 77 institutions reported holding Vaneck Mortgage REIT Income (MORT) in their 13F filings, down 5 from Q1 2025. 12 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($11.1M), Gradient Investments LLC ($7.2M) and Bank of America Corp. ($5.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.8M |
| Exits | 18 | $4.2M |
All 13F filers, Q1 2025 → Q2 2025: 958,881 shares bought and 1,248,550 shares sold, net −289,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| LPL Financial LLC | 0.00% | Reduce -22.9% | 1,053,927 | $11.1M |
| Gradient Investments LLC | 0.13% | Add +6.1% | 683,668 | $7.2M |
| Bank of America Corp. | 0.00% | Add +15.4% | 549,788 | $5.8M |
| AXS Investments LLC | 2.14% | Reduce -12.9% | 493,198 | $5.2M |
| Drive Wealth Management, LLC | 0.80% | Add +8.8% | 344,425 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.09% | New | 249,719 | $2.6M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 244,784 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +6.4% | 230,615 | $2.4M |
| Arete Wealth Advisors, LLC | 0.15% | Add +6.4% | 203,761 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +3.2% | 159,058 | $1.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.36% | Reduce -4.7% | 152,433 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +2318.7% | 141,327 | $1.5M |
| Integras Partners LLC | 1.42% | Reduce -12.9% | 124,951 | $1.3M |
| UBS Group AG | 0.00% | Add +343.6% | 120,897 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +115.2% | 109,362 | $1.2M |
| One Wealth Map LLC | 0.63% | Add +15.3% | 109,454 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +5.8% | 107,390 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +20.2% | 102,561 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +0.7% | 83,808 | $885K |
| Independent Financial Group, LLC | 0.02% | Reduce -50.3% | 75,445 | $797K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.3% | 71,710 | $757K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.1% | 68,681 | $725K |
| AlphaCore Capital LLC | 0.03% | Add +12.7% | 68,054 | $719K |
| Stifel Financial Corp. | 0.00% | Add +19.7% | 65,126 | $688K |
| Citadel Advisors | 0.00% | Add +45.8% | 61,243 | $647K |
| New England Private Wealth Advisors LLC | 0.09% | New | 55,755 | $589K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 55,736 | $589K |
| Fifth Third Securities, Inc. | 0.04% | Add +25.0% | 47,473 | $501K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.0% | 46,870 | $497K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -89.2% | 44,858 | $474K |
| Cascade Financial Partners, LLC | 0.05% | No change | 41,020 | $433K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.6% | 39,646 | $419K |
| Osaic Holdings, Inc. | 0.00% | Add +30.1% | 37,129 | $392K |
| Marshall & Sterling Wealth Advisors Inc. | 0.25% | Add +156.1% | 35,015 | $370K |
| Advyzon Investment Management, LLC | 0.08% | Add +27.1% | 33,954 | $359K |
| Thrivent Financial for Lutherans | 0.00% | Add +3.6% | 30,530 | $322K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 30,000 | $317K |
| Institute for Wealth Management, LLC. | 0.03% | Add +74.7% | 25,811 | $273K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.4% | 24,942 | $263K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Reduce -1.3% | 21,508 | $227K |
| International Assets Investment Management, LLC | 0.02% | No change | 21,250 | $224K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +3.8% | 20,382 | $215K |
| Brookwood Investment Group LLC | 0.03% | New | 20,143 | $213K |
| Lido Advisors, LLC | 0.00% | No change | 19,030 | $201K |
| Consolidated Portfolio Review Corp | 0.02% | Reduce -16.4% | 16,354 | $173K |
| Hillsdale Investment Management Inc. | 0.01% | New | 14,600 | $154K |
| Sigma Planning Corp | 0.00% | Add +9.7% | 14,200 | $150K |
| Sowell Financial Services LLC | 0.01% | No change | 14,051 | $148K |
| Harvest Investment Services, LLC | 0.03% | Add +19.6% | 13,789 | $146K |
| Jane Street Group, LLC | 0.00% | New | 12,657 | $134K |
| HUB Investment Partners, LLC | 0.00% | Add +0.8% | 10,727 | $113K |
| Hollencrest Capital Management | 0.00% | No change | 7,040 | $74K |
| Investors Research Corp | 0.01% | No change | 5,258 | $56K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 4,000 | $42K |
| MAI Capital Management | 0.00% | Add +3.1% | 3,966 | $42K |
| FMR LLC | 0.00% | Add +9.9% | 3,190 | $34K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,508 | $26K |
| Simplex Trading, LLC | 0.00% | Reduce -27.1% | 2,246 | $23K |
| Consultiva Wealth Management, Corp. | 0.03% | No change | 1,000 | $11K |
| AE Wealth Management LLC | 0.00% | No change | 1,000 | $11K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 585 | $6K |
| Ulland Investment Advisors, LLC | 0.00% | New | 601 | $6K |
| US Bancorp \de | 0.00% | Reduce -90.4% | 555 | $6K |
| National Bank of Canada | 0.00% | No change | 339 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 300 | $3K |
| Country Trust Bank | 0.00% | New | 300 | $3K |
| Group One Trading LLC | 0.00% | New | 268 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 104 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 99 | $1K |
| JPMorgan Chase & Co. | 0.00% | Add +6.9% | 93 | $982 |
| Founders Financial Alliance, LLC | 0.00% | Reduce -16.7% | 50 | $528 |
| Assetmark, Inc. | 0.00% | No change | 36 | $380 |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $106 |
| Blue Trust, Inc. | 0.00% | New | 6 | $63 |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $12 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $11 |
| Cwm, LLC | 0.00% | Reduce -96.5% | 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.