Vaneck Mortgage REIT IncomeMORTETF
13F holders, Q3 2025 (September 30)84holders +7
16new positions
9sold out
$10.76avg. 13F price*
At the end of Q3 2025, 84 institutions reported holding Vaneck Mortgage REIT Income (MORT) in their 13F filings, up 7 from Q2 2025. 16 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($11.9M), Gradient Investments LLC ($7.5M) and Bank of America Corp. ($5.9M).
- Company
- Vaneck Mortgage REIT Income
- CUSIP
- 92189F452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $5.4M |
| Exits | 9 | $808K |
All 13F filers, Q2 2025 → Q3 2025: 1,053,897 shares bought and 692,787 shares sold, net +361,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| LPL Financial LLC | 0.00% | Add +5.1% | 1,107,802 | $11.9M |
| Gradient Investments LLC | 0.12% | Add +1.5% | 693,992 | $7.5M |
| Bank of America Corp. | 0.00% | Add +0.1% | 550,430 | $5.9M |
| AXS Investments LLC | 1.42% | Reduce -15.4% | 417,294 | $4.5M |
| Morgan Stanley | 0.00% | Add +59.6% | 390,751 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +0.1% | 249,908 | $2.7M |
| Arete Wealth Advisors, LLC | 0.16% | Add +19.2% | 242,844 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +3.7% | 239,146 | $2.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.45% | Add +41.9% | 216,284 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +19.8% | 190,617 | $2.1M |
| Quadrature Capital Ltd | 0.02% | New | 166,069 | $1.8M |
| Soltis Investment Advisors LLC | 0.12% | New | 160,342 | $1.7M |
| Integras Partners LLC | 1.29% | Add +18.3% | 147,864 | $1.6M |
| Drive Wealth Management, LLC | 0.29% | Reduce -63.0% | 127,503 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +11.2% | 114,016 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +0.9% | 108,390 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +50.9% | 108,218 | $1.2M |
| One Wealth Map LLC | 0.61% | Add +0.0% | 109,485 | $1.1M |
| UBS Group AG | 0.00% | Reduce -16.5% | 100,965 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.3% | 81,270 | $875K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +51.2% | 67,810 | $730K |
| AlphaCore Capital LLC | 0.02% | Reduce -0.6% | 67,656 | $729K |
| Stifel Financial Corp. | 0.00% | Reduce -6.0% | 61,233 | $659K |
| New England Private Wealth Advisors LLC | 0.08% | No change | 55,755 | $600K |
| Fifth Third Securities, Inc. | 0.04% | Add +10.0% | 52,215 | $562K |
| Jane Street Group, LLC | 0.00% | Add +308.0% | 51,637 | $556K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -65.2% | 49,194 | $530K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.3% | 50,755 | $529K |
| Royal Bank of Canada | 0.00% | Reduce -58.2% | 45,703 | $493K |
| Wealthfront Advisers LLC | 0.00% | Add +6.3% | 42,143 | $454K |
| Cascade Financial Partners, LLC | 0.05% | No change | 41,020 | $442K |
| Raymond James Financial Inc. | 0.00% | Reduce -30.6% | 38,652 | $416K |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 38,072 | $414K |
| Marshall & Sterling Wealth Advisors Inc. | 0.24% | Add +0.9% | 35,347 | $380K |
| Hillsdale Investment Management Inc. | 0.01% | Add +139.0% | 34,900 | $376K |
| XTX Topco Ltd | 0.02% | New | 32,723 | $352K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.2% | 32,554 | $351K |
| Independent Financial Group, LLC | 0.01% | Reduce -57.1% | 32,388 | $349K |
| Advyzon Investment Management, LLC | 0.06% | Reduce -5.4% | 32,116 | $346K |
| OneAscent Family Office, LLC | 0.27% | New | 31,370 | $338K |
| Qube Research & Technologies Ltd | 0.00% | New | 31,191 | $336K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 30,000 | $323K |
| Brookwood Investment Group LLC | 0.04% | Add +34.1% | 27,016 | $291K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 25,811 | $278K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +4.2% | 21,247 | $229K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Reduce -1.3% | 21,237 | $229K |
| International Assets Investment Management, LLC | 0.02% | No change | 21,250 | $222K |
| Lido Advisors, LLC | 0.00% | No change | 19,030 | $205K |
| Avior Wealth Management, LLC | 0.01% | New | 18,894 | $203K |
| Anson Capital, Inc. | 0.14% | New | 17,918 | $193K |
| Sigma Planning Corp | 0.01% | Add +21.8% | 17,300 | $186K |
| Consolidated Portfolio Review Corp | 0.02% | Reduce -4.2% | 15,668 | $169K |
| Insigneo Advisory Services, LLC | 0.01% | New | 15,454 | $166K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.9% | 13,924 | $150K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -44.3% | 13,899 | $150K |
| Harvest Investment Services, LLC | 0.03% | Reduce -1.3% | 13,608 | $147K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,480 | $145K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -58.4% | 12,700 | $137K |
| TPG Advisors LLC | 0.07% | New | 10,262 | $111K |
| Hollencrest Capital Management | 0.00% | No change | 7,040 | $76K |
| Simplex Trading, LLC | 0.00% | Add +200.9% | 6,758 | $72K |
| Advisory Services Network, LLC | 0.00% | New | 5,640 | $61K |
| Investors Research Corp | 0.01% | No change | 5,258 | $57K |
| MAI Capital Management | 0.00% | Add +2.0% | 4,046 | $44K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 4,000 | $43K |
| FMR LLC | 0.00% | Add +1.8% | 3,246 | $35K |
| Global Retirement Partners, LLC | 0.00% | Add +1155.8% | 1,306 | $14K |
| AE Wealth Management LLC | 0.00% | No change | 1,000 | $11K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 585 | $6K |
| US Bancorp \de | 0.00% | No change | 555 | $6K |
| Bank of Montreal | 0.00% | New | 378 | $4K |
| National Bank of Canada | 0.00% | No change | 339 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 300 | $3K |
| Country Trust Bank | 0.00% | No change | 300 | $3K |
| Clearstead Advisors, LLC | 0.00% | New | 160 | $2K |
| Blue Trust, Inc. | 0.00% | Add +2400.0% | 150 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 50 | $539 |
| Farther Finance Advisors, LLC | 0.00% | New | 21 | $226 |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 13 | $140 |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $108 |
| Signaturefd, LLC | 0.00% | New | 2 | $17 |
| Wells Fargo & Company | 0.00% | No change | 1 | $11 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $11 |
| 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.