Vaneck Mortgage REIT IncomeMORTETF
13F holders, Q4 2025 (December 31)92holders +8
17new positions
11sold out
1famous investor
$10.98avg. 13F price*
At the end of Q4 2025, 92 institutions reported holding Vaneck Mortgage REIT Income (MORT) in their 13F filings, up 8 from Q3 2025. 17 opened new positions and 11 sold out. The largest holders were HighTower Advisors, LLC ($13.4M), LPL Financial LLC ($12.7M) and Gradient Investments LLC ($7.4M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $27.2M |
| Exits | 11 | $4.6M |
All 13F filers, Q3 2025 → Q4 2025: 3,145,184 shares bought and 1,031,523 shares sold, net +2,113,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| HighTower Advisors, LLC | 0.01% | New | 1,273,864 | $13.4M |
| LPL Financial LLC | 0.00% | Add +9.4% | 1,212,310 | $12.7M |
| Gradient Investments LLC | 0.12% | Add +1.8% | 706,782 | $7.4M |
| Morgan Stanley | 0.00% | Add +77.7% | 694,284 | $7.3M |
| Bank of America Corp. | 0.00% | Add +16.7% | 642,343 | $6.8M |
| Two Sigma Investments, LP | 0.01% | New | 638,349 | $6.7M |
| Phoenix Financial Ltd. | 0.05% | New | 6,706 | $4.3M |
| AXS Investments LLC | 0.96% | Reduce -36.1% | 266,501 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +11.0% | 265,520 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +31.2% | 250,144 | $2.6M |
| Arete Wealth Advisors, LLC | 0.18% | Add +2.0% | 247,658 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -1.8% | 245,471 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.7% | 153,376 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +78.5% | 145,104 | $1.5M |
| Integras Partners LLC | 1.18% | Reduce -6.1% | 138,851 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +193.0% | 133,930 | $1.4M |
| Soltis Investment Advisors LLC | 0.09% | Reduce -23.5% | 122,677 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +1.8% | 116,100 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Add +2.8% | 111,390 | $1.2M |
| Focused Wealth Management, Inc | 0.12% | New | 109,587 | $1.2M |
| One Wealth Map LLC | 0.54% | Reduce -10.3% | 98,173 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +31.4% | 66,717 | $718K |
| Raymond James Financial Inc. | 0.00% | Add +50.7% | 58,238 | $612K |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 57,993 | $610K |
| Cascade Financial Partners, LLC | 0.06% | Add +38.9% | 56,956 | $599K |
| New England Private Wealth Advisors LLC | 0.07% | No change | 55,755 | $586K |
| Anson Capital, Inc. | 0.42% | Add +207.6% | 55,118 | $579K |
| Fifth Third Securities, Inc. | 0.04% | Add +1.9% | 53,192 | $559K |
| OneAscent Family Office, LLC | 0.36% | Add +61.2% | 50,581 | $532K |
| Qube Research & Technologies Ltd | 0.00% | Add +57.2% | 49,043 | $515K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.1% | 47,381 | $498K |
| AlphaCore Capital LLC | 0.01% | Reduce -33.9% | 44,750 | $470K |
| Osaic Holdings, Inc. | 0.00% | Add +9.8% | 41,794 | $439K |
| Citadel Advisors | 0.00% | New | 39,405 | $414K |
| Hillsdale Investment Management Inc. | 0.01% | Add +11.2% | 38,800 | $408K |
| Advyzon Investment Management, LLC | 0.04% | Add +14.9% | 36,910 | $388K |
| Marshall & Sterling Wealth Advisors Inc. | 0.25% | Add +2.3% | 36,166 | $380K |
| HRT Financial LP | 0.00% | New | 33,404 | $351K |
| UBS Group AG | 0.00% | Reduce -68.4% | 31,940 | $336K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 30,000 | $315K |
| Quadrature Capital Ltd | 0.00% | Reduce -82.0% | 29,817 | $313K |
| Wealthfront Advisers LLC | 0.00% | Reduce -32.6% | 28,399 | $298K |
| XTX Topco Ltd | 0.01% | Reduce -14.4% | 28,004 | $294K |
| JPMorgan Chase & Co. | 0.00% | New | 26,896 | $283K |
| Institute for Wealth Management, LLC. | 0.03% | Add +2.5% | 26,455 | $278K |
| NewEdge Advisors, LLC | 0.00% | New | 24,084 | $253K |
| Independent Financial Group, LLC | 0.01% | Reduce -32.0% | 22,024 | $231K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -56.4% | 21,440 | $225K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Reduce -2.1% | 20,781 | $218K |
| Sigma Planning Corp | 0.01% | Add +17.3% | 20,288 | $213K |
| Lido Advisors, LLC | 0.00% | No change | 19,030 | $205K |
| International Assets Investment Management, LLC | 0.01% | Reduce -14.1% | 18,250 | $192K |
| Sowell Financial Services LLC | 0.01% | Add +10.8% | 15,424 | $162K |
| TPG Advisors LLC | 0.10% | Add +47.5% | 15,133 | $159K |
| Z3 Capital Partners, LLC | 0.04% | — | 15,100 | $159K |
| Jane Street Group, LLC | 0.00% | Reduce -70.9% | 15,025 | $158K |
| Veltria Advisors Corp. | 0.67% | New | 13,710 | $154K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 13,732 | $144K |
| Harvest Investment Services, LLC | 0.03% | No change | 13,608 | $143K |
| Thrivent Financial for Lutherans | 0.00% | No change | 12,700 | $133K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.0% | 12,534 | $132K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -42.3% | 12,252 | $129K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.4% | 11,929 | $125K |
| Clear Creek Financial Management, LLC | 0.01% | New | 10,250 | $108K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 7,690 | $81K |
| Triumph Capital Management | 0.02% | New | 7,043 | $74K |
| Hollencrest Capital Management | 0.00% | No change | 7,040 | $74K |
| Investors Research Corp | 0.01% | No change | 5,258 | $55K |
| MAI Capital Management | 0.00% | Add +6.4% | 4,305 | $45K |
| FMR LLC | 0.00% | Add +9.1% | 3,540 | $37K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,177 | $33K |
| AE Wealth Management LLC | 0.00% | Add +45.5% | 1,455 | $15K |
| Motiv8 Investments LLC | 0.01% | New | 1,250 | $13K |
| US Bancorp \de | 0.00% | No change | 555 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 512 | $5K |
| 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 |
| Van Den Berg Management I, Inc. | 0.00% | Reduce -59.0% | 240 | $3K |
| Simplex Trading, LLC | 0.00% | Reduce -96.5% | 237 | $2K |
| Roble, Belko & Company, Inc | 0.00% | New | 190 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 150 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -91.3% | 113 | $1K |
| Founders Financial Alliance, LLC | 0.00% | No change | 50 | $526 |
| Elevated Capital Advisors, LLC | 0.00% | New | 23 | $242 |
| Farther Finance Advisors, LLC | 0.00% | No change | 21 | $221 |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $105 |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $21 |
| Signaturefd, LLC | 0.00% | No change | 2 | $17 |
| Citigroup Inc. | 0.00% | New | 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.