Vaneck Mortgage REIT IncomeMORTETF
13F holders, Q1 2026 (March 31)85holders −7
10new positions
15sold out
1famous investor
$10.27avg. 13F price*
At the end of Q1 2026, 85 institutions reported holding Vaneck Mortgage REIT Income (MORT) in their 13F filings, down 7 from Q4 2025. 10 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($24.2M), Morgan Stanley ($17.8M) and Jaffetilchin Investment Partners, LLC ($15.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $12.4M |
| Exits | 15 | $24.2M |
All 13F filers, Q4 2025 → Q1 2026: 6,449,712 shares bought and 3,527,491 shares sold, net +2,922,221 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Bank of America Corp. | 0.00% | Add +266.8% | 2,355,913 | $24.2M |
| Morgan Stanley | 0.00% | Add +149.7% | 1,733,575 | $17.8M |
| Jaffetilchin Investment Partners, LLC | 0.89% | Add +6921.8% | 1,459,195 | $15.0M |
| LPL Financial LLC | 0.00% | Add +7.8% | 1,306,504 | $13.4M |
| BNP Paribas Financial Markets | 0.00% | New | 700,000 | $7.2M |
| UBS Group AG | 0.00% | Add +1042.1% | 364,797 | $3.7M |
| Cetera Investment Advisers | 0.00% | Add +14.0% | 285,155 | $2.9M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +5.0% | 257,876 | $2.6M |
| Advisor OS, LLC | 0.18% | New | 245,492 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +52.0% | 220,567 | $2.3M |
| Citadel Advisors | 0.00% | Add +387.5% | 192,083 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.5% | 183,217 | $1.9M |
| MML Investors Services, LLC | 0.00% | Reduce -36.1% | 169,624 | $1.7M |
| Integras Partners LLC | 1.07% | Add +14.5% | 158,992 | $1.6M |
| AXS Investments LLC | 0.66% | Reduce -40.5% | 158,507 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +23.1% | 142,889 | $1.5M |
| One Wealth Map LLC | 0.63% | Add +24.1% | 121,850 | $1.3M |
| Wedbush Securities Inc. | 0.03% | Reduce -2.2% | 108,936 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -28.8% | 95,354 | $978K |
| Raymond James Financial Inc. | 0.00% | Add +44.6% | 84,232 | $864K |
| Jane Street Group, LLC | 0.00% | Add +458.3% | 83,890 | $861K |
| Stifel Financial Corp. | 0.00% | Add +22.4% | 70,977 | $728K |
| Summit Financial, LLC | 0.01% | New | 64,784 | $665K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 64,200 | $659K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 64,200 | $659K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -48.8% | 62,776 | $644K |
| Susquehanna International Group, LLP | 0.00% | Add +421.1% | 62,168 | $638K |
| Fifth Third Securities, Inc. | 0.04% | Add +16.0% | 61,681 | $633K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.3% | 59,841 | $614K |
| Cascade Financial Partners, LLC | 0.06% | Add +1.6% | 57,876 | $594K |
| Osaic Holdings, Inc. | 0.00% | Add +37.2% | 57,346 | $588K |
| New England Private Wealth Advisors LLC | 0.07% | No change | 55,755 | $572K |
| Anson Capital, Inc. | 0.39% | Add +0.3% | 55,297 | $567K |
| Advyzon Investment Management, LLC | 0.05% | Add +35.7% | 50,094 | $514K |
| Wealthfront Advisers LLC | 0.00% | Add +72.1% | 48,868 | $501K |
| OneAscent Family Office, LLC | 0.35% | Reduce -4.6% | 48,255 | $495K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -29.2% | 47,241 | $471K |
| AlphaCore Capital LLC | 0.01% | Reduce -3.2% | 43,317 | $444K |
| Marshall & Sterling Wealth Advisors Inc. | 0.22% | Reduce -10.6% | 32,346 | $332K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 30,000 | $315K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 26,455 | $271K |
| NewEdge Advisors, LLC | 0.00% | Add +1.9% | 24,544 | $252K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -37.6% | 24,190 | $248K |
| HRT Financial LP | 0.00% | Reduce -30.1% | 23,348 | $239K |
| L & S Advisors Inc | 0.03% | New | 22,936 | $235K |
| Aurora Private Wealth, Inc. | 0.15% | New | 20,573 | $211K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +46.5% | 20,110 | $206K |
| Sigma Planning Corp | 0.01% | Reduce -4.9% | 19,288 | $198K |
| Lido Advisors, LLC | 0.00% | No change | 19,030 | $195K |
| TPG Advisors LLC | 0.11% | Add +11.2% | 16,833 | $173K |
| International Assets Investment Management, LLC | 0.01% | Reduce -9.6% | 16,500 | $163K |
| Thrivent Financial for Lutherans | 0.00% | Add +20.9% | 15,350 | $157K |
| HighTower Advisors, LLC | 0.00% | Reduce -98.8% | 14,687 | $151K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.2% | 14,624 | $150K |
| Veltria Advisors Corp. | 0.48% | No change | 13,710 | $144K |
| Z3 Capital Partners, LLC | 0.03% | Reduce -13.3% | 13,100 | $134K |
| Clear Creek Financial Management, LLC | 0.01% | Add +26.8% | 13,000 | $133K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 12,252 | $126K |
| Atwater Malick LLC | 0.03% | New | 11,141 | $114K |
| Fifth Third Bancorp | 0.00% | New | 10,756 | $110K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.8% | 10,426 | $107K |
| Triumph Capital Management | 0.02% | Add +21.3% | 8,543 | $88K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 7,690 | $79K |
| Hollencrest Capital Management | 0.00% | No change | 7,040 | $72K |
| Advisory Services Network, LLC | 0.00% | New | 5,613 | $58K |
| Investors Research Corp | 0.01% | No change | 5,258 | $54K |
| MAI Capital Management | 0.00% | No change | 4,305 | $44K |
| FMR LLC | 0.00% | Reduce -6.2% | 3,321 | $34K |
| AE Wealth Management LLC | 0.00% | Reduce -31.3% | 1,000 | $10K |
| Simplex Trading, LLC | 0.00% | Add +315.6% | 985 | $10K |
| US Bancorp \de | 0.00% | No change | 555 | $6K |
| Jones Financial Companies LLLP | 0.00% | Reduce -18.9% | 415 | $4K |
| National Bank of Canada | 0.00% | Add +10.9% | 376 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 300 | $3K |
| Country Trust Bank | 0.00% | No change | 300 | $3K |
| Roble, Belko & Company, Inc | 0.00% | No change | 190 | $2K |
| Cwm, LLC | 0.00% | Add +984.6% | 141 | $1K |
| Van Den Berg Management I, Inc. | 0.00% | Reduce -41.7% | 140 | $1K |
| Founders Financial Alliance, LLC | 0.00% | No change | 50 | $513 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 23 | $236 |
| Farther Finance Advisors, LLC | 0.00% | No change | 21 | $207 |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $103 |
| Signaturefd, LLC | 0.00% | No change | 2 | $17 |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $13 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $10 |
"% of holder's portfolio" is MORT's weight in each manager's 13F, not the share of Vaneck Mortgage REIT Income the manager owns.