Who owns MORT?
VanEck Mortgage REIT Income ETF · VanEck
90 institutions reported holding MORT, worth $112.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MORT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $25.5M | 2,464,512 | +108,599 shares |
| LPL Financial LLC | Fort Mill, SC | $14.4M | 1,388,361 | +81,857 shares |
| Morgan Stanley | New York, NY | $13.2M | 1,273,176 | −460,399 shares |
| BNP Paribas Financial Markets | Paris, France | $10.9M | 1,050,000 | +350,000 shares |
| Proficio Capital Partners LLC | Newton, MA | $3.5M | 342,570 | New position |
| Cetera Investment Advisers | Schaumburg, IL | $3.2M | 308,495 | +23,340 shares |
| MML Investors Services, LLC | Springfield, MA | $3.0M | 292,131 | +122,507 shares |
| Ashton Thomas Private Wealth, LLC | Scottsdale, AZ | $2.7M | 259,645 | +1,769 shares |
| UBS Group AG | Zurich, Switzerland | $2.3M | 225,307 | −139,490 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.1M | 202,898 | +19,681 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MORT?
90 institutional managers reported holding MORT in Form 13F filings for June 30, 2026, worth $112.1M in total. The largest reported position was held by Bank of America Corp., at $25.5M.
Did institutions buy or sell MORT last quarter?
Reported 13F value rose 5.1% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MORT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.