MORT institutional holders

VanEck Mortgage REIT Income ETF · 94 reporting institutions · $124.5M reported value

Institutional holdings

Institutions reporting MORT, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$25.5M02026-06-30
Jaffetilchin Investment Partners, LLC$15M02026-03-31
Lpl Financial LLC$14.4M23,4582026-06-30
Morgan Stanley$13.2M23,1852026-06-30
Bnp Paribas Financial Markets$10.9M02026-06-30
Proficio Capital Partners LLC$3.5M22026-06-30
Cetera Investment Advisers$3.2M10,3702026-06-30
MML Investors Services, LLC$3M5,1202026-06-30
Ashton Thomas Private Wealth, LLC$2.7M962026-06-30
UBS Group AG$2.3M02026-06-30
Envestnet Pmc$2.1M602026-06-30
Steward Partners Investment Advisory, LLC$2.1M4812026-06-30
Tower Research Capital LLC (trc)$2M02026-06-30
Integras Partners LLC$1.9M42026-06-30
Equitable Holdings, Inc.$1.5M02026-06-30
Royal Bank of Canada$1.4M02026-06-30
Advisor Os, LLC$1.3M22026-06-30
One Wealth Map LLC$1.3M52026-06-30
Stifel Financial Corp$1.2M02026-06-30
Umb Bank, N.A.$1.1M02026-06-30
Alphacore Capital LLC$905.4K692026-06-30
Captrust Financial Advisors$828.8K9622026-06-30
Elevation Point Wealth Partners, LLC$784.3K562026-06-30
Vestmark Advisory Solutions, Inc.$784.3K82026-06-30
Raymond James Financial Inc$724.6K02026-06-30
Advyzon Investment Management, LLC$715.4K22026-06-30
Citadel Advisors LLC$667.7K02026-06-30
Fifth Third Securities, Inc.$623.8K1,0142026-06-30
Osaic Holdings, Inc.$622.7K02026-06-30
Anson Capital, Inc.$583.8K32026-06-30
New England Private Wealth Advisors LLC$541.9K122026-06-30
D. E. Shaw & Co., LP$503.2K02026-06-30
Wealth Enhancement Advisory Services, LLC$470.5K1,0262026-06-30
Cascade Financial Partners, LLC$434.5K72026-06-30
Wealthfront Advisers LLC$362.6K402026-06-30
Marshall & Sterling Wealth Advisors Inc.$341.2K102026-06-30
Hillsdale Investment Management Inc.$313.8K02026-06-30
Sax Wealth Advisors, LLC$307.8K422026-06-30
Institute for Wealth Management, Llc.$274.1K132026-06-30
Rossby Financial, Lcc$262.1K312026-06-30
Soltis Investment Advisors LLC$240.2K782026-06-30
L & S Advisors Inc$237.6K122026-06-30
Susquehanna International Group, LLP$236.5K02026-06-30
Sigma Planning Corp$226.2K4742026-06-30
Oneascent Family Offices$217K92026-06-30
Northwestern Mutual Wealth Management Co$211.1K02026-06-30
Lido Advisors, LLC$197.2K3202026-06-30
Clear Creek Financial Management, LLC$189.1K442026-06-30
Jpmorgan Chase & Co$181K02026-06-30
Tpg Advisors LLC$178.2K42026-06-30
International Assets Investment Management, LLC$163.2K1222026-06-30
Sowell Financial Services LLC$146.1K1082026-06-30
Kestra Private Wealth Services, LLC$145.3K2062026-06-30
Veltria Advisors Corp.$142K32026-06-30
Atwater Malick$134.9K32026-06-30
Wealthcare Advisory Partners LLC$123K1702026-06-30
Private Advisor Group, LLC$114.5K9272026-06-30
Fifth Third Bancorp$112.5K02026-06-30
Rockefeller Capital Management LP$108.2K3462026-06-30
Triumph Capital Management$99.9K142026-06-30
Keating Financial Advisory Services, Inc.$79.7K252026-06-30
Hollencrest Capital Management$72.9K152026-06-30
Irc Wealth$54.5K72026-06-30
Huntington National Bank$50.1K02026-06-30
Fmr LLC$36.5K02026-06-30
Quantum Portfolio Management LLC$29.5K42026-06-30
Continuum Advisory, LLC$22K402026-06-30
Shp Wealth Management$16.3K322026-06-30
Armstrong Advisory Group, Inc$11.4K142026-06-30
Ae Wealth Management LLC$10.4K4712026-06-30
Ameritas Advisory Services, LLC$6.3K5502026-06-30
US Bancorp$5.8K02026-06-30
Newedge Advisors$4.9K6012026-06-30
Jones Financial Companies LLLP$4.3K02026-06-30
National Bank of Canada /fi$3.9K02026-06-30
Country Trust Bank$3.1K02026-06-30
Aspect Partners, LLC$3.1K52026-06-30
Van Den Berg Management I, Inc$1.5K102026-06-30
Cwm, LLC$1.4K6672026-03-31
Global Retirement Partners LLC$1.2K4912026-06-30
Wedbush Securities Inc$1.2K2202026-06-30
Cambridge Investment Research Advisors, Inc.$6143,9402026-03-31
Founders Financial Alliance, LLC$518322026-06-30
Elevated Capital Advisors, LLC$238202026-06-30
Farther Finance Advisors, LLC$2183342026-06-30
Aurora Private Wealth, Inc.$213202026-06-30
Flow Traders U.S. LLC$17802026-06-30
Thrivent Financial for Lutherans$14102026-06-30
Harbour Investments, Inc.$1042472026-06-30
Signaturefd, LLC$18492026-06-30
Motiv8 Investments LLC$13102025-12-31
O'Shaughnessy Asset Management, LLC$10582026-06-30
Wells Fargo & Company/mn$702026-06-30
Roble, Belko and Company, Inc.$282026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30