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Vaneck Mortgage REIT Income (MORT)

CUSIP: 92189F452 | NYSE | 344 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC1,027,560
0.0% of portfolio›$8.6M
Ashton Thomas Private Wealth, LLC262,150
0.0% of portfolio›$2.2M
Integras Partners LLC189,980
0.9% of portfolio›$1.6M
UMB Bank, n.a.116,500
0.0% of portfolio›$979.8K
Wedbush Securities Inc113,505
0.0% of portfolio›$955
Fifth Third Securities, Inc.86,396
0.0% of portfolio›$726.6K
Anson Capital, Inc.56,920
0.3% of portfolio›$478.7K
New England Private Wealth Advisors LLC55,755
0.0% of portfolio›$468.9K
Pettinga Financial Advisors LLC42,400
0.1% of portfolio›$356.6K
Wealth Enhancement Advisory Services, LLC38,629
0.0% of portfolio›$301.7K
Advisor OS, LLC37,168
0.0% of portfolio›$312.6K
Cambridge Investment Research Advisors, Inc.37,071
0.0% of portfolio›$312
Marshall & Sterling Wealth Advisors Inc.33,928
0.2% of portfolio›$285.3K
SAX Wealth Advisors, LLC30,000
0.0% of portfolio›$252.3K
Rossby Financial, LCC29,172
0.0% of portfolio›$245.3K
Institute for Wealth Management, Llc.26,455
0.0% of portfolio›$222.5K
Sigma Planning Corp21,899
0.0% of portfolio›$184.2K
Aurora Private Wealth, Inc.20,573
0.0% of portfolio›$173
Lido Advisors, LLC19,030
0.0% of portfolio›$160.0K
Clear Creek Financial Management, LLC18,500
0.0% of portfolio›$155.6K
TPG Advisors LLC17,645
0.1% of portfolio›$148.4K
StoneX Group Inc.16,148
0.0% of portfolio›$156.2K
Sowell Financial Services LLC14,104
0.0% of portfolio›$118.6K
Kestra Private Wealth Services, LLC13,829
0.0% of portfolio›$116.3K
Veltria Advisors Corp.13,710
0.1% of portfolio›$115.3K
Thrivent Financial for Lutherans13,655
0.0% of portfolio›$115
Atwater Malick LLC13,023
0.0% of portfolio›$109.5K
Willner & Heller, LLC11,795
0.1% of portfolio›$99.2K
Soltis Investment Advisors LLC11,233
0.0% of portfolio›$94.5K
Fifth Third Bancorp10,862
0.0% of portfolio›$91.3K
AMG National Trust Bank10,465
0.0% of portfolio›$88.0K
Triumph Capital Management10,143
0.0% of portfolio›$85.3K
Wealthcare Advisory Partners LLC10,075
0.0% of portfolio›$84.7K
Krilogy Financial LLC10,000
0.0% of portfolio›$77.2K
Investors Research Corp5,258
0.0% of portfolio›$44.2K
Armstrong Advisory Group, Inc2,078
0.0% of portfolio›$17.5K
Latitude Advisors, LLC648
0.0% of portfolio›$5.5K
US Bancorp \de\555
0.0% of portfolio›$4.7K
Country Trust Bank300
0.0% of portfolio›$2.5K
Aspect Partners, LLC300
0.0% of portfolio›$2.5K
Canton Hathaway, LLC138
0.0% of portfolio›$1.2K
Elevated Capital Advisors, LLC23
0.0% of portfolio›$193
Farther Finance Advisors, LLC21
0.0% of portfolio›$177
Signaturefd, LLC2
0.0% of portfolio›$15
StyleTurnoverLocationFiled
LPL Financial LLC
1,027,560$8.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Ashton Thomas Private Wealth, LLC
262,150$2.2M0.0%CoreMediumScottsdale, AZ2026-11-03
Integras Partners LLC
189,980$1.6M0.9%CoreLowAlpharetta, GA2026-10-30
UMB Bank, n.a.
116,500$979.8K0.0%CoreLowKansas City, MO2026-11-06
Wedbush Securities Inc
113,505$9550.0%CoreLowPasadena, CA2026-10-22
Fifth Third Securities, Inc.
86,396$726.6K0.0%ETFLowCincinnati, OH2026-10-21
Anson Capital, Inc.
56,920$478.7K0.3%ETFLowTyrone, GA2026-10-23
New England Private Wealth Advisors LLC
55,755$468.9K0.0%ETFVery LowWellesley, MA2026-10-19
Pettinga Financial Advisors LLC
42,400$356.6K0.1%ETFMediumEvansville, IN2026-10-13
Wealth Enhancement Advisory Services, LLC
38,629$301.7K0.0%CoreLowPlymouth, MN2026-10-13
Advisor OS, LLC
37,168$312.6K0.0%ETFMediumChicago, IL2026-11-03
Cambridge Investment Research Advisors, Inc.
37,071$3120.0%ETFLowFairfield, IA2026-11-02
Marshall & Sterling Wealth Advisors Inc.
33,928$285.3K0.2%ETFMediumPoughkeepsie, NY2026-10-28
SAX Wealth Advisors, LLC
30,000$252.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Rossby Financial, LCC
29,172$245.3K0.0%ETFMediumMelbourne, FL2026-11-05
Institute for Wealth Management, Llc.
26,455$222.5K0.0%GrowthLowDenver, CO2026-11-06
Sigma Planning Corp
21,899$184.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Aurora Private Wealth, Inc.
20,573$1730.0%ETFLowRockaway, NJ2026-10-20
Lido Advisors, LLC
19,030$160.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Clear Creek Financial Management, LLC
18,500$155.6K0.0%ETFMediumSilverdale, WA2026-10-28
TPG Advisors LLC
17,645$148.4K0.1%ETFVery LowNorthfield, IL2026-10-16
StoneX Group Inc.
16,148$156.2K0.0%ETFMediumNew York, NY2026-11-03
Sowell Financial Services LLC
14,104$118.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Kestra Private Wealth Services, LLC
13,829$116.3K0.0%GrowthLowAustin, TX2026-11-06
Veltria Advisors Corp.
13,710$115.3K0.1%ETFMediumMiami, FL2026-11-05
Thrivent Financial for Lutherans
13,655$1150.0%GARPMediumMinneapolis, MN2026-11-05
Atwater Malick LLC
13,023$109.5K0.0%CoreLowLancaster, PA2026-10-15
Willner & Heller, LLC
11,795$99.2K0.1%GrowthLowEncino, CA2026-10-28
Soltis Investment Advisors LLC
11,233$94.5K0.0%CoreMediumSt. George, UT2026-10-28
Fifth Third Bancorp
10,862$91.3K0.0%IndexVery LowCincinnati, OH2026-11-05
AMG National Trust Bank
10,465$88.0K0.0%ETFLowGreenwood Village, CO2026-11-05
Triumph Capital Management
10,143$85.3K0.0%ETFMediumDenver, CO2026-10-14
Wealthcare Advisory Partners LLC
10,075$84.7K0.0%ETFLowWest Chester, PA2026-10-21
Krilogy Financial LLC
10,000$77.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Investors Research Corp
5,258$44.2K0.0%ETFLowAtlanta, GA2026-10-07
Armstrong Advisory Group, Inc
2,078$17.5K0.0%ETFHighNeedham, MA2026-10-09
Latitude Advisors, LLC
648$5.5K0.0%ETFLowYorkville, IL2026-10-27
US Bancorp \de\
555$4.7K0.0%IndexLowMinneapolis, MN2026-11-05
Country Trust Bank
300$2.5K0.0%GrowthLowBloomington, IL2026-10-30
Aspect Partners, LLC
300$2.5K0.0%ETFMediumFairfax, VA2026-10-20
Canton Hathaway, LLC
138$1.2K0.0%ValueLowProvidence, RI2026-10-23
Elevated Capital Advisors, LLC
23$1930.0%ETFMediumSandy, UT2026-11-04
Farther Finance Advisors, LLC
21$1770.0%IndexLowSan Francisco, CA2026-10-08
Signaturefd, LLC
2$150.0%IndexLowAtlanta, GA2026-10-23