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Vaneck Mortgage REIT Income (MORT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,027,560 from 1,388,361
Change-360,801 (-26%)
Value$8.6M (-$5.7M)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED
Shares262,150 from 259,645
Change+2,505 (+1%)
Value$2.2M (-$485.2K)
Filed 2026-11-03
Integras Partners LLC
INCREASED
Shares189,980 from 178,598
Change+11,382 (+6%)
Value$1.6M (-$252.6K)
Filed 2026-10-30
UMB Bank, n.a.
INCREASED
Shares116,500 from 101,500
Change+15,000 (+15%)
Value$979.8K (-$71.8K)
Filed 2026-11-06
Wedbush Securities Inc
UNCHANGED
Shares113,505 from 113,505
Change0 (0%)
Value$955 (-$1.2M)
Filed 2026-10-22
Fifth Third Securities, Inc.
INCREASED
Shares86,396 from 60,209
Change+26,187 (+43%)
Value$726.6K (+$102.8K)
Filed 2026-10-21
Anson Capital, Inc.
INCREASED
Shares56,920 from 56,347
Change+573 (+1%)
Value$478.7K (-$105.1K)
Filed 2026-10-23
New England Private Wealth Advisors LLC
UNCHANGED
Shares55,755 from 55,755
Change0 (0%)
Value$468.9K (-$73.0K)
Filed 2026-10-19
Pettinga Financial Advisors LLC
NEW
Shares42,400
Change+42,400
Value$356.6K
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares38,629 from 47,241
Change-8,612 (-18%)
Value$301.7K (-$168.8K)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares37,168 from 129,054
Change-91,886 (-71%)
Value$312.6K (-$1.0M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares37,071 from 46,452
Change-9,381 (-20%)
Value$312 (-$480.7K)
Filed 2026-11-02
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares33,928 from 32,936
Change+992 (+3%)
Value$285.3K (-$55.9K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$252.3K (-$55.5K)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares29,172 from 25,299
Change+3,873 (+15%)
Value$245.3K (-$16.8K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
UNCHANGED
Shares26,455 from 26,455
Change0 (0%)
Value$222.5K (-$51.6K)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares21,899 from 21,837
Change+62 (+0%)
Value$184.2K (-$42.1K)
Filed 2026-10-23
Aurora Private Wealth, Inc.
UNCHANGED
Shares20,573 from 20,573
Change0 (0%)
Value$173 (-$212.8K)
Filed 2026-10-20
Lido Advisors, LLC
UNCHANGED
Shares19,030 from 19,030
Change0 (0%)
Value$160.0K (-$37.1K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
INCREASED
Shares18,500 from 18,250
Change+250 (+1%)
Value$155.6K (-$33.5K)
Filed 2026-10-28
TPG Advisors LLC
INCREASED
Shares17,645 from 17,197
Change+448 (+3%)
Value$148.4K (-$29.8K)
Filed 2026-10-16
StoneX Group Inc.
NEW
Shares16,148
Change+16,148
Value$156.2K
Filed 2026-11-03
Sowell Financial Services LLC
UNCHANGED
Shares14,104 from 14,104
Change0 (0%)
Value$118.6K (-$27.5K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares13,829 from 14,029
Change-200 (-1%)
Value$116.3K (-$29.0K)
Filed 2026-11-06
Veltria Advisors Corp.
UNCHANGED
Shares13,710 from 13,710
Change0 (0%)
Value$115.3K (-$26.7K)
Filed 2026-11-05
Thrivent Financial for Lutherans
UNCHANGED
Shares13,655 from 13,655
Change0 (0%)
Value$115 (-$140.9K)
Filed 2026-11-05
Atwater Malick LLC
UNCHANGED
Shares13,023 from 13,023
Change0 (0%)
Value$109.5K (-$25.4K)
Filed 2026-10-15
Willner & Heller, LLC
NEW
Shares11,795
Change+11,795
Value$99.2K
Filed 2026-10-28
Soltis Investment Advisors LLC
DECREASED
Shares11,233 from 23,181
Change-11,948 (-52%)
Value$94.5K (-$145.7K)
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares10,862 from 10,862
Change0 (0%)
Value$91.3K (-$21.2K)
Filed 2026-11-05
AMG National Trust Bank
NEW
Shares10,465
Change+10,465
Value$88.0K
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares10,143 from 9,643
Change+500 (+5%)
Value$85.3K (-$14.6K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
DECREASED
Shares10,075 from 11,875
Change-1,800 (-15%)
Value$84.7K (-$38.3K)
Filed 2026-10-21
Krilogy Financial LLC
NEW
Shares10,000
Change+10,000
Value$77.2K
Filed 2026-10-13
Investors Research Corp
UNCHANGED
Shares5,258 from 5,258
Change0 (0%)
Value$44.2K (-$10.3K)
Filed 2026-10-07
Armstrong Advisory Group, Inc
INCREASED
Shares2,078 from 1,096
Change+982 (+90%)
Value$17.5K (+$6.1K)
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares648
Change+648
Value$5.5K
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$4.7K (-$1.1K)
Filed 2026-11-05
Aspect Partners, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$2.5K (-$585)
Filed 2026-10-20
Country Trust Bank
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$2.5K (-$585)
Filed 2026-10-30
Canton Hathaway, LLC
NEW
Shares138
Change+138
Value$1.2K
Filed 2026-10-23
Elevated Capital Advisors, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$193 (-$45)
Filed 2026-11-04
Farther Finance Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$177 (-$41)
Filed 2026-10-08
Signaturefd, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$15 (-$3)
Filed 2026-10-23
AlphaCore Capital LLC
CLOSED
Shares0 from 87,395
Change-87,395 (-100%)
Value$0 (-$905.4K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 75,700
Change-75,700 (-100%)
Value$0 (-$784.3K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 16,500
Change-16,500 (-100%)
Value$0 (-$163.2K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 2,464,512
Change-2,464,512 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,439,307
Change-1,439,307 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,273,176
Change-1,273,176 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,050,000
Change-1,050,000 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 342,570
Change-342,570 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 308,495
Change-308,495 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 292,131
Change-292,131 (-100%)
Value—
UBS Group AG
N/A
Shares— from 225,307
Change-225,307 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 202,898
Change-202,898 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 199,419
Change-199,419 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 191,526
Change-191,526 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 148,149
Change-148,149 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 135,114
Change-135,114 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 130,772
Change-130,772 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 118,473
Change-118,473 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 75,700
Change-75,700 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 69,947
Change-69,947 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 69,052
Change-69,052 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 64,447
Change-64,447 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 60,101
Change-60,101 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 48,567
Change-48,567 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 41,940
Change-41,940 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 34,996
Change-34,996 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 30,290
Change-30,290 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 22,936
Change-22,936 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,828
Change-22,828 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 20,945
Change-20,945 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20,372
Change-20,372 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,542
Change-17,542 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 17,179
Change-17,179 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12,862
Change-12,862 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,051
Change-11,051 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,442
Change-10,442 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7,690
Change-7,690 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,464
Change-7,464 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 415
Change-415 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 376
Change-376 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 197
Change-197 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 140
Change-140 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,027,5601,388,361-360,801-26%$14.4M$8.6M-$5.7M2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED262,150259,645+2,505+1%$2.7M$2.2M-$485.2K2026-11-03
Integras Partners LLC
INCREASED189,980178,598+11,382+6%$1.9M$1.6M-$252.6K2026-10-30
UMB Bank, n.a.
INCREASED116,500101,500+15,000+15%$1.1M$979.8K-$71.8K2026-11-06
Wedbush Securities Inc
UNCHANGED113,505113,50500%$1.2M$955-$1.2M2026-10-22
Fifth Third Securities, Inc.
INCREASED86,39660,209+26,187+43%$623.8K$726.6K+$102.8K2026-10-21
Anson Capital, Inc.
INCREASED56,92056,347+573+1%$583.8K$478.7K-$105.1K2026-10-23
New England Private Wealth Advisors LLC
UNCHANGED55,75555,75500%$541.9K$468.9K-$73.0K2026-10-19
Pettinga Financial Advisors LLC
NEW42,400—+42,400——$356.6K—2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED38,62947,241-8,612-18%$470.5K$301.7K-$168.8K2026-10-13
Advisor OS, LLC
DECREASED37,168129,054-91,886-71%$1.3M$312.6K-$1.0M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED37,07146,452-9,381-20%$481.0K$312-$480.7K2026-11-02
Marshall & Sterling Wealth Advisors Inc.
INCREASED33,92832,936+992+3%$341.2K$285.3K-$55.9K2026-10-28
SAX Wealth Advisors, LLC
UNCHANGED30,00030,00000%$307.8K$252.3K-$55.5K2026-10-13
Rossby Financial, LCC
INCREASED29,17225,299+3,873+15%$262.1K$245.3K-$16.8K2026-11-05
Institute for Wealth Management, Llc.
UNCHANGED26,45526,45500%$274.1K$222.5K-$51.6K2026-11-06
Sigma Planning Corp
INCREASED21,89921,837+62+0%$226.2K$184.2K-$42.1K2026-10-23
Aurora Private Wealth, Inc.
UNCHANGED20,57320,57300%$213.0K$173-$212.8K2026-10-20
Lido Advisors, LLC
UNCHANGED19,03019,03000%$197.2K$160.0K-$37.1K2026-11-04
Clear Creek Financial Management, LLC
INCREASED18,50018,250+250+1%$189.1K$155.6K-$33.5K2026-10-28
TPG Advisors LLC
INCREASED17,64517,197+448+3%$178.2K$148.4K-$29.8K2026-10-16
StoneX Group Inc.
NEW16,148—+16,148——$156.2K—2026-11-03
Sowell Financial Services LLC
UNCHANGED14,10414,10400%$146.1K$118.6K-$27.5K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED13,82914,029-200-1%$145.3K$116.3K-$29.0K2026-11-06
Veltria Advisors Corp.
UNCHANGED13,71013,71000%$142.0K$115.3K-$26.7K2026-11-05
Thrivent Financial for Lutherans
UNCHANGED13,65513,65500%$141.0K$115-$140.9K2026-11-05
Atwater Malick LLC
UNCHANGED13,02313,02300%$134.9K$109.5K-$25.4K2026-10-15
Willner & Heller, LLC
NEW11,795—+11,795——$99.2K—2026-10-28
Soltis Investment Advisors LLC
DECREASED11,23323,181-11,948-52%$240.2K$94.5K-$145.7K2026-10-28
Fifth Third Bancorp
UNCHANGED10,86210,86200%$112.5K$91.3K-$21.2K2026-11-05
AMG National Trust Bank
NEW10,465—+10,465——$88.0K—2026-11-05
Triumph Capital Management
INCREASED10,1439,643+500+5%$99.9K$85.3K-$14.6K2026-10-14
Wealthcare Advisory Partners LLC
DECREASED10,07511,875-1,800-15%$123.0K$84.7K-$38.3K2026-10-21
Krilogy Financial LLC
NEW10,000—+10,000——$77.2K—2026-10-13
Investors Research Corp
UNCHANGED5,2585,25800%$54.5K$44.2K-$10.3K2026-10-07
Armstrong Advisory Group, Inc
INCREASED2,0781,096+982+90%$11.4K$17.5K+$6.1K2026-10-09
Latitude Advisors, LLC
NEW648—+648——$5.5K—2026-10-27
US Bancorp \de\
UNCHANGED55555500%$5.8K$4.7K-$1.1K2026-11-05
Aspect Partners, LLC
UNCHANGED30030000%$3.1K$2.5K-$5852026-10-20
Country Trust Bank
UNCHANGED30030000%$3.1K$2.5K-$5852026-10-30
Canton Hathaway, LLC
NEW138—+138——$1.2K—2026-10-23
Elevated Capital Advisors, LLC
UNCHANGED232300%$238$193-$452026-11-04
Farther Finance Advisors, LLC
UNCHANGED212100%$218$177-$412026-10-08
Signaturefd, LLC
UNCHANGED2200%$18$15-$32026-10-23
AlphaCore Capital LLC
CLOSED087,395-87,395-100%$905.4K$0-$905.4K2026-11-04
Elevation Point Wealth Partners, LLC
CLOSED075,700-75,700-100%$784.3K$0-$784.3K2026-11-05
International Assets Investment Management, LLC
CLOSED016,500-16,500-100%$163.2K$0-$163.2K2026-11-02
Bank of America Corp
N/A—2,464,512-2,464,512-100%$25.5M———
Jaffetilchin Investment Partners, LLC
N/A—1,439,307-1,439,307-100%$14.9M———
Morgan Stanley
N/A—1,273,176-1,273,176-100%$13.2M———
BNP Paribas Financial Markets
N/A—1,050,000-1,050,000-100%$10.9M———
Proficio Capital Partners LLC
N/A—342,570-342,570-100%$3.5M———
Cetera Investment Advisers
N/A—308,495-308,495-100%$3.2M———
MML Investors Services, LLC
N/A—292,131-292,131-100%$3.0M———
UBS Group AG
N/A—225,307-225,307-100%$2.3M———
Envestnet Asset Management Inc
N/A—202,898-202,898-100%$2.1M———
Steward Partners Investment Advisory, LLC
N/A—199,419-199,419-100%$2.1M———
Tower Research Capital LLC (TRC)
N/A—191,526-191,526-100%$2.0M———
Equitable Holdings, Inc.
N/A—148,149-148,149-100%$1.5M———
One Wealth Map LLC
N/A—135,114-135,114-100%$1.3M———
Royal Bank of Canada
N/A—130,772-130,772-100%$1.4M———
Stifel Financial Corp
N/A—118,473-118,473-100%$1.2M———
Captrust Financial Advisors
N/A—80,000-80,000-100%$828.8K———
Vestmark Advisory Solutions, Inc.
N/A—75,700-75,700-100%$784.3K———
Raymond James Financial Inc
N/A—69,947-69,947-100%$724.6K———
Advyzon Investment Management, LLC
N/A—69,052-69,052-100%$715.4K———
Citadel Advisors LLC
N/A—64,447-64,447-100%$667.7K———
Osaic Holdings, Inc.
N/A—60,101-60,101-100%$622.7K———
D. E. Shaw & Co., Inc.
N/A—48,567-48,567-100%$503.2K———
Cascade Financial Partners, LLC
N/A—41,940-41,940-100%$434.5K———
Wealthfront Advisers LLC
N/A—34,996-34,996-100%$362.6K———
Hillsdale Investment Management Inc.
N/A—30,290-30,290-100%$313.8K———
L & S Advisors Inc
N/A—22,936-22,936-100%$237.6K———
Susquehanna International Group, LLP
N/A—22,828-22,828-100%$236.5K———
OneAscent Family Office, LLC
N/A—20,945-20,945-100%$217.0K———
Northwestern Mutual Wealth Management Co
N/A—20,372-20,372-100%$211.1K———
JPMorgan Chase & Co
N/A—17,542-17,542-100%$181.0K———
Flow Traders U.S. LLC
N/A—17,179-17,179-100%$178.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12,862-12,862-100%$133.3K———
Private Advisor Group, LLC
N/A—11,051-11,051-100%$114.5K———
Rockefeller Capital Management L.P.
N/A—10,442-10,442-100%$108.2K———
Keating Financial Advisory Services, Inc.
N/A—7,690-7,690-100%$79.7K———
BFC Planning, Inc.
N/A—7,464-7,464-100%$77.3K———
Hollencrest Capital Management
N/A—7,040-7,040-100%$72.9K———
Huntington National Bank
N/A—4,840-4,840-100%$50.1K———
FMR LLC
N/A—3,523-3,523-100%$36.5K———
Quantum Portfolio Management LLC
N/A—2,851-2,851-100%$29.5K———
Continuum Advisory, LLC
N/A—2,120-2,120-100%$22.0K———
SHP Wealth Management
N/A—1,572-1,572-100%$16.3K———
AE Wealth Management LLC
N/A—1,000-1,000-100%$10.4K———
Ameritas Advisory Services, LLC
N/A—608-608-100%$6.3K———
NewEdge Advisors, LLC
N/A—477-477-100%$4.9K———
Jones Financial Companies Lllp
N/A—415-415-100%$4.3K———
National Bank of Canada
N/A—376-376-100%$3.9K———
Roble, Belko & Company, Inc
N/A—197-197-100%$2———
VAN DEN Berg Management I, Inc
N/A—140-140-100%$1.5K———
Global Retirement Partners, LLC
N/A—118-118-100%$1.2K———
Founders Financial Alliance, LLC
N/A—50-50-100%$518———
Harbour Investments, Inc.
N/A—10-10-100%$104———
Wells Fargo & Company
N/A—1-1-100%$7———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$10———
Showing 101 of 101 institutions