MORT

Vaneck Mortgage REIT Income
UnclassifiedUSCUSIP 92189F452◍ Confluence graph
Tracked 13F Holders
85
-28 QoQ
13F Value (tracked)
$120.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)19 adding · 10 trimming
Insider net (180d)$0

Who owns MORT?

85 tracked 13F filers

85 tracked 13F filers disclose a position in MORT as of the latest SEC 13F filings, a combined $120.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$24.2M
2.4M
+267%
Added · +1.7M sh
Q1 2026
2MORGAN STANLEY
$17.8M
1.7M
+150%
Added · +1.0M sh
Q1 2026
3Jaffetilchin Investment Partners, LLC
$15.0M
1.5M
70×
Added · +1.4M sh
Q1 2026
4LPL Financial LLC
$13.4M
1.3M
+7.8%
Added · +94K sh
Q1 2026
5BNP PARIBAS FINANCIAL MARKETS
$7.2M
700K
New
+700K sh
Q1 2026
6UBS Group AG
$3.7M
365K
11×
Added · +333K sh
Q1 2026
7Proficio Capital Partners LLC
$3.5M
343K
New
+343K sh
Q2 2026
8MML INVESTORS SERVICES, LLC
$3.0M
292K
+72%
Added · +123K sh
Q2 2026
9Cetera Investment Advisers
$2.9M
285K
+14%
Added · +35K sh
Q1 2026
10Ashton Thomas Private Wealth, LLC
$2.7M
260K
+0.7%
Added · +2K sh
Q2 2026
11Steward Partners Investment Advisory, LLC
$2.1M
199K
−9.6%
Reduced · −21K sh
Q2 2026
12ENVESTNET ASSET MANAGEMENT INC
$1.9M
183K
+19%
Added · +30K sh
Q1 2026
13Integras Partners LLC
$1.9M
179K
+12%
Added · +20K sh
Q2 2026
14Equitable Holdings, Inc.
$1.5M
148K
+3.7%
Added · +5K sh
Q2 2026
15One Wealth Map LLC
$1.3M
135K
+11%
Added · +13K sh
Q2 2026
16Advisor OS, LLC
$1.3M
129K
−47%
Reduced · −116K sh
Q2 2026
17UMB Bank, n.a.
$1.1M
102K
New
+102K sh
Q2 2026
18ROYAL BANK OF CANADA
$978K
95K
−29%
Reduced · −39K sh
Q1 2026
19AlphaCore Capital LLC
$905K
87K
+102%
Added · +44K sh
Q2 2026
20RAYMOND JAMES FINANCIAL INC
$864K
84K
+45%
Added · +26K sh
Q1 2026
21JANE STREET GROUP, LLC
$861K
84K
+458%
Added · +69K sh
Q1 2026
22Vestmark Advisory Solutions, Inc.
$784K
76K
+18%
Added · +12K sh
Q2 2026
23ELEVATION POINT WEALTH PARTNERS, LLC
$784K
76K
+18%
Added · +12K sh
Q2 2026
24STIFEL FINANCIAL CORP
$728K
71K
+22%
Added · +13K sh
Q1 2026
25Advyzon Investment Management, LLC
$715K
69K
+38%
Added · +19K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MORT being bought or sold by institutions?

Last quarter, 6 funds opened a new position in MORT and 13 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
13
funds
Reduced
10
funds
Exited
0
funds

Funds that own MORT also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA38 funds$6.3B
APPLE INCAAPL38 funds$5.5B
AMAZON.COM INCAMZN38 funds$3.3B
MICROSOFT CORPMSFT38 funds$2.8B
ALPHABET INC-CL AGOOGL38 funds$2.3B
ALPHABET INC-CL CGOOG38 funds$1.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B38 funds$1.2B
SS SPDR S&P 500 ETF TRUST-USSPY37 funds$1.9B
META PLATFORMS INC-CLASS AMETA37 funds$1.8B
JPMORGAN CHASE & COJPM37 funds$1.5B
VANGUARD TOTAL STOCK MKT ETFVTI37 funds$1.4B
WALMART INCWMT37 funds$838.7M

Ranked by how many of MORT's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

50 funds-5 since Q3 2024
04385Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $28.4M

Share classes

Class13F holdersValue held
SMHmc1407 funds$22.2B
GDXmc1016 funds$14.0B
MOATmc676 funds$6.6B
NLRmc491 funds$1.9B
GDXJmc412 funds$3.6B
ANGLmc305 funds$1.8B
BIZDmc241 funds$661.4M
FLTRmc237 funds$1.4B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in MORT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MORT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MORT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MORT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.