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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $24.2M | 2.4M | ▲+267% Added · +1.7M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $17.8M | 1.7M | ▲+150% Added · +1.0M sh | Q1 2026 | |
| 3 | Jaffetilchin Investment Partners, LLC | $15.0M | 1.5M | ▲70× Added · +1.4M sh | Q1 2026 | |
| 4 | LPL Financial LLC | $13.4M | 1.3M | ▲+7.8% Added · +94K sh | Q1 2026 | |
| 5 | BNP PARIBAS FINANCIAL MARKETS | $7.2M | 700K | ▲New +700K sh | Q1 2026 | |
| 6 | UBS Group AG | $3.7M | 365K | ▲11× Added · +333K sh | Q1 2026 | |
| 7 | Proficio Capital Partners LLC | $3.5M | 343K | ▲New +343K sh | Q2 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $3.0M | 292K | ▲+72% Added · +123K sh | Q2 2026 | |
| 9 | Cetera Investment Advisers | $2.9M | 285K | ▲+14% Added · +35K sh | Q1 2026 | |
| 10 | Ashton Thomas Private Wealth, LLC | $2.7M | 260K | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $2.1M | 199K | ▼−9.6% Reduced · −21K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 183K | ▲+19% Added · +30K sh | Q1 2026 | |
| 13 | Integras Partners LLC | $1.9M | 179K | ▲+12% Added · +20K sh | Q2 2026 | |
| 14 | Equitable Holdings, Inc. | $1.5M | 148K | ▲+3.7% Added · +5K sh | Q2 2026 | |
| 15 | One Wealth Map LLC | $1.3M | 135K | ▲+11% Added · +13K sh | Q2 2026 | |
| 16 | Advisor OS, LLC | $1.3M | 129K | ▼−47% Reduced · −116K sh | Q2 2026 | |
| 17 | UMB Bank, n.a. | $1.1M | 102K | ▲New +102K sh | Q2 2026 | |
| 18 | ROYAL BANK OF CANADA | $978K | 95K | ▼−29% Reduced · −39K sh | Q1 2026 | |
| 19 | AlphaCore Capital LLC | $905K | 87K | ▲+102% Added · +44K sh | Q2 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $864K | 84K | ▲+45% Added · +26K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $861K | 84K | ▲+458% Added · +69K sh | Q1 2026 | |
| 22 | Vestmark Advisory Solutions, Inc. | $784K | 76K | ▲+18% Added · +12K sh | Q2 2026 | |
| 23 | ELEVATION POINT WEALTH PARTNERS, LLC | $784K | 76K | ▲+18% Added · +12K sh | Q2 2026 | |
| 24 | STIFEL FINANCIAL CORP | $728K | 71K | ▲+22% Added · +13K sh | Q1 2026 | |
| 25 | Advyzon 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.
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).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 38 funds | $6.3B |
| APPLE INCAAPL | 38 funds | $5.5B |
| AMAZON.COM INCAMZN | 38 funds | $3.3B |
| MICROSOFT CORPMSFT | 38 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 38 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 38 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 38 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 37 funds | $1.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 37 funds | $1.4B |
| WALMART INCWMT | 37 funds | $838.7M |
Ranked by how many of MORT's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SMHmc | 1407 funds | $22.2B |
| GDXmc | 1016 funds | $14.0B |
| MOATmc | 676 funds | $6.6B |
| NLRmc | 491 funds | $1.9B |
| GDXJmc | 412 funds | $3.6B |
| ANGLmc | 305 funds | $1.8B |
| BIZDmc | 241 funds | $661.4M |
| FLTRmc | 237 funds | $1.4B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MORT/capital-change-brief"
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.