60 tracked 13F filers disclose a position in MORT as of the latest SEC 13F filings, a combined $107.7M 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 | Cetera Investment Advisers | $2.9M | 285K | ▲+14% Added · +35K sh | Q1 2026 | |
| 8 | Ashton Thomas Private Wealth, LLC | $2.6M | 258K | ▲+5.0% Added · +12K sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $2.3M | 221K | ▲+52% Added · +75K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $2.0M | 192K | ▲+387% Added · +153K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 183K | ▲+19% Added · +30K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $1.7M | 170K | ▼−36% Reduced · −96K sh | Q1 2026 | |
| 13 | Equitable Holdings, Inc. | $1.5M | 143K | ▲+23% Added · +27K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $978K | 95K | ▼−29% Reduced · −39K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $864K | 84K | ▲+45% Added · +26K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $861K | 84K | ▲+458% Added · +69K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $728K | 71K | ▲+22% Added · +13K sh | Q1 2026 | |
| 18 | Summit Financial, LLC | $665K | 65K | ▲+104% Added · +33K sh | Q1 2026 | |
| 19 | Vestmark Advisory Solutions, Inc. | $659K | 64K | ▲New +64K sh | Q1 2026 | |
| 20 | ELEVATION POINT WEALTH PARTNERS, LLC | $659K | 64K | ▲New +64K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $638K | 62K | ▲+421% Added · +50K sh | Q1 2026 | |
| 22 | FIFTH THIRD SECURITIES, INC. | $624K | 60K | ▼−2.4% Reduced · −1K sh | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $588K | 57K | ▲+37% Added · +16K sh | Q1 2026 | |
| 24 | Wealthfront Advisers LLC | $501K | 49K | ▲+72% Added · +20K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $471K | 47K | —Held | 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, 3 funds opened a new position in MORT and 6 added to an existing one, while 7 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 |
|---|---|---|
| APPLE INCAAPL | 31 funds | $12.4B |
| MICROSOFT CORPMSFT | 31 funds | $10.0B |
| AMAZON.COM INCAMZN | 31 funds | $8.8B |
| BROADCOM INCAVGO | 31 funds | $5.2B |
| JPMORGAN CHASE & COJPM | 31 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 31 funds | $4.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 31 funds | $3.6B |
| TESLA INCTSLA | 31 funds | $2.8B |
| ELI LILLY & COLLY | 31 funds | $2.8B |
| EXXON MOBIL CORPXOM | 31 funds | $2.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 31 funds | $2.6B |
| COSTCO WHOLESALE CORPCOST | 31 funds | $2.5B |
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.
No filings captured for this ticker in the live stream yet.
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.