MORT

VANECK MORTGAGE REIT INCOME
USCUSIP 92189F452
Institutional Owners
30
+3 QoQ
13F Value Held
$29.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)12 adding · 11 trimming
Insider net (180d)+$0
Price history not yet available for MORT.

Top institutional holders

30 13F filers
#FundPosition valueSharesLast moveAs of
1Jaffetilchin Investment Partners, LLC
$15.0M
1.46MAddedQ1 2026
2Ashton Thomas Private Wealth, LLC
$2.6M
257.9KAddedQ1 2026
3Steward Partners Investment Advisory, LLC
$2.3M
220.6KAddedQ1 2026
4MML INVESTORS SERVICES, LLC
$1.7M
169.6KReducedQ1 2026
5INDEPENDENT FINANCIAL GROUP, LLC
$1.7M
151.7KNewQ1 2025
6Equitable Holdings, Inc.
$1.5M
142.9KAddedQ1 2026
7Summit Financial, LLC
$665K
64.8KNewQ1 2026
8Vestmark Advisory Solutions, Inc.
$659K
64.2KNewQ1 2026
9ELEVATION POINT WEALTH PARTNERS, LLC
$659K
64.2KNewQ1 2026
10Wealthfront Advisers LLC
$501K
48.9KAddedQ1 2026
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$471K
47.2KReducedQ1 2026
12AlphaCore Capital LLC
$444K
43.3KReducedQ1 2026
13CITADEL ADVISORS LLC
$404K
39.4KReducedQ1 2026
14SAX WEALTH ADVISORS, LLC
$315K
30.0KHeldQ1 2026
15Sigma Planning Corp
$198K
19.3KReducedQ1 2026
16Lido Advisors, LLC
$195K
19.0KHeldQ1 2026
17Sowell Financial Services LLC
$150K
14.6KReducedQ1 2026
18Rockefeller Capital Management L.P.
$132K
12.5KNewQ4 2025
19Wealthcare Advisory Partners LLC
$126K
12.3KHeldQ1 2026
20HUNTINGTON NATIONAL BANK
$50K
4.8KHeldQ1 2026
21MAI Capital Management
$44K
4.3KHeldQ1 2026
22NewEdge Advisors, LLC
$29K
24.1KNewQ1 2026
23COUNTRY TRUST BANK
$3K
300HeldQ1 2026
24CWM, LLC
$1K
141AddedQ1 2026
25O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$10
1HeldQ1 2026

Fund activity — latest quarter

Opened (NEW)
6
funds
Added
6
funds
Reduced
6
funds
Exited
5
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

28 funds+27 since Q1 2025
01428Q1 2025Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $30M

Funds that own MORT also own

CompanyCo-held byCombined value
APPLE INC COMAAPL29 funds$12.2B
MICROSOFT CORP COMMSFT29 funds$9.9B
AMAZON.COM INCAMZN29 funds$8.7B
BROADCOM INC COMAVGO29 funds$5.0B
JPMORGAN CHASE & CO.JPM29 funds$4.8B
ALPHABET INC CAP STK CL CGOOG29 funds$4.4B
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK/B29 funds$3.5B
ELI LILLY & CO COMLLY29 funds$2.8B
TESLA INC COMTSLA29 funds$2.8B
EXXON MOBIL CORP COMXOM29 funds$2.7B
TAIWAN SEMICONDUCTOR MFG LTDTSM29 funds$2.6B
COSTCO WHSL CORP NEWCOST29 funds$2.5B

Ranked by how many of MORT's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

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. Every panel above is one call to the Arkolith API & MCP server.