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Disclosery

MORT VANECK ETF TRUST

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MTG REIT INCOME (fund)

89 managers (90 13F filers) reported a position in MORT shares at 2026-06-30, 10,788,542 shares in all. 15 filers opened a position and 9 filers sold out during the quarter.

Managers
89
13F filers
90
New
15
Added
31
Reduced
17
Sold out
9
Shares held by filers
10,788,542

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,464,512$25.5M<0.01%+108,59913F-HRTimelineGroup
LPL Financial LLC1,388,361$14.4M<0.01%+81,85713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,273,176$13.2M<0.01%-460,39913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,050,000$10.9M0.01%+350,00013F-HRTimelineGroup
Proficio Capital Partners LLC342,570$3.55M0.13%new13F-HRTimeline
Cetera Investment Advisers308,495$3.2M<0.01%+23,34013F-HRTimeline
MML INVESTORS SERVICES, LLC292,131$3.03M0.01%+122,50713F-HRTimeline
Ashton Thomas Private Wealth, LLC259,645$2.69M0.06%+1,76913F-HRTimeline
UBS Group AGin group UBS Group AG225,307$2.33M<0.01%-139,49013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC202,898$2.1M<0.01%+19,68113F-HRTimelineGroup
Steward Partners Investment Advisory, L…199,419$2.07M0.01%-21,14813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…191,526$1.98M0.05%new13F-HRTimelineGroup
Integras Partners LLC178,598$1.85M1.02%+19,60613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.148,149$1.53M0.01%+5,26013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA130,772$1.35M<0.01%+35,41813F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC129,054$1.34M0.09%-116,43813F-HRTimelineGroup
One Wealth Map LLC135,114$1.33M0.62%+13,26413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP118,473$1.23M<0.01%+47,49613F-HRTimelineGroup
WEDBUSH SECURITIES INC113,505$1.18M0.03%+4,56913F-HRTimeline
UMB Bank, n.a.101,500$1.05M0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AlphaCore Capital LLC87,395$905K0.02%+44,07813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS80,000$829K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.75,700$784K0.01%+11,50013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC75,700$784K0.01%+11,50013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding71,071$736K-1,366Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,947$725K<0.01%-14,28513F-HRTimelineGroup
Advyzon Investment Management, LLC69,052$715K0.05%+18,95813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,447$668K<0.01%-127,63613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,101$623K<0.01%+2,75513F-HRTimelineGroup
Anson Capital, Inc.56,347$584K0.38%+1,05013F-HRTimeline
New England Private Wealth Advisors LLC55,755$542K0.05%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.48,567$503K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…46,452$481K<0.01%-13,38913F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,241$471K<0.01%013F-HRTimeline
Cascade Financial Partners, LLC41,940$434K0.04%-15,93613F-HRTimeline
Wealthfront Advisers LLC34,996$363K<0.01%-13,87213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.32,936$341K0.2%+59013F-HRTimeline
Hillsdale Investment Management Inc.30,290$314K0.01%+6,10013F-HRTimeline
SAX WEALTH ADVISORS, LLC30,000$308K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.26,455$274K0.02%013F-HRTimeline
Rossby Financial, LCC25,299$262K0.05%new13F-HRTimeline
Soltis Investment Advisors LLC23,181$240K0.01%-39,59513F-HRTimeline
L & S Advisors Inc22,936$238K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,828$236K<0.01%-39,34013F-HRTimelineGroup
Sigma Planning Corp21,837$226K0.01%+2,54913F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …20,945$217K0.11%-27,31013F-HRTimelineGroup
Aurora Private Wealth, Inc.20,573$213K0.14%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,372$211K<0.01%+26213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC19,030$197K<0.01%013F-HRTimelineGroup
Clear Creek Financial Management, LLC18,250$189K0.01%+5,25013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,542$181K<0.01%new13F-HRTimelineGroup
TPG Advisors LLC17,197$178K0.1%+36413F-HRTimeline
FLOW TRADERS U.S. LLC17,179$178K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,500$163K0.01%013F-HRTimeline
Sowell Financial Services LLC14,104$146K<0.01%-52013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC14,029$145K<0.01%new13F-HRTimelineGroup
Veltria Advisors Corp.13,710$142K0.44%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,655$141K<0.01%-1,69513F-HRTimelineGroup
Atwater Malick LLC13,023$135K0.03%+1,88213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,875$123K<0.01%-37713F-HRTimelineGroup
Private Advisor Group, LLC11,051$114K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,442$108K<0.01%+1613F-HRTimelineGroup
Triumph Capital Management9,643$99.9K0.02%+1,10013F-HRTimeline
Keating Financial Advisory Services, In…7,690$79.7K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,040$72.9K<0.01%013F-HRTimeline
Investors Research Corp5,258$54.5K0.01%013F-HRTimeline
FMR LLCin group FMR LLC3,523$36.5K<0.01%+20213F-HRTimelineGroup
Quantum Portfolio Management LLC2,851$29.5K0.01%new13F-HRTimeline
Continuum Advisory, LLC2,120$22K<0.01%new13F-HRTimeline
SHP Wealth Management1,572$16.3K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,096$11.4K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,000$10.4K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…608$6.3K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\555$5.75K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC477$4.94K<0.01%-24,06713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP415$4.28K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/376$3.89K<0.01%013F-HRTimelineGroup
COUNTRY TRUST BANK300$3.11K<0.01%013F-HRTimeline
Aspect Partners, LLC300$3.11K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc197$2K<0.01%+713F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC140$1.45K<0.01%013F-HRTimeline
Global Retirement Partners, LLC118$1.22K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC50$518<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC23$238<0.01%013F-HRTimeline
Farther Finance Advisors, LLC21$218<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10$104<0.01%013F-HRTimeline
SIGNATUREFD, LLC2$18<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$10<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$7<0.01%013F-HRTimelineGroup