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Disclosery

MORT VANECK ETF TRUST

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MTG REIT INCOME (fund)

71 managers (71 13F filers) reported a position in MORT shares at 2024-12-31, 5,163,401 shares in all. 10 filers opened a position and 15 filers sold out during the quarter.

Managers
71
13F filers
71
New
10
Added
31
Reduced
11
Sold out
15
Shares held by filers
5,163,401

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC898,469$9.54M<0.01%+112,05313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC604,278$6.42M0.13%+35,78313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/562,094$5.97M<0.01%-86,65113F-HRTimelineGroup
Cambridge Investment Research Advisors,…404,121$4.29M0.01%+3,32413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC295,850$3.14M0.77%+22,82913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY261,141$2.77M<0.01%-201,15113F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC201,594$2.14M0.01%+24,64113F-HRTimeline
Arete Wealth Advisors, LLC189,746$2.01M0.15%+3,82213F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC142,737$1.52M0.44%+6,75913F-HRTimeline
Cetera Investment Advisers142,577$1.51M<0.01%+42,93313F-HRTimeline
Integras Partners LLC118,235$1.26M1.07%13F-HRTimeline
One Wealth Map LLC94,475$1.09M0.66%+5,17413F-HRTimeline
WEDBUSH SECURITIES INC93,569$994K0.04%+3,58013F-HRTimeline
UBS Group AGin group UBS Group AG87,336$928K<0.01%+58,00613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.76,915$817K0.01%+11,71713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC70,391$748K<0.01%+27,62313F-HRTimelineGroup
Steward Partners Investment Advisory, L…68,563$728K0.01%+17,09313F-HRTimeline
Wealthfront Advisers LLC57,215$608K<0.01%+11,90213F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,060$585K<0.01%-6,69113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,613$538K<0.01%+11,86813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,377$482K<0.01%13F-HR/ATimelineGroup
REBALANCE, LLC42,432$451K0.03%+2,52513F-HRTimeline
GeoWealth Management, LLC41,101$436K0.01%+7,40913F-HRTimeline
Cascade Financial Partners, LLC37,000$393K0.05%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…36,639$389K0.03%+9,02613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,836$338K<0.01%-2,79513F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,711$326K<0.01%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC30,000$319K0.02%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,871$307K<0.01%+2,25113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,365$280K<0.01%+23,84813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,087$256K<0.01%-68113F-HR/ATimelineGroup
Janney Montgomery Scott LLC23,332$248K<0.01%+5,00013F-HRTimeline
Jaffetilchin Investment Partners, LLC22,474$239K0.02%-10813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,250$227K0.02%new13F-HRTimeline
Consolidated Portfolio Review Corp20,465$217K0.03%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,030$202K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,241$194K0.01%+12313F-HRTimelineGroup
Gilman Hill Asset Management, LLC18,000$191K0.03%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP16,049$170K<0.01%-55,45113F-HRTimelineGroup
ARS Wealth Advisors Group, LLC15,909$169K0.02%-2,24613F-HRTimeline
Institute for Wealth Management, LLC.14,775$157K0.02%013F-HRTimeline
Advyzon Investment Management, LLC14,552$155K0.06%13F-HRTimeline
Triumph Capital Management13,013$138K0.05%+64013F-HRTimeline
Sigma Planning Corp12,450$132K<0.01%013F-HRTimeline
Harvest Investment Services, LLC11,004$117K0.03%new13F-HRTimeline
HUB Investment Partners, LLC10,645$113K<0.01%+12913F-HRTimeline
TWO SIGMA SECURITIES, LLC10,601$113K0.02%new13F-HRTimeline
Hillsdale Investment Management Inc.8,930$94.8K<0.01%+2,45013F-HRTimeline
AllSquare Wealth Management LLC7,500$79.7K0.05%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,040$74.8K<0.01%new13F-HRTimeline
Mattson Financial Services, LLC5,869$70.8K0.02%+1,69813F-HRTimeline
Investors Research Corp5,258$55.8K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC4,000$42.5K0.03%-50013F-HRTimeline
MAI Capital Management3,848$40.9K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,907$30.9K<0.01%-1913F-HRTimelineGroup
Parkside Financial Bank & Trust1,513$16.1K<0.01%+1,51213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,500$15.9K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC1,030$10K<0.01%+35713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN801$8.51K<0.01%+80013F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC585$6.21K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.350$3.88K<0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/339$3.6K<0.01%+1813F-HRTimelineGroup
Aspect Partners, LLC300$3.19K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd225$2.39K<0.01%new13F-HRTimeline
Westend Capital Management, LLC87$924<0.01%-1,54813F-HRTimeline
Founders Financial Alliance, LLC60$637<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36$382<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC12$127<0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.10$106<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC13$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.