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Disclosery

MORT VANECK ETF TRUST

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MTG REIT INCOME (fund)

83 managers (83 13F filers) reported a position in MORT shares at 2025-03-31, 6,745,949 shares in all. 16 filers opened a position and 4 filers sold out during the quarter.

Managers
83
13F filers
83
New
16
Added
33
Reduced
12
Sold out
4
Shares held by filers
6,745,949

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,366,939$15.3M0.01%+468,47013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC644,462$7.2M0.15%+40,18413F-HRTimelineGroup
AXS Investments LLC566,455$6.33M1.75%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/476,245$5.32M<0.01%-85,84913F-HRTimelineGroup
Cambridge Investment Research Advisors,…415,300$4.64M0.02%+11,17913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC316,602$3.54M0.83%+20,75213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY248,214$2.77M<0.01%-12,92713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC216,828$2.42M0.01%+15,23413F-HRTimeline
Arete Wealth Advisors, LLC191,460$2.14M0.16%+1,71413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP181,049$2.02M<0.01%+165,00013F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC159,900$1.79M0.48%+17,16313F-HRTimeline
Cetera Investment Advisers154,103$1.72M<0.01%+11,52613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC151,726$1.69M0.06%new13F-HRTimeline
Integras Partners LLC143,456$1.6M1.45%+25,22113F-HRTimeline
WEDBUSH SECURITIES INC101,457$1.13M0.04%+7,88813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.85,311$953K0.01%+8,39613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…83,251$930K<0.01%new13F-HRTimelineGroup
One Wealth Map LLC94,947$895K0.6%+47213F-HRTimeline
Steward Partners Investment Advisory, L…69,446$776K0.01%+88313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,133$761K<0.01%-2,25813F-HRTimelineGroup
AlphaCore Capital LLC60,394$675K0.06%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,077$626K<0.01%+10,70013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,426$608K<0.01%-63413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,811$568K<0.01%+19813F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…46,867$524K<0.01%+15,03113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,000$469K<0.01%+11,28913F-HRTimelineGroup
Cascade Financial Partners, LLC41,020$458K0.06%+4,02013F-HRTimeline
Janney Montgomery Scott LLC40,423$452K<0.01%+17,09113F-HRTimeline
Wealthfront Advisers LLC39,872$445K<0.01%-17,34313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…37,992$424K0.04%+1,35313F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC30,000$335K0.02%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,456$329K<0.01%+58513F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.28,547$319K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,543$319K<0.01%+4,45613F-HRTimelineGroup
UBS Group AGin group UBS Group AG27,256$304K<0.01%-60,08013F-HRTimelineGroup
Advyzon Investment Management, LLC26,717$298K0.11%+12,16513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,365$294K<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP25,982$290K<0.01%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC21,784$243K0.02%-69013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,250$237K0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,636$219K0.01%+1,39513F-HRTimelineGroup
Consolidated Portfolio Review Corp19,571$219K0.04%-89413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,030$213K<0.01%013F-HRTimelineGroup
Gilman Hill Asset Management, LLC18,000$201K0.03%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd15,208$170K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.14,775$165K0.02%013F-HRTimeline
Sowell Financial Services LLC14,051$157K0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.13,674$153K0.1%new13F-HRTimeline
Triumph Capital Management13,013$145K0.05%013F-HRTimeline
Sigma Planning Corp12,950$145K<0.01%+50013F-HRTimeline
JBR Co Financial Management Inc12,785$143K0.08%new13F-HRTimeline
Harvest Investment Services, LLC11,530$129K0.04%+52613F-HRTimeline
TWO SIGMA SECURITIES, LLC11,466$128K0.02%+86513F-HRTimeline
HUB Investment Partners, LLC10,645$119K<0.01%013F-HRTimeline
ARS Wealth Advisors Group, LLC10,409$116K0.02%-5,50013F-HRTimeline
AllSquare Wealth Management LLC7,500$83.8K0.05%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,040$78.6K<0.01%013F-HRTimeline
Mattson Financial Services, LLC6,873$76.8K0.02%+1,00413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,843$65.3K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,755$64.3K<0.01%+4,25513F-HRTimelineGroup
Investors Research Corp5,258$58.7K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC4,000$44.7K0.03%013F-HRTimeline
MAI Capital Management3,848$43K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC3,080$34K<0.01%+2,05013F-HRTimeline
FMR LLCin group FMR LLC2,903$32.4K<0.01%-413F-HRTimelineGroup
AE Wealth Management LLC1,000$11.2K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,000$11.2K0.04%new13F-HRTimeline
Parkside Financial Bank & Trust885$9.89K<0.01%-62813F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC585$6.53K<0.01%013F-HRTimeline
Painted Porch Advisors LLC496$5.54K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd425$4.75K<0.01%+20013F-HRTimeline
CWM, LLCin group CWM, LLC374$4K<0.01%+36113F-HRTimelineGroup
AMERIFLEX GROUP, INC.350$3.91K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/339$3.79K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC300$3.35K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO87$972<0.01%new13F-HRTimelineGroup
Westend Capital Management, LLC87$972<0.01%013F-HRTimeline
Founders Financial Alliance, LLC60$671<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36$402<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10$112<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC4$41<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$23<0.01%-79913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.