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Disclosery

MORT VANECK ETF TRUST

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MTG REIT INCOME (fund)

84 managers (84 13F filers) reported a position in MORT shares at 2025-09-30, 6,817,494 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
84
13F filers
84
New
16
Added
31
Reduced
17
Sold out
9
Shares held by filers
6,817,494

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC1,107,802$11.9M<0.01%+53,87513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC693,992$7.47M0.12%+10,32413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/550,430$5.93M<0.01%+64213F-HR/ATimelineGroup
AXS Investments LLC417,294$4.49M1.42%-75,90413F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY390,751$4.21M<0.01%+145,96713F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC249,908$2.69M0.07%+18913F-HRTimeline
Arete Wealth Advisors, LLC242,844$2.62M0.16%+39,08313F-HRTimeline
MML INVESTORS SERVICES, LLC239,146$2.58M0.01%+8,53113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC216,284$2.33M0.45%+63,85113F-HRTimeline
Cetera Investment Advisers190,617$2.05M<0.01%+31,55913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd166,069$1.79M0.02%new13F-HRTimelineGroup
Soltis Investment Advisors LLC160,342$1.73M0.12%new13F-HRTimeline
Integras Partners LLC147,864$1.59M1.29%+22,91313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC127,503$1.37M0.29%-216,92213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.114,016$1.23M0.01%+11,45513F-HRTimelineGroup
WEDBUSH SECURITIES INC108,390$1.17M0.04%+1,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC108,218$1.17M<0.01%+36,50813F-HRTimelineGroup
One Wealth Map LLC109,485$1.14M0.61%+3113F-HRTimeline
UBS Group AGin group UBS Group AG100,965$1.09M<0.01%-19,93213F-HRTimelineGroup
Steward Partners Investment Advisory, L…81,270$875K0.01%+12,58913F-HRTimeline
Cambridge Investment Research Advisors,…67,810$730K<0.01%+22,95213F-HRTimeline
AlphaCore Capital LLC67,656$729K0.02%-39813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,233$659K<0.01%-3,89313F-HRTimelineGroup
New England Private Wealth Advisors LLC55,755$600K0.08%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…52,215$562K0.04%+4,74213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,637$556K<0.01%+38,98013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…49,194$530K0.01%-92,13313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,755$529K<0.01%+3,88513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,703$493K<0.01%-63,65913F-HRTimelineGroup
Wealthfront Advisers LLC42,143$454K<0.01%+2,49713F-HRTimeline
Cascade Financial Partners, LLC41,020$442K0.05%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,652$416K<0.01%-17,08413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,072$414K<0.01%+94313F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.35,347$380K0.24%+33213F-HRTimeline
Hillsdale Investment Management Inc.34,900$376K0.01%+20,30013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd32,723$352K0.02%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,554$351K<0.01%-51,25413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC32,388$349K0.01%-43,05713F-HRTimeline
Advyzon Investment Management, LLC32,116$346K0.06%-1,83813F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …31,370$338K0.27%new13F-HRTimelineGroup
Qube Research & Technologies Ltd31,191$336K<0.01%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC30,000$323K0.02%013F-HRTimeline
Brookwood Investment Group LLC27,016$291K0.04%+6,87313F-HRTimeline
Institute for Wealth Management, LLC.25,811$278K0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,247$229K<0.01%+86513F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC21,237$229K0.01%-27113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,250$222K0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,030$205K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC18,894$203K0.01%new13F-HRTimeline
Anson Capital, Inc.17,918$193K0.14%new13F-HRTimeline
Sigma Planning Corp17,300$186K0.01%+3,10013F-HRTimeline
Consolidated Portfolio Review Corp15,668$169K0.02%-68613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,454$166K0.01%new13F-HRTimeline
Sowell Financial Services LLC13,924$150K0.01%-12713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,899$150K<0.01%-11,04313F-HRTimelineGroup
Harvest Investment Services, LLC13,608$147K0.03%-18113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,480$145K<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,700$137K<0.01%-17,83013F-HRTimelineGroup
TPG Advisors LLC10,262$111K0.07%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,040$75.8K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC6,758$72K<0.01%+4,51213F-HRTimeline
Advisory Services Network, LLC5,640$60.7K<0.01%new13F-HRTimeline
Investors Research Corp5,258$56.6K0.01%013F-HRTimeline
MAI Capital Management4,046$43.6K<0.01%+8013F-HRTimeline
Future Financial Wealth Managment LLC4,000$43.1K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMR LLCin group FMR LLC3,246$35K<0.01%+5613F-HRTimelineGroup
Global Retirement Partners, LLC1,306$14.1K<0.01%+1,20213F-HRTimeline
AE Wealth Management LLC1,000$10.8K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC585$6.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\555$5.98K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/378$4.07K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/339$3.65K<0.01%013F-HRTimelineGroup
COUNTRY TRUST BANK300$3.23K<0.01%013F-HRTimeline
Aspect Partners, LLC300$3.23K<0.01%013F-HRTimeline
Clearstead Advisors, LLC160$1.72K<0.01%new13F-HRTimeline
Blue Trust, Inc.150$1.62K<0.01%+14413F-HRTimeline
Founders Financial Alliance, LLC50$539<0.01%013F-HRTimeline
Farther Finance Advisors, LLC21$226<0.01%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC13$140<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10$108<0.01%013F-HRTimeline
SIGNATUREFD, LLC2$17<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$11<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$11<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC13$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.