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Disclosery

MORT VANECK ETF TRUST

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MTG REIT INCOME (fund)

92 managers (92 13F filers) reported a position in MORT shares at 2025-12-31, 8,953,945 shares in all. 17 filers opened a position and 11 filers sold out during the quarter.

Managers
92
13F filers
92
New
17
Added
31
Reduced
24
Sold out
11
Shares held by filers
8,953,945

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
HighTower Advisors, LLC1,273,864$13.4M0.01%new13F-HRTimeline
LPL Financial LLC1,212,310$12.7M<0.01%+104,50813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC706,782$7.43M0.12%+12,79013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY694,284$7.3M<0.01%+303,53313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/642,343$6.75M<0.01%+91,91313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP638,349$6.71M0.01%new13F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.6,706$4.27M0.05%new13F-HRTimelineGroup
AXS Investments LLC266,501$2.8M0.96%-150,79313F-HR/ATimeline
MML INVESTORS SERVICES, LLC265,520$2.79M0.01%+26,37413F-HRTimeline
Cetera Investment Advisers250,144$2.63M<0.01%+59,52713F-HRTimeline
Arete Wealth Advisors, LLC247,658$2.6M0.18%+4,81413F-HR/ATimeline
Ashton Thomas Private Wealth, LLC245,471$2.58M0.06%-4,43713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC153,376$1.61M<0.01%+45,15813F-HRTimelineGroup
Steward Partners Investment Advisory, L…145,104$1.53M0.01%+63,83413F-HRTimeline
Integras Partners LLC138,851$1.46M1.18%-9,01313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA133,930$1.41M<0.01%+88,22713F-HRTimelineGroup
Soltis Investment Advisors LLC122,677$1.29M0.08%-37,66513F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.116,100$1.22M0.01%+2,08413F-HRTimelineGroup
WEDBUSH SECURITIES INC111,390$1.17M0.03%+3,00013F-HRTimeline
Focused Wealth Management, Inc109,587$1.15M0.12%new13F-HRTimeline
One Wealth Map LLC98,173$1.05M0.54%-11,31213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,717$718K<0.01%+15,96213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,238$612K<0.01%+19,58613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,993$610K<0.01%-3,24013F-HRTimelineGroup
Cascade Financial Partners, LLC56,956$599K0.06%+15,93613F-HRTimeline
New England Private Wealth Advisors LLC55,755$586K0.07%013F-HR/ATimeline
Anson Capital, Inc.55,118$579K0.42%+37,20013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…53,192$559K0.04%+97713F-HRTimelineGroup
OneAscent Family Office, LLCin group OneAscent Financial Services …50,581$532K0.36%+19,21113F-HRTimelineGroup
Qube Research & Technologies Ltd49,043$515K<0.01%+17,85213F-HRTimeline
Cambridge Investment Research Advisors,…47,381$498K<0.01%-20,42913F-HRTimeline
AlphaCore Capital LLC44,750$470K0.01%-22,90613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,794$439K<0.01%+3,72213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,405$414K<0.01%new13F-HRTimelineGroup
Hillsdale Investment Management Inc.38,800$408K0.01%+3,90013F-HRTimeline
Advyzon Investment Management, LLC36,910$388K0.05%+4,79413F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.36,166$380K0.25%+81913F-HRTimeline
HRT FINANCIAL LP33,404$351K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG31,940$336K<0.01%-69,02513F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC30,000$315K0.01%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd29,817$313K<0.01%-136,25213F-HRTimelineGroup
Wealthfront Advisers LLC28,399$298K<0.01%-13,74413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd28,004$294K0.01%-4,71913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,896$283K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.26,455$278K0.03%+64413F-HRTimeline
NewEdge Advisors, LLC24,084$253K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,024$231K0.01%-10,36413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,440$225K0.01%-27,75413F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC20,781$218K0.01%-45613F-HRTimeline
Sigma Planning Corp20,288$213K0.01%+2,98813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,030$205K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,250$192K0.01%-3,00013F-HRTimeline
Sowell Financial Services LLC15,424$162K0.01%+1,50013F-HRTimeline
TPG Advisors LLC15,133$159K0.1%+4,87113F-HRTimeline
Z3 Capital Partners, LLC15,100$159K0.04%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,025$158K<0.01%-36,61213F-HRTimelineGroup
Veltria Advisors Corp.13,710$154K0.67%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,732$144K<0.01%-16713F-HR/ATimelineGroup
Harvest Investment Services, LLC13,608$143K0.03%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,700$133K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,534$132K<0.01%-94613F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,252$129K<0.01%-8,99513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,929$125K<0.01%-20,62513F-HRTimelineGroup
Clear Creek Financial Management, LLC10,250$108K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…7,690$80.8K0.01%13F-HRTimeline
Triumph Capital Management7,043$74K0.02%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,040$74K<0.01%013F-HRTimeline
Investors Research Corp5,258$55.3K0.01%013F-HRTimeline
MAI Capital Management4,305$45.2K<0.01%+25913F-HRTimeline
FMR LLCin group FMR LLC3,540$37.2K<0.01%+29413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,177$33.4K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,455$15.3K<0.01%+45513F-HRTimeline
Motiv8 Investments LLC1,250$13K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\555$5.83K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP512$5.38K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/339$3.56K<0.01%013F-HRTimelineGroup
COUNTRY TRUST BANK300$3.15K<0.01%013F-HRTimeline
Aspect Partners, LLC300$3.15K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC240$2.52K<0.01%-34513F-HRTimeline
SIMPLEX TRADING, LLC237$2.49K<0.01%-6,52113F-HRTimeline
Roble, Belko & Company, Inc190$2K<0.01%new13F-HRTimeline
Blue Trust, Inc.150$1.58K<0.01%013F-HRTimeline
Global Retirement Partners, LLC113$1.19K<0.01%-1,19313F-HRTimeline
Founders Financial Alliance, LLC50$526<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC23$242<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC21$221<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10$105<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$21<0.01%+113F-HRTimelineGroup
SIGNATUREFD, LLC2$17<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$11<0.01%new13F-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.