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Disclosery

MORT VANECK ETF TRUST

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MTG REIT INCOME (fund)

84 managers (85 13F filers) reported a position in MORT shares at 2026-03-31, 11,874,803 shares in all. 10 filers opened a position and 15 filers sold out during the quarter.

Managers
84
13F filers
85
New
10
Added
33
Reduced
22
Sold out
15
Shares held by filers
11,874,803

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,355,913$24.2M<0.01%+1,713,57013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,733,575$17.8M<0.01%+1,039,29113F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC1,459,195$15M0.89%+1,438,41413F-HRTimeline
LPL Financial LLC1,306,504$13.4M<0.01%+94,19413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS700,000$7.18M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG364,797$3.74M<0.01%+332,85713F-HRTimelineGroup
Cetera Investment Advisers285,155$2.93M<0.01%+35,01113F-HRTimeline
Ashton Thomas Private Wealth, LLC257,876$2.65M0.06%+12,40513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC245,492$2.52M0.18%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…220,567$2.26M0.01%+75,46313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC192,083$1.97M<0.01%+152,67813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC183,217$1.88M<0.01%+29,84113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC169,624$1.74M<0.01%-95,89613F-HRTimeline
Integras Partners LLC158,992$1.63M1.07%+20,14113F-HRTimeline
AXS Investments LLC158,507$1.63M0.66%-107,99413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.142,889$1.5M0.01%+26,78913F-HRTimelineGroup
One Wealth Map LLC121,850$1.3M0.63%+23,67713F-HRTimeline
WEDBUSH SECURITIES INC108,936$1.12M0.03%-2,45413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA95,354$978K<0.01%-38,57613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,232$864K<0.01%+25,99413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC83,890$861K<0.01%+68,86513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding72,437$743K+19,245Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,977$728K<0.01%+12,98413F-HRTimelineGroup
Summit Financial, LLC64,784$665K0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.64,200$659K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC64,200$659K0.02%new13F-HRTimeline
Soltis Investment Advisors LLC62,776$644K0.04%-59,90113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,168$638K<0.01%+50,23913F-HRTimelineGroup
Cambridge Investment Research Advisors,…59,841$614K<0.01%+12,46013F-HRTimeline
Cascade Financial Partners, LLC57,876$594K0.06%+92013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,346$588K<0.01%+15,55213F-HRTimelineGroup
New England Private Wealth Advisors LLC55,755$572K0.07%013F-HRTimeline
Anson Capital, Inc.55,297$567K0.39%+17913F-HRTimeline
Advyzon Investment Management, LLC50,094$514K0.05%+13,18413F-HRTimeline
Wealthfront Advisers LLC48,868$501K<0.01%+20,46913F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …48,255$495K0.35%-2,32613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,241$471K<0.01%-19,47613F-HRTimeline
AlphaCore Capital LLC43,317$444K0.01%-1,43313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.32,346$332K0.22%-3,82013F-HRTimeline
SAX WEALTH ADVISORS, LLC30,000$315K0.02%013F-HRTimeline
Institute for Wealth Management, LLC.26,455$271K0.03%013F-HRTimeline
NewEdge Advisors, LLC24,544$252K<0.01%+46013F-HR/ATimeline
Hillsdale Investment Management Inc.24,190$248K0.01%-14,61013F-HRTimeline
HRT FINANCIAL LP23,348$239K<0.01%-10,05613F-HRTimeline
L & S Advisors Inc22,936$235K0.03%new13F-HRTimeline
Aurora Private Wealth, Inc.20,573$211K0.15%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,110$206K<0.01%+6,37813F-HRTimelineGroup
Sigma Planning Corp19,288$198K0.01%-1,00013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,030$195K<0.01%013F-HRTimelineGroup
TPG Advisors LLC16,833$173K0.11%+1,70013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,500$163K0.01%-1,75013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,350$157K<0.01%+2,65013F-HRTimelineGroup
HighTower Advisors, LLC14,687$151K<0.01%-1,259,17713F-HRTimeline
Sowell Financial Services LLC14,624$150K0.01%-80013F-HRTimeline
Veltria Advisors Corp.13,710$144K0.48%013F-HRTimeline
Z3 Capital Partners, LLC13,100$134K0.03%-2,00013F-HRTimeline
Clear Creek Financial Management, LLC13,000$133K0.01%+2,75013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,252$126K<0.01%013F-HRTimelineGroup
Atwater Malick LLC11,141$114K0.03%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,426$107K<0.01%-2,10813F-HRTimelineGroup
Triumph Capital Management8,543$87.7K0.02%+1,50013F-HRTimeline
Keating Financial Advisory Services, In…7,690$78.9K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,040$72.2K<0.01%013F-HRTimeline
Advisory Services Network, LLC5,613$57.6K<0.01%new13F-HRTimeline
Investors Research Corp5,258$53.9K0.01%013F-HRTimeline
MAI Capital Management4,305$44.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC3,321$34.1K<0.01%-21913F-HRTimelineGroup
AE Wealth Management LLC1,000$10.3K<0.01%-45513F-HRTimeline
SIMPLEX TRADING, LLC985$10.1K<0.01%+74813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\555$5.69K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP415$4.08K<0.01%-9713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/376$3.85K<0.01%+3713F-HRTimelineGroup
COUNTRY TRUST BANK300$3.08K<0.01%013F-HRTimeline
Aspect Partners, LLC300$3.08K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc190$2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC141$1.45K<0.01%+12813F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC140$1.44K<0.01%-10013F-HRTimeline
Founders Financial Alliance, LLC50$513<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC23$236<0.01%013F-HRTimeline
Farther Finance Advisors, LLC21$207<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10$103<0.01%013F-HRTimeline
SIGNATUREFD, LLC2$17<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$13<0.01%-113F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$10<0.01%013F-HRTimeline