Who owns VanEck Mortgage REIT Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MORT from SEC Form 13F filings across 92 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 92 institutions disclosed 12.2M shares of VanEck Mortgage REIT Income ETF worth $126.6M — about 29.6% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
92
13F holders
$126.6M
value, 2026 filers
29.6%
of shares outstanding (12.2M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MORT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.5M | $25.5M | 0.0% | 6% | +4.6% |
| 2 | Jaffetilchin Investment Partners, LLC | 1.4M | $14.9M | 0.8% | 3.5% | -1.4% |
| 3 | LPL Financial LLC | 1.4M | $14.4M | 0.0% | 3.4% | +6.3% |
| 4 | MORGAN STANLEY | 1.3M | $13.2M | 0.0% | 3.1% | -26.6% |
| 5 | BNP PARIBAS FINANCIAL MARKETS | 1.1M | $10.9M | 0.0% | 2.5% | +50.0% |
| 6 | Proficio Capital Partners LLCNEW | 342,570 | $3.5M | 0.1% | 0.8% | new |
| 7 | Cetera Investment Advisers | 308,495 | $3.2M | 0.0% | 0.7% | +8.2% |
| 8 | MML INVESTORS SERVICES, LLC | 292,131 | $3.0M | 0.0% | 0.7% | +72.2% |
| 9 | Ashton Thomas Private Wealth, LLC | 259,645 | $2.7M | 0.1% | 0.6% | +0.7% |
| 10 | UBS Group AG | 225,307 | $2.3M | 0.0% | 0.5% | -38.2% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 202,898 | $2.1M | 0.0% | 0.5% | +10.7% |
| 12 | Steward Partners Investment Advisory, LLC | 199,419 | $2.1M | 0.0% | 0.5% | -9.6% |
| 13 | Tower Research Capital LLC (TRC)NEW | 191,526 | $2.0M | 0.0% | 0.5% | new |
| 14 | Integras Partners LLC | 178,598 | $1.9M | 1.0% | 0.4% | +12.3% |
| 15 | Equitable Holdings, Inc. | 148,149 | $1.5M | 0.0% | 0.4% | +3.7% |
| 16 | One Wealth Map LLC | 135,114 | $1.3M | 0.6% | 0.3% | +10.9% |
| 17 | ROYAL BANK OF CANADA | 130,772 | $1.4M | 0.0% | 0.3% | +37.1% |
| 18 | Advisor OS, LLC | 129,054 | $1.3M | 0.1% | 0.3% | -47.4% |
| 19 | STIFEL FINANCIAL CORP | 118,473 | $1.2M | 0.0% | 0.3% | +66.9% |
| 20 | WEDBUSH SECURITIES INC | 113,505 | $1.2M | 0.0% | 0.3% | +4.2% |
| 21 | UMB Bank, n.a.NEW | 101,500 | $1.1M | 0.0% | 0.2% | new |
| 22 | AlphaCore Capital LLC | 87,395 | $905,410 | 0.0% | 0.2% | +101.8% |
| 23 | CAPTRUST FINANCIAL ADVISORSNEW | 80,000 | $828,800 | 0.0% | 0.2% | new |
| 24 | ELEVATION POINT WEALTH PARTNERS, LLC | 75,700 | $784,252 | 0.0% | 0.2% | +17.9% |
| 25 | Vestmark Advisory Solutions, Inc. | 75,700 | $784,252 | 0.0% | 0.2% | +17.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.