VANECK MORTGAGE REIT INCOME (MORT) Institutional Shareholders
VANECK MORTGAGE REIT INCOME (MORT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $120.66M in MORT holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of MORT tracked by InsiderSet, reporting ownership valued at approximately $25.53M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.52M, representing an estimated loss of -3.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed MORT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Jaffetilchin Investment Partners, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VANECK MORTGAGE REIT INCOME (MORT).
This page ranks the largest institutional MORT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$120.66M
Largest Holder
Bank Of America Corp
Largest Position
$25.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 2,464,512 | $25,532,349 | $24,521,894 | -$1,010,455 | -3.96% | |
| Jaffetilchin Investment Partners, Llc | 0.89% | 1,459,195 | $14,971,344 | $14,518,990 | -$452,354 | -3.02% | |
| Lpl Financial Llc | 0.00% | 1,388,361 | $14,383,419 | $13,814,192 | -$569,227 | -3.96% | |
| Morgan Stanley | 0.00% | 1,273,176 | $13,190,113 | $12,668,101 | -$522,012 | -3.96% | |
| Bnp Paribas Financial Markets | 0.01% | 1,050,000 | $10,878,000 | $10,447,500 | -$430,500 | -3.96% | |
| Cetera Investment Advisers | 0.00% | 308,495 | $3,196,012 | $3,069,525 | -$126,487 | -3.96% | |
| Mml Investors Services, Llc | 0.01% | 292,131 | $3,026,473 | $2,906,703 | -$119,770 | -3.96% | |
| Ashton Thomas Private Wealth, Llc | 0.06% | 259,645 | $2,689,922 | $2,583,468 | -$106,454 | -3.96% | |
| Ubs Group Ag | 0.00% | 225,307 | $2,334,181 | $2,241,805 | -$92,376 | -3.96% | |
| Envestnet Asset Management Inc | 0.00% | 202,898 | $2,102,026 | $2,018,835 | -$83,191 | -3.96% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 199,419 | $2,065,981 | $1,984,219 | -$81,762 | -3.96% | |
| Tower Research Capital Llc (Trc) | 0.05% | 191,526 | $1,984,209 | $1,905,684 | -$78,525 | -3.96% | |
| Integras Partners Llc | 1.02% | 178,598 | $1,850,279 | $1,777,050 | -$73,229 | -3.96% | |
| Equitable Holdings, Inc. | 0.01% | 142,889 | $1,501,763 | $1,421,746 | -$80,017 | -5.33% | |
| Royal Bank Of Canada | 0.00% | 130,772 | $1,355,000 | $1,301,181 | -$53,819 | -3.97% | |
| Advisor Os, Llc | 0.09% | 129,054 | $1,336,994 | $1,284,087 | -$52,907 | -3.96% | |
| One Wealth Map Llc | 0.62% | 135,114 | $1,329,517 | $1,344,384 | +$14,867 | +1.12% | |
| Stifel Financial Corp | 0.00% | 118,473 | $1,227,371 | $1,178,806 | -$48,565 | -3.96% | |
| Umb Bank, N.A. | 0.01% | 101,500 | $1,051,540 | $1,009,925 | -$41,615 | -3.96% | |
| Alphacore Capital Llc | 0.02% | 87,395 | $905,410 | $869,580 | -$35,830 | -3.96% | |
| Captrust Financial Advisors | 0.00% | 80,000 | $828,800 | $796,000 | -$32,800 | -3.96% | |
| Elevation Point Wealth Partners, Llc | 0.01% | 75,700 | $784,252 | $753,215 | -$31,037 | -3.96% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 75,700 | $784,252 | $753,215 | -$31,037 | -3.96% | |
| Raymond James Financial Inc | 0.00% | 69,947 | $724,648 | $695,973 | -$28,675 | -3.96% | |
| Advyzon Investment Management, Llc | 0.05% | 69,052 | $715,379 | $687,067 | -$28,312 | -3.96% | |
| Citadel Advisors Llc | 0.00% | 64,447 | $667,671 | $641,248 | -$26,423 | -3.96% | |
| Fifth Third Securities, Inc. | 0.04% | 60,209 | $623,765 | $599,080 | -$24,685 | -3.96% | |
| Osaic Holdings, Inc. | 0.00% | 60,101 | $622,654 | $598,005 | -$24,649 | -3.96% | |
| Anson Capital, Inc. | 0.38% | 56,347 | $583,755 | $560,653 | -$23,102 | -3.96% | |
| New England Private Wealth Advisors Llc | 0.05% | 55,755 | $541,939 | $554,762 | +$12,823 | +2.37% | |
| D. E. Shaw & Co., Inc. | 0.00% | 48,567 | $503,154 | $483,242 | -$19,912 | -3.96% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 47,241 | $470,520 | $470,048 | -$472 | -0.10% | |
| Cascade Financial Partners, Llc | 0.04% | 41,940 | $434,498 | $417,303 | -$17,195 | -3.96% | |
| Wealthfront Advisers Llc | 0.00% | 34,996 | $362,559 | $348,210 | -$14,349 | -3.96% | |
| Marshall & Sterling Wealth Advisors Inc. | 0.20% | 32,936 | $341,220 | $327,713 | -$13,507 | -3.96% | |
| Hillsdale Investment Management Inc. | 0.01% | 30,290 | $313,804 | $301,386 | -$12,419 | -3.96% | |
| Sax Wealth Advisors, Llc | 0.01% | 30,000 | $307,800 | $298,500 | -$9,300 | -3.02% | |
| Institute For Wealth Management, Llc. | 0.02% | 26,455 | $274,074 | $263,227 | -$10,847 | -3.96% | |
| Rossby Financial, Lcc | 0.05% | 25,299 | $262,098 | $251,725 | -$10,373 | -3.96% | |
| Soltis Investment Advisors Llc | 0.01% | 23,181 | $240,155 | $230,651 | -$9,504 | -3.96% | |
| L & S Advisors Inc | 0.02% | 22,936 | $237,617 | $228,213 | -$9,404 | -3.96% | |
| Susquehanna International Group, Llp | 0.00% | 22,828 | $236,498 | $227,139 | -$9,359 | -3.96% | |
| Sigma Planning Corp | 0.01% | 21,837 | $226,236 | $217,278 | -$8,958 | -3.96% | |
| Oneascent Family Office, Llc | 0.11% | 20,945 | $216,990 | $208,403 | -$8,587 | -3.96% | |
| Lido Advisors, Llc | 0.00% | 19,030 | $197,151 | $189,349 | -$7,803 | -3.96% | |
| Clear Creek Financial Management, Llc | 0.01% | 18,250 | $189,070 | $181,588 | -$7,483 | -3.96% | |
| Jpmorgan Chase & Co | 0.00% | 17,542 | $181,033 | $174,543 | -$6,490 | -3.59% | |
| Tpg Advisors Llc | 0.10% | 17,197 | $178,164 | $171,110 | -$7,054 | -3.96% | |
| International Assets Investment Management, Llc | 0.01% | 16,500 | $163,185 | $164,175 | +$990 | +0.61% | |
| Sowell Financial Services Llc | 0.00% | 14,104 | $146,115 | $140,335 | -$5,780 | -3.96% |
Frequently asked questions about MORT
Who owns the most MORT stock?
The largest holders of MORT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANECK MORTGAGE REIT INCOME (MORT).
Is MORT widely held by superinvestors?
Many widely followed stocks like MORT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MORT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.