MORT Institutional Ownership & Shareholders
VANECK MORTGAGE REIT INCOME (MORT) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $125.74M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $19.15M, representing an estimated loss of -25.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
$125.74M
Largest Holder
Bank Of America Corp
Largest Position
$25.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
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 | $19,149,258 | -$6,383,091 | -25.00% | |
| Jaffetilchin Investment Partners, Llc | 0.89% | 1,459,195 | $14,971,344 | $11,337,945 | -$3,633,399 | -24.27% | |
| Lpl Financial Llc | 0.00% | 1,388,361 | $14,383,419 | $10,787,565 | -$3,595,854 | -25.00% | |
| Morgan Stanley | 0.00% | 1,273,176 | $13,190,113 | $9,892,578 | -$3,297,535 | -25.00% | |
| Bnp Paribas Financial Markets | 0.01% | 1,050,000 | $10,878,000 | $8,158,500 | -$2,719,500 | -25.00% | |
| Proficio Capital Partners Llc | 0.13% | 342,570 | $3,549,025 | $2,661,769 | -$887,256 | -25.00% | |
| Cetera Investment Advisers | 0.00% | 308,495 | $3,196,012 | $2,397,006 | -$799,006 | -25.00% | |
| Mml Investors Services, Llc | 0.01% | 292,131 | $3,026,473 | $2,269,858 | -$756,615 | -25.00% | |
| Ashton Thomas Private Wealth, Llc | 0.06% | 259,645 | $2,689,922 | $2,017,442 | -$672,480 | -25.00% | |
| Ubs Group Ag | 0.00% | 225,307 | $2,334,181 | $1,750,635 | -$583,546 | -25.00% | |
| Envestnet Asset Management Inc | 0.00% | 202,898 | $2,102,026 | $1,576,517 | -$525,509 | -25.00% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 199,419 | $2,065,981 | $1,549,486 | -$516,495 | -25.00% | |
| Tower Research Capital Llc (Trc) | 0.05% | 191,526 | $1,984,209 | $1,488,157 | -$496,052 | -25.00% | |
| Integras Partners Llc | 1.02% | 178,598 | $1,850,279 | $1,387,706 | -$462,573 | -25.00% | |
| Equitable Holdings, Inc. | 0.01% | 148,149 | $1,534,824 | $1,151,118 | -$383,706 | -25.00% | |
| Royal Bank Of Canada | 0.00% | 130,772 | $1,355,000 | $1,016,098 | -$338,902 | -25.01% | |
| Advisor Os, Llc | 0.09% | 129,054 | $1,336,994 | $1,002,750 | -$334,244 | -25.00% | |
| One Wealth Map Llc | 0.62% | 135,114 | $1,329,517 | $1,049,836 | -$279,681 | -21.04% | |
| Stifel Financial Corp | 0.00% | 118,473 | $1,227,371 | $920,535 | -$306,836 | -25.00% | |
| Wedbush Securities Inc | 0.03% | 113,505 | $1,176,000 | $881,934 | -$294,066 | -25.01% | |
| Umb Bank, N.A. | 0.01% | 101,500 | $1,051,540 | $788,655 | -$262,885 | -25.00% | |
| Alphacore Capital Llc | 0.02% | 87,395 | $905,410 | $679,059 | -$226,351 | -25.00% | |
| Captrust Financial Advisors | 0.00% | 80,000 | $828,800 | $621,600 | -$207,200 | -25.00% | |
| Elevation Point Wealth Partners, Llc | 0.01% | 75,700 | $784,252 | $588,189 | -$196,063 | -25.00% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 75,700 | $784,252 | $588,189 | -$196,063 | -25.00% | |
| Raymond James Financial Inc | 0.00% | 69,947 | $724,648 | $543,488 | -$181,160 | -25.00% | |
| Advyzon Investment Management, Llc | 0.05% | 69,052 | $715,379 | $536,534 | -$178,845 | -25.00% | |
| Citadel Advisors Llc | 0.00% | 64,447 | $667,671 | $500,753 | -$166,918 | -25.00% | |
| Fifth Third Securities, Inc. | 0.04% | 60,209 | $623,765 | $467,824 | -$155,941 | -25.00% | |
| Osaic Holdings, Inc. | 0.00% | 60,101 | $622,654 | $466,985 | -$155,669 | -25.00% | |
| Anson Capital, Inc. | 0.38% | 56,347 | $583,755 | $437,816 | -$145,939 | -25.00% | |
| New England Private Wealth Advisors Llc | 0.05% | 55,755 | $541,939 | $433,216 | -$108,723 | -20.06% | |
| D. E. Shaw & Co., Inc. | 0.00% | 48,567 | $503,154 | $377,366 | -$125,788 | -25.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 47,241 | $470,520 | $367,063 | -$103,457 | -21.99% | |
| Cascade Financial Partners, Llc | 0.04% | 41,940 | $434,498 | $325,874 | -$108,624 | -25.00% | |
| Wealthfront Advisers Llc | 0.00% | 34,996 | $362,559 | $271,919 | -$90,640 | -25.00% | |
| Marshall & Sterling Wealth Advisors Inc. | 0.20% | 32,936 | $341,220 | $255,913 | -$85,307 | -25.00% | |
| Hillsdale Investment Management Inc. | 0.01% | 30,290 | $313,804 | $235,353 | -$78,451 | -25.00% | |
| Sax Wealth Advisors, Llc | 0.01% | 30,000 | $307,800 | $233,100 | -$74,700 | -24.27% | |
| Institute For Wealth Management, Llc. | 0.02% | 26,455 | $274,074 | $205,555 | -$68,519 | -25.00% | |
| Rossby Financial, Lcc | 0.05% | 25,299 | $262,098 | $196,573 | -$65,525 | -25.00% | |
| Soltis Investment Advisors Llc | 0.01% | 23,181 | $240,155 | $180,116 | -$60,039 | -25.00% | |
| L & S Advisors Inc | 0.02% | 22,936 | $237,617 | $178,213 | -$59,404 | -25.00% | |
| Susquehanna International Group, Llp | 0.00% | 22,828 | $236,498 | $177,374 | -$59,124 | -25.00% | |
| Sigma Planning Corp | 0.01% | 21,837 | $226,236 | $169,673 | -$56,563 | -25.00% | |
| Oneascent Family Office, Llc | 0.11% | 20,945 | $216,990 | $162,743 | -$54,247 | -25.00% | |
| Lido Advisors, Llc | 0.00% | 19,030 | $197,151 | $147,863 | -$49,288 | -25.00% | |
| Clear Creek Financial Management, Llc | 0.01% | 18,250 | $189,070 | $141,803 | -$47,268 | -25.00% | |
| Jpmorgan Chase & Co | 0.00% | 17,542 | $181,033 | $136,301 | -$44,732 | -24.71% | |
| Tpg Advisors Llc | 0.10% | 17,197 | $178,164 | $133,621 | -$44,543 | -25.00% |
Frequently asked questions about MORT
Who are the largest institutional holders of MORT?
The largest institutional holders of MORT reported in the latest SEC Form 13F filings include Bank Of America Corp, Jaffetilchin Investment Partners, Llc, Lpl Financial Llc, Morgan Stanley, and Bnp Paribas Financial Markets. InsiderSet ranks institutional holders by their latest reported MORT position.
What is MORT institutional ownership?
This page tracks MORT positions reported by institutional investment managers through SEC Form 13F. VANECK MORTGAGE REIT INCOME (MORT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MORT?
InsiderSet currently tracks 89 institutional managers reporting MORT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MORT shareholders.
How much MORT stock do institutions own?
Institutional investment managers disclosed approximately $125.74M in MORT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MORT institutional ownership last updated?
The latest MORT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MORT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MORT position after the reporting date.
Are institutions buying or selling MORT?
Institutional buying and selling can be analyzed by comparing MORT positions across consecutive 13F reporting periods. InsiderSet's MORT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MORT ownership changes.
How has MORT institutional ownership changed over time?
InsiderSet tracks MORT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.