V
VanEck Mortgage REIT Income
MORT • ARCA
VanEck Mortgage REIT Income is an exchange-traded fund on ARCA. As of Q3 2025, 84 institutional investors hold shares in this ETF, with total holdings valued at $73.2M. LPL Financial LLC is the largest holder with a position valued at $11.9M.
Overview
Overview of institutional ownership in MORT as of Q3 2025
All Institutions
- Institutions
- 84
- Value Held
- $73.2M
- Shares Held
- 6.8M
- Avg Position
- $870.9K
- Median Position
- $284.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in MORT as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $11.9M 0.00% of portfolio |
 Gradient Investments LLC RIA/Wealth | $7.5M 0.13% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $5.9M 0.00% of portfolio |
 AXS Investments LLC Institution | $4.5M 1.96% of portfolio |
 MORGAN STANLEY RIA/Wealth | $4.2M 0.00% of portfolio |
 Ashton Thomas Private Wealth, LLC RIA/Wealth | $2.7M 0.07% of portfolio |
 Arete Wealth Advisors, LLC RIA/Wealth | $2.6M 0.18% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $2.6M 0.01% of portfolio |
 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | $2.3M 0.45% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $2.1M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MORT in Q3 2025
- Traded
- +$4.5M
- Buyers
- 48
- Sellers
- 25
- Total Bought
- +$11.5M
- Total Sold
- −$7.0M
- Avg Position
- $778.2K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Q Quadrature Capital Ltd Institution | +$1.8M +166.1K shares |
 Soltis Investment Advisors LLC RIA/Wealth | +$1.7M +160.3K shares |
MORGAN STANLEY RIA/Wealth | +$1.6M +146.0K shares |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | +$687.7K +63.9K shares |
L LPL Financial LLC Institution | +$580.2K +53.9K shares |
Arete Wealth Advisors, LLC RIA/Wealth | +$420.9K +39.1K shares |
J JANE STREET GROUP, LLC Institution | +$419.8K +39.0K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$393.2K +36.5K shares |
X XTX Topco Ltd Institution | +$352.4K +32.7K shares |
Cetera Investment Advisers RIA/Wealth | +$339.9K +31.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | −$2.3M −216.9K shares |
T Tower Research Capital LLC Institution | −$992.3K −92.1K shares |
AXS Investments LLC Institution | −$817.5K −75.9K shares |
R ROYAL BANK OF CANADA Institution | −$685.6K −63.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$646.7K −61.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$552.0K −51.3K shares |
 UBS Group AG Institution | −$214.7K −19.9K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$192.0K −17.8K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$184.0K −17.1K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$118.9K −11.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MORT in Q3 2025
- New Positions
- 10
- New Value
- $3.1M
- Exited Positions
- 9
- Exited Value
- $808.6K
New Positions
| Institution | Position Value |
|---|---|
Soltis Investment Advisors LLC RIA/Wealth | $1.7M 160.3K shares |
X XTX Topco Ltd Institution | $352.4K 32.7K shares |
O OneAscent Family Office, LLC Institution | $337.9K 31.4K shares |
$203.5K 18.9K shares | |
A Anson Capital, Inc. Institution | $193.0K 17.9K shares |
I INSIGNEO ADVISORY SERVICES, LLC RIA/Wealth | $166.4K 15.5K shares |
T TPG Advisors LLC Institution | $110.5K 10.3K shares |
 Hartland & Co., LLC RIA/Wealth | $1.7K 160.0 shares |
 Farther Finance Advisors, LLC RIA/Wealth | $226.0 21.0 shares |
 Grey Fox Wealth Advisors, LLC RIA/Wealth | $140.0 13.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $646.7K 61.2K shares |
T TCG Advisory Services, LLC RIA/Wealth | $113.3K 10.7K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $26.5K 2.5K shares |
 CONSULTIVA WEALTH MANAGEMENT, CORP. RIA/Wealth | $10.6K 1.0K shares |
 Ulland Investment Advisors, LLC Long Only Manager | $6.3K 601.0 shares |
G GROUP ONE TRADING, L.P. Institution | $2.8K 268.0 shares |
B BNP PARIBAS ARBITRAGE, SA Institution | $1.0K 99.0 shares |
 JPMORGAN CHASE & CO Institution | $982.0 93.0 shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $380.0 36.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in MORT as of Q3 2025
- Call Positions
- 1
- Call Value
- -
- Put Positions
- 3
- Put Value
- $341.4K
Call Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $182.0K 169.0 contracts |
J JANE STREET GROUP, LLC Institution | $159.4K 148.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Most Committed Institutions
Institutions with MORT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
AXS Investments LLC Institution | 1.96% $4.5M |
 Integras Partners LLC RIA/Wealth | 1.34% $1.6M |
H H&H Retirement Design & Management INC RIA/Wealth | 0.61% $1.1M |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | 0.45% $2.3M |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.29% $1.4M |
O OneAscent Family Office, LLC Institution | 0.28% $337.9K |
M Marshall & Sterling Wealth Advisors Inc. RIA/Wealth | 0.24% $380.4K |
Arete Wealth Advisors, LLC RIA/Wealth | 0.18% $2.6M |
A Anson Capital, Inc. Institution | 0.15% $193.0K |
Gradient Investments LLC RIA/Wealth | 0.13% $7.5M |