13FBOX
VANECK MORTGAGE REIT INCOME ETF · 13F Institutional Holdings
Options Calculator Rankings
V

VANECK MORTGAGE REIT INCOME ETF

MORT
Institutions
93
Combined AUM (Q2 2026)
$114.4M
Combined Shares (Q2 2026)
11.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.7M
50 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.5M
26 · 10 Exit · ≈
⚖️ Net
+166,314
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$114.4M
Institutions
93
New Buys
17
Adds
33
Reduces
16
Exits
10
Unchanged
27
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#47$25.5M2.5M$24.2M2.4M+108,599+4.61%Add
LPL Financial LLC
<0.01%<0.01%#43$14.4M1.4M$13.4M1.3M+81,857+6.27%Add
MORGAN STANLEY
<0.01%<0.01%#56$13.2M1.3M$4.2M390,751+882,425+225.83%Add
BNP PARIBAS FINANCIAL MARKETS
0.01%<0.01%#40$10.9M1.1M$7.2M700,000+350,000+50.00%Add
Proficio Capital Partners LLC
0.13%#7$3.5M342,570$00+342,570New Buy
Cetera Investment Advisers
<0.01%<0.01%#44$3.2M308,495$2.9M285,155+23,340+8.19%Add
MML INVESTORS SERVICES, LLC
0.01%<0.01%#37$3.0M292,131$1.7M169,624+122,507+72.22%Add
Ashton Thomas Private Wealth, LLC
0.06%0.06%#11$2.7M259,645$2.6M257,876+1,769+0.69%Add
UBS Group AG
<0.01%<0.01%#63$2.3M225,307$3.7M364,797-139,490-38.24%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#65$2.1M205,647$2.6M251,083-45,436-18.10%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#61$2.1M202,898$1.9M183,217+19,681+10.74%Add
Steward Partners Investment Advisory, LLC
0.01%0.01%#30$2.1M199,419$2.3M220,567-21,148-9.59%Reduce
Tower Research Capital LLC (TRC)
0.05%#14$2.0M191,526$00+191,526New Buy
Integras Partners LLC
1.02%1.07%#1$1.9M178,598$1.6M158,992+19,606+12.33%Add
Equitable Holdings, Inc.
0.01%0.01%#33$1.5M148,149$1.5M142,889+5,260+3.68%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#69$1.4M130,772$978,00095,354+35,418+37.14%Add
Advisor OS, LLC
0.09%0.18%#10$1.3M129,054$2.5M245,492-116,438-47.43%Reduce
One Wealth Map LLC
0.6%0.61%#2$1.3M135,114$1.3M121,850+13,264+10.89%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#75$1.3M123,100$1.2M120,790+2,310+1.91%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#53$1.2M118,473$728,22470,977+47,496+66.92%Add
WEDBUSH SECURITIES INC
0.03%0.03%#18$1.2M113,505$1.1M108,936+4,569+4.19%Add
UMB Bank, n.a.
0.01%#26$1.1M101,500$00+101,500New Buy
AlphaCore Capital LLC
0.02%0.01%#23$905,41087,395$444,43043,317+44,078+101.76%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%#49$828,80080,000$00+80,000New Buy
Vestmark Advisory Solutions, Inc.
0.01%0.01%#34$784,25275,700$658,69264,200+11,500+17.91%Add
ELEVATION POINT WEALTH PARTNERS, LLC
0.01%0.02%#24$784,25275,700$658,69264,200+11,500+17.91%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#70$724,64869,947$864,21884,232-14,285-16.96%Reduce
Advyzon Investment Management, LLC
0.05%0.05%#13$715,37969,052$513,96450,094+18,958+37.84%Add
FIFTH THIRD SECURITIES, INC.
0.04%0.04%#17$623,76560,209$632,84761,681-1,472-2.39%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#55$622,65460,101$588,37757,346+2,755+4.80%Add
Anson Capital, Inc.
0.38%0.39%#3$583,75556,347$567,34755,297+1,050+1.90%Add
New England Private Wealth Advisors LLC
0.05%0.07%#12$541,93955,755$572,04655,75500.00%Unchanged
D. E. Shaw & Co., Inc.
<0.01%#66$503,15448,567$00+48,567New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#52$481,24346,452$614,00059,841-13,389-22.37%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#54$470,52047,241$470,99347,24100.00%Unchanged
Cascade Financial Partners, LLC
0.04%0.06%#16$434,49841,940$593,80857,876-15,936-27.53%Reduce
Wealthfront Advisers LLC
<0.01%<0.01%#57$362,55934,996$501,38648,868-13,872-28.39%Reduce
Marshall & Sterling Wealth Advisors Inc.
0.2%0.22%#5$341,22032,936$331,86832,346+590+1.82%Add
Hillsdale Investment Management Inc.
0.01%0.01%#36$313,80430,290$248,18924,190+6,100+25.22%Add
SAX WEALTH ADVISORS, LLC
0.01%0.02%#27$307,80030,000$315,30030,00000.00%Unchanged
Institute for Wealth Management, LLC.
0.02%0.03%#21$274,07426,455$271,42926,45500.00%Unchanged
Rossby Financial, LCC
0.05%#15$262,09825,299$00+25,299New Buy
Soltis Investment Advisors LLC
0.01%0.04%#25$240,15523,181$644,08262,776-39,595-63.07%Reduce
L & S Advisors Inc
0.02%0.05%#20$237,61722,936$235,32322,93600.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#81$236,49822,828$637,84462,168-39,340-63.28%Reduce
Sigma Planning Corp
0.01%0.01%#38$226,23621,837$197,89219,288+2,549+13.22%Add
OneAscent Family Office, LLC
0.11%0.35%#8$216,99020,945$495,09648,255-27,310-56.60%Reduce
Aurora Private Wealth, Inc.
0.14%0.15%#6$213,13620,573$211,00020,57300.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#74$211,05520,372$206,32820,110+262+1.30%Add
Lido Advisors, LLC
<0.01%<0.01%#59$197,15119,030$195,24819,03000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow