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Get Institutions for : 
Vaneck Vectors Mortgage Reit Income Etf (MORT)  
$11.50 0.02 (0.17%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 65    6
Total shares held : 
4,714,236  
% of shares held : 
36.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
1,394,576  
% of shares held change : 
  10.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$10.70  
Last Quarter's Ending Price : 
$11.82  
Last Quarter's Average Price
$10.96  
Change from last quarter's     
avg. price to the last closing  : 
0.54 (4.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 521,215
 11.06%
 
Increased Positions :
22
 1,120,026
 23.76%
 
Unchanged Positions :
21
 83,339
 1.77%
 
Decreased Positions :
7
-87,604
-1.86%
 
Closed Positions :
21
-159,061
-3.37%
 
Guru Positions :
1
585
 0.01%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF AMERICA CORP /DE/ 2580 - 2024-03-31 732,305 $8,561,000 -710,190
   LPL FINANCIAL CORP 1523 - 2024-03-31 625,442 $7,311,000 112,002
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 813 - 2024-03-31 379,624 $4,438,000 -635,290
   MORGAN STANLEY 3927 - 2024-03-31 369,470 $4,319,000 -120,682
   Arete Wealth Advisors LLC 134 - 2024-03-31 164,044 $1,918,000 954
   MML INVESTORS SERVICES LLC 1147 - 2024-03-31 140,533 $1,643,000 27,563
   DRIVE WEALTH MANAGEMENT LLC 43 *New 2024-03-31 128,593 $1,503,000 128,593
   WEDBUSH MORGAN SECURITIES INC 404 - 2024-03-31 80,325 $939,000 20,200
   H&H Retirement Design & Management INC 38 - 2024-03-31 81,282 $874,000 -7,200
   Lionsbridge Wealth Management LLC 44 - 2024-03-31 69,452 $812,000 -1,635
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2260 - 2024-03-31 59,712 $698,000 16,857
   Equitable Holdings Inc. 733 - 2024-03-31 53,723 $628,000 8,467
   D E SHAW & CO INC 2187 *New 2024-03-31 53,567 $626,000 53,567
   FINANCIAL NETWORK 1817 - 2024-03-31 50,111 $586,000 24,933
   ROYAL BANK OF CANADA 3435 - 2024-03-31 44,357 $519,000 -7,009
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3382 - 2024-03-31 44,279 $518,000 44,279
   STIFEL FINANCIAL CORP 2597 - 2024-03-31 42,475 $497,000 17,689
   BESSEMER GROUP INC 807 - 2024-03-31 42,540 $497,000 0
   OmniStar Financial Group Inc. 89 *New 2024-03-31 40,441 $473,000 40,441
   TWO SIGMA INVESTMENTS LLC 2303 *New 2024-03-31 35,600 $416,000 35,600
   REBALANCE LLC 68 - 2024-03-31 35,449 $414,000 0
   UBS Group AG 4286 - 2024-03-31 31,601 $369,000 -1,790
   Wealthfront Advisers LLC 790 - 2024-03-31 27,610 $323,000 10,869
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1901 - 2024-03-31 25,730 $301,000 3,875
   JAFFETILCHIN INVESTMENT PARTNERS LLC 292 - 2024-03-31 25,155 $294,000 -3,576
   GOLDMAN SACHS GROUP INC/ 4138 - 2024-03-31 24,121 $282,000 -15,390
   THRIVENT FINANCIAL FOR LUTHERANS 2325 - 2024-03-31 23,517 $275,000 7,218
   Advisor Group Holdings Inc. 3401 - 2024-03-31 23,149 $271,000 -2,702
   ENVESTNET ASSET MANAGEMENT INC 3755 - 2024-03-31 22,571 $264,000 22,571
   PFG Investments LLC 809 *New 2024-03-31 21,285 $249,000 21,285
   ARS Wealth Advisors Group LLC 144 - 2024-03-31 20,575 $241,000 6,225
   Consolidated Portfolio Review Corp 234 - 2024-03-31 20,465 $239,000 -5,033
   GeoWealth Management LLC 644 - 2024-03-31 19,203 $224,000 6,374
   Lido Advisors LLC 1087 - 2024-03-31 19,030 $222,000 0
   Claybrook Capital LLC 126 - 2023-09-30 19,030 $216,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 689 - 2024-03-31 16,700 $188,000 -5,025
   Adams Wealth Management 94 - 2023-12-31 14,891 $176,000 -7,202
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 490 - 2024-03-31 14,775 $173,000 0
   Cetera Investment Advisers 1673 *New 2024-03-31 14,036 $164,000 14,036
   JANNEY MONTGOMERY SCOTT LLC 2597 - 2024-03-31 13,320 $156,000 2,759
   Wealthcare Advisory Partners LLC 773 - 2024-03-31 12,878 $151,000 2,500
   COMMONWEALTH EQUITY SERVICES LLC. 3671 *New 2024-03-31 12,304 $144,000 12,304
   Sigma Planning Corp 1147 - 2024-03-31 11,800 $138,000 11,800
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1666 - 2023-09-30 11,871 $135,000 0
   Castle Rock Wealth Management LLC 231 *New 2024-03-31 12,173 $132,000 12,173
   FLOW TRADERS U.S. LLC 626 - 2024-03-31 11,040 $129,000 11,040
   TCG Advisory Services LLC 435 - 2024-03-31 10,418 $122,000 -1,945
   AllSquare Wealth Management LLC 161 - 2024-03-31 7,500 $88,000 0
   TOWER RESEARCH CAPITAL LLC 1936 *New 2024-03-31 7,087 $83,000 7,087
   HILLSDALE INVESTMENT MANAGEMENT INC. 440 - 2024-03-31 5,530 $65,000 5,530
   First Capital Advisors Group LLC. 265 - 2023-06-30 5,289 $64,000 -430
   Investors Research Corp 477 - 2024-03-31 5,258 $61,000 0
   Future Financial Wealth Managment LLC 257 *New 2024-03-31 4,500 $53,000 4,500
   GUARDIAN WEALTH ADVISORS LLC / NC 330 - 2024-03-31 3,546 $41,000 0
   Aptus Capital Advisors LLC 898 - 2024-03-31 3,546 $41,000 0
   SIMPLEX TRADING LLC 1622 - 2024-03-31 2,130 $24,000 2,130
   WESTEND CAPITAL MANAGEMENT LLC 94 *New 2024-03-31 1,842 $22,000 1,842
   US BANCORP 3099 - 2024-03-31 1,500 $18,000 0
   Parallel Advisors LLC 2082 *New 2024-03-31 1,400 $16,000 1,400
   Coastal Investment Advisors Inc. 671 - 2024-03-31 1,229 $14,000 1,229
   GRADIENT INVESTMENTS LLC 651 - 2024-03-31 724 $8,000 0
   VAN DEN BERG MANAGEMENT INC *** -- Notable Guru -- 102 - 2024-03-31 585 $7,000 0
   BDO Wealth Advisors LLC 745 - 2023-06-30 600 $7,000 0
   Atlantic Edge Private Wealth Management LLC 359 - 2024-03-31 600 $7,000 0
   Ahrens Investment Partners LLC 721 *New 2023-03-31 560 $6,000 560
   Retirement Group LLC 537 - 2024-03-31 520 $6,000 0
   Householder Group Estate & Retirement Specialist L 935 - 2024-03-31 470 $5,000 0
   SIGNATUREFD, LLC 2567 *New 2024-03-31 375 $4,000 375
   WETZEL INVESTMENT ADVISORS INC. 688 - 2024-03-31 365 $4,000 0
   NATIONAL BANK OF CANADA /FI/ 2141 - 2024-03-31 321 $4,000 18
   Goss Wealth Management LLC 3211 - 2024-03-31 350 $4,000 0
   Founders Financial Alliance LLC 527 *New 2024-03-31 263 $3,000 263
   Aspect Partners LLC 407 - 2024-03-31 250 $3,000 50
   HARBOUR INVESTMENTS INC. 2667 - 2023-12-31 128 $2,000 0
   Qube Research & Technologies Ltd 3488 - 2024-03-31 204 $2,000 0
   CITADEL ADVISORS LLC 5691 - 2024-03-31 127 $1,000 -24,317
   J P MORGAN CHASE & CO 5358 - 2024-03-31 74 $1,000 -11,797
   BLAIR WILLIAM & CO/IL 1781 *Closed 2024-03-31 0 $0 -1,500
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1844 *New 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6113 - 2024-03-31 0 $0 -1
   DecisionPoint Financial LLC 258 *New 2024-03-31 25 $0 25
   Lindbrook Capital LLC 2576 - 2024-03-31 20 $0 0
   B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM 119 *Closed 2024-03-31 0 $0 -10,000
   RAYMOND JAMES & ASSOCIATES 3834 *Closed 2024-03-31 0 $0 -27,775
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1996 - 2024-03-31 36 $0 0
   St. James Investment Advisors LLC 109 - 2022-12-31 19 $0 1
   ADVISORY SERVICES NETWORK, LLC 3056 *Closed 2024-03-31 0 $0 -2,935
   Andina Capital Management LLC 124 *Closed 2024-03-31 0 $0 -18,990
   Gladstone Institutional Advisory LLC 673 *Closed 2024-03-31 0 $0 -13,320
   PROEQUITIES INC. 8787 - 2024-03-31 0 $0 0
   VAN ECK ASSOCIATES CORP 1409 *Closed 2024-03-31 0 $0 -2,556
   FMR LLC 5620 - 2024-03-31 7 $0 7
   Cutler Group LP 1601 *Closed 2024-03-31 0 $0 -1,000
   Triumph Capital Management 261 *Closed 2024-03-31 0 $0 -11,012
   CWM LLC 4672 - 2024-03-31 13 $0 0

  95 Records found
  1    
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