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Get Institutions for : 
Vaneck Vectors Mortgage Reit Income Etf (MORT)  
$10.88 0.14 (1.26%) as of 4:30 Fri 4/26


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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  : 
0.08 (0.73%)  




 
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/ 1930 - 2023-12-31 1,442,495 $17,050,000 898,820
   LPL FINANCIAL CORP 1558 - 2023-12-31 513,440 $6,069,000 89,653
   MORGAN STANLEY 3735 - 2023-12-31 490,152 $5,794,000 -27,202
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 813 - 2024-03-31 379,624 $4,438,000 -635,290
   Arete Wealth Advisors LLC 141 *New 2023-12-31 163,090 $1,928,000 163,090
   DRIVE WEALTH MANAGEMENT LLC 43 *New 2024-03-31 128,593 $1,503,000 128,593
   MML INVESTORS SERVICES LLC 1191 - 2023-12-31 112,970 $1,335,000 23,525
   H&H Retirement Design & Management INC 38 - 2024-03-31 81,282 $874,000 -7,200
   Lionsbridge Wealth Management LLC 47 *New 2023-12-31 71,087 $840,000 71,087
   WEDBUSH MORGAN SECURITIES INC 434 - 2023-12-31 60,125 $711,000 8,900
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2260 - 2024-03-31 59,712 $698,000 16,857
   ROYAL BANK OF CANADA 3498 - 2023-12-31 51,366 $607,000 847
   Equitable Holdings Inc. 752 - 2023-12-31 45,256 $535,000 8,250
   BESSEMER GROUP INC 821 - 2023-12-31 42,540 $503,000 1,730
   OmniStar Financial Group Inc. 89 *New 2024-03-31 40,441 $473,000 40,441
   GOLDMAN SACHS GROUP INC/ 3866 - 2023-12-31 39,511 $467,000 39,511
   REBALANCE LLC 68 - 2024-03-31 35,449 $414,000 0
   UBS Group AG 4112 - 2023-12-31 33,391 $395,000 2,763
   JAFFETILCHIN INVESTMENT PARTNERS LLC 265 - 2023-12-31 28,731 $340,000 6,883
   Wealthfront Advisers LLC 790 - 2024-03-31 27,610 $323,000 10,869
   Advisor Group Holdings Inc. 3562 - 2023-12-31 25,851 $306,000 1,921
   Consolidated Portfolio Review Corp 232 - 2023-12-31 25,498 $301,000 367
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1901 - 2024-03-31 25,730 $301,000 3,875
   FINANCIAL NETWORK 2248 - 2023-12-31 25,178 $298,000 8,450
   STIFEL FINANCIAL CORP 2853 *New 2023-12-31 24,786 $293,000 24,786
   CITADEL ADVISORS LLC 4110 - 2023-12-31 24,444 $289,000 10,668
   PFG Investments LLC 809 *New 2024-03-31 21,285 $249,000 21,285
   Lido Advisors LLC 1026 *New 2023-12-31 19,030 $225,000 19,030
   Claybrook Capital LLC 126 - 2023-09-30 19,030 $216,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2360 - 2023-12-31 16,299 $193,000 -185
   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. 467 *New 2023-12-31 14,775 $175,000 14,775
   ARS Wealth Advisors Group LLC 150 *New 2023-12-31 14,350 $170,000 14,350
   Gladstone Institutional Advisory LLC 633 *New 2023-12-31 13,320 $157,000 13,320
   GeoWealth Management LLC 537 *New 2023-12-31 12,829 $152,000 12,829
   Wealthcare Advisory Partners LLC 773 - 2024-03-31 12,878 $151,000 2,500
   TCG Advisory Services LLC 375 - 2023-12-31 12,363 $146,000 60
   J P MORGAN CHASE & CO 4359 - 2023-12-31 11,871 $140,000 11,871
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1666 - 2023-09-30 11,871 $135,000 0
   JANNEY MONTGOMERY SCOTT LLC 2505 *New 2023-12-31 10,561 $125,000 10,561
   AllSquare Wealth Management LLC 158 - 2023-12-31 7,500 $89,000 0
   First Capital Advisors Group LLC. 265 - 2023-06-30 5,289 $64,000 -430
   Investors Research Corp 480 - 2023-12-31 5,258 $62,000 0
   Future Financial Wealth Managment LLC 257 *New 2024-03-31 4,500 $53,000 4,500
   GUARDIAN WEALTH ADVISORS LLC / NC 314 - 2023-12-31 3,546 $42,000 0
   Aptus Capital Advisors LLC 684 - 2023-12-31 3,546 $42,000 0
   ADVISORY SERVICES NETWORK, LLC 2180 *New 2023-12-31 2,935 $35,000 2,935
   VAN ECK ASSOCIATES CORP 1312 - 2023-12-31 2,556 $30,000 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
   BLAIR WILLIAM & CO/IL 1659 - 2023-12-31 1,500 $18,000 0
   US BANCORP 3059 - 2023-12-31 1,500 $18,000 0
   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 -- 96 - 2023-12-31 585 $7,000 0
   Atlantic Edge Private Wealth Management LLC 330 - 2023-12-31 600 $7,000 0
   BDO Wealth Advisors LLC 745 - 2023-06-30 600 $7,000 0
   Ahrens Investment Partners LLC 721 *New 2023-03-31 560 $6,000 560
   Retirement Group LLC 524 - 2023-12-31 520 $6,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 470 $5,000 5
   WETZEL INVESTMENT ADVISORS INC. 688 - 2024-03-31 365 $4,000 0
   Goss Wealth Management LLC 3163 - 2023-12-31 350 $4,000 21
   NATIONAL BANK OF CANADA /FI/ 2187 - 2023-12-31 303 $4,000 0
   Qube Research & Technologies Ltd 3371 - 2023-12-31 204 $2,000 -99
   Aspect Partners LLC 439 - 2023-12-31 200 $2,000 0
   HARBOUR INVESTMENTS INC. 2667 - 2023-12-31 128 $2,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5765 *Closed 2023-12-31 0 $0 -23,254
   FLOW TRADERS U.S. LLC 766 *Closed 2023-12-31 0 $0 -20,098
   FMR LLC 4693 *Closed 2023-12-31 0 $0 -356
   PROEQUITIES INC. 2753 - 2023-12-31 0 $0 0
   WELLS FARGO & CO/MN 6103 - 2023-12-31 1 $0 -2,978
   Integrity Financial Corp /WA 207 *Closed 2023-12-31 0 $0 -2,844
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1021 *Closed 2023-12-31 0 $0 -1,800
   Lindbrook Capital LLC 2576 - 2024-03-31 20 $0 0
   Sigma Planning Corp 1049 *Closed 2023-12-31 0 $0 -10,550
   HILLSDALE INVESTMENT MANAGEMENT INC. 570 *Closed 2023-12-31 0 $0 -11,010
   B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM 119 *Closed 2024-03-31 0 $0 -10,000
   Larson Financial Group LLC 1784 *Closed 2023-12-31 0 $0 -2,747
   RAYMOND JAMES & ASSOCIATES 3834 *Closed 2024-03-31 0 $0 -27,775
   St. James Investment Advisors LLC 109 - 2022-12-31 19 $0 1
   Andina Capital Management LLC 124 *Closed 2024-03-31 0 $0 -18,990
   COMERICA BANK 3708 *Closed 2023-12-31 0 $0 -269
   AXXCESS WEALTH MANAGEMENT LLC 875 *Closed 2023-12-31 0 $0 -17,800
   ENVESTNET ASSET MANAGEMENT INC 4092 *Closed 2023-12-31 0 $0 -13,126
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1889 - 2023-12-31 36 $0 0
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 207 *Closed 2023-12-31 0 $0 -14,644
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3519 *Closed 2023-12-31 0 $0 -407
   MARINER WEALTH ADVISORS, LLC 3148 *Closed 2023-12-31 0 $0 -10,231
   Concord Wealth Partners 1024 *Closed 2023-12-31 0 $0 -132
   KESTRA PRIVATE WEALTH SERVICES LLC 1256 *Closed 2023-12-31 0 $0 -14,043
   Cutler Group LP 1601 *Closed 2024-03-31 0 $0 -1,000
   Moloney Securities Asset Management LLC 458 *Closed 2023-12-31 0 $0 -10,058
   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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