Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / MORTGAGE REIT
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Number of holders
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63
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Total 13F shares, excl. options
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4.73M
-
Shares change
-
+1.43M
-
Total reported value, excl. options
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$55.8M
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Value change
-
+$16.9M
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Put/Call ratio
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0.83
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Number of buys
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36
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Number of sells
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-24
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Price
-
$11.82
Significant Holders of VANECK ETF TRUST - MORTGAGE REIT (MORT) as of Q4 2023
84 filings reported holding MORT - VANECK ETF TRUST - MORTGAGE REIT as of Q4 2023.
VANECK ETF TRUST - MORTGAGE REIT (MORT) has 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.73M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.44M shares), Cambridge Investment Research Advisors, Inc. (1.01M shares), LPL Financial LLC (513K shares), MORGAN STANLEY (490K shares), Arete Wealth Advisors, LLC (163K shares), MML INVESTORS SERVICES, LLC (113K shares), H&H Retirement Design & Management INC (88.5K shares), Lionsbridge Wealth Management LLC (71.1K shares), WEDBUSH SECURITIES INC (60.1K shares), and ROYAL BANK OF CANADA (51.4K shares).
This table shows the top 63 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.