Purchases and Sales Made in Q2 2025 in Vaneck ETF Tr Mtg Reit Income (MORT)
This table provides information about the institutional ownership of Vaneck ETF Tr Mtg Reit Income (MORT) during Q2 2025. The information is specifically focused on institutions that hold shares of VANECK ETF TR MTG REIT INCOME .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
250KNew |
$2.29M - $2.69M
|
250K
$2.65M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
55.8KNew |
$512K - $600K
|
55.8K
$592K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
39.2K+ 6.08% |
$360K - $422K
|
684K
$7.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
27.8K+ 8.79% |
$256K - $299K
|
344K
$3.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
20.1KNew |
$185K - $217K
|
20.1K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
14.5K+ 15.28% |
$133K - $156K
|
109K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11K+ 74.69% |
$101K - $119K
|
25.8K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.48K+ 24.96% |
$87.1K - $102K
|
47.5K
$504K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.24K+ 27.09% |
$66.5K - $77.9K
|
34K
$360K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.93K+ 5.85% |
$54.5K - $63.8K
|
107K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.96K+ 3.22% |
$45.5K - $53.3K
|
159K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.58K+ 5.25% |
$32.9K - $38.5K
|
71.7K
$761K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51KNew |
$23K - $27K
|
2.51K
$26.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.25K+ 9.65% |
$11.5K - $13.5K
|
14.2K
$151K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
746+ 3.8% |
$6.86K - $8.03K
|
20.4K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
601New |
$5.52K - $6.47K
|
601
$6.38K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6New |
$55.1 - $64.6
|
6
$63.7
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3+ 0.01% |
$27.6 - $32.3
|
46.9K
$497K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-226- 0.57% |
$2.08K - $2.43K
|
39.6K
$421K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-361- 96.52% |
$3.32K - $3.88K
|
13
$138
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-496Closed |
$4.56K - $5.34K
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-834- 27.08% |
$7.66K - $8.97K
|
2.25K
$23.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.22K- 16.44% |
$29.6K - $34.6K
|
16.4K
$174K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.2K- 90.36% |
$47.8K - $56K
|
555
$5.89K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-370K- 89.2% |
$3.4M - $3.99M
|
44.9K
$476K
|