Institute for Wealth Management, LLC. MORT — VANECK ETF TRUST

Ownership history in Institute for Wealth Management, LLC.  ·  11 quarters on record

AI Ownership Summary

Institute for Wealth Management, LLC. reported VANECK ETF TRUST (MORT) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows MORT at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MORT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Institute for Wealth Management, LLC.'s position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MORT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MORT stock page Institute for Wealth Management, LLC. fund profile Institute for Wealth Management, LLC. full holdings
How Institute for Wealth Management, LLC. held MORT — position size vs. price
% of Fund (quarterly)    MORT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 26,455 — 0% 0.02% $274K 2026-07-28 $9.93
2026 Q1 UNCHANGED — — — 26,455 — 0% 0.03% $271K 2026-05-14 $9.75
2025 Q4 ADDED — — — 26,455 +644 +2.5% 0.03% $278K 2026-01-27 $10.50
2025 Q3 UNCHANGED — — — 25,811 — 0% 0.03% $278K 2025-10-17 $9.32
2025 Q2 ADDED — — — 25,811 +11,036 +74.7% 0.03% $273K 2025-07-18 $9.04
2025 Q1 UNCHANGED — — — 14,775 — 0% 0.02% $165K 2025-04-21 $7.97
2024 Q4 UNCHANGED — — — 14,775 — 0% 0.02% $157K 2025-01-23 $8.80
2024 Q3 UNCHANGED — — — 14,775 — 0% 0.02% $178K 2024-11-12 $8.77
2024 Q2 UNCHANGED — — — 14,775 — 0% 0.02% $165K 2024-07-25 $8.87
2024 Q1 UNCHANGED — — — 14,775 — 0% 0.02% $173K 2024-04-30 $8.05
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MORT

As of 2026 Q2 — sorted by position size

Integras Partners LLC 1.02% Marshall & Sterling Wealth Advisors Inc. 0.2% Aurora Private Wealth, Inc. 3Y 0.14% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.04% WEDBUSH SECURITIES INC 3Y 7Y 0.03% Atwater Malick LLC 3Y 7Y 0.03% Triumph Capital Management 3Y 0.02% SAX WEALTH ADVISORS, LLC 3Y 0.01% Clear Creek Financial Management, LLC 3Y 0.01% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.01%

FAQ About Institute for Wealth Management, LLC. and MORT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Institute for Wealth Management, LLC. reported owning MORT?

Institute for Wealth Management, LLC. reported MORT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MORT position in Institute for Wealth Management, LLC.'s portfolio?

The largest reported portfolio weight for MORT was 0.03% in 2025 Q2.

What is the latest reported MORT position on this page?

The most recent filing on this page is 2026 Q2, when Institute for Wealth Management, LLC. reported 26,455 shares, equal to 0.02% of portfolio, with an estimated market value of $274K.

What does the chart on this MORT ownership page compare?

The chart compares Institute for Wealth Management, LLC.'s quarterly MORT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Institute for Wealth Management, LLC. time their MORT position?

Based on 13F filing dates vs. subsequent MORT price moves, Institute for Wealth Management, LLC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on MORT relative to SPY over the holding period was -10.2%.

← Back to Institute for Wealth Management, LLC. Holdings