Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANECK ETF TRUST (MORT)

87 + Investors. Track Smart Money conviction in MORT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — MORT

Based on 87 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MORT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
87 hedge funds hold MORT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

44 buying37 selling
Last quarter: 44 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 17 → 17 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 25% medium ■ 28% new
41 out of 87 hedge funds have held MORT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~13 new funds/quarter

16 → 12 → 17 → 17 → 13 new funds/Q
New funds entering each quarter: 12 → 17 → 17 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 14% 1-2yr ■ 31% new
Of 91 current holders: 50 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
15 of 87 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in MORT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MORT

In 2026 Q1, 44 hedge funds were net buyers of MORT (13 opened a new position, 31 added to an existing one), while 37 reduced or exited (22 trimmed, 15 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 61% of total institutional value in MORT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 87.

Hedge Fund Ownership: MORT

How many hedge funds hold MORT — quarterly history vs. share price
Quarterly hedge fund ownership of MORT vs. share price

Market Analysis: MORT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MORT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy VANECK ETF TRUST (MORT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MORT has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 53d ago
MORT
-0.6%
SPY
+14.7%

MORT outperformed SPY by -15.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 8d ago
MORT
-1.6%
SPY
+0.9%

Since the filing became public, MORT outperformed SPY by -2.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: MORT
87 + Investors

Track Smart Money conviction in MORT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 87 89 -2.25%
13F Shares 12M 9M 34.02%
Total Value $121M $98M 22.52%
New Positions 13 17 -4
Increased Positions 31 32 -1
Closed Positions 15 11 +4
Reduced Positions 21 23 -2
Total Calls 2 1 100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: MORT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

87 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MORT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of MORT — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integras Partners LLC 1.07% 158,992 $1.6M
2 Jaffetilchin Investment Partners, LLC 0.89% 1,459,195 $15.0M
3 AXS Investments LLC 0.66% 158,507 $1.6M
4 One Wealth Map LLC 0.61% 121,850 $1.3M
5 Veltria Advisors Corp. 0.48% 13,710 $144K
6 Anson Capital, Inc. 0.39% 55,297 $567K
7 OneAscent Family Office, LLC 0.35% 48,255 $495K
8 Marshall & Sterling Wealth Advisors Inc. 0.22% 32,346 $332K
9 Advisor OS, LLC 0.18% 245,492 $2.5M
10 Aurora Private Wealth, Inc. 0.15% 20,573 —
11 TPG Advisors LLC 0.11% 16,833 $173K
12 New England Private Wealth Advisors LLC 0.07% 55,755 $572K
13 Ashton Thomas Private Wealth, LLC 0.06% 257,876 $2.6M
14 Cascade Financial Partners, LLC 0.06% 57,876 $594K
15 Advyzon Investment Management, LLC 0.05% 50,094 $514K
16 FIFTH THIRD SECURITIES, INC. 0.04% 61,681 $633K
17 Soltis Investment Advisors LLC 0.04% 62,776 $644K
18 Z3 Capital Partners, LLC 0.04% 15,100 $159K
19 WEDBUSH SECURITIES INC 0.03% 108,936 $1K
20 Atwater Malick LLC 0.03% 11,141 $114K
21 L & S Advisors Inc 0.03% 22,936 $235K
22 Institute for Wealth Management, LLC. 0.03% 26,455 $271K
23 Triumph Capital Management 0.02% 8,543 $88K
24 ELEVATION POINT WEALTH PARTNERS, LLC 0.02% 64,200 $659K
25 SAX WEALTH ADVISORS, LLC 0.02% 30,000 $315K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VANECK ETF TRUST (MORT)

What does the Smart Money Trend signal show for MORT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MORT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MORT?

Slight buying edge — 54% buying: Last quarter: 44 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MORT holders?

Elite ownership — 61% AUM from top-100 funds: 15 of 87 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in MORT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MORT?

47% of holders stayed for 2+ years: 41 out of 87 hedge funds have held MORT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy VANECK ETF TRUST (MORT) following the 2026 Q1 hedge fund 13F filings?

As of today, MORT has moved -1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -2.5%. Since the quarter end (March 31, 2026), MORT has gained -0.6% vs +14.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →