Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANECK ETF TRUST (MORT)

88 + 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
↑ +7
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — MORT

Based on 86 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MORT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
86 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.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

50 buying31 selling
Last quarter: 50 funds were net buyers (17 opened a brand new position + 33 added to an existing one). Only 31 were sellers (21 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 10 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 21% medium ■ 28% new
44 out of 86 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.
📈

Growing discovery — still being found

13 → 16 → 10 → 17 → 17 new funds/Q
New funds entering each quarter: 16 → 10 → 17 → 17. A growing number of institutions are discovering MORT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 16% 1-2yr ■ 33% new
Of 88 current holders: 45 (51%) 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.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
11 of 86 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 2025 Q4, 50 hedge funds were net buyers of MORT (17 opened a new position, 33 added to an existing one), while 31 reduced or exited (21 trimmed, 10 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 32% of total institutional value in MORT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 86.

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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: MORT
2026 Q1 Stats Unlock in 5 days 88 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 88 81 8.64%
13F Shares 9M 7M 32.95%
Total Value $96M $70M 36.2%
New Positions 17 17 -
Increased Positions 33 29 +4
Closed Positions 10 10 -
Reduced Positions 26 19 +7
Total Calls 1 0 100%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: MORT

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Institutional Holders (2026 Q1)

88 + investors

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

Top 25 institutional holders of MORT — 2025 Q4 · 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 Anson Capital, Inc. 0.39% 55,297 $567K
6 OneAscent Family Office, LLC 0.35% 48,255 $495K
7 Marshall & Sterling Wealth Advisors Inc. 0.22% 32,346 $332K
8 Advisor OS, LLC 0.18% 245,492 $2.5M
9 Aurora Private Wealth, Inc. 0.15% 20,573 —
10 TPG Advisors LLC 0.11% 16,833 $173K
11 New England Private Wealth Advisors LLC 0.07% 55,755 $572K
12 Ashton Thomas Private Wealth, LLC 0.06% 257,876 $2.6M
13 Cascade Financial Partners, LLC 0.06% 57,876 $594K
14 Advyzon Investment Management, LLC 0.05% 50,094 $514K
15 FIFTH THIRD SECURITIES, INC. 0.04% 61,681 $633K
16 Soltis Investment Advisors LLC 0.04% 62,776 $644K
17 Z3 Capital Partners, LLC 0.04% 15,100 $159K
18 WEDBUSH SECURITIES INC 0.03% 108,936 $1K
19 Atwater Malick LLC 0.03% 11,141 $114K
20 L & S Advisors Inc 0.03% 22,936 $235K
21 Institute for Wealth Management, LLC. 0.03% 26,455 $271K
22 Triumph Capital Management 0.02% 8,543 $88K
23 ELEVATION POINT WEALTH PARTNERS, LLC 0.02% 64,200 $659K
24 SAX WEALTH ADVISORS, LLC 0.02% 30,000 $315K
25 Steward Partners Investment Advisory, LLC 0.01% 220,567 $2.3M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MORT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MORT?

More buyers than sellers — 62% buying: Last quarter: 50 funds were net buyers (17 opened a brand new position + 33 added to an existing one). Only 31 were sellers (21 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MORT holders?

Strong quality — 32% AUM from major funds: 11 of 86 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MORT?

51% of holders stayed for 2+ years: 44 out of 86 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.

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.