Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vaneck ETF Trust (MORT)

92 + 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
↑ +6
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — MORT

Based on 93 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
93 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 — +22% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+22% 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 — 63% buying

50 buying29 selling
Last quarter: 50 funds were net buyers (17 opened a brand new position + 33 added to an existing one). Only 29 were sellers (18 trimmed + 11 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: 17 → 17 → 13 → 17. 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+) ■ 27% medium ■ 26% new
44 out of 93 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 — ~17 new funds/quarter

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

Veteran-anchored — 57% veterans vs 31% newcomers

■ 57% veterans ■ 13% 1-2yr ■ 31% new
Entry-cohort mix of 95 holders: 54 (57%) are 2+ year veterans, 12 entered 1–2 years ago, and 29 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
15 of 92 holders are among the 100 largest funds by AUM, controlling 66% 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 Q2, 50 hedge funds were net buyers of MORT (17 opened a new position, 33 added to an existing one), while 29 reduced or exited (18 trimmed, 11 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 66% of total institutional value in MORT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 93.

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.

Loading signal freshness…
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
0.4
/ 10
conviction
Hedge Fund Positioning: MORT
92 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 92 87 5.75%
13F Shares 11M 12M -7.68%
Total Value $112M $121M -6.98%
New Positions 17 13 +4
Increased Positions 32 31 +1
Closed Positions 11 16 -5
Reduced Positions 17 21 -4
Total Calls 2 2 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: MORT

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Institutional Holders (2026 Q2)

92 + 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 MORT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integras Partners LLC 1.02% 178,598 $1.9M
2 One Wealth Map LLC 0.60% 135,114 $1.3M
3 Anson Capital, Inc. 0.38% 56,347 $584K
4 Veltria Advisors Corp. 0.21% 13,710 $142K
5 Marshall & Sterling Wealth Advisors Inc. 0.20% 32,936 $341K
6 Proficio Capital Partners LLC 0.13% 342,570 $3.5M
7 OneAscent Family Office, LLC 0.11% 20,945 $217K
8 TPG Advisors LLC 0.10% 17,197 $178K
9 Advisor OS, LLC 0.09% 129,054 $1.3M
10 Ashton Thomas Private Wealth, LLC 0.06% 259,645 $2.7M
11 New England Private Wealth Advisors LLC 0.05% 55,755 $542K
12 Advyzon Investment Management, LLC 0.05% 69,052 $715K
13 Tower Research Capital LLC (TRC) 0.05% 191,526 $2.0M
14 Rossby Financial, LCC 0.05% 25,299 $262K
15 Cascade Financial Partners, LLC 0.04% 41,940 $434K
16 Fifth Third Securities, INC. 0.04% 60,209 $624K
17 Atwater Malick LLC 0.03% 13,023 $135K
18 L & S Advisors Inc 0.02% 22,936 $238K
19 Institute for Wealth Management, LLC. 0.02% 26,455 $274K
20 Triumph Capital Management 0.02% 9,643 $100K
21 AlphaCore Capital LLC 0.02% 87,395 $905K
22 Elevation Point Wealth Partners, LLC 0.01% 75,700 $784K
23 Soltis Investment Advisors LLC 0.01% 23,181 $240K
24 UMB Bank, n.a. 0.01% 101,500 $1.1M
25 Sax Wealth Advisors, LLC 0.01% 30,000 $308K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 63% buying: Last quarter: 50 funds were net buyers (17 opened a brand new position + 33 added to an existing one). Only 29 were sellers (18 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MORT holders?

Elite ownership — 66% AUM from top-100 funds: 15 of 92 holders are among the 100 largest funds by AUM, controlling 66% 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: 44 out of 93 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.

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