How many shares of MORT does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 1.4M shares of MORT (VANECK MORTGAGE REIT INCOME ETF).

What is LPL Financial LLC's MORT position worth?

As of 2026-Q2, LPL Financial LLC's MORT position is worth $14.4M.

In 2026-Q2, LPL Financial LLC increased their MORT position (+6.3% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in MORT in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in VANECK MORTGAGE REIT INCOME ETF

Current Value

$14.4M

Current Shares

1.4M

Total Value Change

+$11.8M

Total Shares Change

+1.3M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.4M	+6.3%	$14.4M	0.0%	$9.94	30
2026-Q1	Increased	1.3M	+7.8%	$13.4M	0.0%	$10.70	30
2025-Q4	Increased	1.2M	+9.4%	$12.7M	0.0%	$10.51	31
2025-Q3	Increased	1.1M	+5.1%	$11.9M	0.0%	$10.02	29
2025-Q2	Decreased	1.1M	-22.9%	$11.1M	0.0%	$9.58	0
2025-Q1	Increased	1.4M	+52.1%	$15.3M	0.0%	$9.72	39
2024-Q4	Increased	898,469	+14.3%	$9.5M	0.0%	$9.21	31
2024-Q3	Increased	786,416	+12.3%	$9.5M	0.0%	$10.01	31
2024-Q2	Increased	700,386	+12.0%	$7.8M	0.0%	$9.09	31
2024-Q1	Increased	625,442	+21.8%	$7.3M	0.0%	$9.25	33
2023-Q4	Increased	513,440	+21.2%	$6.1M	0.0%	$9.36	32
2023-Q3	Increased	423,787	+2.2%	$4.8M	0.0%	$8.49	27
2023-Q2	Increased	414,678	+79.2%	$5M	0.0%	$8.72	41
2023-Q1	Increased	231,398	+24.0%	$2.6M	0.0%	$7.73	32
2022-Q4	Decreased	186,558	-16.8%	$2.2M	0.0%	$8.15	0
2022-Q3	Increased	224,273	+0.9%	$2.5M	0.0%	$7.23	26
2022-Q2	Decreased	222,201	-3.4%	$3.1M	0.0%	$8.88	0
2022-Q1	Decreased	229,895	-17.8%	$3.9M	0.0%	$10.64	0
2021-Q4	Increased	279,570	+7.9%	$5M	0.0%	$11.22	29
2021-Q3	Decreased	259,176	-12.4%	$4.9M	0.0%	$11.40	0
2021-Q2	Increased	295,753	+39.1%	$5.9M	0.0%	$11.59	36
2021-Q1	Increased	212,591	+4.3%	$4M	0.0%	$10.96	28
2020-Q4	Increased	203,863	+19.0%	$3.4M	0.0%	$9.56	31
2020-Q3	Decreased	171,350	-1.2%	$2.4M	0.0%	$7.64	0
2020-Q2	Decreased	173,496	-0.1%	$2.3M	0.0%	$7.21	0
2020-Q1	Decreased	173,631	-4.5%	$1.7M	0.0%	$5.53	0
2019-Q4	Increased	181,710	+1.3%	$4.4M	0.0%	$12.40	27
2019-Q3	Increased	179,382	+13.1%	$4.2M	0.0%	$11.51	30
2019-Q2	Increased	158,612	+11.0%	$3.7M	0.0%	$11.30	30
2019-Q1	Increased	142,935	+18.0%	$3.4M	0.0%	$11.31	31
2018-Q4	New	121,115	-	$2.6M	0.0%	$10.36	36