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MORTMORT
Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in VANECK MORTGAGE REIT INCOME ETF

OSAIC HOLDINGS, INC. holds 60,101 shares of MORT (VANECK MORTGAGE REIT INCOME ETF), worth $622,654 as of 2026-Q2. The position was increased (+4.8% shares). MORT represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$622,654

Current Shares

60,101

Total Value Change

+$323,699

Total Shares Change

+35,333

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
60,101
+4.8%
$622,6540.0%$9.94
26
2026-Q1
Increased
57,346
+37.2%
$588,3770.0%$10.70
32
2025-Q4
Increased
41,794
+9.8%
$439,2690.0%$10.51
26
2025-Q3
Increased
38,072
+2.5%
$414,4310.0%$10.02
24
2025-Q2
Increased
37,129
+30.1%
$392,0830.0%$9.58
30
2025-Q1
Increased
28,543
+18.5%
$318,8320.0%$9.72
28
2024-Q4
Decreased
24,087
-2.8%
$255,8070.0%$9.21
0
2024-Q3
Increased
24,768
+6.2%
$298,9550.0%$10.01
25

Other major holders of MORT: IEQ CAPITAL, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC

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