On this page, we present all of the funds holding MORT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MORT, with a link to that fund's top holdings. The next columns indicate the amount of MORT stock held by each of the funds holding MORT, followed by the MORT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 64 funds holding MORT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding MORT), click the fund name in the "Holder" column of the funds-holding-MORT table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Bank of America Corp DE	1,442,495	$17,050	12/31/2023
MORT	1,442,495	$17,050	12/31/2023
Cambridge Investment Research Advisors Inc.	1,014,914	$11,996	12/31/2023
MORT	1,014,914	$11,996	12/31/2023
LPL Financial LLC	513,440	$6,069	12/31/2023
MORT	513,440	$6,069	12/31/2023
Morgan Stanley	490,152	$5,794	12/31/2023
MORT	490,152	$5,794	12/31/2023
Arete Wealth Advisors LLC	163,090	$1,928	12/31/2023
MORT	163,090	$1,928	12/31/2023
MML Investors Services LLC	112,970	$1,335	12/31/2023
MORT	112,970	$1,335	12/31/2023
H&H Retirement Design & Management INC	88,482	$956	12/31/2023
MORT	88,482	$956	12/31/2023
Lionsbridge Wealth Management LLC	71,087	$840	12/31/2023
MORT	71,087	$840	12/31/2023
Wedbush Securities Inc.	60,125	$711	12/31/2023
MORT	60,125	$711	12/31/2023
Royal Bank of Canada	51,366	$607	12/31/2023
MORT	51,366	$607	12/31/2023
Equitable Holdings Inc.	45,256	$535	12/31/2023
MORT	45,256	$535	12/31/2023
Raymond James Financial Services Advisors Inc.	42,855	$507	12/31/2023
MORT	42,855	$507	12/31/2023
Bessemer Group Inc.	42,540	$503	12/31/2023
MORT	42,540	$503	12/31/2023
Goldman Sachs Group Inc.	39,511	$467	12/31/2023
MORT	39,511	$467	12/31/2023
Rebalance LLC	35,449	$419	12/31/2023
MORT	35,449	$419	12/31/2023
UBS Group AG	33,391	$395	12/31/2023
MORT	33,391	$395	12/31/2023
Jaffetilchin Investment Partners LLC	28,731	$340	12/31/2023
MORT	28,731	$340	12/31/2023
Raymond James & Associates	27,775	$328	12/31/2023
MORT	27,775	$328	12/31/2023
Citadel Advisors LLC		$315	12/31/2023
MORT	24,444	$289	12/31/2023
Call	12,800	$151	12/31/2023
Put	10,600	$125	12/31/2023
Advisor Group Holdings Inc.	25,851	$306	12/31/2023
MORT	25,851	$306	12/31/2023
Wealth Enhancement Advisory Services LLC	25,730	$301	03/31/2024
MORT	25,730	$301	03/31/2024
Consolidated Portfolio Review Corp	25,498	$301	12/31/2023
MORT	25,498	$301	12/31/2023
Cetera Advisor Networks LLC	25,178	$298	12/31/2023
MORT	25,178	$298	12/31/2023
Stifel Financial Corp	24,786	$293	12/31/2023
MORT	24,786	$293	12/31/2023
Lido Advisors LLC	19,030	$225	12/31/2023
MORT	19,030	$225	12/31/2023
Wealthfront Advisers LLC	16,741	$198	12/31/2023
MORT	16,741	$198	12/31/2023
Thrivent Financial for Lutherans	16,299	$193	12/31/2023
MORT	16,299	$193	12/31/2023
International Assets Investment Management LLC	16,700	$188	03/31/2024
MORT	16,700	$188	03/31/2024
Adams Wealth Management	14,891	$176	12/31/2023
MORT	14,891	$176	12/31/2023
Institute for Wealth Management LLC.	14,775	$175	12/31/2023
MORT	14,775	$175	12/31/2023
ARS Wealth Advisors Group LLC	14,350	$170	12/31/2023
MORT	14,350	$170	12/31/2023
Gladstone Institutional Advisory LLC	13,320	$157	12/31/2023
MORT	13,320	$157	12/31/2023
GeoWealth Management LLC	12,829	$152	12/31/2023
MORT	12,829	$152	12/31/2023
Wealthcare Advisory Partners LLC	12,878	$151	03/31/2024
MORT	12,878	$151	03/31/2024
TCG Advisory Services LLC	12,363	$146	12/31/2023
MORT	12,363	$146	12/31/2023
JPMorgan Chase & Co.	11,871	$140	12/31/2023
MORT	11,871	$140	12/31/2023
Triumph Capital Management	11,012	$130	12/31/2023
MORT	11,012	$130	12/31/2023
Janney Montgomery Scott LLC	10,561	$125	12/31/2023
MORT	10,561	$125	12/31/2023
AllSquare Wealth Management LLC	7,500	$89	12/31/2023
MORT	7,500	$89	12/31/2023
Investors Research Corp	5,258	$62	12/31/2023
MORT	5,258	$62	12/31/2023
Future Financial Wealth Managment LLC	4,500	$53	03/31/2024
MORT	4,500	$53	03/31/2024
Aptus Capital Advisors LLC	3,546	$42	12/31/2023
MORT	3,546	$42	12/31/2023
Guardian Wealth Advisors LLC NC	3,546	$42	12/31/2023
MORT	3,546	$42	12/31/2023
Advisory Services Network LLC	2,935	$35	12/31/2023
MORT	2,935	$35	12/31/2023
Van ECK Associates Corp	2,556	$30	12/31/2023
MORT	2,556	$30	12/31/2023
Westend Capital Management LLC	1,842	$22	03/31/2024
MORT	1,842	$22	03/31/2024
US Bancorp DE	1,500	$18	12/31/2023
MORT	1,500	$18	12/31/2023
Blair William & Co. IL	1,500	$18	12/31/2023
MORT	1,500	$18	12/31/2023
Cutler Group LP		$9	12/31/2023
MORT	1,000	$11	12/31/2023
Put	3,200	$2	12/31/2023
Call	200	$0	12/31/2023
Gradient Investments LLC	724	$9	12/31/2023
MORT	724	$9	12/31/2023
Van Den Berg Management I Inc.	585	$7	12/31/2023
MORT	585	$7	12/31/2023
Atlantic Edge Private Wealth Management LLC	600	$7	12/31/2023
MORT	600	$7	12/31/2023
Retirement Group LLC	520	$6	12/31/2023
MORT	520	$6	12/31/2023
Householder Group Estate & Retirement Specialist LLC	470	$6	12/31/2023
MORT	470	$6	12/31/2023
National Bank of Canada FI	303	$4	12/31/2023
MORT	303	$4	12/31/2023
GWM Advisors LLC	350	$4	12/31/2023
MORT	350	$4	12/31/2023
Wetzel Investment Advisors Inc.	365	$4	12/31/2023
MORT	365	$4	12/31/2023
Harbour Investments Inc.	128	$2	12/31/2023
MORT	128	$2	12/31/2023
Qube Research & Technologies Ltd	204	$2	12/31/2023
MORT	204	$2	12/31/2023
Aspect Partners LLC	200	$2	12/31/2023
MORT	200	$2	12/31/2023
CWM LLC	13	$0	03/31/2024
MORT	13	$0	03/31/2024
Wells Fargo & Company MN	1	$0	12/31/2023
MORT	1	$0	12/31/2023
Proequities Inc.	0	$0	12/31/2023
MORT	0	$0	12/31/2023
Assetmark Inc.	36	$0	12/31/2023
MORT	36	$0	12/31/2023
Lindbrook Capital LLC	20	$0	12/31/2023
MORT	20	$0	12/31/2023

See Summary: Institutional Holders of MORT
See Details: Top 10 Hedge Funds Holding MORT
Also See: MORT Holdings Changes

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MORT — Performance