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
Free MORT Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |