There is a long list of 67 institutional holders of MORT within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of MORT by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-MORT table below, the initial column indicates the name of each top institutional holder of MORT, with a link to that fund's top holdings. The next columns indicate the amount of MORT stock held by each of the institutional holders of MORT, followed by the MORT position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
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 |
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 |
Cambridge Investment Research Advisors Inc. | 379,624 | $4,438 | 03/31/2024 |
MORT | 379,624 | $4,438 | 03/31/2024 |
Arete Wealth Advisors LLC | 163,090 | $1,928 | 12/31/2023 |
MORT | 163,090 | $1,928 | 12/31/2023 |
Drive Wealth Management LLC | 128,593 | $1,503 | 03/31/2024 |
MORT | 128,593 | $1,503 | 03/31/2024 |
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 | 81,282 | $874 | 03/31/2024 |
MORT | 81,282 | $874 | 03/31/2024 |
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 |
Raymond James Financial Services Advisors Inc. | 59,712 | $698 | 03/31/2024 |
MORT | 59,712 | $698 | 03/31/2024 |
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 |
Bessemer Group Inc. | 42,540 | $503 | 12/31/2023 |
MORT | 42,540 | $503 | 12/31/2023 |
OmniStar Financial Group Inc. | 40,441 | $473 | 03/31/2024 |
MORT | 40,441 | $473 | 03/31/2024 |
Goldman Sachs Group Inc. | 39,511 | $467 | 12/31/2023 |
MORT | 39,511 | $467 | 12/31/2023 |
Rebalance LLC | 35,449 | $414 | 03/31/2024 |
MORT | 35,449 | $414 | 03/31/2024 |
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 |
Wealthfront Advisers LLC | 27,610 | $323 | 03/31/2024 |
MORT | 27,610 | $323 | 03/31/2024 |
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 |
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 |
PFG Investments LLC | 21,285 | $249 | 03/31/2024 |
MORT | 21,285 | $249 | 03/31/2024 |
Consolidated Portfolio Review Corp | 20,465 | $239 | 03/31/2024 |
MORT | 20,465 | $239 | 03/31/2024 |
Lido Advisors LLC | 19,030 | $225 | 12/31/2023 |
MORT | 19,030 | $225 | 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 | $173 | 03/31/2024 |
MORT | 14,775 | $173 | 03/31/2024 |
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 |
Commonwealth Equity Services LLC | 12,304 | $144 | 03/31/2024 |
MORT | 12,304 | $144 | 03/31/2024 |
JPMorgan Chase & Co. | 11,871 | $140 | 12/31/2023 |
MORT | 11,871 | $140 | 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 |
Simplex Trading LLC | 2,130 | $24 | 03/31/2024 |
MORT | 2,130 | $24 | 03/31/2024 |
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 |
See All: Funds Holding MORT
See Details: Top 10 Hedge Funds Holding MORT
Also See: MORT Holdings Changes
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