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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 67 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 | | 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 | | Coastal Investment Advisors Inc. | 1,229 | $14 | 03/31/2024 | | MORT | 1,229 | $14 | 03/31/2024 | | Gradient Investments LLC | 724 | $8 | 03/31/2024 | | MORT | 724 | $8 | 03/31/2024 | | 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 | 03/31/2024 | | MORT | 520 | $6 | 03/31/2024 | | Householder Group Estate & Retirement Specialist LLC | 470 | $6 | 12/31/2023 | | MORT | 470 | $6 | 12/31/2023 | | Wetzel Investment Advisors Inc. | 365 | $4 | 03/31/2024 | | MORT | 365 | $4 | 03/31/2024 | | 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 | | 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 | | Lindbrook Capital LLC | 20 | $0 | 03/31/2024 | | MORT | 20 | $0 | 03/31/2024 | | DecisionPoint Financial LLC | 25 | $0 | 03/31/2024 | | MORT | 25 | $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 |
See Summary: Institutional Holders of MORT
See Details: Top 10 Hedge Funds Holding MORT
Also See: MORT Holdings Changes
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