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Institutional Holders of MORT

There is a long list of 66 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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,442,495$17,050 12/31/2023
     MORT1,442,495$17,050 12/31/2023
LPL Financial LLC513,440$6,069 12/31/2023
     MORT513,440$6,069 12/31/2023
Morgan Stanley490,152$5,794 12/31/2023
     MORT490,152$5,794 12/31/2023
Cambridge Investment Research Advisors Inc.379,624$4,438 03/31/2024
     MORT379,624$4,438 03/31/2024
Arete Wealth Advisors LLC163,090$1,928 12/31/2023
     MORT163,090$1,928 12/31/2023
Drive Wealth Management LLC128,593$1,503 03/31/2024
     MORT128,593$1,503 03/31/2024
MML Investors Services LLC112,970$1,335 12/31/2023
     MORT112,970$1,335 12/31/2023
H&H Retirement Design & Management INC81,282$874 03/31/2024
     MORT81,282$874 03/31/2024
Lionsbridge Wealth Management LLC71,087$840 12/31/2023
     MORT71,087$840 12/31/2023
Wedbush Securities Inc.60,125$711 12/31/2023
     MORT60,125$711 12/31/2023
Raymond James Financial Services Advisors Inc.59,712$698 03/31/2024
     MORT59,712$698 03/31/2024
Royal Bank of Canada51,366$607 12/31/2023
     MORT51,366$607 12/31/2023
Equitable Holdings Inc.45,256$535 12/31/2023
     MORT45,256$535 12/31/2023
Bessemer Group Inc.42,540$503 12/31/2023
     MORT42,540$503 12/31/2023
OmniStar Financial Group Inc.40,441$473 03/31/2024
     MORT40,441$473 03/31/2024
Goldman Sachs Group Inc.39,511$467 12/31/2023
     MORT39,511$467 12/31/2023
Rebalance LLC35,449$414 03/31/2024
     MORT35,449$414 03/31/2024
UBS Group AG33,391$395 12/31/2023
     MORT33,391$395 12/31/2023
Jaffetilchin Investment Partners LLC28,731$340 12/31/2023
     MORT28,731$340 12/31/2023
Wealthfront Advisers LLC27,610$323 03/31/2024
     MORT27,610$323 03/31/2024
Citadel Advisors LLC $315 12/31/2023
     MORT24,444$289 12/31/2023
     Call12,800$151 12/31/2023
     Put10,600$125 12/31/2023
Advisor Group Holdings Inc.25,851$306 12/31/2023
     MORT25,851$306 12/31/2023
Wealth Enhancement Advisory Services LLC25,730$301 03/31/2024
     MORT25,730$301 03/31/2024
Consolidated Portfolio Review Corp25,498$301 12/31/2023
     MORT25,498$301 12/31/2023
Cetera Advisor Networks LLC25,178$298 12/31/2023
     MORT25,178$298 12/31/2023
Stifel Financial Corp24,786$293 12/31/2023
     MORT24,786$293 12/31/2023
PFG Investments LLC21,285$249 03/31/2024
     MORT21,285$249 03/31/2024
Lido Advisors LLC19,030$225 12/31/2023
     MORT19,030$225 12/31/2023
Thrivent Financial for Lutherans16,299$193 12/31/2023
     MORT16,299$193 12/31/2023
International Assets Investment Management LLC16,700$188 03/31/2024
     MORT16,700$188 03/31/2024
Adams Wealth Management14,891$176 12/31/2023
     MORT14,891$176 12/31/2023
Institute for Wealth Management LLC.14,775$175 12/31/2023
     MORT14,775$175 12/31/2023
ARS Wealth Advisors Group LLC14,350$170 12/31/2023
     MORT14,350$170 12/31/2023
Gladstone Institutional Advisory LLC13,320$157 12/31/2023
     MORT13,320$157 12/31/2023
GeoWealth Management LLC12,829$152 12/31/2023
     MORT12,829$152 12/31/2023
Wealthcare Advisory Partners LLC12,878$151 03/31/2024
     MORT12,878$151 03/31/2024
TCG Advisory Services LLC12,363$146 12/31/2023
     MORT12,363$146 12/31/2023
JPMorgan Chase & Co.11,871$140 12/31/2023
     MORT11,871$140 12/31/2023
Triumph Capital Management11,012$130 12/31/2023
     MORT11,012$130 12/31/2023
Janney Montgomery Scott LLC10,561$125 12/31/2023
     MORT10,561$125 12/31/2023
AllSquare Wealth Management LLC7,500$89 12/31/2023
     MORT7,500$89 12/31/2023
Investors Research Corp5,258$62 12/31/2023
     MORT5,258$62 12/31/2023
Future Financial Wealth Managment LLC4,500$53 03/31/2024
     MORT4,500$53 03/31/2024
Aptus Capital Advisors LLC3,546$42 12/31/2023
     MORT3,546$42 12/31/2023
Guardian Wealth Advisors LLC NC3,546$42 12/31/2023
     MORT3,546$42 12/31/2023
Advisory Services Network LLC2,935$35 12/31/2023
     MORT2,935$35 12/31/2023
Van ECK Associates Corp2,556$30 12/31/2023
     MORT2,556$30 12/31/2023
Westend Capital Management LLC1,842$22 03/31/2024
     MORT1,842$22 03/31/2024
US Bancorp DE1,500$18 12/31/2023
     MORT1,500$18 12/31/2023
Blair William & Co. IL1,500$18 12/31/2023
     MORT1,500$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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