Who owns Mortgage Reit Index real?

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Analyze quarterly positions in Mortgage Reit Index real with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Mortgage Reit Index real stock

Who bought or sold Mortgage Reit Index real this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Wells Fargo & Company 1.6M $36M 4% Sep 2025
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Morgan Stanley 742k $16M 100% Jun 2025
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Envestnet Asset Management 636k $14M 6% Sep 2025
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Advisor Group Holdings 390k $8.6M 3% Sep 2025
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Evergreen Capital Management 336k $7.4M 4% Sep 2025
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Susquehanna International 324k $7.1M 36% Sep 2025
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Ameriprise Financial 288k $6.3M -3% Sep 2025
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Clarity Financial 257k $5.6M 77% Sep 2025
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LPL Financial 247k $5.4M 12% Sep 2025
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VisionPoint Advisory Group 209k $4.6M 3% Sep 2025
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Paradigm Financial Partners 167k $3.7M 4% Sep 2025
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Barry Investment Advisors 142k $3.1M -2% Sep 2025
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UBS Group 138k $3.0M -20% Sep 2025
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Prevail Innovative Wealth Advisors 136k $3.0M 22% Sep 2025
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Cynosure Management 135k $3.0M -16% Sep 2025
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Mount Lucas Management Corporation 127k $2.8M 100% Sep 2025
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Bridges Investment Management 122k $2.7M 84% Sep 2025
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Mml Investors Services 120k $2.6M 5% Sep 2025
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Raymond James Financial 109k $2.4M -18% Sep 2025
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Point72 Asset Management 100k $2.2M 100% Sep 2025
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Harbour Investments 90k $2.0M 6% Sep 2025
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Soltis Investment Advisors 89k $2.0M 100% Sep 2025
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Citadel Advisors 86k $1.9M -27% Sep 2025
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Royal Bank of Canada 85k $1.9M -17% Sep 2025
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Springbok Capital Management 80k $1.8M 100% Sep 2025
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Cetera Investment Advisers 65k $1.4M 81% Sep 2025
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Jane Street 64k $1.4M 494% Sep 2025
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IHT Wealth Management 52k $1.1M 1% Sep 2025
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Tower Research Capital 50k $1.1M -10% Sep 2025
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Rsm Us Wealth Management 49k $1.1M -10% Sep 2025
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Toroso Investments 49k $1.1M -2% Sep 2025
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Arlington Capital Management 48k $1.1M 100% Sep 2025
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Stifel Financial 47k $1.0M 331% Sep 2025
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Bnp Paribas Arbitrage, Snc 44k $976k -89% Sep 2025
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Cambridge Investment Research Advisors 40k $870k -1% Sep 2025
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Janney Montgomery Scott 40k $868k 0% Sep 2025
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Capital Investment Advisors 36k $786k -9% Sep 2025
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First Foundation Advisors 35k $770k 17% Sep 2025
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Manning & Napier Advisors 34k $740k 0% Sep 2025
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Wealthcare Advisory Partners 33k $733k -1% Sep 2025
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Strategic Financial Concepts 33k $731k 100% Sep 2025
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Captrust Financial Advisors 33k $726k 5% Sep 2025
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Allspring Global Investments Holdings 31k $672k 23% Sep 2025
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Wealthfront Advisers 30k $669k 5% Sep 2025
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Robinson Capital Management 29k $644k 0% Sep 2025
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Sumitomo Mitsui Trust Holdings 29k $633k -8% Sep 2025
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Kestra Private Wealth Services 28k $615k -15% Sep 2025
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Invst 26k $565k 2% Jun 2025
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Qube Research & Technologies 26k $577k 100% Sep 2025
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Thrivent Financial for Lutherans 25k $553k 129% Sep 2025
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H D Vest Advisory Services 25k $528k -23% Jun 2025
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AE Wealth Management 24k $526k -19% Sep 2025
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Kestra Advisory Services 24k $519k -11% Sep 2025
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Northwestern Mutual Wealth Management Company 23k $498k 2% Sep 2025
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Napa Wealth Management 22k $478k -2% Sep 2025
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D. E. Shaw & Co 22k $474k 100% Sep 2025
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Mariner Wealth Advisors 21k $459k 0% Sep 2025
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Park Avenue Securities 21k $450k -19% Sep 2025
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Change Path 19k $425k 7% Sep 2025
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Private Advisor 18k $402k -3% Sep 2025
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Renaissance Technologies 18k $396k 100% Sep 2025
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Mutual Advisors 18k $389k 0% Sep 2025
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Sumitomo Mitsui Financial 17k $370k 18% Sep 2025
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Pathstone Holdings 16k $357k -50% Sep 2025
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Macquarie Group 16k $350k -55% Sep 2025
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Brian McDonald 15k $327k 0% Sep 2025
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Silver Oak Securities 15k $325k -4% Sep 2025
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Advyzon Investment Management 15k $322k 0% Sep 2025
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Cascade Financial Partners 15k $318k -17% Sep 2025
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J.w. Cole Advisors 13k $278k -16% Sep 2025
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Lido Advisors 13k $276k 0% Sep 2025
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Brookstone Capital Management 12k $272k -33% Sep 2025
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Endowment Wealth Management 12k $262k 25% Sep 2025
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Nbc Securities 11k $247k 0% Sep 2025
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Fwl Investment Management 11k $244k -21% Sep 2025
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IFP Advisors 10k $221k -2% Sep 2025
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Rockefeller Capital Management 10k $219k -4% Sep 2025
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Commonwealth Equity Services 9.9k $217k -12% Sep 2025
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Fortitude Family Office 7.8k $172k 3400% Sep 2025
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MCF Advisors 6.5k $142k 0% Sep 2025
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Jpmorgan Chase & Co 6.3k $138k -15% Sep 2025
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Triumph Capital Management 4.8k $107k 100% Sep 2025
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Simplex Trading 4.5k $97k 100% Sep 2025
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Future Financial Wealth Managment 2.9k $64k 0% Sep 2025
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Advisory Services Network 2.6k $58k 100% Sep 2025
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CWM 1.9k $43k -17% Sep 2025
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MAI Wealth Advisors 1.8k $40k 0% Sep 2025
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Global Retirement Partners 1.3k $28k 65% Sep 2025
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Farther Finance Advisors 1.0k $23k -33% Sep 2025
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Principal Securities 1.0k $23k 10% Sep 2025
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Emerald Investment Partners 1.0k $22k 0% Sep 2025
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Hanson McClain Advisors 955.00 $21k 1304% Sep 2025
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Transce3nd 811.00 $18k -99% Sep 2025
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Smartleaf Asset Management 750.00 $16k -17% Sep 2025
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Strategic Advocates 598.00 $13k 100% Sep 2025
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ORG Wealth Partners 589.00 $13k 0% Sep 2025
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Federation des caisses Desjardins du Quebec 576.00 $13k 0% Sep 2025
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FMR 572.00 $13k 108% Sep 2025
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Goss Wealth Management 533.00 $12k 0% Sep 2025
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Financial Advisory Service 422.00 $9.3k 0% Sep 2025
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CX Institutional 394.00 $9.0k -2% Sep 2025
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Bryn Mawr Trust 375.00 $8.2k 0% Sep 2025
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TD Waterhouse Canada 375.00 $8.4k 0% Sep 2025
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Steward Partners Investment Advisory 285.00 $6.2k 2% Sep 2025
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Salomon & Ludwin 247.00 $5.5k 0% Sep 2025
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Jones Financial Companies, L.L 246.00 $5.4k 0% Sep 2025
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Fifth Third Bancorp 212.00 $4.7k 0% Sep 2025
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Anchor Investment Management 200.00 $4.4k 0% Sep 2025
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Investors Research Corp 178.00 $3.9k 1% Sep 2025
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Golden State Wealth Management 152.00 $3.4k 2% Sep 2025
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Private Trust Co Na 150.00 $3.3k 0% Sep 2025
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Spire Wealth Management 96.00 $2.1k 0% Sep 2025
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Parallel Advisors 91.00 $2.0k 0% Sep 2025
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Russell Investments 74.00 $1.6k 0% Sep 2025
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Valley National Advisers 63.00 $999.999000 100% Sep 2025
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DHJJ Financial Advisors 50.00 $1.1k 0% Sep 2025
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Ronald Blue Trust 40.00 $879.000000 100% Sep 2025
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Virtus ETF Advisers 23.00 $504.999500 0% Sep 2025
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Group One Trading 10.00 $220.000000 100% Sep 2025
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Who sold out of Mortgage Reit Index real?

Fund or Company Name Date Sold Shares Held Valued At
Drive Wealth Management Jun 2025 142k $3.0M
Copperwynd Financial Mar 2025 114k $2.5M
Bayview Asset Management Jun 2025 72k $1.5M
Wolverine Trading Jun 2025 22k $471k
Goldman Sachs Group Mar 2025 11k $246k
Twin Peaks Wealth Advisors Jun 2025 4.2k $94k
Mid-American Wealth Advisory Group Jun 2025 269.00 $5.8k