13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Commodity Contracts Brokers & DealersBellwetherCompounder
OUNZ

VANECK MERK GOLD ETF

303 institutions still hold VANECK MERK GOLD ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921078101·Commodity Contracts Brokers & Dealers·303 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.9%
vs prior quarter
13F value held
$780M
75.0% inst. owned
of float
Holders
303
-77 QoQ
filers reporting
Activity
+16 / −60
+790 added · −805 reduced
this quarter
Concentration
19.84%
Morton Capital Management LLC/CA #1
top holder share
AI Holders Summary · Q1 2026

303 institutions reported OUNZ in Q1 2026. Morton Capital Management LLC/CA leads at 19.8% of the visible book. -77 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Morton Capital Management LLC/CA
CIK 0002002628
$155M3.4M23.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$146M3.2M0.04%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$59M1.3M0.02%Q1 202604
Pitcairn Wealth Advisors LLC
CIK 0002089089
$55M1.3M5.10%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$47M1.0M0.01%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$44M977K0.05%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$36M802K0.01%Q1 202608
Asset One Wealth Management LLC
CIK 0002110759
$34M763K3.80%Q1 202609
Modern Wealth Management, LLC
CIK 0002001900
$25M544K0.43%Q1 202610
Drake & Associates, LLC
CIK 0001935795
$23M510K4.38%Q1 202611
AE Wealth Management LLC
CIK 0001697723
$20M446K0.11%Q1 202612
Kiker Wealth Management, LLC
CIK 0002042502
$20M438K9.41%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$17M375K0.02%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$16M356K0.04%Q1 202615
SHUFRO ROSE & CO LLC
CIK 0000908195
$16M353K1.08%Q1 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$16M346K0.03%Q1 202617
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$15M323K1.06%Q1 202618
Security National Bank
CIK 0001719739
$13M283K1.86%Q1 202619
Accordant Advisory Group Inc
CIK 0002013499
$12M273K7.63%Q1 202620
Pekin Hardy Strauss, Inc.
CIK 0001020317
$12M268K1.26%Q1 2026
Page 1 of 16
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