Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR
Envestnet Portfolio Solutions, Inc. holds 721,042 shares of MTUM (ISHARES TR), worth $180.5M as of 2025-Q4. The position was increased (++55.3% shares). MTUM represents 0.6% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$180.5M
Current Shares
721,042
Total Value Change
+$176.1M
Total Shares Change
+698,579
Other major holders of MTUM: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 721,042 |
+55.3% |
| $180.5M |
| 0.6% |
| $252.79 |
61 |
| 2025-Q3 | Decreased | 464,403 | -2.2% | $119.1M | 0.4% | $254.95 | 0 |
| 2025-Q2 | Decreased | 474,901 | -6.2% | $114.1M | 0.4% | $236.51 | 0 |
| 2025-Q1 | Decreased | 506,044 | -26.6% | $102.3M | 0.4% | $199.43 | 0 |
| 2024-Q4 | Increased | 689,435 | +5196.8% | $142.7M | 0.5% | $205.88 | 58 |
| 2024-Q3 | Decreased | 13,016 | -42.1% | $2.6M | 0.0% | $199.30 | 0 |
| 2024-Q2 | Decreased | 22,463 | -44.2% | $4.4M | 0.0% | $191.90 | 0 |