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ENVESTNET ASSET MANAGEMENT INC: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on MTUM, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 8,448,064 MTUM shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,448,064 shares
    Change vs previous 13F -729,578 shares

    0.65% of the 13F portfolio, value $2,896,248,585.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 7,899,452 shares
    • Envestnet Portfolio Solutions, Inc.: 548,612 shares
  2. period ended2026-03-31
    13F 9,177,642 shares
    Change vs previous 13F +573,293 shares

    0.56% of the 13F portfolio, value $2,202,542,305.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 8,471,268 shares
    • Envestnet Portfolio Solutions, Inc.: 706,374 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,604,349 shares
    Change vs previous 13F +1,945,973 shares

    0.59% of the 13F portfolio, value $2,153,754,597.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 7,883,307 shares
    • Envestnet Portfolio Solutions, Inc.: 721,042 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,658,376 shares
    Change vs previous 13F -6,456,227 shares

    0.46% of the 13F portfolio, value $1,707,540,400.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 6,193,973 shares
    • Envestnet Portfolio Solutions, Inc.: 464,403 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,114,603 shares
    Change vs previous 13F +1,062,961 shares

    0.85% of the 13F portfolio, value $3,151,673,084.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 12,639,702 shares
    • Envestnet Portfolio Solutions, Inc.: 474,901 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,051,642 shares
    Change vs previous 13F -1,246,386 shares

    0.72% of the 13F portfolio, value $2,435,998,500.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 11,545,598 shares
    • Envestnet Portfolio Solutions, Inc.: 506,044 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,298,028 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,751,628,012.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 12,608,593 shares
    • Envestnet Portfolio Solutions, Inc.: 689,435 shares

    Acceptance time not in the bulk data set (spec §4.2).