Position in MRX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,400,874
+$1,921,751 QoQ
Shares Held
76,287
+97.8% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in MRX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,400,874 | 76,287 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,479,123 | 38,559 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,328,857 | 69,270 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,763,176 | 70,007 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,082,219 | 58,953 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,046,813 | 33,584 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||