ENVESTNET ASSET MANAGEMENT INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1407543
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$423.6B
Holdings
4,822
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ENVESTNET ASSET MANAGEMENT INC disclosed 4,822 positions worth $423.6B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 293 new positions and exited 175 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (65.0% of disclosed assets). All figures are sourced directly from ENVESTNET ASSET MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1407543.
AI Fund Analysis
ConcentratingISHARES TR - CORE S&P500 E
7.3% weight
Held 10 quarters
ISHARES TR - CORE UNIVRSL
2.0% weight
Held 10 quarters
BLACKROCK ETF TRUST - ISHA
1.8% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
1.8% weight
Held 10 quarters
ISHARES TR - S&P 500 GRWT
1.6% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
9 quarters accumulating
TRUST FOR PROFESSIONAL MAN
9 quarters accumulating
DIMENSIONAL ETF TRUST - IN
9 quarters accumulating
CAPITAL GROUP DIVIDEND VAL
9 quarters accumulating
ISHARES TR - CORE S&P US V
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$31.0B41,391,871 shISHARES TR - CORE UNIVRSL USD
—Quality
$8.3B180,011,754 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$7.7B113,045,712 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$7.4B10,822,531 shISHARES TR - S&P 500 GRWT ETF
—Quality
$6.8B49,275,443 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$6.3B88,111,242 shISHARES INC - CORE MSCI EMKT
—Quality
$5.7B69,048,781 shISHARES TR - S&P 500 VAL ETF
—Quality
$5.3B23,349,327 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$5.0B58,557,269 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$5.0B23,134,608 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $31.0B | 41,391,871 |
| ISHARES TR - CORE UNIVRSL USD | — | $8.3B | 180,011,754 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $7.7B | 113,045,712 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $7.4B | 10,822,531 |
| ISHARES TR - S&P 500 GRWT ETF | — | $6.8B | 49,275,443 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $6.3B | 88,111,242 |
| ISHARES INC - CORE MSCI EMKT | — | $5.7B | 69,048,781 |
| ISHARES TR - S&P 500 VAL ETF | — | $5.3B | 23,349,327 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $5.0B | 58,557,269 |
| VANGUARD INDEX FDS - VALUE ETF | — | $5.0B | 23,134,608 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ENVESTNET ASSET MANAGEMENT INC's 4,822 positions.
Showing top 10 of 4,822 holdings.
Sector Allocation
Other
$275.6B
Technology
$50.3B
Financials
$29.5B
Industrials
$16.4B
Healthcare
$13.0B
Consumer Discretionary
$13.0B
Consumer Staples
$5.6B
Energy
$5.2B
Top Holdings — ENVESTNET ASSET MANAGEMENT INC (Q2 2026)
Top 150 of 4,822 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $31.0B | 7.3% | +26% | — |
| 2 | — | ISHARES TR - CORE UNIVRSL USD | $8.3B | 2.0% | +35% | — |
| 3 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $7.7B | 1.8% | +4% | — |
| 4 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $7.4B | 1.8% | +1% | — |
| 5 | — | ISHARES TR - S&P 500 GRWT ETF | $6.8B | 1.6% | -0% | — |
| 6 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $6.3B | 1.5% | +2% | — |
| 7 | — | ISHARES INC - CORE MSCI EMKT | $5.7B | 1.4% | -20% | — |
| 8 | — | ISHARES TR - S&P 500 VAL ETF | $5.3B | 1.3% | -16% | — |
| 9 | — | VANGUARD INDEX FDS - GROWTH ETF | $5.0B | 1.2% | +573% | — |
| 10 | — | VANGUARD INDEX FDS - VALUE ETF | $5.0B | 1.2% | +2% | — |
| 11 |  $NVDA | NVIDIA CORP | $4.8B | 1.1% | +4% | 85.9 |
| 12 | — | ISHARES TR - CORE MSCI EAFE | $4.7B | 1.1% | -3% | — |
| 13 |  $MSFT | MICROSOFT CORP | $4.3B | 1.0% | -1% | 79.8 |
| 14 | — | ISHARES TR - CORE US AGGBD ET | $4.3B | 1.0% | -3% | — |
| 15 |  $AAPL | Apple Inc. | $4.0B | 0.9% | +5% | 76.4 |
| 16 | — | ISHARES TR - US TREAS BD ETF | $3.8B | 0.9% | +9% | — |
| 17 |  $AMZN | AMAZON COM INC | $3.1B | 0.7% | -1% | 68.7 |
| 18 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $3.0B | 0.7% | -13% | — |
| 19 |  $AVGO | Broadcom Inc. | $3.0B | 0.7% | +7% | 84.5 |
| 20 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $3.0B | 0.7% | +4% | — |
| 21 | — | ISHARES TR - EAFE GRWTH ETF | $2.9B | 0.7% | +5% | — |
| 22 | — | ISHARES TR - MBS ETF | $2.9B | 0.7% | +7% | — |
| 23 | — | ISHARES TR - CORE S&P MCP ETF | $2.9B | 0.7% | +3% | — |
| 24 | — | ISHARES TR - MSCI USA MMENTM | $2.7B | 0.6% | -7% | — |
| 25 |  $GOOG | Alphabet Inc. | $2.7B | 0.6% | +2% | 78.2 |
| 26 | — | ISHARES TR - RUS 1000 GRW ETF | $2.6B | 0.6% | +292% | — |
| 27 |  $META | Meta Platforms, Inc. | $2.5B | 0.6% | +3% | 79.6 |
| 28 | — | ISHARES TR - EAFE VALUE ETF | $2.5B | 0.6% | -46% | — |
| 29 | — | ISHARES TR - CORE S&P SCP ETF | $2.4B | 0.6% | -9% | — |
| 30 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.4B | 0.6% | +2% | — |
| 31 |  $JPM | JPMORGAN CHASE & CO | $2.4B | 0.6% | +1% | 70.7 |
| 32 |  $IVZ | Invesco Ltd. | $2.3B | 0.5% | +2% | — |
| 33 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.3B | 0.5% | +2% | — |
| 34 |  $GOOGL | Alphabet Inc. | $2.3B | 0.5% | +2% | 78.2 |
| 35 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.2B | 0.5% | +1% | — |
| 36 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $2.1B | 0.5% | -4% | — |
| 37 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.1B | 0.5% | -7% | — |
| 38 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $2.1B | 0.5% | +8% | — |
| 39 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.0B | 0.5% | +320% | — |
| 40 | — | SPDR SERIES TRUST - ST STR P500ETF | $2.0B | 0.5% | +12% | — |
| 41 | — | ISHARES TR - 10-20 YR TRS ETF | $2.0B | 0.5% | -14% | — |
| 42 |  $SPY | SPDR S&P 500 ETF TRUST | $1.9B | 0.5% | +1% | — |
| 43 | — | ISHARES TR - NATIONAL MUN ETF | $1.9B | 0.5% | +5% | — |
| 44 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $1.9B | 0.4% | +3% | — |
| 45 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.8B | 0.4% | +5% | — |
| 46 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $1.8B | 0.4% | +2821% | — |
| 47 | $META | Meta Platforms, Inc. | $1.8B | 0.4% | +2% | 79.6 |
| 48 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.8B | 0.4% | -1% | — |
| 49 | — | ISHARES TR - MSCI USA QLT FCT | $1.7B | 0.4% | -57% | — |
| 50 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $1.7B | 0.4% | +17% | — |
| 51 | — | ISHARES TR - RUS 1000 VAL ETF | $1.6B | 0.4% | -2% | — |
| 52 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $1.6B | 0.4% | -32% | — |
| 53 | — | ISHARES TR - RUS 1000 ETF | $1.6B | 0.4% | -10% | — |
| 54 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $1.6B | 0.4% | +0% | — |
| 55 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | $1.5B | 0.4% | +2% | — |
| 56 | — | ISHARES TR - 7-10 YR TRSY BD | $1.5B | 0.3% | +4% | — |
| 57 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $1.4B | 0.3% | NEW | — |
| 58 |  $LLY | ELI LILLY & Co | $1.4B | 0.3% | +0% | 87.5 |
| 59 |  $V | VISA INC. | $1.3B | 0.3% | -6% | 82.9 |
| 60 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $1.3B | 0.3% | +3% | — |
| 61 |  $LRCX | LAM RESEARCH CORP | $1.3B | 0.3% | +3% | 79.4 |
| 62 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.3B | 0.3% | -2% | — |
| 63 |  $JNJ | JOHNSON & JOHNSON | $1.2B | 0.3% | -1% | 69 |
| 64 |  $ABBV | AbbVie Inc. | $1.2B | 0.3% | +1% | 72.6 |
| 65 | — | TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US | $1.2B | 0.3% | +4% | — |
| 66 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.2B | 0.3% | +11% | — |
| 67 |  $CSCO | CISCO SYSTEMS, INC. | $1.2B | 0.3% | -0% | 70.3 |
| 68 | — | ISHARES TR - CORE MSCI TOTAL | $1.1B | 0.3% | +2% | — |
| 69 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $1.1B | 0.3% | +7% | — |
| 70 | — | SPDR SERIES TRUST - ST STR P500GRW | $1.1B | 0.3% | +11% | — |
| 71 |  $PM | Philip Morris International Inc. | $1.1B | 0.3% | +5% | 75.9 |
| 72 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $1.1B | 0.3% | NEW | — |
| 73 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $1.1B | 0.3% | +5% | — |
| 74 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $1.1B | 0.3% | +7% | — |
| 75 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1.0B | 0.3% | +1% | — |
| 76 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $955.8M | 0.2% | +2% | — |
| 77 |  $MA | Mastercard Inc | $942.0M | 0.2% | -5% | 85.1 |
| 78 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $922.1M | 0.2% | -1% | — |
| 79 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $920.7M | 0.2% | +2% | — |
| 80 |  $HD | HOME DEPOT, INC. | $915.6M | 0.2% | +0% | 60.3 |
| 81 |  $APH | AMPHENOL CORP /DE/ | $900.7M | 0.2% | -2% | 79.3 |
| 82 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | $892.9M | 0.2% | +6% | — |
| 83 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $891.8M | 0.2% | -4% | — |
| 84 |  $ASML | ASML HOLDING NV | $876.8M | 0.2% | +7% | — |
| 85 |  $MU | MICRON TECHNOLOGY INC | $872.9M | 0.2% | +15% | 86.2 |
| 86 | — | ISHARES TR - RUS MD CP GR ETF | $858.9M | 0.2% | +2% | — |
| 87 | — | ISHARES TR - CORE DIV GRWTH | $841.3M | 0.2% | +4% | — |
| 88 |  $CVX | CHEVRON CORP | $839.7M | 0.2% | -3% | 62.8 |
| 89 | — | ISHARES TR - CORE S&P US VLU | $834.5M | 0.2% | +6% | — |
| 90 |  $UNH | UNITEDHEALTH GROUP INC | $811.1M | 0.2% | +20% | 62.7 |
| 91 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $781.7M | 0.2% | +8% | — |
| 92 |  $KLAC | KLA CORP | $779.9M | 0.2% | +862% | 78.6 |
| 93 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $779.7M | 0.2% | -16% | — |
| 94 | — | ISHARES TR - MSCI EAFE ETF | $756.8M | 0.2% | +11% | — |
| 95 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $734.5M | 0.2% | -48% | — |
| 96 |  $PH | Parker-Hannifin Corp | $716.8M | 0.2% | -3% | 65.8 |
| 97 |  $AMAT | APPLIED MATERIALS INC /DE | $714.0M | 0.2% | -1% | 72.3 |
| 98 | — | ISHARES TR - MSCI INTL QUALTY | $712.4M | 0.2% | +1% | — |
| 99 |  $TJX | TJX COMPANIES INC /DE/ | $708.5M | 0.2% | +1% | 68.7 |
| 100 |  $UNP | UNION PACIFIC CORP | $702.8M | 0.2% | +34% | 69.7 |
| 101 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $691.5M | 0.2% | +7% | — |
| 102 | — | ISHARES TR - CORE S&P TTL STK | $686.3M | 0.2% | -1% | — |
| 103 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $673.0M | 0.2% | -18% | — |
| 104 | — | ISHARES TR - CORE MSCI EURO | $671.9M | 0.2% | -12% | — |
| 105 | — | ISHARES TR - IBOXX INV CP ETF | $665.5M | 0.2% | -0% | — |
| 106 |  $IAU | ISHARES GOLD TRUST | $664.6M | 0.2% | -2% | — |
| 107 | — | ISHARES TR - LONG TERM MUNI | $660.1M | 0.2% | +7% | — |
| 108 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $649.3M | 0.1% | +11% | — |
| 109 |  $MS | MORGAN STANLEY | $646.7M | 0.1% | -0% | 75.8 |
| 110 |  $ETN | Eaton Corp plc | $643.3M | 0.1% | +2% | — |
| 111 |  $ADI | ANALOG DEVICES INC | $640.6M | 0.1% | +1% | 79.2 |
| 112 |  $RTX | RTX Corp | $639.1M | 0.1% | -0% | 73.2 |
| 113 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $638.9M | 0.1% | +1% | — |
| 114 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $626.3M | 0.1% | +1% | — |
| 115 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $612.7M | 0.1% | +4% | — |
| 116 |  $AMGN | AMGEN INC | $611.9M | 0.1% | -0% | 79.2 |
| 117 |  $BRK.B | BERKSHIRE HATHAWAY INC | $610.4M | 0.1% | -2% | 73.8 |
| 118 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $609.8M | 0.1% | +3% | — |
| 119 | $IVZ | Invesco Ltd. | $606.5M | 0.1% | +237% | — |
| 120 |  $TXN | TEXAS INSTRUMENTS INC | $598.0M | 0.1% | +18% | 73.4 |
| 121 | — | ISHARES TR - CORE S&P US GWT | $595.5M | 0.1% | +10% | — |
| 122 |  $TSLA | Tesla, Inc. | $591.1M | 0.1% | +4% | 53.9 |
| 123 |  $WMT | Walmart Inc. | $579.8M | 0.1% | -5% | 60.2 |
| 124 |  $COST | COSTCO WHOLESALE CORP /NEW | $573.9M | 0.1% | -1% | 66.2 |
| 125 |  $GEV | GE Vernova Inc. | $573.2M | 0.1% | +18% | 81.1 |
| 126 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $571.1M | 0.1% | +5% | — |
| 127 |  $AMD | ADVANCED MICRO DEVICES INC | $567.4M | 0.1% | +25% | 79.8 |
| 128 |  $GE | GENERAL ELECTRIC CO | $563.5M | 0.1% | +4% | 73.8 |
| 129 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $560.2M | 0.1% | +2% | — |
| 130 | — | ISHARES INC - MSCI JAPAN ETF | $558.7M | 0.1% | +2% | — |
| 131 |  $ANET | Arista Networks, Inc. | $557.4M | 0.1% | +2% | 81.9 |
| 132 |  $VZ | VERIZON COMMUNICATIONS INC | $555.1M | 0.1% | +2% | 65.8 |
| 133 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $547.7M | 0.1% | +7% | — |
| 134 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $530.6M | 0.1% | -5% | — |
| 135 | — | CAPITAL GROUP GLOBAL EQUITY - SHS | $526.9M | 0.1% | +6% | — |
| 136 |  $WFC | WELLS FARGO & COMPANY/MN | $525.1M | 0.1% | +1% | 61.8 |
| 137 |  $BAC | BANK OF AMERICA CORP /DE/ | $518.9M | 0.1% | +1% | 67.6 |
| 138 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $518.3M | 0.1% | -2% | — |
| 139 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $517.9M | 0.1% | +4% | 73.7 |
| 140 |  $BLK | BlackRock, Inc. | $514.3M | 0.1% | -2% | 70 |
| 141 |  $SCHW | SCHWAB CHARLES CORP | $514.1M | 0.1% | -1% | 79.4 |
| 142 |  $MRK | Merck & Co., Inc. | $513.6M | 0.1% | +4% | 59.9 |
| 143 |  $PG | PROCTER & GAMBLE Co | $513.5M | 0.1% | -1% | 64.6 |
| 144 | — | TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ | $512.9M | 0.1% | +5% | — |
| 145 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $511.6M | 0.1% | -27% | — |
| 146 | — | ISHARES TR - CORE MSCI INTL | $510.4M | 0.1% | +1% | — |
| 147 |  $PLD | Prologis, Inc. | $505.8M | 0.1% | +0% | 68.3 |
| 148 | — | ISHARES TR - RUSSELL 2000 ETF | $497.4M | 0.1% | -7% | — |
| 149 |  $FAST | FASTENAL CO | $497.0M | 0.1% | +0% | 66.9 |
| 150 | — | ISHARES TR - RUS MID CAP ETF | $496.5M | 0.1% | +1% | — |
New Positions (293)
BLACKROCK ETF TRUST - ISHA SYST AL ETF$1.4B
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$1.1B
$BFLX Cann American Corp.$416.7M
$HONA Honeywell Aerospace Inc.$138.0M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$93.3M HORIZON FDS - INTL MA RISK ETF$81.7M
HORIZON FDS - MANAGED RISK ETF$76.2M
J P MORGAN EXCHANGE TRADED F - US RESEARCH ENHN$60.5M
ISHARES TR - 3YRTB ETF$56.0M
HORIZON FDS - CORE BOND ETF$48.5M
GLOBAL X FDS - AI SEMI QUAN ETF$36.2M
HORIZON FDS - DIVIDEND INCOME$31.3M
BLACKROCK ETF TRUST - ISHA INFR AC ETF$19.1M
HORIZON FDS - NASDAQ-100 DEF$16.8M
$FDXF FedEx Freight Holding Company, Inc.$14.8MExited Positions (175)
$XOM.R34088 EXXON MOBIL CORP
$CTRA Coterra Energy Inc. VANECK ETF TRUST
PROSHARES TR
MANAGED PORTFOLIO SERIES
CALAMOS ETF TR
$TU TELUS CORP
$XPRO.R1575828 EXPRO GROUP HOLDINGS N.V.
$WHR WHIRLPOOL CORP /DE/ CALAMOS ETF TR
$CZR Caesars Entertainment, Inc.
$VITL Vital Farms, Inc. INNOVATOR ETFS TRUST
$HOLX HOLOGIC INC SHOE CARNIVAL INC
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