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Envestnet Asset Management

Latest statistics and disclosures from Envestnet Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VOO, DYNF, IUSB, IEMG, and represent 12.43% of Envestnet Asset Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$4.3B), VOO (+$2.5B), EFG (+$2.2B), GOVT (+$1.9B), BLCR (+$1.5B), IDEF (+$1.5B), IEFA (+$1.4B), VO (+$942M), AGG (+$854M), IUSB (+$646M).
Started 422 new stock positions in XJR, QQQH, RRR, NWN, PTON, IBMR, HBB, RELY, XTIA, BKU.
Reduced shares in these 10 stocks: OEF (-$3.3B), IAU (-$910M), ITA (-$879M), EMB (-$400M), AstraZeneca (-$373M), MGC (-$369M), SPYG (-$254M), IWD (-$183M), HIMU (-$182M), CWB (-$163M).
Sold out of its positions in ATS, FCO, MAYU, ALEX, AMWD, FOLD, QDVO, APO.PA, ARES.PB, ASND.
Envestnet Asset Management was a net buyer of stock by $44B.
Envestnet Asset Management has $374B in assets under management (AUM), dropping by 10.82%.
Central Index Key (CIK): 0001407543

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Portfolio Holdings for Envestnet Asset Management

Envestnet Asset Management holds 4703 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Envestnet Asset Management has 4703 total positions. Only the first 250 positions are shown.

Sign up to view all of the Envestnet Asset Management March 31, 2026 positions
Download the Envestnet Asset Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.8	$22B	+25%	33M	653.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$6.4B	+64%	11M	597.55	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.7	$6.3B		109M	58.18	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.6	$6.1B	+11%	133M	46.19	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$6.1B	+10%	87M	69.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$5.9B	-2%	28M	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$5.6B	+13%	49M	113.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$5.5B	+12%	86M	64.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$4.6B	+45%	51M	90.53	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$4.4B	+12%	60M	74.35	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$4.4B	+11%	23M	196.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$4.4B	+23%	45M	99.27	View chart
Microsoft Corporation (MSFT)	1.2	$4.3B	+11%	12M	370.17	View chart
NVIDIA Corporation (NVDA)	1.1	$4.0B	+11%	23M	174.40	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$3.8B	+13%	8.7M	436.79	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$3.5B	+112%	154M	22.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$3.4B	+6%	18M	191.81	View chart
Apple (AAPL)	0.9	$3.4B	+14%	13M	253.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$2.8B	+25%	59M	48.05	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$2.7B	+10%	29M	94.95	View chart
Amazon (AMZN)	0.7	$2.7B	+8%	13M	208.27	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$2.5B	+742%	22M	111.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$2.5B	+28%	32M	78.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$2.4B	+5%	36M	67.53	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$2.3B	-2%	23M	100.72	View chart
Broadcom (AVGO)	0.6	$2.3B	+15%	7.4M	309.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$2.3B		5.3M	426.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.2B	+9%	18M	124.31	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$2.2B	+14%	67M	32.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.1B	+11%	40M	54.05	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.1B	+6%	7.2M	294.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.1B	+9%	7.3M	287.56	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$2.0B	+7%	8.5M	239.99	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$2.0B	+10%	55M	36.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.9B	+4%	6.0M	320.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$1.9B		65M	29.13	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$1.8B	+39%	24M	77.18	View chart
Meta Platforms Cl A (META)	0.5	$1.8B	+12%	3.2M	572.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.8B	+7%	6.3M	286.86	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.8B	+17%	17M	106.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.8B	+11%	24M	73.64	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$1.8B		7.4M	237.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.7B	+2%	3.0M	577.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.7B	+125%	5.9M	287.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.7B	+4%	2.6M	650.34	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$1.6B		12M	132.90	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$1.6B	+13%	20M	76.54	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$1.5B	+53297%	38M	41.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.5B	-4%	4.3M	356.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.5B	-11%	6.9M	213.67	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$1.5B	NEW	45M	32.72	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$1.4B	+16%	15M	95.44	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$1.4B		27M	51.93	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$1.3B	+7%	55M	24.31	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$1.3B	+19%	26M	50.04	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$1.3B	+3%	16M	80.58	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$1.3B	+7%	3.8M	337.95	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.3B	+21%	27M	46.95	View chart
Visa Com Cl A (V)	0.3	$1.3B	+10%	4.2M	302.24	View chart
Johnson & Johnson (JNJ)	0.3	$1.2B	+8%	4.9M	244.44	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$1.2B	-5%	24M	49.37	View chart
Eli Lilly & Co. (LLY)	0.3	$1.1B	+6%	1.2M	919.77	View chart
Chevron Corporation (CVX)	0.3	$1.1B	+12%	5.2M	206.90	View chart
Abbvie (ABBV)	0.3	$1.1B		4.9M	217.49	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$1.0B		12M	86.64	View chart
Trust For Professional Man Activepassive Us (APUE)	0.3	$1.0B	+12%	25M	40.08	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.0B	+158%	26M	38.96	View chart
Philip Morris International (PM)	0.3	$981M	+4%	5.9M	165.34	View chart
Mastercard Incorporated Cl A (MA)	0.3	$966M	+8%	1.9M	499.66	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$939M	+24%	14M	68.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$937M	+2%	12M	77.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$926M	+8%	3.5M	261.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$924M	+2%	11M	82.75	View chart
Exxon Mobil Corporation (XOM)	0.2	$906M	+3%	5.3M	169.66	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$885M	+10%	21M	42.54	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$874M	+39%	4.2M	205.80	View chart
Home Depot (HD)	0.2	$850M	+13%	2.6M	328.89	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$841M	-23%	8.6M	97.91	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$817M	-6%	10M	80.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$812M	+6%	11M	75.10	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$803M	-31%	3.4M	236.35	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.2	$802M		33M	24.65	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$792M	-53%	9.0M	88.16	View chart
Cisco Systems (CSCO)	0.2	$780M	+10%	10M	77.59	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$759M		5.2M	146.61	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$746M	+3%	11M	70.18	View chart
TJX Companies (TJX)	0.2	$742M	+23%	4.6M	159.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$740M	-3%	5.8M	128.12	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$733M	+20%	7.2M	102.25	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$727M		6.6M	110.86	View chart
Ishares Tr Core Msci Euro (IEUR)	0.2	$711M	+35%	10M	70.27	View chart
Parker-Hannifin Corporation (PH)	0.2	$678M	-4%	757k	895.24	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$669M	+138%	7.3M	91.64	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$667M	+13%	6.1M	108.99	View chart
Wal-Mart Stores (WMT)	0.2	$667M		5.4M	124.28	View chart
Amphenol Corp Cl A (APH)	0.2	$661M	-3%	5.2M	126.35	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$657M	-13%	14M	46.23	View chart
Raytheon Technologies Corp (RTX)	0.2	$652M	+21%	3.4M	192.90	View chart
Verizon Communications (VZ)	0.2	$647M	+13%	13M	50.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$638M	+10%	6.6M	97.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$633M	+12%	11M	56.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$617M	+81%	3.2M	191.92	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$616M	+15%	15M	40.19	View chart
Costco Wholesale Corporation (COST)	0.2	$615M	+9%	617k	996.43	View chart
Lam Research Corp Com New (LRCX)	0.2	$611M	-13%	2.9M	213.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$603M	+16%	4.2M	142.43	View chart
Ishares Tr Long Term Muni (LMUB)	0.2	$600M	NEW	12M	49.93	View chart
Amgen (AMGN)	0.2	$597M	+41%	1.7M	351.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$595M	+34%	1.2M	479.20	View chart
Medtronic SHS (MDT)	0.2	$590M	+31%	6.8M	86.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$586M	+6%	7.4M	79.27	View chart
Cme (CME)	0.2	$585M	+43%	2.0M	295.35	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$569M	+148%	4.1M	138.32	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$558M	+10%	18M	30.50	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$556M	+48%	5.1M	109.69	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$546M	+16%	414k	1320.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$537M	+8%	2.5M	215.06	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$536M	+20%	14M	38.42	View chart
Abbott Laboratories (ABT)	0.1	$532M	-5%	5.2M	102.67	View chart
Eaton Corp SHS (ETN)	0.1	$532M	+23%	1.5M	357.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$531M	+6%	17M	30.68	View chart
Charles Schwab Corporation (SCHW)	0.1	$528M	+3%	5.6M	93.98	View chart
Blackrock (BLK)	0.1	$524M	+3%	545k	961.71	View chart
Netflix (NFLX)	0.1	$521M	+20%	5.4M	96.15	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$515M	+9%	13M	38.86	View chart
Nextera Energy (NEE)	0.1	$513M	+9%	5.5M	92.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$511M		3.5M	148.10	View chart
Morgan Stanley Com New (MS)	0.1	$510M	+10%	3.1M	164.57	View chart
Procter & Gamble Company (PG)	0.1	$509M	+21%	3.5M	144.44	View chart
Analog Devices (ADI)	0.1	$507M	+18%	1.6M	318.14	View chart
Tesla Motors (TSLA)	0.1	$504M	+19%	1.4M	371.75	View chart
Wells Fargo & Company (WFC)	0.1	$503M	+8%	6.3M	79.61	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$501M		1.2M	430.29	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$495M	-6%	5.9M	84.44	View chart
Prologis (PLD)	0.1	$493M		3.7M	132.18	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$488M	+6%	3.0M	161.73	View chart
At&t (T)	0.1	$478M	+18%	17M	28.99	View chart
Fastenal Company (FAST)	0.1	$478M	+10%	10M	46.40	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$476M	+32%	5.7M	83.57	View chart
L3harris Technologies (LHX)	0.1	$473M	+3%	1.4M	345.15	View chart
Union Pacific Corporation (UNP)	0.1	$466M	+10%	1.9M	242.62	View chart
Merck & Co (MRK)	0.1	$464M	+20%	3.9M	120.29	View chart
Linde SHS (LIN)	0.1	$463M	+13%	934k	495.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$460M	+8%	1.5M	298.85	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$455M		3.8M	118.60	View chart
Coca-Cola Company (KO)	0.1	$453M	+16%	6.0M	76.05	View chart
Astrazeneca Ord (AZN)	0.1	$447M	NEW	2.3M	196.68	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$445M	+36%	8.4M	53.22	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$445M	+24%	2.9M	155.11	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.1	$443M	+8%	13M	35.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$442M	-12%	1.8M	247.96	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$442M		5.4M	81.98	View chart
New York Life Invts Active E Nyli Winslow Lar (IWLG)	0.1	$441M	+10%	9.2M	47.72	View chart
UnitedHealth (UNH)	0.1	$439M	+20%	1.6M	270.59	View chart
Bank of America Corporation (BAC)	0.1	$438M	+7%	9.0M	48.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$435M	-2%	4.5M	97.23	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$430M	+16%	14M	30.50	View chart
Oracle Corporation (ORCL)	0.1	$425M	+3%	2.9M	147.11	View chart
Chubb (CB)	0.1	$424M	+4%	1.3M	325.93	View chart
Uber Technologies (UBER)	0.1	$420M	+32%	5.8M	71.93	View chart
Wec Energy Group (WEC)	0.1	$420M	+22%	3.6M	115.77	View chart
PNC Financial Services (PNC)	0.1	$419M	+12%	2.0M	208.09	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$417M	+11%	4.9M	84.84	View chart
Progressive Corporation (PGR)	0.1	$414M	+4%	2.1M	198.24	View chart
Ge Aerospace Com New (GE)	0.1	$412M	+7%	1.5M	283.77	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$408M	+12%	8.9M	45.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$407M	+19%	4.7M	86.69	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$407M		2.1M	189.59	View chart
McDonald's Corporation (MCD)	0.1	$406M	+4%	1.3M	310.79	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$403M	+17%	12M	33.37	View chart
Pepsi (PEP)	0.1	$400M	+23%	2.6M	155.29	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.1	$400M	+10%	14M	29.45	View chart
Kla Corp Com New (KLAC)	0.1	$396M	-3%	269k	1472.41	View chart
Arista Networks Com Shs (ANET)	0.1	$395M	+10%	3.2M	122.78	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$394M		5.0M	79.56	View chart
American Electric Power Company (AEP)	0.1	$392M	-7%	3.0M	131.08	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$387M	+5%	12M	33.54	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$386M	+15%	11M	35.90	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$385M	+4%	3.5M	108.98	View chart
ConocoPhillips (COP)	0.1	$377M	+14%	2.9M	132.00	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$370M	+5%	5.4M	68.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$370M	+14%	4.0M	92.74	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$368M	+16%	7.0M	52.56	View chart
McKesson Corporation (MCK)	0.1	$368M	+30%	425k	865.36	View chart
Ecolab (ECL)	0.1	$366M	+11%	1.4M	266.02	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.1	$364M	+4%	4.9M	74.67	View chart
Starbucks Corporation (SBUX)	0.1	$361M	+21%	4.0M	89.59	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$360M	+596%	3.6M	100.17	View chart
Ge Vernova (GEV)	0.1	$360M	-25%	413k	872.90	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$356M	-11%	6.9M	51.23	View chart
Intuit (INTU)	0.1	$355M		821k	432.38	View chart
Novartis Sponsored Adr (NVS)	0.1	$353M	+29%	2.3M	152.75	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$351M	+39%	7.5M	46.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$351M	+19%	1.6M	217.25	View chart
Casey's General Stores (CASY)	0.1	$349M	+24%	480k	727.86	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$349M	+15%	13M	27.15	View chart
Thrivent Etf Trust Small Mid Cap Eq (TSME)	0.1	$347M		8.3M	41.58	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$346M	+33%	5.8M	59.55	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$344M	-2%	1.1M	313.81	View chart
Duke Energy Corp Com New (DUK)	0.1	$343M	+4%	2.6M	130.94	View chart
EOG Resources (EOG)	0.1	$343M	+12%	2.4M	144.57	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$341M	+14%	7.4M	45.89	View chart
Lockheed Martin Corporation (LMT)	0.1	$341M	-11%	564k	604.39	View chart
Applied Materials (AMAT)	0.1	$341M	-2%	998k	341.79	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$341M	+29%	7.5M	45.62	View chart
Walt Disney Company (DIS)	0.1	$338M	+23%	3.5M	96.38	View chart
Us Bancorp Com New (USB)	0.1	$338M	+7%	6.5M	52.01	View chart
O'reilly Automotive (ORLY)	0.1	$337M	+2%	3.7M	92.31	View chart
S&p Global (SPGI)	0.1	$337M	-2%	792k	425.34	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$335M	+9%	2.7M	125.13	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$334M	+23%	5.5M	61.26	View chart
Williams Companies (WMB)	0.1	$333M	+3%	4.6M	72.78	View chart
Texas Instruments Incorporated (TXN)	0.1	$330M	+15%	1.7M	194.14	View chart
Citigroup Com New (C)	0.1	$329M	+16%	2.9M	113.41	View chart
Motorola Solutions Com New (MSI)	0.1	$329M	+23%	757k	433.97	View chart
General Dynamics Corporation (GD)	0.1	$326M	+18%	949k	343.22	View chart
Qualcomm (QCOM)	0.1	$324M	+13%	2.5M	128.78	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$320M	-7%	6.3M	50.37	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$314M	+106%	12M	26.20	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$310M	-6%	4.4M	70.14	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$310M	+2%	4.0M	76.51	View chart
Cummins (CMI)	0.1	$309M	-8%	574k	538.02	View chart
Thrivent Etf Trust Core Plus Bd Etf (TCPB)	0.1	$308M	+2%	6.1M	50.74	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$306M	+13%	12M	25.32	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$305M	+50%	4.9M	62.56	View chart
Te Connectivity Ord Shs (TEL)	0.1	$304M	-2%	1.5M	209.02	View chart
Thermo Fisher Scientific (TMO)	0.1	$302M	+18%	613k	491.53	View chart
Deere & Company (DE)	0.1	$301M		534k	563.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$300M	+28%	8.9M	33.77	View chart
Caterpillar (CAT)	0.1	$300M	-2%	424k	708.46	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$297M	+8%	2.1M	141.42	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$296M	+2%	3.6M	82.57	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$291M	+17%	2.2M	132.50	View chart
Capital One Financial (COF)	0.1	$289M	+4%	1.6M	182.43	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$288M	+4%	4.5M	64.31	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$288M	+8%	11M	26.30	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$286M	+39%	746k	383.40	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$284M	+18%	8.2M	34.41	View chart
Totalenergies Se Act (TTE)	0.1	$284M	+11%	3.1M	91.30	View chart
Sherwin-Williams Company (SHW)	0.1	$283M		883k	320.55	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$281M	+28%	5.6M	50.61	View chart
Monster Beverage Corp (MNST)	0.1	$280M	+6%	3.9M	72.46	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$278M	-12%	1.4M	198.29	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$278M	+8%	3.1M	89.59	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$277M	+108%	2.8M	100.19	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$276M	+6%	2.5M	110.47	View chart
Snap-on Incorporated (SNA)	0.1	$274M	+2%	754k	363.22	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$272M	+16%	4.8M	56.58	View chart
Honeywell International (HON)	0.1	$272M	+34%	1.2M	226.03	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$270M	+16%	5.4M	49.89	View chart

Past Filings by Envestnet Asset Management

SEC 13F filings are viewable for Envestnet Asset Management going back to 2011

Envestnet Asset Management 2026 Q1 filed May 4, 2026
Envestnet Asset Management 2025 Q4 filed Feb. 10, 2026
Envestnet Asset Management 2025 Q3 filed Nov. 5, 2025
Envestnet Asset Management 2025 Q2 filed Aug. 1, 2025
Envestnet Asset Management 2025 Q1 filed April 29, 2025
Envestnet Asset Management 2024 Q4 filed Feb. 13, 2025
Envestnet Asset Management 2024 Q3 filed Nov. 7, 2024
Envestnet Asset Management 2024 Q2 filed Aug. 8, 2024
Envestnet Asset Management 2024 Q1 filed May 13, 2024
Envestnet Asset Management 2023 Q3 filed Nov. 13, 2023
Envestnet Asset Management 2023 Q2 filed Aug. 4, 2023
Envestnet Asset Management 2023 Q1 filed May 11, 2023
Envestnet Asset Management 2022 Q4 filed Feb. 7, 2023
Envestnet Asset Management 2022 Q3 filed Nov. 10, 2022
Envestnet Asset Management 2022 Q2 filed Aug. 3, 2022
Envestnet Asset Management 2022 Q1 filed May 4, 2022

View all past filings

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