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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, IUSB, DYNF, VOO, IVW, and represent 14.45% of Envestnet Asset Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$6.3B), VUG (+$4.3B), IUSB (+$2.2B), IWF (+$1.9B), CORO (+$1.8B), VO (+$1.5B), IALT (+$1.4B), GGOV (+$1.1B), KLAC (+$699M), SPHQ (+$427M).
Started 302 new stock positions in Trekor Metals, BY, SNSR, Blackstone Digital Infrastructure Trust, PRTA, ACYN, HOLA, BBCQ, XOVR, CHYM.
Reduced shares in these 10 stocks: QUAL (-$2.2B), EFV (-$2.1B), IEMG (-$1.5B), IAGG (-$1.2B), IVE (-$995M), , THRO (-$771M), BINC (-$681M), BAI (-$473M), IWLG (-$426M).
Sold out of its positions in ADMA, ANGI, EFOR, ABCL, ABEO, AEF, HDGE, Air Lease Corp, ALIT, BW.
Envestnet Asset Management was a net buyer of stock by $18B.
Envestnet Asset Management has $424B in assets under management (AUM), dropping by 13.39%.
Central Index Key (CIK): 0001407543

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Portfolio Holdings for Envestnet Asset Management

Envestnet Asset Management holds 4822 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Envestnet Asset Management has 4822 total positions. Only the first 250 positions are shown.

Sign up to view all of the Envestnet Asset Management June 30, 2026 positions
Download the Envestnet Asset Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.3	$31B	+25%	41M	748.89	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.0	$8.3B	+35%	180M	46.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.8	$7.7B	+3%	113M	68.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$7.4B		11M	686.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$6.8B		49M	137.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$6.3B	+2%	88M	71.25	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$5.7B	-20%	69M	82.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$5.3B	-15%	23M	227.06	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$5.0B	+573%	59M	86.13	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$5.0B	+2%	23M	217.92	View chart
NVIDIA Corporation (NVDA)	1.1	$4.8B	+3%	24M	200.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$4.7B	-3%	49M	96.58	View chart
Microsoft Corporation (MSFT)	1.0	$4.3B		12M	373.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$4.3B	-3%	43M	98.98	View chart
Apple (AAPL)	1.0	$4.0B	+4%	14M	289.36	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$3.8B	+8%	167M	22.78	View chart
Amazon (AMZN)	0.7	$3.1B		13M	238.34	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.7	$3.0B	-13%	58M	52.72	View chart
Broadcom (AVGO)	0.7	$3.0B	+6%	7.9M	377.75	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$3.0B	+3%	62M	48.43	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$2.9B	+5%	24M	124.42	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$2.9B	+6%	31M	94.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$2.9B	+3%	37M	77.11	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$2.7B	-6%	7.9M	342.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.7B	+2%	7.5M	357.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$2.6B	+291%	21M	124.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$2.5B	+2%	32M	77.91	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$2.5B	-45%	32M	76.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.4B	-9%	16M	148.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.4B		40M	59.69	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.4B		7.3M	327.33	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$2.3B	+2%	7.6M	302.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.3B		6.1M	370.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.3B		6.4M	353.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.2B		3.0M	736.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$2.1B	-4%	62M	33.84	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$2.1B	-7%	11M	190.52	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.5	$2.1B	+8%	41M	50.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$2.0B	+320%	25M	80.56	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.5	$2.0B	+12%	23M	87.88	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$2.0B	-14%	20M	100.35	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.9B		2.6M	746.77	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.9B	+5%	18M	107.62	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$1.9B	+2%	24M	76.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.8B	+5%	25M	73.41	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.4	$1.8B	+2821%	50M	36.60	View chart
Meta Platforms Cl A (META)	0.4	$1.8B	+2%	3.2M	563.29	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$1.8B		3.8M	477.57	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.7B	-57%	7.6M	219.42	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$1.7B	+16%	52M	31.78	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.6B	-2%	6.7M	242.43	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.4	$1.6B	-32%	37M	43.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.6B	-10%	3.9M	409.50	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$1.6B		16M	96.49	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$1.5B	+2%	56M	27.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$1.5B	+4%	15M	94.57	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.3	$1.4B	NEW	51M	28.05	View chart
Eli Lilly & Co. (LLY)	0.3	$1.4B		1.2M	1199.42	View chart
Visa Com Cl A (V)	0.3	$1.3B	-5%	3.9M	343.09	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.3B	+3%	28M	46.81	View chart
Lam Research Corp Com New (LRCX)	0.3	$1.3B	+3%	3.0M	433.33	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$1.3B	-2%	24M	53.61	View chart
Johnson & Johnson (JNJ)	0.3	$1.2B		4.9M	253.97	View chart
Abbvie (ABBV)	0.3	$1.2B		4.9M	251.64	View chart
Trust For Professional Man Activepassive Us (APUE)	0.3	$1.2B	+3%	26M	46.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.2B	+11%	3.9M	303.07	View chart
Cisco Systems (CSCO)	0.3	$1.2B		10M	117.46	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$1.1B	+2%	12M	95.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.1B	+6%	28M	41.25	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$1.1B	+10%	9.5M	118.99	View chart
Philip Morris International (PM)	0.3	$1.1B	+4%	6.2M	180.91	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.3	$1.1B	NEW	22M	50.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$1.1B	+4%	4.5M	246.21	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.3	$1.1B	+6%	22M	49.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.0B		12M	85.49	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$956M		14M	68.93	View chart
Mastercard Incorporated Cl A (MA)	0.2	$942M	-5%	1.8M	513.60	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$922M		3.4M	273.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$921M		11M	83.75	View chart
Home Depot (HD)	0.2	$916M		2.6M	352.68	View chart
Amphenol Corp Cl A (APH)	0.2	$901M	-2%	5.1M	176.32	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.2	$893M	+5%	34M	25.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$892M	-3%	9.8M	91.21	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$877M	+6%	441k	1989.43	View chart
Micron Technology (MU)	0.2	$873M	+14%	756k	1154.28	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$859M		5.9M	146.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$841M	+4%	11M	75.79	View chart
Chevron Corporation (CVX)	0.2	$840M	-2%	5.1M	165.76	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$835M	+5%	7.6M	110.15	View chart
UnitedHealth (UNH)	0.2	$811M	+20%	2.0M	415.63	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$782M	+7%	17M	47.20	View chart
Kla Corp Com New (KLAC)	0.2	$780M	+862%	2.6M	301.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$780M	-15%	9.4M	82.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$757M	+10%	7.3M	103.88	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$735M	-48%	14M	52.34	View chart
Parker-Hannifin Corporation (PH)	0.2	$717M	-3%	733k	978.12	View chart
Applied Materials (AMAT)	0.2	$714M		988k	722.99	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$712M		14M	49.55	View chart
TJX Companies (TJX)	0.2	$709M		4.7M	151.50	View chart
Union Pacific Corporation (UNP)	0.2	$703M	+34%	2.6M	272.00	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$692M	+6%	5.4M	127.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$686M		4.2M	164.27	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$673M	-18%	4.2M	158.66	View chart
Ishares Tr Core Msci Euro (IEUR)	0.2	$672M	-11%	8.9M	75.17	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$666M		6.1M	109.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$665M	-2%	8.8M	75.51	View chart
Ishares Tr Long Term Muni (LMUB)	0.2	$660M	+7%	13M	51.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$649M	+11%	8.2M	79.03	View chart
Morgan Stanley Com New (MS)	0.2	$647M		3.1M	209.04	View chart
Eaton Corp SHS (ETN)	0.2	$643M		1.5M	426.12	View chart
Analog Devices (ADI)	0.2	$641M		1.6M	397.17	View chart
Raytheon Technologies Corp (RTX)	0.2	$639M		3.4M	189.73	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$639M		11M	56.48	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$626M		14M	44.48	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$613M	+4%	14M	44.36	View chart
Amgen (AMGN)	0.1	$612M		1.7M	362.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$610M		1.2M	500.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$610M	+3%	2.6M	236.62	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$607M	+236%	6.7M	90.10	View chart
Texas Instruments Incorporated (TXN)	0.1	$598M	+18%	2.0M	298.07	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$596M	+10%	3.2M	188.08	View chart
Tesla Motors (TSLA)	0.1	$591M	+3%	1.4M	420.59	View chart
Wal-Mart Stores (WMT)	0.1	$580M	-4%	5.1M	113.26	View chart
Costco Wholesale Corporation (COST)	0.1	$574M		614k	935.46	View chart
Ge Vernova (GEV)	0.1	$573M	+18%	488k	1174.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$571M	+4%	3.6M	158.03	View chart
Advanced Micro Devices (AMD)	0.1	$567M	+25%	977k	580.90	View chart
Ge Aerospace Com New (GE)	0.1	$564M	+3%	1.5M	373.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$560M	+2%	18M	31.71	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$559M	+2%	6.0M	93.27	View chart
Arista Networks Com Shs (ANET)	0.1	$557M		3.3M	169.88	View chart
Verizon Communications (VZ)	0.1	$555M		13M	42.34	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$548M	+7%	13M	42.33	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$531M	-5%	2.9M	185.23	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$527M	+6%	15M	35.24	View chart
Wells Fargo & Company (WFC)	0.1	$525M		6.4M	82.64	View chart
Bank of America Corporation (BAC)	0.1	$519M		9.1M	56.98	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$518M	-2%	1.5M	343.91	View chart
PNC Financial Services (PNC)	0.1	$518M	+4%	2.1M	246.22	View chart
Blackrock (BLK)	0.1	$514M		535k	961.56	View chart
Charles Schwab Corporation (SCHW)	0.1	$514M		5.6M	92.27	View chart
Merck & Co (MRK)	0.1	$514M	+3%	4.0M	128.50	View chart
Procter & Gamble Company (PG)	0.1	$514M		3.5M	146.64	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.1	$513M	+5%	13M	38.76	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$512M	-27%	4.8M	107.13	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$510M		5.7M	89.01	View chart
Prologis (PLD)	0.1	$506M		3.7M	135.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$497M	-7%	1.7M	300.45	View chart
Fastenal Company (FAST)	0.1	$497M		10M	48.03	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$497M		4.5M	110.32	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$485M		739k	655.89	View chart
Medtronic SHS (MDT)	0.1	$483M	-9%	6.2M	78.23	View chart
Linde SHS (LIN)	0.1	$481M		927k	518.94	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$480M	+18%	5.6M	86.42	View chart
Coca-Cola Company (KO)	0.1	$478M		5.9M	81.27	View chart
Dell Technologies CL C (DELL)	0.1	$477M	+19%	1.1M	431.46	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$473M		2.1M	221.19	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$472M	+6%	8.9M	53.17	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$468M	+6%	5.2M	89.20	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$462M	+14%	12M	37.51	View chart
Progressive Corporation (PGR)	0.1	$461M		2.1M	218.45	View chart
Nextera Energy (NEE)	0.1	$457M	-5%	5.2M	87.77	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$452M	+18%	3.2M	141.89	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$451M	-29%	13M	34.81	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$446M		5.5M	81.06	View chart
American Electric Power Company (AEP)	0.1	$444M	+8%	3.2M	136.81	View chart
Chubb (CB)	0.1	$443M		1.3M	340.74	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$439M		3.6M	121.42	View chart
Wec Energy Group (WEC)	0.1	$436M	+3%	3.7M	116.77	View chart
Goldman Sachs Etf Tr Core Bond Etf (GBND)	0.1	$432M	+395%	8.5M	50.56	View chart
Astrazeneca Ord (AZN)	0.1	$432M		2.3M	189.24	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$431M		1.2M	368.38	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$430M	-35%	4.7M	91.64	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$426M		1.1M	393.96	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$422M	-6%	8.4M	50.39	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.1	$421M	+5%	14M	29.43	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$418M	+5%	5.2M	79.97	View chart
Blackrock Etf Trust Isha Flex Eq Etf	0.1	$417M	NEW	16M	25.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$417M	-39%	2.0M	212.77	View chart
Oracle Corporation (ORCL)	0.1	$411M	-2%	2.8M	146.55	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$405M	+4%	12M	33.46	View chart
Uber Technologies (UBER)	0.1	$405M	-4%	5.6M	72.16	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$402M	-10%	3.4M	117.45	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$402M	+38%	7.6M	53.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$398M	+817%	3.3M	119.52	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$395M	+15%	6.7M	58.98	View chart
Caterpillar (CAT)	0.1	$394M	-12%	370k	1064.89	View chart
Citigroup Com New (C)	0.1	$390M	-4%	2.8M	139.96	View chart
Netflix (NFLX)	0.1	$389M		5.4M	71.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$387M		1.6M	242.99	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$384M	+30%	398k	965.00	View chart
Us Bancorp Com New (USB)	0.1	$384M	-2%	6.3M	60.40	View chart
Starbucks Corporation (SBUX)	0.1	$383M	-6%	3.7M	102.19	View chart
L3harris Technologies (LHX)	0.1	$382M	-4%	1.3M	290.59	View chart
Principal Exchange Traded Intl Equity Etf (PIEQ)	0.1	$379M	+182%	11M	35.89	View chart
Corning Incorporated (GLW)	0.1	$378M	+22%	1.5M	255.43	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$376M	+6%	14M	27.47	View chart
Monster Beverage Corp (MNST)	0.1	$368M		3.8M	96.12	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$367M	+48%	6.4M	57.67	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$367M	-5%	7.1M	51.78	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$367M	+7%	8.1M	45.49	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$367M	+17%	9.7M	37.96	View chart
Williams Companies (WMB)	0.1	$366M	+7%	4.9M	74.34	View chart
Novartis Sponsored Adr (NVS)	0.1	$365M		2.3M	156.72	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$363M	-5%	3.8M	96.45	View chart
Ecolab (ECL)	0.1	$363M	-5%	1.3M	278.61	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$359M	+13%	14M	26.52	View chart
Abbott Laboratories (ABT)	0.1	$359M	-23%	4.0M	90.74	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$358M	-2%	6.8M	52.41	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$358M	+89%	8.9M	40.13	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$350M	+9%	6.9M	50.49	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$349M	+7%	9.5M	36.53	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.1	$346M	+14%	11M	32.97	View chart
McDonald's Corporation (MCD)	0.1	$345M	-2%	1.3M	270.31	View chart
Palo Alto Networks (PANW)	0.1	$345M	-6%	1.0M	341.02	View chart
Thrivent Etf Trust Smal Mid Cap Etf (TSME)	0.1	$344M	-21%	6.6M	52.37	View chart
Cummins (CMI)	0.1	$344M	-15%	483k	713.21	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.1	$344M	+10%	13M	25.85	View chart
Cme (CME)	0.1	$343M	-21%	1.6M	220.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$341M	+2%	1.4M	252.22	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$339M	+2%	4.6M	74.13	View chart
Walt Disney Company (DIS)	0.1	$339M		3.5M	96.25	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$338M	-4%	4.2M	80.16	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$338M		2.1M	163.67	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.1	$334M		5.0M	67.31	View chart
Thrivent Etf Trust Core Plus Bd Etf (TCPB)	0.1	$332M	+7%	6.5M	50.72	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$331M		2.2M	147.72	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$330M	-7%	6.4M	51.29	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$329M	-48%	2.1M	156.80	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$329M	+3%	3.2M	103.10	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$328M	-20%	2.8M	117.28	View chart
General Dynamics Corporation (GD)	0.1	$324M	-3%	916k	354.24	View chart
O'reilly Automotive (ORLY)	0.1	$324M	-3%	3.5M	92.09	View chart
Duke Energy Corp Com New (DUK)	0.1	$324M	-2%	2.6M	126.58	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$324M	+5%	2.2M	144.61	View chart
Capital One Financial (COF)	0.1	$322M		1.6M	200.62	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$320M	+72%	13M	24.14	View chart
Pepsi (PEP)	0.1	$320M	-8%	2.4M	135.40	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$319M	+14%	3.2M	100.16	View chart
S&p Global (SPGI)	0.1	$314M	-2%	770k	407.27	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$312M	+399%	3.6M	87.91	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$312M	+8%	12M	26.23	View chart
Qualcomm (QCOM)	0.1	$311M	-33%	1.7M	184.79	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$310M	+47%	3.0M	102.30	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$308M	-8%	6.8M	45.34	View chart
Deere & Company (DE)	0.1	$308M	-9%	485k	634.33	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$307M	+11%	2.3M	134.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$305M	-5%	399k	763.09	View chart
Te Connectivity Ord Shs (TEL)	0.1	$303M	+3%	1.5M	201.61	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$303M	+8%	4.5M	67.56	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 Q2 filed Aug. 3, 2026
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

View all past filings

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