How many stocks does ENVESTNET ASSET MANAGEMENT INC own?

As of Q1 2026, ENVESTNET ASSET MANAGEMENT INC holds 4,703 positions in their 13F portfolio.

What is ENVESTNET ASSET MANAGEMENT INC's largest holding?

IVV at 5.8% of portfolio, worth $21.5B.

What is ENVESTNET ASSET MANAGEMENT INC's total portfolio value?

$373.6B as of Q1 2026, tracked across 4,703 holdings.

Is ENVESTNET ASSET MANAGEMENT INC a hedge fund?

ENVESTNET ASSET MANAGEMENT INC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does ENVESTNET ASSET MANAGEMENT INC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has ENVESTNET ASSET MANAGEMENT INC's portfolio changed in Q1 2026?

View ENVESTNET ASSET MANAGEMENT INC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is ENVESTNET ASSET MANAGEMENT INC's investment strategy?

ENVESTNET ASSET MANAGEMENT INC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

ENVESTNET ASSET MANAGEMENT INC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings4,703 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF iShares Trust CORE S&P500 ETF	33M	$21.5B	5.8%	—	$441.59	+68.11%	30 qtrssince 2018-Q4	Increased 76
VOO ETF VANGUARD INDEX FDS	10.7M	$6.4B	1.7%	—	$447.46	+51.78%	30 qtrssince 2018-Q4	Increased 73
DYNF ETF BLACKROCK ETF TRUST	109M	$6.3B	1.7%	—	$49.74	+35.06%	9 qtrssince 2024-Q1	Decreased 0
IUSB ETF ISHARES TR	133.1M	$6.1B	1.6%	—	$43.47	+4.57%	30 qtrssince 2018-Q4	Increased 56
IEMG ETF ISHARES INC	86.8M	$6.1B	1.6%	—	$56.90	+35.42%	30 qtrssince 2018-Q4	Increased 56
IVE ETF ISHARES TR	27.7M	$5.9B	1.6%	—	$180.13	+28.44%	30 qtrssince 2018-Q4	Decreased 0
IVW ETF ISHARES TR	49.3M	$5.6B	1.5%	—	$83.11	+59.83%	30 qtrssince 2018-Q4	Increased 57
VEA ETF VANGUARD TAX-MANAGED FDS	86.1M	$5.5B	1.5%	—	$39.96	+74.43%	30 qtrssince 2018-Q4	Increased 57
IEFA ETF ISHARES TR	50.9M	$4.6B	1.2%	—	$67.66	+42.38%	30 qtrssince 2018-Q4	Increased 68
EFV ETF ISHARES TR	59.7M	$4.4B	1.2%	—	$55.62	+42.14%	30 qtrssince 2018-Q4	Increased 57
VTV ETF VANGUARD INDEX FDS	22.6M	$4.4B	1.2%	—	$110.43	+100.15%	30 qtrssince 2018-Q4	Increased 56
AGG ETF ISHARES TR	44.6M	$4.4B	1.2%	—	$94.95	+2.65%	30 qtrssince 2018-Q4	Increased 61
MSFT MICROSOFT CORP	11.6M	$4.3B	1.2%	—	$281.37	+35.66%	30 qtrssince 2018-Q4	Increased 56
NVDA NVIDIA CORPORATION	23M	$4B	1.1%	—	$122.68	+68.61%	30 qtrssince 2018-Q4	Increased 56
VUG ETF Vanguard Index Funds GROWTH ETF	8.7M	$3.8B	1.0%	—	$184.31	-54.71%	30 qtrssince 2018-Q4	Increased 57
GOVT ETF ISHARES TR	153.9M	$3.5B	0.9%	—	$22.59	-0.48%	30 qtrssince 2018-Q4	Increased 73
QUAL ETF ISHARES TR	17.8M	$3.4B	0.9%	—	$131.51	+64.87%	30 qtrssince 2018-Q4	Increased 48
AAPL APPLE INC	13.3M	$3.4B	0.9%	—	$166.85	+99.60%	30 qtrssince 2018-Q4	Increased 51
BNDX ETF VANGUARD CHARLOTTE FDS	59.2M	$2.8B	0.8%	—	$46.10	+3.70%	30 qtrssince 2018-Q4	Increased 55
MBB ETF ISHARES TR	28.9M	$2.7B	0.7%	—	$87.66	+5.95%	30 qtrssince 2018-Q4	Increased 50
Showing 20 of 4,703 results.4,683 more with Pro.