How many stocks does ENVESTNET ASSET MANAGEMENT INC own?

As of Q2 2025, ENVESTNET ASSET MANAGEMENT INC holds 4,426 positions in their 13F portfolio.

What is ENVESTNET ASSET MANAGEMENT INC's largest holding?

IVV at 5.1% of portfolio, worth $17.6B.

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

$342.7B as of Q2 2025, tracked across 4,426 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 Q2 2025?

View ENVESTNET ASSET MANAGEMENT INC's latest portfolio changes, new positions, and exits for Q2 2025 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 Q2 2025

Top Holdings4,426 positions

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Activity:

				Price Trend
IVV ETF ISHARES CORE S&P 500 ETF	28.4M	$17.6B	5.1%	—	$375.24	+63.04%	27 qtrssince 2018-Q4	Decreased 0
VOO ETF VANGUARD S&P 500 ETF	11.9M	$6.8B	2.0%	—	$333.35	+67.98%	27 qtrssince 2018-Q4	Increased 51
IUSB ETF ISHARES CORE TOTAL BOND ETF	135.1M	$6.2B	1.8%	—	$42.20	+4.28%	27 qtrssince 2018-Q4	Decreased 0
QUAL ETF ISHARES MSCI USA QUALITY FAC	32.5M	$5.9B	1.7%	—	$127.64	+41.58%	27 qtrssince 2018-Q4	Increased 51
VEA ETF VANGUARD FTSE DEVELOPED ETF	99.7M	$5.7B	1.7%	—	$36.28	+52.33%	27 qtrssince 2018-Q4	Increased 51
MSFT MICROSOFT CORP	11M	$5.5B	1.6%	—	$266.48	+84.83%	27 qtrssince 2018-Q4	Increased 53
AGG ETF ISHARES CORE U.S. AGGREGATE	54.2M	$5.4B	1.6%	—	$91.68	+3.31%	27 qtrssince 2018-Q4	Increased 56
IVW ETF ISHARES S&P 500 GROWTH ETF	45.4M	$5B	1.5%	—	$76.16	+43.84%	27 qtrssince 2018-Q4	Decreased 0
EFV ETF ISHARES MSCI EAFE VALUE ETF	70.1M	$4.5B	1.3%	—	$51.52	+17.36%	27 qtrssince 2018-Q4	Increased 70
??VANGUARD SHORT-TERM BOND ETF Bond	54.7M	$4.3B	1.3%	—	—	—	—	Increased 51
IVE ETF ISHARES S&P 500 VALUE ETF	21M	$4.1B	1.2%	—	$167.46	+14.33%	27 qtrssince 2018-Q4	Increased 57
DYNF ETF BLACKROCK ETF TRUST	71.2M	$3.9B	1.1%	—	$44.37	+21.42%	6 qtrssince 2024-Q1	Increased 52
VTV ETF VANGUARD VALUE ETF	20.8M	$3.7B	1.1%	—	$94.40	+82.54%	27 qtrssince 2018-Q4	Increased 52
IEMG ETF ISHARES CORE MSCI EMERGING	61.1M	$3.7B	1.1%	—	$52.30	+12.29%	27 qtrssince 2018-Q4	Increased 71
VUG ETF VANGUARD GROWTH ETF	8.1M	$3.6B	1.0%	—	$23.31	+211.74%	27 qtrssince 2018-Q4	Increased 51
NVDA NVIDIA CORP	22M	$3.5B	1.0%	—	$30.27	+420.70%	27 qtrssince 2018-Q4	Increased 53
IEFA ETF ISHARES CORE MSCI EAFE ETF	40.2M	$3.4B	1.0%	—	$55.84	+46.37%	27 qtrssince 2018-Q4	Increased 50
BNDX ETF VANGUARD TOTAL INTL BOND ETF	62M	$3.1B	0.9%	—	$44.55	+5.56%	27 qtrssince 2018-Q4	Increased 46
MTUM ETF ISHARES MSCI USA MOMENTUM FA	12.6M	$3B	0.9%	—	$173.05	+37.62%	27 qtrssince 2018-Q4	Increased 49
AMZN AMAZON.COM INC	13.1M	$2.9B	0.8%	—	$134.25	+63.42%	27 qtrssince 2018-Q4	Increased 47