How many stocks does ENVESTNET ASSET MANAGEMENT INC own?

As of Q3 2025, ENVESTNET ASSET MANAGEMENT INC holds 4,505 positions in their 13F portfolio.

What is ENVESTNET ASSET MANAGEMENT INC's largest holding?

IVV at 5.5% of portfolio, worth $19.1B.

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

$347.5B as of Q3 2025, tracked across 4,505 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 Q3 2025?

View ENVESTNET ASSET MANAGEMENT INC's latest portfolio changes, new positions, and exits for Q3 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 Q3 2025

SEC EDGAR SourceSEC Filings

Top Holdings4,505 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES CORE S&P 500 ETF	28.6M	$19.1B	5.5%	—	$380.86	+74.45%	28 qtrssince 2018-Q4	Increased 62
DYNF ETF BLACKROCK ETF TRUST	111M	$6.6B	1.9%	—	$49.74	+18.41%	7 qtrssince 2024-Q1	Increased 71
IUSB ETF ISHARES TR	123.2M	$5.8B	1.7%	—	$42.20	+6.49%	28 qtrssince 2018-Q4	Decreased 0
MSFT MICROSOFT CORP	11M	$5.7B	1.6%	—	$267.07	+92.33%	28 qtrssince 2018-Q4	Increased 50
IVW ETF ISHARES S&P 500 GROWTH ETF	45.6M	$5.5B	1.6%	—	$78.48	+52.94%	28 qtrssince 2018-Q4	Increased 50
VOO ETF VANGUARD S&P 500 ETF	8.8M	$5.4B	1.5%	—	$332.69	+82.88%	28 qtrssince 2018-Q4	Decreased 0
QUAL ETF ISHARES MSCI USA QUALITY FAC	26.1M	$5.1B	1.5%	—	$127.12	+51.65%	28 qtrssince 2018-Q4	Decreased 0
VEA ETF VANGUARD FTSE DEVELOPED ETF	82.8M	$5B	1.4%	—	$36.59	+60.47%	28 qtrssince 2018-Q4	Decreased 0
IEMG ETF ISHARES CORE MSCI EMERGING	70.1M	$4.6B	1.3%	—	$53.88	+19.87%	28 qtrssince 2018-Q4	Increased 58
IVE ETF ISHARES S&P 500/BARRA VALUE	22.1M	$4.6B	1.3%	—	$170.65	+20.03%	28 qtrssince 2018-Q4	Increased 53
NVDA NVIDIA CORP	22.2M	$4.1B	1.2%	—	$116.30	+56.35%	28 qtrssince 2018-Q4	Increased 51
EFV ETF ISHARES MSCI EAFE VALUE ETF	60.5M	$4.1B	1.2%	—	$53.04	+24.57%	28 qtrssince 2018-Q4	Decreased 0
VTV ETF VANGUARD VALUE ETF	21.9M	$4.1B	1.2%	—	$99.74	+85.27%	28 qtrssince 2018-Q4	Increased 53
VUG ETF VANGUARD GROWTH ETF	8.3M	$4B	1.1%	—	$24.63	+223.44%	28 qtrssince 2018-Q4	Increased 51
OEF ETF ISHARES S&P 100 ETF CL USD INC	10.7M	$3.6B	1.0%	—	$299.00	+10.58%	28 qtrssince 2018-Q4	Increased 77
AGG ETF ISHARES TR	35.1M	$3.5B	1.0%	—	$91.68	+5.44%	28 qtrssince 2018-Q4	Decreased 0
IEFA ETF ISHARES CORE MSCI EAFE ETF	39.1M	$3.4B	1.0%	—	$55.84	+52.69%	28 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	12.4M	$3.2B	0.9%	—	$154.34	+64.38%	28 qtrssince 2018-Q4	Decreased 0
AMZN AMAZON.COM INC	12.9M	$2.8B	0.8%	—	$126.07	+76.23%	28 qtrssince 2018-Q4	Decreased 0
MBB ETF ISHARES MBS ETF	27.5M	$2.6B	0.8%	—	$84.94	+7.74%	28 qtrssince 2018-Q4	Increased 46