ENVESTNET ASSET MANAGEMENT INC

Est. AUM

$371.95B

13F long equity, this entity only

Positions

4,634

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$21.53B	32959643	5.79%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.38B	10680171	1.72%	SOLE
3	BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.34B	108956627	1.70%	SOLE
4	ISHARES TR	CORE UNIVRSL USD	$6.15B	133081202	1.65%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$6.05B	86783237	1.63%	SOLE
6	ISHARES TR	S&P 500 VAL ETF	$5.86B	27729455	1.57%	SOLE
7	ISHARES TR	S&P 500 GRWT ETF	$5.58B	49323629	1.50%	SOLE
8	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.52B	86071437	1.48%	SOLE
9	ISHARES TR	CORE MSCI EAFE	$4.60B	50861594	1.24%	SOLE
10	ISHARES TR	EAFE VALUE ETF	$4.44B	59658594	1.19%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$4.43B	22591492	1.19%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$4.42B	44575170	1.19%	SOLE
13	MICROSOFT CORP	COM	$4.31B	11645986	1.16%	SOLE
14	NVIDIA CORPORATION	COM	$4.02B	23044839	1.08%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$3.80B	8696213	1.02%	SOLE
16	ISHARES TR	US TREAS BD ETF	$3.53B	153894218	0.95%	SOLE
17	ISHARES TR	MSCI USA QLT FCT	$3.41B	17774161	0.92%	SOLE
18	APPLE INC	COM	$3.38B	13323726	0.91%	SOLE
19	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.85B	59228633	0.77%	SOLE
20	ISHARES TR	MBS ETF	$2.74B	28904219	0.74%	SOLE
21	AMAZON COM INC	COM	$2.73B	13100276	0.73%	SOLE
22	ISHARES TR	EAFE GRWTH ETF	$2.49B	22399811	0.67%	SOLE
23	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.47B	31520462	0.66%	SOLE
24	ISHARES TR	CORE S&P MCP ETF	$2.43B	36038875	0.65%	SOLE
25	ISHARES TR	10-20 YR TRS ETF	$2.31B	22940870	0.62%	SOLE
26	BROADCOM INC	COM	$2.29B	7398279	0.62%	SOLE
27	ISHARES TR	RUS 1000 GRW ETF	$2.28B	5348833	0.61%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$2.22B	17886533	0.60%	SOLE
29	BLACKROCK ETF TRUST	ISHARES A I INNO	$2.19B	66537668	0.59%	SOLE
30	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.14B	39564716	0.57%	SOLE
31	JPMORGAN CHASE & CO	COM	$2.12B	7190378	0.57%	SOLE
32	ALPHABET INC	CAP STK CL A	$2.10B	7317233	0.57%	SOLE
33	ISHARES TR	MSCI USA MMENTM	$2.03B	8471268	0.55%	SOLE
34	BLACKROCK ETF TRUST	ISHARES US THEMA	$1.99B	55045916	0.54%	SOLE
35	VANGUARD INDEX FDS	TOTAL STK MKT	$1.93B	6031021	0.52%	SOLE
36	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.88B	64461584	0.50%	SOLE
37	VANGUARD BD INDEX FDS	INTERMED TERM	$1.82B	23554417	0.49%	SOLE
38	META PLATFORMS INC	CL A	$1.82B	3172380	0.49%	SOLE
39	ALPHABET INC	CAP STK CL C	$1.80B	6276868	0.48%	SOLE
40	ISHARES TR	NATIONAL MUN ETF	$1.77B	16704651	0.48%	SOLE
41	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.76B	23879834	0.47%	SOLE
42	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.76B	7387215	0.47%	SOLE
43	INVESCO QQQ TR	UNIT SER 1	$1.74B	3008527	0.47%	SOLE
44	VANGUARD INDEX FDS	MID CAP ETF	$1.69B	5894423	0.46%	SOLE
45	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.68B	2584704	0.45%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.56B	11768594	0.42%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$1.55B	20261471	0.42%	SOLE
48	BLACKROCK ETF TRUST	ISHARES LARGE CA	$1.55B	37727890	0.42%	SOLE
49	ISHARES TR	RUS 1000 ETF	$1.55B	4343242	0.42%	SOLE
50	ISHARES TR	RUS 1000 VAL ETF	$1.47B	6888490	0.40%	SOLE

1–50 of 4,634

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.