Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ENVESTNET ASSET MANAGEMENT INC (CIK 1407543) reported $423.60B across 4,820 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($31.00B, 7.32%), IUSB ($8.31B, 1.96%), DYNF ($7.69B, 1.81%), VOO ($7.43B, 1.75%), IVW ($6.78B, 1.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $31.00B | 7.32% | 41.4M | Added |
| 2 | IUSB | ISHARES TR | $8.31B | 1.96% | 180.0M | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $7.69B | 1.81% | 113.0M | Added |
| 4 | VOO | VANGUARD INDEX FDS | $7.43B | 1.75% | 10.8M | Added |
| 5 | IVW | ISHARES TR | $6.78B | 1.60% | 49.3M | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $6.28B | 1.48% | 88.1M | Added |
| 7 | IEMG | ISHARES INC | $5.72B | 1.35% | 69.0M | Trimmed |
| 8 | IVE | ISHARES TR | $5.30B | 1.25% | 23.3M | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $5.04B | 1.19% | 23.1M | Added |
| 10 | VUG | VANGUARD INDEX FDS | $5.04B | 1.19% | 58.6M | Added |
| 11 | NVDA | NVIDIA CORPORATION | $4.78B | 1.13% | 23.9M | Added |
| 12 | IEFA | ISHARES TR | $4.75B | 1.12% | 49.1M | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $4.29B | 1.01% | 11.5M | Trimmed |
| 14 | AGG | ISHARES TR | $4.26B | 1.01% | 43.0M | Trimmed |
| 15 | AAPL | APPLE INC | $4.04B | 0.95% | 14.0M | Added |
| 16 | GOVT | ISHARES TR | $3.81B | 0.90% | 167.2M | Added |
| 17 | AMZN | AMAZON COM INC | $3.10B | 0.73% | 13.0M | Trimmed |
| 18 | BAI | BLACKROCK ETF TRUST | $3.03B | 0.72% | 57.6M | Trimmed |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $2.98B | 0.70% | 61.5M | Added |
| 20 | AVGO | BROADCOM INC | $2.98B | 0.70% | 7.9M | Added |
| 21 | EFG | ISHARES TR | $2.94B | 0.69% | 23.6M | Added |
| 22 | MBB | ISHARES TR | $2.92B | 0.69% | 30.9M | Added |
| 23 | IJH | ISHARES TR | $2.87B | 0.68% | 37.2M | Added |
| 24 | MTUM | ISHARES TR | $2.71B | 0.64% | 7.9M | Trimmed |
| 25 | GOOGL | ALPHABET INC | $2.67B | 0.63% | 7.5M | Added |
Source: SEC Form 13F filings · as of 2026-06-30