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 $373.58B across 4,626 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($21.53B, 5.76%), VOO ($6.38B, 1.71%), DYNF ($6.34B, 1.70%), IUSB ($6.15B, 1.65%), IEMG ($6.05B, 1.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $21.53B | 5.76% | 33.0M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $6.38B | 1.71% | 10.7M | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $6.34B | 1.70% | 109.0M | Trimmed |
| 4 | IUSB | ISHARES TR | $6.15B | 1.65% | 133.1M | Added |
| 5 | IEMG | ISHARES INC | $6.05B | 1.62% | 86.8M | Added |
| 6 | IVE | ISHARES TR | $5.86B | 1.57% | 27.7M | Trimmed |
| 7 | IVW | ISHARES TR | $5.58B | 1.49% | 49.3M | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $5.52B | 1.48% | 86.1M | Added |
| 9 | IEFA | ISHARES TR | $4.60B | 1.23% | 50.9M | Added |
| 10 | VTV | VANGUARD INDEX FDS | $4.43B | 1.19% | 22.6M | Added |
| 11 | EFV | ISHARES TR | $4.44B | 1.19% | 59.7M | Added |
| 12 | AGG | ISHARES TR | $4.42B | 1.18% | 44.6M | Added |
| 13 | MSFT | MICROSOFT CORP | $4.31B | 1.15% | 11.6M | Added |
| 14 | NVDA | NVIDIA CORPORATION | $4.02B | 1.08% | 23.0M | Added |
| 15 | VUG | VANGUARD INDEX FDS | $3.80B | 1.02% | 8.7M | Added |
| 16 | GOVT | ISHARES TR | $3.53B | 0.94% | 153.9M | Added |
| 17 | QUAL | ISHARES TR | $3.41B | 0.91% | 17.8M | Added |
| 18 | AAPL | APPLE INC | $3.38B | 0.91% | 13.3M | Added |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $2.85B | 0.76% | 59.2M | Added |
| 20 | MBB | ISHARES TR | $2.74B | 0.73% | 28.9M | Added |
| 21 | AMZN | AMAZON COM INC | $2.73B | 0.73% | 13.1M | Added |
| 22 | EFG | ISHARES TR | $2.49B | 0.67% | 22.4M | Added |
| 23 | BSV | VANGUARD BD INDEX FDS | $2.47B | 0.66% | 31.5M | Added |
| 24 | IJH | ISHARES TR | $2.43B | 0.65% | 36.0M | Added |
| 25 | TLH | ISHARES TR | $2.31B | 0.62% | 22.9M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31