ENVESTNET ASSET MANAGEMENT INC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$337.1B

Total Positions

4,439

New This Quarter

235

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

IVV5.35%

DYNF2.00%

IVE1.79%

IUSB1.64%

IVW1.60%

IEMG1.56%

MSFT1.50%

VEA1.42%

VOO1.21%

VTV1.15%

Other13.39%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

APP10Q held

AppLovin Corp

Avg $91.02 · $262.4M est. P&L

Est. P&L

+662.19%

GRAL7Q held

GRAIL INC

Avg $15.14 · $346,566 est. P&L

Est. P&L

+463.23%

TTMI17Q held

TTM TECHNOLOGIES INC

Avg $15.20 · $390,589 est. P&L

Est. P&L

+363.37%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 4439 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ISHARES TR	26.3M	$18B	5.4%	—	$380.86	+81.15%	29 qtrs	Decreased 0
DYNF BLACKROCK ETF TRUST	110.6M	$6.7B	2.0%	—	$49.74	+23.13%	8 qtrs	Decreased 0
IVE ISHARES TR	28.4M	$6B	1.8%	—	$180.13	+18.56%	29 qtrs	Increased 63
IUSB ISHARES TR	119.1M	$5.5B	1.6%	—	$43.08	+7.92%	29 qtrs	Decreased 0
IVW ISHARES TR	43.6M	$5.4B	1.6%	—	$78.48	+58.20%	29 qtrs	Decreased 0
IEMG ISHARES INC	78.4M	$5.3B	1.6%	—	$55.30	+21.86%	29 qtrs	Increased 56
MSFT Microsoft Corp	10.4M	$5B	1.5%	—	$267.07	+82.53%	29 qtrs	Decreased 0
VEA VANGUARD TAX-MANAGED FDS	76.4M	$4.8B	1.4%	—	$36.59	+71.59%	29 qtrs	Decreased 0
VOO VANGUARD INDEX FDS	6.5M	$4.1B	1.2%	—	$332.69	+89.88%	29 qtrs	Decreased 0
VTV VANGUARD INDEX FDS	20.3M	$3.9B	1.1%	—	$99.74	+92.86%	29 qtrs	Decreased 0
NVDA NVIDIA Corp	20.7M	$3.9B	1.1%	—	$116.30	+61.25%	29 qtrs	Decreased 0
EFV ISHARES TR	52.9M	$3.8B	1.1%	—	$53.04	+35.15%	29 qtrs	Decreased 0
VUG VANGUARD INDEX FDS	7.7M	$3.7B	1.1%	—	$146.92	+234.66%	29 qtrs	Decreased 0
OEF ISHARES TR	10.6M	$3.6B	1.1%	—	$299.00	+15.41%	29 qtrs	Decreased 0
AGG ISHARES TR	36M	$3.6B	1.1%	—	$93.60	+6.62%	29 qtrs	Increased 52
QUAL ISHARES TR	16.7M	$3.3B	1.0%	—	$127.12	+57.42%	29 qtrs	Decreased 0
AAPL Apple Inc	11.7M	$3.2B	0.9%	—	$153.16	+78.12%	29 qtrs	Decreased 0
IEFA ISHARES TR	34.9M	$3.1B	0.9%	—	$55.84	+60.94%	29 qtrs	Decreased 0
AMZN Amazon.com Inc	12.1M	$2.8B	0.8%	—	$126.07	+84.45%	29 qtrs	Decreased 0
IWF ISHARES TR	5.3M	$2.5B	0.7%	—	$182.09	+161.93%	29 qtrs	Increased 46
MBB ISHARES TR	26.1M	$2.5B	0.7%	—	$86.75	+9.64%	29 qtrs	Decreased 0
TLH ISHARES TR	23.6M	$2.4B	0.7%	—	$100.04	+1.79%	29 qtrs	Decreased 0
BNDX VANGUARD CHARLOTTE FDS	47.2M	$2.3B	0.7%	—	$45.40	+6.32%	29 qtrs	Increased 47
IJH ISHARES TR	34.2M	$2.3B	0.7%	—	$57.35	+16.31%	29 qtrs	Decreased 0
AVGO Broadcom Inc	6.4M	$2.2B	0.7%	—	$163.41	+114.09%	29 qtrs	Decreased 0
Showing 25 of 4,439 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

JIREJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+2.5M shares+$193.5M

JCPBJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+1.8M shares+$86.2M

XBAPINNOVATOR ETFS TRUST

Q1 2024 → Q4 2025+15,721 shares+$712,801

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer