Universe · entity
ENVESTNET ASSET MANAGEMENT INC
Institutional manager (13F) · CIK 1407543
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $168.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $21.5B | 32,959,643 |
| 2 | VANGUARD INDEX FDS | $6.4B | 10,680,171 |
| 3 | BLACKROCK ETF TRUST | $6.3B | 108,956,627 |
| 4 | ISHARES TR | $6.1B | 133,081,202 |
| 5 | ISHARES INC | $6.1B | 86,783,237 |
| 6 | ISHARES TR | $5.9B | 27,729,455 |
| 7 | ISHARES TR | $5.6B | 49,323,629 |
| 8 | VANGUARD TAX-MANAGED FDS | $5.5B | 86,071,437 |
| 9 | ISHARES TR | $4.6B | 50,861,594 |
| 10 | ISHARES TR | $4.4B | 59,658,594 |
| 11 | VANGUARD INDEX FDS | $4.4B | 22,591,492 |
| 12 | ISHARES TR | $4.4B | 44,575,170 |
| 13 | MICROSOFT CORP | $4.3B | 11,645,986 |
| 14 | NVIDIA CORPORATION | $4.0B | 23,044,839 |
| 15 | VANGUARD INDEX FDS | $3.8B | 8,696,213 |
| 16 | ISHARES TR | $3.5B | 153,894,218 |
| 17 | ISHARES TR | $3.4B | 17,774,161 |
| 18 | APPLE INC | $3.4B | 13,323,726 |
| 19 | VANGUARD CHARLOTTE FDS | $2.8B | 59,228,633 |
| 20 | ISHARES TR | $2.7B | 28,904,219 |
| 21 | AMAZON COM INC | $2.7B | 13,100,276 |
| 22 | ISHARES TR | $2.5B | 22,399,811 |
| 23 | VANGUARD BD INDEX FDS | $2.5B | 31,520,462 |
| 24 | ISHARES TR | $2.4B | 36,038,875 |
| 25 | ISHARES TR | $2.3B | 22,940,870 |
| 26 | BROADCOM INC | $2.3B | 7,398,279 |
| 27 | ISHARES TR | $2.3B | 5,348,833 |
| 28 | ISHARES TR | $2.2B | 17,886,533 |
| 29 | BLACKROCK ETF TRUST | $2.2B | 66,537,668 |
| 30 | VANGUARD INTL EQUITY INDEX F | $2.1B | 39,564,716 |
| 31 | JPMORGAN CHASE & CO | $2.1B | 7,190,378 |
| 32 | ALPHABET INC | $2.1B | 7,317,233 |
| 33 | ISHARES TR | $2.0B | 8,471,268 |
| 34 | BLACKROCK ETF TRUST | $2.0B | 55,045,916 |
| 35 | VANGUARD INDEX FDS | $1.9B | 6,031,021 |
| 36 | SCHWAB STRATEGIC TR | $1.9B | 64,461,584 |
| 37 | VANGUARD BD INDEX FDS | $1.8B | 23,554,417 |
| 38 | META PLATFORMS INC | $1.8B | 3,172,380 |
| 39 | ALPHABET INC | $1.8B | 6,276,868 |
| 40 | ISHARES TR | $1.8B | 16,704,651 |
| 41 | VANGUARD BD INDEX FDS | $1.8B | 23,879,834 |
| 42 | INVESCO EXCH TRADED FD TR II | $1.8B | 7,387,215 |
| 43 | INVESCO QQQ TR | $1.7B | 3,008,527 |
| 44 | VANGUARD INDEX FDS | $1.7B | 5,894,423 |
| 45 | STATE STR SPDR S&P 500 ETF T | $1.7B | 2,584,704 |
| 46 | SELECT SECTOR SPDR TR | $1.6B | 11,768,594 |
| 47 | SPDR SERIES TRUST | $1.6B | 20,261,471 |
| 48 | BLACKROCK ETF TRUST | $1.5B | 37,727,890 |
| 49 | ISHARES TR | $1.5B | 4,343,242 |
| 50 | ISHARES TR | $1.5B | 6,888,490 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.