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Envestnet Asset Management - Q2 2026 13F Filings

EN

Envestnet Asset Management INC

CIK: 0001407543
Address: Pennsylvania Berwyn 1000 Chesterbrook Boulevard Suite 250
$423.6 B
Portfolio Value
4822
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 09/23/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IVV Ishares Core S&P 500 Etf
+$6.31 B
2. VUG Vanguard Growth Etf
+$4.29 B
3. IUSB Ishares Core Total Usd Bond Market Etf
+$2.17 B
4. IWF Ishares Russell 1000 Growth Etf
+$1.94 B
5. CORO Ishares International Country Rotation Active Etf
+$1.77 B

Top Sells

Q2 2026
1. QUAL Ishares Msci Usa Quality Factor Etf
−$2.24 B
2. EFV Ishares Msci Eafe Value Etf
−$2.1 B
3. IEMG Ishares Core Msci Emerging Markets Etf
−$1.47 B
4. IAGG Ishares Core International Aggregate Bond Etf
−$1.23 B
5. IVE Ishares S&P 500 Value Etf
−$994.55 M

Asset Allocation

Stocks/ETFs
+13.43%
$423.25 B 99.92%
Options
$0 0.00%
Debt
+10.66%
$15.66 M 0.00%
Other
-21.63%
$336.87 M 0.08%

Sector Allocation (Stocks)

Envestnet Asset Management Q2 2026 Filing Summary

Envestnet Asset Management INC originally filed its 13F report for Q2 2026 on August 03, 2026. The filing was subsequently amended, with the latest update submitted on September 23, 2026. The portfolio totaled 423.6 B reflecting a +13.39% change from the prior quarter, spanning 4,822 assets. The top 10 holdings comprised 20.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 292 new positions and 174 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Envestnet Asset Management’s Q2 2026 Filing

Yes. Envestnet Asset Management originally filed on 08/03/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 09/23/2026.

In the Q2 2026 filing, Envestnet Asset Management reported a managed portfolio value of 424.24 B, consisting of 4,825 individual positions.

Multiple filings indicate that Envestnet Asset Management updated their Q2 2026 report. The initial filing was submitted on 08/03/2026, followed by amendments to correct data or disclose previously confidential holdings.

This page displays the raw filing documents. To see which stocks Envestnet Asset Management bought or sold during Q2 2026, please visit Envestnet Asset Management's Portfolio Analysis page.