13FBOX
ENVESTNET ASSET MANAGEMENT INC · 13F Holdings
Options Calculator Rankings

ENVESTNET ASSET MANAGEMENT INC

No.36 Data as of 2026Q2
Latest AUM (Q2 2026)
$423.60B
QoQ Change Q1 2026
+$50.02B+13.4%
Holdings
4822
New Buys
298
Adds
2693
Reduces
1809
Exits
179
Unchanged
22
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
7.32%5.76%$31.00B41.4M$21.53B33.0M+8.4M+25.58%Add
IISHARES TRIUSB
1.96%1.65%$8.31B180.0M$6.15B133.1M+46.9M+35.26%Add
BBLACKROCK ETF TRUSTDYNF
1.81%1.7%$7.69B113.0M$6.34B109.0M+4.1M+3.75%Add
VVANGUARD INDEX FDSVOO
1.75%1.71%$7.43B10.8M$6.38B10.7M+142,360+1.33%Add
IISHARES TRIVW
1.6%1.49%$6.78B49.3M$5.58B49.3M-48,186-0.10%Reduce
VVANGUARD FTSEVEA
1.48%1.48%$6.28B88.1M$5.52B86.1M+2.0M+2.37%Add
IISHARES INCIEMG
1.35%1.62%$5.72B69.0M$6.05B86.8M-17.7M-20.44%Reduce
IISHARES S&PIVE
1.25%1.57%$5.30B23.3M$5.86B27.7M-4.4M-15.80%Reduce
VVANGUARD INDEX FDSVUG
1.19%1.02%$5.04B58.6M$3.80B8.7M+49.9M+573.37%Add
VVANGUARD INDEX FDSVTV
1.19%1.19%$5.04B23.1M$4.43B22.6M+543,116+2.40%Add
NVIDIA CORPORATIONNVDA
1.13%1.08%$4.78B23.9M$4.02B23.0M+856,390+3.72%Add
IISHARES TRIEFA
1.12%1.23%$4.75B49.1M$4.60B50.9M-1.7M-3.37%Reduce
MICROSOFT CORPMSFT
1.01%1.15%$4.29B11.5M$4.31B11.6M-148,179-1.27%Reduce
IISHARES TRAGG
1.01%1.18%$4.26B43.0M$4.42B44.6M-1.5M-3.42%Reduce
APPLE INCAAPL
0.95%0.91%$4.04B14.0M$3.38B13.3M+653,945+4.91%Add
IISHARES TRGJS
0.9%0.94%$3.81B167.2M$3.53B153.9M+13.3M+8.65%Add
AMAZON COM INCAMZN
0.73%0.73%$3.10B13.0M$2.73B13.1M-97,007-0.74%Reduce
BBLACKROCK ETF TRUSTBAI
0.72%0.59%$3.03B57.6M$2.19B66.5M-9.0M-13.48%Reduce
BROADCOM INCAVGO
0.7%0.61%$2.98B7.9M$2.29B7.4M+495,413+6.70%Add
VVANGUARD TOTALBNDX
0.7%0.76%$2.98B61.5M$2.85B59.2M+2.3M+3.86%Add
IISHARES TREFG
0.69%0.67%$2.94B23.6M$2.49B22.4M+1.2M+5.41%Add
ISHARES MBSACGL
0.69%0.73%$2.92B30.9M$2.74B28.9M+2.0M+6.94%Add
IISHARES COREIJH
0.68%0.65%$2.87B37.2M$2.43B36.0M+1.2M+3.21%Add
IISHARES TRMTUM
0.64%0.54%$2.71B7.9M$2.03B8.5M-571,816-6.75%Reduce
ALPHABET INCGOOGL
0.63%0.56%$2.67B7.5M$2.10B7.3M+159,769+2.18%Add
IISHARES RUSSELLIWF
0.61%0.61%$2.60B21.0M$2.28B5.3M+15.6M+291.93%Add
VVANGUARD BD INDEX FDSBSV
0.59%0.66%$2.52B32.3M$2.47B31.5M+801,126+2.54%Add
IISHARES TREFV
0.58%1.19%$2.47B32.3M$4.44B59.7M-27.4M-45.90%Reduce
IISHARES COREIJR
0.57%0.6%$2.41B16.2M$2.22B17.9M-1.7M-9.32%Reduce
VVANGUARD FSTEVWO
0.57%0.57%$2.40B40.2M$2.14B39.6M+629,936+1.59%Add
JPMORGAN CHASE & COJPM
0.56%0.57%$2.38B7.3M$2.12B7.2M+82,689+1.15%Add
IINVESCO NASDAQ 100 ETFQQQM
0.54%0.47%$2.29B7.6M$1.76B7.4M+170,070+2.30%Add
GGENERAL DYNAMICS CORPVTI
0.54%0.52%$2.27B6.1M$1.93B6.0M+104,980+1.74%Add
AAlphabet Inc Class CGOOG
0.53%0.48%$2.26B6.4M$1.80B6.3M+121,420+1.93%Add
IINVESCO QQQ TRVOO
0.53%0.46%$2.24B3.0M$1.74B3.0M+30,083+1.00%Add
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
0.49%0.5%$2.09B61.8M$1.88B64.5M-2.7M-4.15%Reduce
SSELECT SECTOR SPDR TRXLK
0.49%0.42%$2.08B10.9M$1.56B11.8M-853,412-7.25%Reduce
BBLACKROCK ETF TRUSTBLCR
0.49%0.41%$2.06B40.8M$1.55B37.7M+3.1M+8.17%Add
VVANGUARD MIDVO
0.47%0.45%$2.00B24.8M$1.69B5.9M+18.9M+320.34%Add
SSTATE STREETSPYM
0.47%0.42%$1.99B22.7M$1.55B20.3M+2.4M+12.04%Add
IISHARES TRTLH
0.47%0.62%$1.97B19.7M$2.31B22.9M-3.3M-14.33%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
0.46%0.45%$1.94B2.6M$1.68B2.6M+19,048+0.74%Add
IISHARES TRGVI
0.45%0.47%$1.89B17.6M$1.77B16.7M+880,501+5.27%Add
VVANGUARD BD INDEX FDSBIV
0.44%0.49%$1.86B24.2M$1.82B23.6M+680,629+2.89%Add
VVANGUARD TOTALBND
0.44%0.47%$1.85B25.2M$1.76B23.9M+1.3M+5.38%Add
BBLACKROCK ETF TRUSTCORO
0.43%0.01%$1.83B50.1M$55.1M1.7M+48.4M+2,821.28%Add
META PLATFORMS INCMETA
0.43%0.49%$1.82B3.2M$1.82B3.2M+64,136+2.02%Add
TAIWAN SEMICONDUCTOR MANUFACTSM
0.42%0.35%$1.80B3.8M$1.29B3.8M-57,083-1.49%Reduce
IISHARES MSCIQUAL
0.39%0.91%$1.66B7.6M$3.41B17.8M-10.2M-57.46%Reduce
BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF
0.39%0.39%$1.65B52.0M$1.46B44.6M+7.4M+16.67%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow