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Asset Manager ← All Institutions

ENVESTNET ASSET MANAGEMENT INC

222 N. LASALLE ST. SUITE 625, CHICAGO, IL 60601 • 312-827-2800

Q3 2025 · Filed 2025-11-05
Market Value
$345.7B
+1.3%
Holdings
4,519
+91
New Purchases
250
Added To
2,128
Closed
193
Reduced
1,938
Top 10 Concentration
19.5%
Turnover
9.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DYNF 1.90% 1.14% +0.76% $6.6B
OEF 1.03% 0.53% +0.51% $3.6B
BAI 0.56% 0.19% +0.37% $1.9B
IVV 5.53% 5.16% +0.37% $19.1B
BDYN 0.36% 0.00% +0.36% $1.3B
ITA 0.29% 0.01% +0.27% $1.0B
IEMG 1.34% 1.08% +0.26% $4.6B
BDVL 0.21% 0.00% +0.21% $743M
NVDA 1.20% 1.02% +0.18% $4.1B
IAU 0.43% 0.25% +0.18% $1.5B
GOOGL 0.52% 0.35% +0.17% $1.8B
TLH 0.74% 0.57% +0.17% $2.6B
AAPL 0.91% 0.77% +0.15% $3.2B
IWP 0.22% 0.08% +0.14% $769M
IVW 1.59% 1.46% +0.13% $5.5B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSV 0.64% 1.26% -0.62% $2.2B
AGG 1.02% 1.58% -0.56% $3.5B
DFAC 0.14% 0.58% -0.43% $495M
MTUM 0.46% 0.89% -0.43% $1.6B
VOO 1.56% 1.99% -0.43% $5.4B
EFG 0.14% 0.56% -0.41% $494M
DFUV 0.01% 0.39% -0.38% $33M
DUHP 0.03% 0.38% -0.35% $114M
IYW 0.13% 0.47% -0.34% $453M
QUAL 1.47% 1.74% -0.27% $5.1B
BNDX 0.64% 0.90% -0.26% $2.2B
IMTM 0.01% 0.25% -0.24% $27M
VEA 1.44% 1.67% -0.23% $5.0B
DFIC 0.05% 0.26% -0.22% $157M
DFIV 0.06% 0.27% -0.20% $210M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 72.5%
Technology 8.1%
Industrials 4.1%
Healthcare 3.6%
Consumer Cyclical 3.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 81 $98.0B 28.4%
Large Cap 1,052 $200.5B 58.0%
Mid Cap 1,259 $31.0B 9.0%
Small Cap 1,364 $12.8B 3.7%
Micro Cap 763 $3.3B 1.0%

Portfolio Analytics

Avg Market Cap
$25.4B
Median Market Cap
$2.3B
Avg P/E
32.0
Median P/E
20.1
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
2,347
# ETFs / Funds
2,173

Top Holdings (4,519 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 5.53% 28,570,831 $19.1B $669.30 $1.5B +201,983 +0.7%
2 DYNF 1.90% 111,018,724 $6.6B $59.20 $2.7B +39,780,318 +55.8%
3 IUSB 1.66% 123,224,571 $5.8B $46.71 -$490M -11,878,031 -8.8%
4 MSFT 1.65% 11,030,769 $5.7B $517.95 $231M +8,424 +0.1%
5 IVW 1.59% 45,556,746 $5.5B $120.72 $504M +179,866 +0.4%
6 VOO 1.56% 8,793,364 $5.4B $612.38 -$1.4B -3,132,807 -26.3%
7 QUAL 1.47% 26,102,345 $5.1B $194.50 -$861M -6,375,705 -19.6%
8 VEA 1.44% 82,836,571 $5.0B $59.92 -$721M -16,869,980 -16.9%
9 IEMG 1.34% 70,130,248 $4.6B $65.92 $953M +8,989,860 +14.7%
10 IVE 1.32% 22,121,389 $4.6B $206.51 $468M +1,137,886 +5.4%
11 NVDA 1.20% 22,223,464 $4.1B $186.58 $677M +262,399 +1.2%
12 EFV 1.19% 60,469,172 $4.1B $67.83 -$350M -9,656,241 -13.8%
13 VTV 1.18% 21,895,965 $4.1B $186.49 $409M +1,103,718 +5.3%
14 VUG 1.15% 8,318,538 $4.0B $479.61 $427M +191,399 +2.4%
15 OEF 1.03% 10,736,206 $3.6B $332.84 $1.8B +4,846,586 +82.3%
16 AGG 1.02% 35,061,214 $3.5B $100.25 -$1.9B -19,157,112 -35.3%
17 IEFA 0.99% 39,090,069 $3.4B $87.31 $54M -1,145,635 -2.9%
18 AAPL 0.91% 12,378,348 $3.2B $254.63 $539M -355,512 -2.8%
19 AMZN 0.82% 12,879,127 $2.8B $219.57 -$42M -202,913 -1.6%
20 MBB 0.76% 27,494,519 $2.6B $95.15 $103M +727,070 +2.7%
21 TLH 0.74% 24,840,459 $2.6B $102.99 $606M +5,622,960 +29.3%
22 IWF 0.70% 5,171,141 $2.4B $468.41 $178M -114,249 -2.2%
23 IJH 0.65% 34,554,428 $2.3B $65.26 $111M -17,878 -0.1%
24 AVGO 0.65% 6,769,686 $2.2B $329.91 $277M -326,628 -4.6%
25 JPM 0.65% 7,078,742 $2.2B $315.43 $123M -201,747 -2.8%
26 BNDX 0.64% 44,832,761 $2.2B $49.46 -$852M -17,160,762 -27.7%
27 META 0.64% 3,015,736 $2.2B $734.38 $89M +135,133 +4.7%
28 BSV 0.64% 27,978,604 $2.2B $78.91 -$2.1B -26,720,564 -48.9%
29 SCHG 0.57% 61,891,690 $2.0B $31.91 $361M +6,651,144 +12.0%
30 VWO 0.57% 36,359,690 $2.0B $54.18 -$209M -7,688,888 -17.5%
31 BAI 0.56% 56,450,098 $1.9B $34.16 $1.3B +34,476,332 +156.9%
32 VTI 0.55% 5,799,986 $1.9B $328.17 $104M -122,107 -2.1%
33 THRO 0.55% 49,958,792 $1.9B $37.86 $197M +2,336,838 +4.9%
34 QQQM 0.54% 7,486,858 $1.9B $247.12 $124M -114,417 -1.5%
35 GOOGL 0.52% 7,463,936 $1.8B $243.10 $609M +622,523 +9.1%
36 QQQ 0.52% 2,986,326 $1.8B $600.37 $181M +64,025 +2.2%
37 GOVT 0.51% 76,659,922 $1.8B $23.12 $58M +2,071,769 +2.8%
38 IJR 0.51% 14,749,090 $1.8B $118.83 -$86M -2,070,791 -12.3%
39 SPY 0.50% 2,617,890 $1.7B $666.18 $87M -64,156 -2.4%
40 BND 0.46% 21,594,592 $1.6B $74.37 $67M +683,665 +3.3%
41 MTUM 0.46% 6,193,973 $1.6B $256.45 -$1.4B -6,445,729 -51.0%
42 BIV 0.44% 19,586,319 $1.5B $78.09 $93M +1,016,721 +5.5%
43 IWB 0.44% 4,183,653 $1.5B $365.48 $16M -271,202 -6.1%
44 MUB 0.44% 14,278,109 $1.5B $106.49 -$606M -6,079,064 -29.9%
45 GOOG 0.44% 6,225,962 $1.5B $243.55 $414M +13,466 +0.2%
46 IAU 0.43% 20,520,705 $1.5B $72.77 $627M +6,623,876 +47.7%
47 XLK 0.43% 5,284,324 $1.5B $281.86 $88M -249,931 -4.5%
48 BINC 0.42% 27,211,312 $1.4B $53.24 $242M +4,376,988 +19.2%
49 V 0.42% 4,214,510 $1.4B $341.38 -$95M -106,601 -2.5%
50 IWD 0.39% 6,693,245 $1.4B $203.59 $81M +93,461 +1.4%
51 SPLG 0.38% 16,868,988 $1.3B $78.34 $167M +984,276 +6.2%
52 BDYN 0.36% 49,456,217 $1.3B $25.31 +49,456,217 NEW
53 IEF 0.36% 12,820,353 $1.2B $96.46 $45M +375,479 +3.0%
54 ABBV 0.35% 5,298,752 $1.2B $231.54 $229M -78,555 -1.5%
55 XLF 0.34% 22,039,582 $1.2B $53.87 $227M +3,697,754 +20.2%
56 MA 0.33% 2,031,235 $1.2B $568.81 $6M -13,378 -0.7%
57 SPYG 0.33% 10,982,338 $1.1B $104.51 $173M +754,395 +7.4%
58 IAGG 0.33% 22,186,405 $1.1B $51.23 $62M +1,153,226 +5.5%
59 VB 0.32% 4,308,811 $1.1B $254.28 -$131M -867,245 -16.8%
60 TSM 0.31% 3,842,516 $1.1B $279.29 $199M -18,105 -0.5%
61 VMBS 0.30% 22,220,955 $1.0B $46.96 $67M +1,139,467 +5.4%
62 HD 0.29% 2,497,018 $1.0B $405.19 $56M -108,677 -4.2%
63 ITA 0.29% 4,780,198 $1.0B $209.26 $949M +4,510,762 +1674.2%
64 IXUS 0.29% 12,065,085 $996M $82.58 $105M +534,408 +4.6%
65 ORCL 0.28% 3,473,540 $977M $281.24 $175M -193,197 -5.3%
66 PM 0.28% 6,009,976 $975M $162.20 -$122M -14,925 -0.2%
67 JNJ 0.28% 5,135,378 $952M $185.42 $201M +214,830 +4.4%
68 VXUS 0.26% 12,216,981 $897M $73.46 $30M -337,400 -2.7%
69 LLY 0.26% 1,166,260 $890M $763.00 -$55M -46,572 -3.8%
70 VCIT 0.25% 10,372,500 $872M $84.11 $36M +286,124 +2.8%
71 APUE 0.24% 20,578,086 $839M $40.78 $122M +1,497,960 +7.8%
72 VO 0.24% 2,848,093 $837M $293.74 -$62M -362,749 -11.3%
73 XLC 0.23% 6,719,634 $795M $118.37 -$127M -1,777,466 -20.9%
74 AVLV 0.23% 10,903,214 $788M $72.26 $37M -109,672 -1.0%
75 AVEM 0.23% 10,453,511 $785M $75.11 -$415M -7,060,745 -40.3%
76 IWP 0.22% 5,397,376 $769M $142.41 $493M +3,406,598 +171.1%
77 CVX 0.22% 4,891,609 $760M $155.29 $115M +389,694 +8.7%
78 BLV 0.22% 10,672,022 $756M $70.85 $57M +620,446 +6.2%
79 ABT 0.22% 5,645,123 $756M $133.94 -$35M -169,808 -2.9%
80 APH 0.22% 6,034,166 $747M $123.75 $166M +150,407 +2.6%
81 BDVL 0.21% 29,726,003 $743M $25.00 +29,726,003 NEW
82 CGDV 0.21% 17,388,906 $731M $42.03 $71M +668,214 +4.0%
83 DGRO 0.21% 10,559,997 $719M $68.08 -$146M -2,975,979 -22.0%
84 VEU 0.20% 9,922,978 $708M $71.37 $28M -192,924 -1.9%
85 IQLT 0.20% 15,750,605 $696M $44.19 -$118M -3,083,996 -16.4%
86 NFLX 0.20% 564,672 $677M $1,198.92 -$103M -17,728 -3.0%
87 XLV 0.19% 4,741,355 $660M $139.17 -$123M -1,064,143 -18.3%
88 CSCO 0.19% 9,409,980 $644M $68.42 -$12M -37,764 -0.4%
89 INTU 0.18% 936,227 $639M $682.91 -$86M +14,658 +1.6%
90 XLY 0.18% 2,653,639 $636M $239.64 $146M +397,015 +17.6%
91 LQD 0.18% 5,703,391 $636M $111.47 $98M +794,471 +16.2%
92 BLK 0.18% 540,397 $630M $1,165.87 $40M -21,968 -3.9%
93 PH 0.18% 817,094 $619M $758.15 $52M +4,454 +0.6%
94 XOM 0.18% 5,408,799 $610M $112.75 -$21M -443,521 -7.6%
95 ITOT 0.18% 4,156,774 $605M $145.65 $13M -232,805 -5.3%
96 VXF 0.17% 2,888,061 $605M $209.34 $39M -45,437 -1.6%
97 EFA 0.17% 6,423,774 $600M $93.37 $26M +7,963 +0.1%
98 TLT 0.17% 6,657,532 $595M $89.37 $54M +527,803 +8.6%
99 IUSV 0.17% 5,808,875 $581M $99.95 $84M +556,434 +10.6%
100 BRK-B 0.17% 1,144,904 $576M $502.74 $3M -34,033 -2.9%

New Positions

SymbolValue% Port
BDYN $1.3B 0.36%
BDVL $743M 0.21%
EVUS $64M 0.02%
SEMG $43M 0.01%
FGDL $38M 0.01%
VNOM $15M —%
BFRZ $14M —%
JFLX $14M —%
AVNM $13M —%
XPH $11M —%
SNOV $10M —%
BTU $9M —%
CMDT $8M —%
ASCE $8M —%
TOPT $8M —%

Sold Out Positions

SymbolValue% Port
UNFI —%
OEC —%
YPF —%
BGH —%
EMD —%
HUN —%
PSF —%
GOLD —%
ORC —%
CHPT —%
BMA —%
ALX —%
AMR —%
ASPN —%
UE —%
View SEC EDGAR Filings for ENVESTNET ASSET MANAGEMENT INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms