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Asset Manager ← All Institutions

ENVESTNET ASSET MANAGEMENT INC

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

Q4 2025 · Filed 2026-02-10
Market Value
$335.1B
-3.1%
Holdings
4,519
New Purchases
193
Added To
1,647
Closed
272
Reduced
2,399
Top 10 Concentration
19.3%
Turnover
10.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVE 1.80% 1.32% +0.48% $6.0B
MGC 0.37% 0.12% +0.25% $1.2B
IEMG 1.57% 1.34% +0.24% $5.3B
AVEM 0.36% 0.23% +0.13% $1.2B
MTUM 0.59% 0.46% +0.13% $2.0B
GOOG 0.55% 0.44% +0.11% $1.8B
DYNF 2.01% 1.90% +0.11% $6.7B
GOOGL 0.63% 0.52% +0.10% $2.1B
LLY 0.35% 0.26% +0.10% $1.2B
IWD 0.49% 0.39% +0.09% $1.6B
IWX 0.08% 0.00% +0.08% $283M
IJR 0.59% 0.51% +0.08% $2.0B
IPAC 0.09% 0.01% +0.07% $289M
XLF 0.42% 0.34% +0.07% $1.4B
XLK 0.50% 0.43% +0.07% $1.7B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QUAL 0.99% 1.47% -0.48% $3.3B
VOO 1.22% 1.56% -0.34% $4.1B
MSFT 1.51% 1.65% -0.15% $5.0B
IVV 5.38% 5.53% -0.15% $18.0B
ORCL 0.16% 0.28% -0.12% $545M
SPMO 0.05% 0.14% -0.10% $158M
META 0.56% 0.64% -0.08% $1.9B
STIP 0.03% 0.10% -0.07% $88M
IWY 0.03% 0.11% -0.07% $112M
TLT 0.10% 0.17% -0.07% $341M
NFLX 0.13% 0.20% -0.07% $422M
UL 0.00% 0.07% -0.07% $0
VB 0.25% 0.32% -0.07% $837M
XLY 0.12% 0.18% -0.06% $403M
BSV 0.58% 0.64% -0.06% $1.9B

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 82 $92.6B 27.6%
Large Cap 1,054 $195.1B 58.2%
Mid Cap 1,252 $30.5B 9.1%
Small Cap 1,349 $12.8B 3.8%
Micro Cap 782 $4.2B 1.2%

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
2,312
# ETFs / Funds
2,208

Top Holdings (4,519 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 5.38% 26,342,326 $18.0B $684.94 -$1.1B -2,228,505 -7.8%
2 DYNF 2.01% 110,605,611 $6.7B $60.81 $154M -413,113 -0.4%
3 IVE 1.80% 28,393,408 $6.0B $212.07 $1.5B +6,272,019 +28.4%
4 IUSB 1.65% 119,092,213 $5.5B $46.54 -$213M -4,132,358 -3.4%
5 IVW 1.61% 43,645,204 $5.4B $123.26 -$120M -1,911,542 -4.2%
6 IEMG 1.57% 78,380,258 $5.3B $67.22 $646M +8,250,010 +11.8%
7 MSFT 1.51% 10,429,019 $5.0B $483.62 -$670M -601,750 -5.5%
8 VEA 1.42% 76,401,735 $4.8B $62.47 -$191M -6,434,836 -7.8%
9 VOO 1.22% 6,497,051 $4.1B $627.13 -$1.3B -2,296,313 -26.1%
10 VTV 1.16% 20,283,049 $3.9B $190.99 -$210M -1,612,916 -7.4%
11 NVDA 1.15% 20,740,532 $3.9B $186.50 -$278M -1,482,932 -6.7%
12 EFV 1.13% 52,878,367 $3.8B $71.41 -$326M -7,590,805 -12.6%
13 VUG 1.11% 7,655,628 $3.7B $487.86 -$255M -662,910 -8.0%
14 OEF 1.08% 10,595,755 $3.6B $342.97 $61M -140,451 -1.3%
15 AGG 1.07% 35,977,259 $3.6B $99.88 $79M +916,045 +2.6%
16 QUAL 0.99% 16,736,082 $3.3B $198.62 -$1.8B -9,366,263 -35.9%
17 AAPL 0.95% 11,675,095 $3.2B $271.86 $22M -703,253 -5.7%
18 IEFA 0.93% 34,884,494 $3.1B $89.46 -$292M -4,205,575 -10.8%
19 AMZN 0.83% 12,098,043 $2.8B $230.82 -$35M -781,084 -6.1%
20 IWF 0.74% 5,266,916 $2.5B $473.30 $71M +95,775 +1.9%
21 MBB 0.74% 26,058,632 $2.5B $95.22 -$135M -1,435,887 -5.2%
22 TLH 0.72% 23,581,855 $2.4B $101.67 -$161M -1,258,604 -5.1%
23 BNDX 0.68% 47,193,352 $2.3B $48.32 $63M +2,360,591 +5.3%
24 IJH 0.67% 34,200,178 $2.3B $66.00 $2M -354,250 -1.0%
25 AVGO 0.66% 6,430,562 $2.2B $346.10 -$8M -339,124 -5.0%
26 JPM 0.65% 6,778,558 $2.2B $322.22 -$49M -300,184 -4.2%
27 SCHG 0.63% 64,327,203 $2.1B $32.62 $123M +2,435,513 +3.9%
28 GOOGL 0.63% 6,693,651 $2.1B $313.00 $281M -770,285 -10.3%
29 MTUM 0.59% 7,883,307 $2.0B $250.31 $385M +1,689,334 +27.3%
30 IJR 0.59% 16,340,857 $2.0B $120.18 $211M +1,591,767 +10.8%
31 BSV 0.58% 24,510,369 $1.9B $78.81 -$276M -3,468,235 -12.4%
32 VTI 0.58% 5,749,098 $1.9B $335.27 $24M -50,888 -0.9%
33 BAI 0.58% 57,880,516 $1.9B $33.30 -$914K +1,430,418 +2.5%
34 THRO 0.57% 49,825,081 $1.9B $38.56 $30M -133,711 -0.3%
35 VWO 0.57% 35,428,218 $1.9B $53.76 -$65M -931,472 -2.6%
36 META 0.56% 2,832,482 $1.9B $660.09 -$345M -183,254 -6.1%
37 QQQM 0.56% 7,380,169 $1.9B $252.92 $16M -106,689 -1.4%
38 GOOG 0.55% 5,836,650 $1.8B $313.80 $315M -389,312 -6.2%
39 QQQ 0.54% 2,945,721 $1.8B $614.31 $17M -40,605 -1.4%
40 IWB 0.51% 4,567,946 $1.7B $373.44 $177M +384,293 +9.2%
41 SPY 0.50% 2,472,999 $1.7B $681.92 -$58M -144,891 -5.5%
42 XLK 0.50% 11,665,034 $1.7B $143.97 $190M +6,380,710 +120.8%
43 GOVT 0.50% 72,310,956 $1.7B $23.02 -$107M -4,348,966 -5.7%
44 IWD 0.49% 7,746,341 $1.6B $210.34 $267M +1,053,096 +15.7%
45 BND 0.47% 21,470,033 $1.6B $74.07 -$16M -124,559 -0.6%
46 IAU 0.47% 19,303,975 $1.6B $81.17 $74M -1,216,730 -5.9%
47 MUB 0.45% 14,182,545 $1.5B $107.11 -$1M -95,564 -0.7%
48 BINC 0.43% 27,502,755 $1.5B $52.77 $3M +291,443 +1.1%
49 SPLG 0.43% 17,891,359 $1.4B $80.22 $114M +1,022,371 +6.1%
50 XLF 0.42% 25,401,227 $1.4B $54.77 $204M +3,361,645 +15.2%
51 V 0.39% 3,771,195 $1.3B $350.71 -$116M -443,315 -10.5%
52 BIV 0.39% 16,837,768 $1.3B $77.88 -$218M -2,748,551 -14.0%
53 BDYN 0.39% 50,529,346 $1.3B $25.61 $42M +1,073,129 +2.2%
54 MGC 0.37% 4,959,403 $1.2B $251.17 $826M +3,238,448 +188.2%
55 IEF 0.36% 12,713,897 $1.2B $96.16 -$14M -106,456 -0.8%
56 AVEM 0.36% 15,611,896 $1.2B $77.02 $417M +5,158,385 +49.4%
57 SPYG 0.36% 11,183,332 $1.2B $106.70 $45M +200,994 +1.8%
58 LLY 0.35% 1,106,658 $1.2B $1,074.68 $299M -59,602 -5.1%
59 IAGG 0.33% 22,105,377 $1.1B $50.01 -$31M -81,028 -0.4%
60 ABBV 0.33% 4,828,226 $1.1B $228.49 -$124M -470,526 -8.9%
61 TSM 0.32% 3,538,545 $1.1B $303.89 $2M -303,971 -7.9%
62 VMBS 0.31% 22,406,134 $1.1B $47.08 $11M +185,179 +0.8%
63 MA 0.30% 1,788,070 $1.0B $570.88 -$135M -243,165 -12.0%
64 ITA 0.30% 4,715,975 $1.0B $214.69 $12M -64,223 -1.3%
65 IXUS 0.30% 11,735,983 $993M $84.64 -$3M -329,102 -2.7%
66 JNJ 0.28% 4,559,197 $944M $206.95 -$9M -576,181 -11.2%
67 APUE 0.28% 22,566,633 $940M $41.67 $101M +1,988,547 +9.7%
68 PM 0.27% 5,687,615 $912M $160.40 -$63M -322,361 -5.4%
69 VCIT 0.27% 10,886,814 $912M $83.75 $39M +514,314 +5.0%
70 VXUS 0.27% 11,876,876 $896M $75.44 -$1M -340,105 -2.8%
71 VB 0.25% 3,244,942 $837M $257.95 -$259M -1,063,869 -24.7%
72 AVLV 0.25% 10,876,784 $824M $75.77 $36M -26,430 -0.2%
73 IWP 0.25% 6,007,797 $823M $136.94 $54M +610,421 +11.3%
74 CGDV 0.25% 18,829,604 $822M $43.64 $91M +1,440,698 +8.3%
75 BDVL 0.24% 32,461,098 $805M $24.81 $62M +2,735,095 +9.2%
76 XLV 0.24% 5,140,335 $796M $154.80 $136M +398,980 +8.4%
77 HD 0.23% 2,270,347 $781M $344.10 -$231M -226,671 -9.1%
78 BLV 0.23% 10,933,936 $760M $69.52 $4M +261,914 +2.5%
79 XLC 0.23% 6,450,054 $759M $117.72 -$36M -269,580 -4.0%
80 VO 0.23% 2,614,495 $759M $290.22 -$78M -233,598 -8.2%
81 VEU 0.22% 10,198,089 $750M $73.56 $42M +275,111 +2.8%
82 IQLT 0.22% 16,475,605 $749M $45.45 $53M +725,000 +4.6%
83 APH 0.22% 5,445,331 $736M $135.14 -$11M -588,835 -9.8%
84 DGRO 0.21% 10,291,507 $714M $69.42 -$4M -268,490 -2.5%
85 CVX 0.21% 4,617,529 $704M $152.41 -$56M -274,080 -5.6%
86 CSCO 0.21% 9,114,610 $702M $77.03 $58M -295,370 -3.1%
87 PH 0.21% 788,888 $693M $878.94 $74M -28,206 -3.5%
88 ABT 0.20% 5,463,441 $685M $125.29 -$72M -181,682 -3.2%
89 VXF 0.19% 3,035,998 $635M $209.12 $30M +147,937 +5.1%
90 XOM 0.18% 5,137,458 $618M $120.34 $8M -271,341 -5.0%
91 IUSV 0.18% 5,937,609 $609M $102.54 $28M +128,734 +2.2%
92 WMT 0.18% 5,335,442 $594M $111.41 $50M +55,764 +1.1%
93 LQD 0.18% 5,391,297 $594M $110.19 -$42M -312,094 -5.5%
94 CGGR 0.18% 13,284,377 $591M $44.47 $61M +1,233,119 +10.2%
95 TJX 0.17% 3,771,464 $579M $153.61 $13M -148,309 -3.8%
96 EFA 0.17% 5,973,919 $574M $96.03 -$26M -449,855 -7.0%
97 JEPI 0.17% 9,891,371 $566M $57.24 $28M +458,407 +4.9%
98 LRCX 0.17% 3,297,640 $564M $171.18 $80M -323,139 -8.9%
99 BLK 0.17% 527,202 $564M $1,070.34 -$66M -13,195 -2.4%
100 INTU 0.16% 834,198 $553M $662.42 -$87M -102,029 -10.9%

New Positions

SymbolValue% Port
FIBR $205M 0.06%
TOTB.DE $182M 0.05%
XTWY $124M 0.04%
XSVN $83M 0.02%
MDLN $14M —%
AKRE $10M —%
HEDG $10M —%
DFTT $10M —%
Q $8M —%
SOLS $8M —%
SLX $7M —%
ASCI $7M —%
SNTH $6M —%
GRNJ $5M —%
DUKZ $4M —%

Sold Out Positions

SymbolValue% Port
BKD —%
GNK —%
TGLS —%
UAA —%
CARS —%
ESRT —%
ABM —%
HOG —%
FCT —%
CSTM —%
VET —%
BEP —%
TROX —%
NOA —%
AG —%
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