ENVESTNET ASSET MANAGEMENT INC

Berwyn, PA · CIK 1407543 · 13F filing filed 2026-08-03

SEC-registered investment adviser since 2000 · corporation

Assets managed$614.9bn
Staff532 · 178 in investment roles
Main clients (by assets)Individuals 63%, High net worth individuals 31%, Companies 4%
Websiteenvestnet.com
Form ADV · 2026-06-30SEC adviser record

Kindinstitutions, wealth
Others nearbyBerwyn, PA, Denver, CO
FamilyENVESTNET ASSET MANAGEMENT INC · 2 related pages

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Berwyn, PA (main office)United States	United States	about 150
Denver, COUnited States	United States	28

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$423.6bn reported value +13.4% vs Q1 2026

4,822positions

20.9%in top 10

302 new 2,686 added 1,812 reduced 183 sold out vs Q1 2026

Also in the report of:

Hibernia Wealth Partners, LLC – $116.8m of shares are in both reports
ROYAL BANK OF CANADA – $104.5m of shares are in both reports
Endowment Wealth Management, Inc. – $15.2m of shares are in both reports
Advisory Services Network, LLC – $7.7m of shares are in both reports
Stronghold Wealth Management L.L.C. – $626.9k of shares are in both reports
Modern Wealth Management, LLC – $453.1k of shares are in both reports
Cadent Capital Advisors, LLC – $12.9k of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	41,391,871	$31.0bn7.32%	7.32%	Added +8.4m	+8,432,228 25.6%
2	ISHARES TR CORE TOTAL USD IUSB	IUSB	180,011,754	$8.3bn1.96%	1.96%	Added +46.9m	+46,930,552 35.3%
3	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	113,045,712	$7.7bn1.81%	1.81%	Added +4.1m	+4,089,085 3.8%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	10,822,531	$7.4bn1.75%	1.75%	Added +142.4k	+142,360 1.3%
5	ISHARES TR S&P 500 GRWT ETF IVW	IVW	49,275,443	$6.8bn1.60%	1.60%	Reduced -48.2k	-48,186 -0.1%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	88,111,242	$6.3bn1.48%	1.48%	Added +2.0m	+2,039,805 2.4%
7	ISHARES INC CORE MSCI EMKT IEMG	IEMG	69,048,781	$5.7bn1.35%	1.35%	Reduced -17.7m	-17,734,456 -20.4%
8	ISHARES TR S&P 500 VAL ETF IVE	IVE	23,349,327	$5.3bn1.25%	1.25%	Reduced -4.4m	-4,380,128 -15.8%
9	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	58,557,269	$5.0bn1.19%	1.19%	Added +6.4m	+6,379,991 12.2%
10	VANGUARD INDEX FDS VALUE ETF VTV	VTV	23,134,608	$5.0bn1.19%	1.19%	Added +543.1k	+543,116 2.4%
11	NVIDIA CORPORATION COM NVDA	NVDA	23,901,229	$4.8bn1.13%	1.13%	Added +856.4k	+856,390 3.7%
12	ISHARES TR CORE MSCI EAFE IEFA	IEFA	49,145,813	$4.7bn1.12%	1.12%	Reduced -1.7m	-1,715,781 -3.4%
13	MICROSOFT CORP COM MSFT	MSFT	11,497,807	$4.3bn1.01%	1.01%	Reduced -148.2k	-148,179 -1.3%
14	ISHARES TR CORE US AGGBD ET AGG	AGG	43,049,494	$4.3bn1.01%	1.01%	Reduced -1.5m	-1,525,676 -3.4%
15	APPLE INC COM AAPL	AAPL	13,977,671	$4.0bn0.95%	0.95%	Added +653.9k	+653,945 4.9%
16	ISHARES TR US TREAS BD ETF GOVT	GOVT	167,199,210	$3.8bn0.90%	0.90%	Added +13.3m	+13,304,992 8.7%
17	AMAZON COM INC COM AMZN	AMZN	13,003,269	$3.1bn0.73%	0.73%	Reduced -97.0k	-97,007 -0.7%
18	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	57,566,650	$3.0bn0.72%	0.72%	Reduced -9.0m	-8,971,018 -13.5%
19	BROADCOM INC COM AVGO	AVGO	7,893,692	$3.0bn0.70%	0.70%	Added +495.4k	+495,413 6.7%
20	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	61,515,090	$3.0bn0.70%	0.70%	Added +2.3m	+2,286,457 3.9%
21	ISHARES TR EAFE GRWTH ETF EFG	EFG	23,610,616	$2.9bn0.69%	0.69%	Added +1.2m	+1,210,805 5.4%
22	ISHARES TR MBS ETF MBB	MBB	30,910,875	$2.9bn0.69%	0.69%	Added +2.0m	+2,006,656 6.9%
23	ISHARES TR CORE S&P MCP ETF IJH	IJH	37,195,080	$2.9bn0.68%	0.68%	Added +1.2m	+1,156,205 3.2%
24	ISHARES TR MSCI USA MMENTM MTUM	MTUM	7,899,452	$2.7bn0.64%	0.64%	Reduced -571.8k	-571,816 -6.8%
25	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,477,002	$2.7bn0.63%	0.63%	Added +159.8k	+159,769 2.2%
26	ISHARES TR RUS 1000 GRW ETF IWF	IWF	20,963,458	$2.6bn0.61%	0.61%	Reduced -431.9k	-431,874 -2.0%
27	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	32,321,588	$2.5bn0.59%	0.59%	Added +801.1k	+801,126 2.5%
28	ISHARES TR EAFE VALUE ETF EFV	EFV	32,274,634	$2.5bn0.58%	0.58%	Reduced -27.4m	-27,383,960 -45.9%
29	ISHARES TR CORE S&P SCP ETF IJR	IJR	16,219,396	$2.4bn0.57%	0.57%	Reduced -1.7m	-1,667,137 -9.3%
30	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	40,194,652	$2.4bn0.57%	0.57%	Added +629.9k	+629,936 1.6%
31	JPMORGAN CHASE & CO COM JPM	JPM	7,273,067	$2.4bn0.56%	0.56%	Added +82.7k	+82,689 1.1%
32	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	7,557,285	$2.3bn0.54%	0.54%	Added +170.1k	+170,070 2.3%
33	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,136,001	$2.3bn0.54%	0.54%	Added +105.0k	+104,980 1.7%
34	ALPHABET INC CAP STK CL C GOOG	GOOG	6,398,288	$2.3bn0.53%	0.53%	Added +121.4k	+121,420 1.9%
35	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,038,610	$2.2bn0.53%	0.53%	Added +30.1k	+30,083 1.0%
36	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	61,784,989	$2.1bn0.49%	0.49%	Reduced -2.7m	-2,676,595 -4.2%
37	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	10,915,182	$2.1bn0.49%	0.49%	Reduced -853.4k	-853,412 -7.2%
38	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	40,809,147	$2.1bn0.49%	0.49%	Added +3.1m	+3,081,257 8.2%
39	VANGUARD INDEX FDS MID CAP ETF VO	VO	24,776,718	$2.0bn0.47%	0.47%	Added +1.2m	+1,199,026 5.1%
40	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	22,699,990	$2.0bn0.47%	0.47%	Added +2.4m	+2,438,519 12.0%
41	ISHARES TR 10-20 YR TRS ETF TLH	TLH	19,652,832	$2.0bn0.47%	0.47%	Reduced -3.3m	-3,288,038 -14.3%
42	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,603,752	$1.9bn0.46%	0.46%	Added +19.0k	+19,048 0.7%
43	ISHARES TR NATIONAL MUN ETF MUB	MUB	17,585,152	$1.9bn0.45%	0.45%	Added +880.5k	+880,501 5.3%
44	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	24,235,046	$1.9bn0.44%	0.44%	Added +680.6k	+680,629 2.9%
45	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	25,163,867	$1.8bn0.44%	0.44%	Added +1.3m	+1,284,033 5.4%
46	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	50,080,513	$1.8bn0.43%	0.43%	Added +48.4m	+48,366,181 2821.3%
47	META PLATFORMS INC CL A META	META	3,236,516	$1.8bn0.43%	0.43%	Added +64.1k	+64,136 2.0%
48	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,761,965	$1.8bn0.42%	0.42%	Reduced -57.1k	-57,083 -1.5%
49	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	7,560,676	$1.7bn0.39%	0.39%	Reduced -10.2m	-10,213,485 -57.5%
50	BLACKROCK ETF TRUST ISHARES DEFENSE IDEF	IDEF	51,978,476	$1.7bn0.39%	0.39%	Added +7.4m	+7,428,474 16.7%
51	ISHARES TR RUS 1000 VAL ETF IWD	IWD	6,717,263	$1.6bn0.38%	0.38%	Reduced -171.2k	-171,227 -2.5%
52	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	37,167,783	$1.6bn0.38%	0.38%	Reduced -17.9m	-17,878,133 -32.5%
53	ISHARES TR RUS 1000 ETF IWB	IWB	3,908,505	$1.6bn0.38%	0.38%	Reduced -434.7k	-434,737 -10.0%
54	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	16,127,258	$1.6bn0.37%	0.37%	Added +1.7k	+1,722 0.0%
55	BLACKROCK ETF TRUST DYNAMIC EQTY ACT BDYN	BDYN	55,769,394	$1.5bn0.37%	0.37%	Added +1.3m	+1,254,026 2.3%
56	ISHARES TR 7-10 YR TRSY BD IEF	IEF	15,382,662	$1.5bn0.34%	0.34%	Added +630.1k	+630,060 4.3%
57	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	50,663,703	$1.4bn0.34%	0.34%	New
58	ELI LILLY & CO COM LLY	LLY	1,175,866	$1.4bn0.33%	0.33%	Added +689	+689 0.1%
59	VISA INC COM CL A V	V	3,920,611	$1.3bn0.32%	0.32%	Reduced -233.2k	-233,239 -5.6%
60	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	28,250,812	$1.3bn0.31%	0.31%	Added +917.1k	+917,120 3.4%
61	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,958,917	$1.3bn0.30%	0.30%	Added +99.2k	+99,166 3.5%
62	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	23,529,311	$1.3bn0.30%	0.30%	Reduced -535.5k	-535,462 -2.2%
63	JOHNSON & JOHNSON COM JNJ	JNJ	4,910,996	$1.2bn0.29%	0.29%	Reduced -31.5k	-31,512 -0.6%
64	ABBVIE INC COM ABBV	ABBV	4,886,670	$1.2bn0.29%	0.29%	Added +33.1k	+33,103 0.7%
65	TRUST FOR PROFESSIONAL MANAG ACTIVEPASSIVE US APUE	APUE	26,302,868	$1.2bn0.29%	0.29%	Added +926.5k	+926,506 3.6%
66	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,935,022	$1.2bn0.28%	0.28%	Added +400.0k	+400,000 11.3%
67	CISCO SYS INC COM CSCO	CSCO	10,036,893	$1.2bn0.28%	0.28%	Reduced -20.6k	-20,593 -0.2%
68	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	12,009,882	$1.1bn0.27%	0.27%	Added +246.0k	+245,993 2.1%
69	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	27,763,226	$1.1bn0.27%	0.27%	Added +1.8m	+1,803,311 7.0%
70	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	9,489,431	$1.1bn0.27%	0.27%	Added +903.8k	+903,774 10.5%
71	PHILIP MORRIS INTL INC COM PM	PM	6,216,401	$1.1bn0.27%	0.27%	Added +285.7k	+285,703 4.8%
72	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	22,193,212	$1.1bn0.26%	0.26%	New
73	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	4,451,442	$1.1bn0.26%	0.26%	Added +206.1k	+206,096 4.8%
74	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	22,227,674	$1.1bn0.26%	0.26%	Added +1.4m	+1,425,058 6.8%
75	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	12,227,362	$1.0bn0.25%	0.25%	Added +75.8k	+75,786 0.6%
76	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	13,866,536	$955.8m0.23%	0.23%	Added +220.7k	+220,714 1.6%
77	MASTERCARD INCORPORATED CL A MA	MA	1,834,080	$942.0m0.22%	0.22%	Reduced -99.3k	-99,314 -5.1%
78	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	3,369,826	$922.1m0.22%	0.22%	Reduced -27.3k	-27,327 -0.8%
79	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	10,993,333	$920.7m0.22%	0.22%	Added +177.8k	+177,784 1.6%
80	HOME DEPOT INC COM HD	HD	2,596,155	$915.6m0.22%	0.22%	Added +10.7k	+10,708 0.4%
81	AMPHENOL CORP CL A APH	APH	5,108,142	$900.7m0.21%	0.21%	Reduced -123.5k	-123,542 -2.4%
82	BLACKROCK ETF TRUST DISCIPLINED VOLA BDVL	BDVL	34,369,707	$892.9m0.21%	0.21%	Added +1.8m	+1,824,441 5.6%
83	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	9,778,034	$891.8m0.21%	0.21%	Reduced -361.3k	-361,287 -3.6%
84	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	440,721	$876.8m0.21%	0.21%	Added +27.0k	+27,021 6.5%
85	MICRON TECHNOLOGY INC COM MU	MU	756,236	$872.9m0.21%	0.21%	Added +96.5k	+96,472 14.6%
86	ISHARES TR RUS MD CP GR ETF IWP	IWP	5,866,456	$858.9m0.20%	0.20%	Added +93.9k	+93,924 1.6%
87	ISHARES TR CORE DIV GRWTH DGRO	DGRO	11,099,887	$841.3m0.20%	0.20%	Added +472.8k	+472,809 4.5%
88	CHEVRON CORP NEW COM CVX	CVX	5,065,768	$839.7m0.20%	0.20%	Reduced -145.0k	-145,040 -2.8%
89	ISHARES TR CORE S&P US VLU IUSV	IUSV	7,575,951	$834.5m0.20%	0.20%	Added +410.9k	+410,930 5.7%
90	UNITEDHEALTH GROUP INC COM UNH	UNH	1,951,573	$811.1m0.19%	0.19%	Added +328.4k	+328,385 20.2%
91	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	16,561,408	$781.7m0.18%	0.18%	Added +1.2m	+1,224,946 8.0%
92	KLA CORP COM NEW KLAC	KLAC	2,584,919	$779.9m0.18%	0.18%	Reduced -101.0k	-101,041 -3.8%
93	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	9,434,239	$779.7m0.18%	0.18%	Reduced -1.7m	-1,731,868 -15.5%
94	ISHARES TR MSCI EAFE ETF EFA	EFA	7,285,707	$756.8m0.18%	0.18%	Added +714.0k	+713,952 10.9%
95	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	14,033,583	$734.5m0.17%	0.17%	Reduced -13.0m	-13,006,736 -48.1%
96	PARKER-HANNIFIN CORP COM PH	PH	732,845	$716.8m0.17%	0.17%	Reduced -24.1k	-24,095 -3.2%
97	APPLIED MATLS INC COM AMAT	AMAT	987,556	$714.0m0.17%	0.17%	Reduced -10.1k	-10,137 -1.0%
98	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	14,377,913	$712.4m0.17%	0.17%	Added +157.9k	+157,939 1.1%
99	TJX COS INC NEW COM TJX	TJX	4,676,531	$708.5m0.17%	0.17%	Added +28.6k	+28,559 0.6%
100	UNION PAC CORP COM UNP	UNP	2,583,702	$702.8m0.17%	0.17%	Added +662.3k	+662,335 34.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	5,342,655	$906.4m5.3m shares
HONEYWELL INTL INC		600,941	$271.7m600.9k shares
COTERRA ENERGY INC CTRA	CTRA	3,049,568	$107.2m3.0m shares
VANECK ETF TRUST MOTI	MOTI	1,012,104	$34.6m1.0m shares
THOMSON REUTERS CORP		342,444	$30.8m342.4k shares
CARNIVAL CORP		888,611	$23.0m888.6k shares
DUPONT DE NEMOURS INC DWDP	DWDP	144,160	$19.8m144.2k shares
PROSHARES TR SJB	SJB	911,828	$14.1m911.8k shares
MANAGED PORTFOLIO SERIES LST	LST	277,426	$11.2m277.4k shares
CALAMOS ETF TR CPRY	CPRY	354,964	$9.6m355.0k shares
TELUS CORPORATION TU	TU	493,625	$6.3m493.6k shares
EXPRO GROUP HOLDINGS NV 96779EUR	96779EUR	294,607	$5.1m294.6k shares
WHIRLPOOL CORP WHR	WHR	88,555	$4.8m88.6k shares
CALAMOS ETF TR CPNQ	CPNQ	177,768	$4.7m177.8k shares
CAESARS ENTERTAINMENT INC NE CZR	CZR	160,212	$4.2m160.2k shares
VITAL FARMS INC VITL	VITL	292,701	$4.1m292.7k shares
INNOVATOR ETFS TRUST ACII	ACII	161,363	$4.0m161.4k shares
HOLOGIC INC HOLX	HOLX	49,336	$3.7m49.3k shares
SHOE CARNIVAL INC SHOE	SHOE	237,086	$3.7m237.1k shares
CENTERSPACE CSR	CSR	63,467	$3.6m63.5k shares
TWO RDS SHARED TR		365,896	$3.4m365.9k shares
MAREX GROUP PLC 96665EUR	96665EUR	76,287	$3.4m76.3k shares
UNITED STS LIME & MINERALS I USLM	USLM	24,329	$3.2m24.3k shares
CLEARWAY ENERGY INC		77,245	$3.0m77.2k shares
AIR LEASE CORP AL	AL	42,510	$2.8m42.5k shares