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Portfolio (Quarterly) Guide ↗

ENVESTNET ASSET MANAGEMENT INC

· CIK 0001407543
13F Portfolio $423.6B AUM 4,822 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 4822 New
Page 107 of 242  ·  4,822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 IONS IONIS PHARMACEUTICALS INC Healthcare 98,124.0 $7.8M 0.00% NEW $79.29 -20.1%
2122 AVIV AMERICAN CENTY ETF TR 100,410.0 $7.8M 0.00% NEW $77.42 +7.9%
2123 CAE CAE INC Industrials 310,187.0 $7.8M 0.00% NEW $25.06 +0.8%
2124 WTBN WISDOMTREE TR 308,952.0 $7.8M 0.00% NEW $25.15 -1.4%
2125 PZZA PAPA JOHNS INTL INC Consumer Cyclical 211,050.0 $7.8M 0.00% NEW $36.77 -35.8%
2126 NFLT ETFIS SER TR I 338,105.0 $7.8M 0.00% NEW $22.95 -0.6%
2127 BLD TOPBUILD COR Industrials 21,880.0 $7.8M 0.00% NEW $354.52 +0.0%
2128 BTU PEABODY ENGR CORP Energy 335,372.0 $7.8M 0.00% NEW $23.12 +18.2%
2129 MTN VAIL RESORTS INC Consumer Cyclical 57,422.0 $7.7M 0.00% NEW $134.96 +10.2%
2130 EQR EQUITY RESIDENTIAL Real Estate 114,036.0 $7.7M 0.00% NEW $67.93 +0.3%
2131 ARB ALTSHARES TRUST 260,941.0 $7.7M 0.00% NEW $29.63 +0.5%
2132 AGIX KRANESHARES TRUST 164,485.0 $7.7M 0.00% NEW $46.89 -4.5%
2133 PATHWARD FINANCIAL INC 88,352.0 $7.7M 0.00% NEW $87.06
2134 ZS ZSCALER INC Technology 54,481.0 $7.7M 0.00% NEW $141.15 +20.7%
2135 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 14,263.0 $7.7M 0.00% NEW $536.94 +0.4%
2136 SECR NEW YORK LIFE INVTS ACTIVE E 301,569.0 $7.7M 0.00% NEW $25.38 -1.0%
2137 LULU LULULEMON ATHLETICA INC Consumer Cyclical 66,957.0 $7.6M 0.00% NEW $114.18 +1.9%
2138 GIII G III APPAREL GROUP LTD Consumer Cyclical 226,221.0 $7.6M 0.00% NEW $33.71 -0.5%
2139 HYZD WISDOMTREE TR 338,740.0 $7.6M 0.00% NEW $22.51 +0.5%
2140 AKRE PROFESIONALLY MANAGED PORTFO 142,949.0 $7.6M 0.00% NEW $53.19 +14.0%
Page 107 of 242  ·  4,822 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Financial Services 18.2%
Industrials 12.1%
Healthcare 10.5%
Consumer Cyclical 8.8%
Communication Services 5.6%
Consumer Defensive 4.8%
Energy 3.4%
Utilities 3.2%
Real Estate 2.3%