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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 12 of 242  ·  4,822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 USMC PRINCIPAL EXCHANGE TRADED FD 4,575,742.0 $339.2M 0.08% NEW $74.13 +2.9%
222 DIS DISNEY WALT CO Communication Services 3,517,073.0 $338.5M 0.08% NEW $96.25 +8.0%
223 BLACKROCK ETF TRUST 4,217,213.0 $338.1M 0.08% NEW $80.16
224 ESGU ISHARES TR 2,064,131.0 $337.8M 0.08% NEW $163.67 +2.7%
225 GNR SPDR INDEX SHS FDS 4,956,055.0 $333.6M 0.08% NEW $67.31 +11.8%
226 TCPB THRIVENT ETF TRUST 6,541,744.0 $331.8M 0.08% NEW $50.72 -1.3%
227 IJJ ISHARES TR 2,237,277.0 $330.5M 0.08% NEW $147.72 +0.9%
228 USIG ISHARES TR 6,437,173.0 $330.2M 0.08% NEW $51.29 -2.2%
229 VT VANGUARD INTL EQUITY INDEX F 2,099,070.0 $329.1M 0.08% NEW $156.80 +2.1%
230 GSUS GOLDMAN SACHS ETF TR 3,192,043.0 $329.1M 0.08% NEW $103.10 +2.9%
231 XLY SELECT SECTOR SPDR TR 2,792,320.0 $327.5M 0.08% NEW $117.28 -0.8%
232 GD GENERAL DYNAMICS CORP Industrials 915,683.0 $324.4M 0.08% NEW $354.24 +11.1%
233 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,521,113.0 $324.3M 0.08% NEW $92.09 -1.4%
234 DUK DUKE ENERGY CORP NEW Utilities 2,559,645.0 $324.0M 0.08% NEW $126.58 -2.0%
235 BK BANK OF NY MELLON CORP Financial Services 2,239,139.0 $323.8M 0.08% NEW $144.61 -0.6%
236 COF CAPITAL ONE FINL CORP Financial Services 1,603,895.0 $321.8M 0.08% NEW $200.62 +10.4%
237 SCHO SCHWAB STRATEGIC TR 13,249,057.0 $319.8M 0.08% NEW $24.14 -0.1%
238 PEP PEPSICO INC Consumer Defensive 2,361,530.0 $319.7M 0.07% NEW $135.40 +3.5%
239 GBIL GOLDMAN SACHS ETF TR 3,180,393.0 $318.5M 0.07% NEW $100.16 -0.1%
240 SPGI S&P GLOBAL INC Financial Services 770,066.0 $313.6M 0.07% NEW $407.27 +2.6%
Page 12 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 28.3%
Financial Services 18.0%
Industrials 11.9%
Healthcare 10.3%
Consumer Cyclical 8.7%
Communication Services 7.1%
Consumer Defensive 4.8%
Energy 3.3%
Utilities 3.2%
Real Estate 2.3%