Envestnet Asset Management Inc.
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$373.6B
Holdings
4,698
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Exited (was 26.34M shares)
5.8%
02
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 6.50M shares)
1.7%
03
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Exited (was 110.61M shares)
1.7%
04
$IUSB
ISHARES TR
Q1 2026: Exited (was 119.09M shares)
1.6%
05
$IEMG
ISHARES INC
Q1 2026: Exited (was 78.38M shares)
1.6%
06
$IVE
ISHARES TR
Q1 2026: Exited (was 28.39M shares)
1.6%
07
$IVW
ISHARES TR
Q1 2026: Exited (was 43.65M shares)
1.5%
08
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 76.40M shares)
1.5%
09
$IEFA
ISHARES TR
Q1 2026: Exited (was 34.88M shares)
1.2%
10
$EFV
ISHARES TR
Q1 2026: Exited (was 52.88M shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:25 UTC.