ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543 · Q2 2026

13F Equity AUM

$423.6B

+13.4% QoQ

Positions

4,822

-4527 QoQ

AUM Rank

#239

Top 2%

Skill Alpha (FF)

-1.9%/yr

Underperformer

Rank #5,032 · Top 61%

vs S&P -4.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 14.4%Top 10: 20.9%Top 20: 29.9%

IVV7.3%

IUSB2.0%

DYNF1.8%

VOO1.8%

IVW1.6%

VEA1.5%

IEMG1.4%

IVE1.3%

VUG1.2%

VTV1.2%

Others (4611)79.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 4621Median: 0.00%Avg: 0.02%

0–0.5%

4586(61.2%)

0.5–1%

21(13.7%)

1–3%

13(17.9%)

3–5%

0(0.0%)

5%+

1(7.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 4,621vs 20 funds

0%Low

4,621

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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