Financial Engines Advisors L.L.C.

CIK 0001420473 · Q2 2026

13F Equity AUM

$56.3B

+14.3% QoQ

Positions

551

+23 QoQ

AUM Rank

#613

Top 5%

Skill Alpha (FF)

-0.4%/yr^ns

No Clear Edge

Rank #3,323 · Top 40%

vs S&P -3.3%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 36.5%Top 10: 56.2%Top 20: 82.8%

SPYV8.9%

SPMB7.8%

SCHF7.3%

IGIB6.5%

VUG6.0%

SPDW4.7%

XT4.3%

VWO3.7%

KOMP3.6%

SPYG3.5%

Others (541)43.8%

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

Sector Allocation

Financial Services99.1%

Other0.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 551Median: 0.00%Avg: 0.18%

0–0.5%

523(8.9%)

0.5–1%

5(3.8%)

1–3%

11(24.3%)

3–5%

7(26.5%)

5%+

5(36.5%)

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

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Portfolio Overlap

Shared: 0Unique: 551vs 20 funds

0%Low

551

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

New44Increased229Decreased261Exited22

New Positions

BAI0.0%

+71K

BIL0.0%

+2K

FNDE0.0%

+10K

USFR0.0%

+7K

STM0.0%

+4K

RDDT0.0%

+2K

SGOV0.0%

+10K

RLI0.0%

+8K

SPUS0.0%

+4K

WDC0.0%

+708

Increased

VUG6.0%

+32.4M(+498%)

VWO3.7%

+10.4M(+43%)

SPMB7.8%

+8.6M(+5%)

IGIB6.5%

+5.6M(+9%)

SCHG2.4%

+5.1M(+15%)

SPTL2.8%

+4.3M(+8%)

SPTI2.4%

+3.5M(+8%)

SPYV8.9%

+1.5M(+2%)

IAGG1.6%

+1.2M(+7%)

LQD2.2%

+507K(+5%)

Decreased

SPEM0.4%

-12,929,734(-77%)

SCHM3.4%

-5,067,671(-9%)

SCHF7.3%

-4,869,404(-3%)

AKRE0.1%

-4,821,091(-91%)

SPDW4.7%

-3,827,442(-7%)

XT4.3%

-2,933,650(-9%)

SCHV2.9%

-1,928,543(-4%)

SPSM1.9%

-1,869,303(-9%)

SCHK2.7%

-1,689,886(-4%)

KOMP3.6%

-1,378,301(-5%)

Exited

ASTE

-4,052

ISTB

-4,162

PCG

-23,732

-3,544

-2,113

-14,518

-5,255

-3,212

-14,041

-1,902

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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