#1
IVVISHARES TR
- Reported value
- $21.53B
- Portfolio weight
- 5.76%
Quarterly change: increased +25.1%
Institutional 13F data
Envestnet Asset Management Inc 13F
See 4,690 stock and ETF positions for Q1 2026, including 3,480 new or increased positions and 1,265 reductions or exits, with the original SEC filing. Put and call options are excluded.
13F filing follow-along calculator
If KRW 1,000,000 followed the new and increased positions
Checking current prices and calculating the KRW 1,000,000 result.
Envestnet Asset Management Inc 13F top holdings
Q1 2026 · 4,690 stock & ETF positions · Filed 2026-05-04 · Data updated 2026-07-07
Ranked by quarter-end stock and ETF value reported on Form 13F. Put and call options are excluded. These are not current market values or execution prices.
- Reported stock & ETF value
- $373.58B
- Top 10 concentration
- 19.4%
#2
VOOVANGUARD INDEX FDS
- Reported value
- $6.38B
- Portfolio weight
- 1.71%
Quarterly change: increased +64.4%
#3
DYNFBLACKROCK ETF TRUST
- Reported value
- $6.34B
- Portfolio weight
- 1.70%
Quarterly change: decreased -1.5%
#4
IUSBISHARES TR
- Reported value
- $6.15B
- Portfolio weight
- 1.65%
Quarterly change: increased +11.7%
#5
IEMGISHARES INC
- Reported value
- $6.05B
- Portfolio weight
- 1.62%
Quarterly change: increased +10.7%
#6
IVEISHARES TR
- Reported value
- $5.86B
- Portfolio weight
- 1.57%
Quarterly change: decreased -2.3%
#7
IVWISHARES TR
- Reported value
- $5.58B
- Portfolio weight
- 1.49%
Quarterly change: increased +13.0%
#8
VEAVANGUARD TAX-MANAGED FDS
- Reported value
- $5.52B
- Portfolio weight
- 1.48%
Quarterly change: increased +12.7%
#9
IEFAISHARES TR
- Reported value
- $4.6B
- Portfolio weight
- 1.23%
Quarterly change: increased +45.8%
#10
EFVISHARES TR
- Reported value
- $4.44B
- Portfolio weight
- 1.19%
Quarterly change: increased +12.8%
#11
VTVVANGUARD INDEX FDS
- Reported value
- $4.43B
- Portfolio weight
- 1.19%
Quarterly change: increased +11.4%
#12
AGGISHARES TR
- Reported value
- $4.42B
- Portfolio weight
- 1.18%
Quarterly change: increased +23.9%
Largest new or increased positions
#1
IVVISHARES TR
- Reported value
- $21.53B
- Portfolio weight
- 5.76%
Quarterly change: increased +25.1%
#2
VOOVANGUARD INDEX FDS
- Reported value
- $6.38B
- Portfolio weight
- 1.71%
Quarterly change: increased +64.4%
#3
IUSBISHARES TR
- Reported value
- $6.15B
- Portfolio weight
- 1.65%
Quarterly change: increased +11.7%
#4
IEMGISHARES INC
- Reported value
- $6.05B
- Portfolio weight
- 1.62%
Quarterly change: increased +10.7%
#5
IVWISHARES TR
- Reported value
- $5.58B
- Portfolio weight
- 1.49%
Quarterly change: increased +13.0%
#6
VEAVANGUARD TAX-MANAGED FDS
- Reported value
- $5.52B
- Portfolio weight
- 1.48%
Quarterly change: increased +12.7%
#7
IEFAISHARES TR
- Reported value
- $4.6B
- Portfolio weight
- 1.23%
Quarterly change: increased +45.8%
#8
EFVISHARES TR
- Reported value
- $4.44B
- Portfolio weight
- 1.19%
Quarterly change: increased +12.8%
Latest 13F filing snapshot
- Reporting period
- 2026-03-31
- Filed
- 2026-05-04
- Stock & ETF positions
- 4,690
- New or increased
- 3,480
- Reduced or exited
- 1,265
- Unchanged
- 116
Top reported buys
Counts cover unique stock and ETF positions and exclude put and call options, so they can differ from the SEC information-table row count. Form 13F reports quarter-end holdings and does not reveal every trade date or execution price.
View original SEC filings ↗Detailed changes for published stocks
2026-03-31 · LMAT · increased +8.3%
- Shares
- 274,396
- Share change
- 21,029
- Reported value
- $29,955,834
- Filed
- 2026-05-04