AI Analysis · Q1 2026 · Q1 2026
Envestnet Asset Management's 13F book jumped to $373.6B in Q1 2026 from $337.1B, and it is almost entirely an ETF model-portfolio vehicle — ETFs make up $140.6B of the disclosed value, dwarfing the $14.0B technology sleeve. The quarter's flows were strongly additive on the broad-market and bond side: iShares Core S&P 500 (+$3.5B), Vanguard S&P 500 (+$2.3B), the GOVT Treasury ETF (+$1.86B), and iShares EAFE (+$1.48B) were all built. New positions opened in EFG (international growth), BIV (intermediate bonds), QQQ, and a Vanguard mid-cap fund.
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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