ENVESTNET ASSET MANAGEMENT INC
Position in CXE — Mfs High Income Municipal Trust
CIK 1407543
Berwyn, PA
Position in CXE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$203,857
-$1,000 QoQ
Shares Held
54,948
-0.8% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 60 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CXE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,994,163,232 across 262 Asset Management names. CXE ranks #232 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
545,164 | $524,289,670 | |
| 2 | AMP |
Ameriprise Financial Inc
|
315,989 | $140,425,511 | |
| 3 | ARES |
Ares Management Corp
|
920,109 | $100,383,891 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
2,322,041 | $93,972,999 | |
| 5 | KKR |
KKR & Co. Inc.
|
1,007,901 | $93,230,842 | |
| 6 | RJF |
Raymond James Financial Inc
|
509,075 | $73,708,969 | |
| 7 | APO |
Apollo Global Management, Inc.
|
580,055 | $64,629,728 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
1,803,388 | $63,912,070 |
All Filings in CXE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,857 | 54,948 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $204,857 | 55,367 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $203,428 | 54,685 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $177,535 | 49,591 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $182,990 | 49,591 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $176,459 | 47,951 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $187,106 | 46,660 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $188,419 | 50,787 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $157,654 | 43,431 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $159,025 | 44,796 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $39,785 | 10,900 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||