ENVESTNET ASSET MANAGEMENT INC
Position in EAD — Allspring Income Opportunities Fund
CIK 1407543
Berwyn, PA
Position in EAD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,452,064
+$522,418 QoQ
Shares Held
224,084
+63.4% QoQ
Ownership
0.379%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EAD 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. EAD ranks #96 (0.1% 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 EAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,452,064 | 224,084 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $929,646 | 137,116 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $934,383 | 133,293 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,124,918 | 300,980 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,000,234 | 292,432 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,936,165 | 281,011 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,938,632 | 271,898 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,241,088 | 338,533 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,084,867 | 313,986 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,015,599 | 309,141 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,670,844 | 273,909 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,516,240 | 235,076 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $925,832 | 146,261 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $978,864 | 153,187 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $934,532 | 150,731 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $963,790 | 148,504 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,123,459 | 142,210 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,832,403 | 200,044 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,430,844 | 162,596 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,400,545 | 159,334 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,435,213 | 170,049 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $795,844 | 97,530 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $705,114 | 96,591 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $608,037 | 86,615 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $458,568 | 71,876 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||