ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,498 positions · $124,055,126,593 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in LADR

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $410,144 41,980
2025-12-31 $356,427 32,432
2025-09-30 $385,428 35,328
2025-06-30 $376,142 34,990
2025-03-31 $392,561 34,405
2024-12-31 $344,584 30,794
2024-09-30 $376,420 32,450
2024-06-30 $448,382 39,715
2024-03-31 $581,887 52,281
2023-12-31 $482,533 41,923
2023-09-30 $521,033 50,783
2023-06-30 $1,226,603 113,051
2023-03-31 $2,941,104 311,228
2022-12-31 $574,850 57,256
2022-09-30 $456,243 50,920
2022-06-30 $491,627 46,644
2022-03-31 $448,875 37,816
2021-12-31 $398,571 33,242
2021-09-30 $282,073 25,527
2021-06-30 $279,037 24,180
2021-03-31 $259,139 21,961
2020-12-31 $210,455 21,519
2020-09-30 $166,878 23,438
2020-06-30 $417,668 51,564
2020-03-31 $55,367 11,681