ENVESTNET ASSET MANAGEMENT INC
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 1407543
Berwyn, PA
Position in LEO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,425,560
+$4,675 QoQ
Shares Held
220,675
-2.3% QoQ
Ownership
0.354%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 101 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,091,770,619 across 275 Asset Management names. LEO ranks #111 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
534,831 | $514,272,096 | |
| 2 | APO |
Apollo Global Management, Inc.
|
884,185 | $104,607,927 | |
| 3 | AMP |
Ameriprise Financial Inc
|
227,772 | $104,492,682 | |
| 4 | ARES |
Ares Management Corp
|
856,458 | $95,332,339 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,190,049 | $93,274,186 | |
| 6 | KKR |
KKR & Co. Inc.
|
817,969 | $75,073,194 | |
| 7 | STT |
State Street Corp
|
426,809 | $72,386,806 | |
| 8 | RJF |
Raymond James Financial Inc
|
472,067 | $71,768,346 |
All Filings in LEO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,425,560 | 220,675 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,420,885 | 225,896 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,426,484 | 224,290 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,407,756 | 225,241 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,314,997 | 222,128 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,184,929 | 193,616 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,132,047 | 187,425 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,174,013 | 180,340 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,116,979 | 182,513 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,109,102 | 181,820 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,014,078 | 173,051 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $892,625 | 167,472 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,009,076 | 162,231 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,104,554 | 177,012 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,086,076 | 177,754 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,069,040 | 175,829 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,143,952 | 173,853 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,226,836 | 170,631 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||