Position in SF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$44,553,866
-$2,780,658 QoQ
Shares Held
638,582
-0.3% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#41
of 595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. SF ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
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|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,553,866 | 638,582 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $47,334,524 | 640,348 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $51,933,993 | 414,742 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $55,355,569 | 487,843 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $51,342,896 | 494,728 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $47,316,634 | 501,980 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $54,555,352 | 514,285 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $48,344,978 | 514,856 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $43,287,853 | 514,413 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $39,522,961 | 505,603 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $33,904,106 | 490,298 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $30,255,943 | 492,447 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,733,308 | 263,672 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,436,835 | 261,243 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,022,563 | 240,236 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,624,731 | 243,204 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,696,622 | 244,495 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $15,203,771 | 223,914 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $15,524,522 | 220,456 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $13,492,788 | 198,540 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $12,058,706 | 185,919 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $12,676,907 | 197,891 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $10,262,655 | 203,382 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $6,506,613 | 128,691 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $5,593,135 | 117,924 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $4,671,418 | 113,164 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||