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Financial Engines Advisors L.L.C.

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13F filer, CIK 1420473, SANTA CLARA, CA

Financial Engines Advisors L.L.C. reported $49,249,848,653 across 530 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 56.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-006143

Period
2026-03-31
Reported value
$49.2B
Holdings
530
Top 10 weight
56.15%
New
29
Sold out
38

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AKREadded+544,410$28.8M
IGIBadded+505,235$26.9M
IAGGadded+332,987$16.7M
SPTIadded+566,244$16.2M
SPTLadded+439,506$11.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHFreduced-4,385,050-$109M
NANRreduced-1,266,557-$106M
IWDreduced-398,730-$85.2M
SCHVreduced-2,336,304-$71.3M
SPDWreduced-1,368,150-$62.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001214659-26-006143, largest first. % of portfolio is the value over $49,249,848,653, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 3,372 shares; 2025Q4: 3,090 shares; 2026Q1: 1,945 shares 1,945$231K<0.01%-1,145Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,232 shares; 2025Q4: 1,448 shares; 2026Q1: 927 shares 927$229K<0.01%-521Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 1,789 shares 1,789$229K<0.01%-2Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,043 shares 1,043$228K<0.01%newTimeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,956 shares; 2025Q3: 2,043 shares; 2025Q4: 1,954 shares; 2026Q1: 1,902 shares 1,902$225K<0.01%-52Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,814 shares 3,814$222K<0.01%newTimeline
ASTEASTEC INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,065 shares; 2025Q1: 6,173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,052 shares 4,052$218K<0.01%newTimeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,670 shares 4,670$218K<0.01%newTimeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,449 shares; 2025Q3: 2,928 shares; 2025Q4: 2,728 shares; 2026Q1: 2,513 shares 2,513$218K<0.01%-215Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,589 shares 4,589$214K<0.01%newTimeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,285 shares 2,285$212K<0.01%newTimeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,302 shares; 2025Q3: 3,676 shares; 2025Q4: 3,939 shares; 2026Q1: 2,903 shares 2,903$211K<0.01%-1,036Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533,760 shares; 2025Q4: 9,425 shares; 2026Q1: 9,077 shares 9,077$206K<0.01%-348Timeline
SFYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares; 2026Q1: 1,643 shares 1,643$205K<0.01%-74Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,513 shares; 2025Q4: 3,408 shares; 2026Q1: 2,113 shares 2,113$204K<0.01%-1,295Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,542 shares; 2025Q4: not reported; 2026Q1: 2,619 shares 2,619$203K<0.01%newTimeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,162 shares 4,162$202K<0.01%newTimeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,676 shares; 2025Q4: 2,586 shares; 2026Q1: 2,113 shares 2,113$202K<0.01%-473Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,137 shares; 2025Q1: 1,107 shares; 2025Q2: 1,246 shares; 2025Q3: 1,232 shares; 2025Q4: 1,414 shares; 2026Q1: 1,062 shares 1,062$201K<0.01%-352Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,157 shares 2,157$201K<0.01%newTimeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,654 shares; 2026Q1: 1,654 shares 1,654$200K<0.01%0Timeline
ADTNADTRAN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,097 shares; 2024Q4: not reported; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: not reported; 2026Q1: 14,518 shares 14,518$183K<0.01%newTimeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,270 shares; 2025Q4: 12,263 shares; 2026Q1: 12,247 shares 12,247$175K<0.01%-16Timeline
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,196 shares; 2024Q4: 11,196 shares; 2025Q1: 11,196 shares; 2025Q2: 11,196 shares; 2025Q3: 11,196 shares; 2025Q4: 11,196 shares; 2026Q1: 11,196 shares 11,196$138K<0.01%0Timeline
VKQINVESCO MUNICIPAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,024 shares; 2024Q4: 10,973 shares; 2025Q1: 10,973 shares; 2025Q2: 10,973 shares; 2025Q3: 10,979 shares; 2025Q4: 10,998 shares; 2026Q1: 10,998 shares 10,998$105K<0.01%0Timeline
VKIINVESCO ADVANTAGE MUN INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,715 shares; 2024Q4: 10,715 shares; 2025Q1: 10,715 shares; 2025Q2: 10,715 shares; 2025Q3: 10,715 shares; 2025Q4: 10,715 shares; 2026Q1: 10,715 shares 10,715$92.8K<0.01%0Timeline
SJTSAN JUAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,534 shares; 2025Q3: 15,534 shares; 2025Q4: 15,534 shares; 2026Q1: 15,534 shares 15,534$74.7K<0.01%0Timeline
SNBRQSLEEP NUMBER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,715 shares; 2025Q3: 26,241 shares; 2025Q4: 17,041 shares; 2026Q1: 14,041 shares 14,041$25.2K<0.01%-3,000Timeline
XPLSOLITARIO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,100 shares; 2024Q4: 38,200 shares; 2025Q1: 38,200 shares; 2025Q2: 19,100 shares; 2025Q3: 19,100 shares; 2025Q4: 19,100 shares; 2026Q1: 19,100 shares 19,100$15.7K<0.01%0Timeline
FATEFATE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,073 shares; 2025Q2: 10,072 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,992 shares 10,992$13.2K<0.01%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CTMXCYTOMX THERAPEUTICS INC.3,828,717$16.3Mshares
AMCOR PLCAMCOR PLC87,159$3.63Mshares
FASTFASTENAL CO42,103$1.69Mshares
EVRGEVERGY INC22,635$1.64Mshares
VOOGVANGUARD ADMIRAL FDS INC2,808$1.25Mshares
SJNKSPDR SERIES TRUST20,862$528Kshares
XELXCEL ENERGY INC6,127$453Kshares
HLHECLA MINING COMPANY17,131$329Kshares
IWNISHARES TR1,771$321Kshares
BTCGRAYSCALE BITCOIN MINI TR ET8,146$315Kshares
HWMHOWMET AEROSPACE INC1,351$277Kshares
DFCFDIMENSIONAL ETF TRUST6,307$268Kshares
BLKBLACKROCK INC250$268Kshares
ISRGINTUITIVE SURGICAL INC468$265Kshares
SAPSAP SE1,087$264Kshares
PAYXPAYCHEX INC2,277$255Kshares
IDXXIDEXX LABS INC375$254Kshares
FMBFIRST TR EXCH TRADED FD III4,877$249Kshares
HUBBHUBBELL INC559$248Kshares
BBREJ P MORGAN EXCHANGE TRADED F2,608$241Kshares
AFLAFLAC INC2,167$239Kshares
FBINFORTUNE BRANDS INNOVATIONS I4,554$228Kshares
ARKKARK ETF TR2,931$225Kshares
FTECFIDELITY COVINGTON TRUST992$223Kshares
ADARRAY DIGITAL INFRASTRUCTURE4,138$222Kshares
HDVISHARES TR1,804$219Kshares
PYPLPAYPAL HLDGS INC3,693$216Kshares
VOYAVOYA FINANCIAL INC2,838$211Kshares
PRUPRUDENTIAL FINL INC1,844$208Kshares
UBSUBS GROUP AG4,486$208Kshares
EWEDWARDS LIFESCIENCES CORP2,411$206Kshares
CTSHCOGNIZANT TECHNOLOGY SOLUTIO2,467$205Kshares
URTHISHARES INC1,080$201Kshares
ETENERGY TRANSFER L P10,362$171Kshares
PGXINVESCO EXCH TRADED FD TR II14,178$159Kshares
HRZNHORIZON TECHNOLOGY FIN CORP21,604$139Kshares
EXKENDEAVOUR SILVER CORP14,620$137Kshares
DCDAKOTA GOLD CORP10,000$56.8Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-006143 base2026-05-14acceptance time not in the bulk data set