ENVESTNET ASSET MANAGEMENT INC: EFV position timeline

ENVESTNET ASSET MANAGEMENT INC held 34,058,633 EFV shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 34,058,633 shares

   Change vs previous 13F -29,843,268 shares

   0.59% of the 13F portfolio, value $2,607,187,578.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 32,274,634 shares
   • Envestnet Portfolio Solutions, Inc.: 1,783,999 shares
2. period ended2026-03-31

   13F 63,901,901 shares

   Change vs previous 13F +3,623,261 shares

   1.21% of the 13F portfolio, value $4,751,106,305.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 59,658,594 shares
   • Envestnet Portfolio Solutions, Inc.: 4,243,307 shares

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 60,278,640 shares

   Change vs previous 13F -8,004,783 shares

   1.18% of the 13F portfolio, value $4,304,497,700.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 52,878,367 shares
   • Envestnet Portfolio Solutions, Inc.: 7,400,273 shares

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 68,283,423 shares

   Change vs previous 13F -10,801,077 shares

   1.24% of the 13F portfolio, value $4,631,664,454.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 60,469,172 shares
   • Envestnet Portfolio Solutions, Inc.: 7,814,251 shares

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 79,084,500 shares

   Change vs previous 13F +25,120,428 shares

   1.36% of the 13F portfolio, value $5,020,282,612.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 70,125,413 shares
   • Envestnet Portfolio Solutions, Inc.: 8,959,087 shares

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 53,964,072 shares

   Change vs previous 13F -14,492,513 shares

   0.95% of the 13F portfolio, value $3,180,642,425.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 46,748,889 shares
   • Envestnet Portfolio Solutions, Inc.: 7,215,183 shares

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 68,456,585 shares

   Change vs previous 13F not available

   1.05% of the 13F portfolio, value $3,591,916,984.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 58,027,852 shares
   • Envestnet Portfolio Solutions, Inc.: 10,428,733 shares

   Acceptance time not in the bulk data set (spec §4.2).