Envestnet Asset Management Inc. has filed a restatement of its Form 13F-HR/A, which details the firm's institutional holdings as of June 30, 2026. The filing was signed by Sean P. Skuja, the Compliance Director for the company, and lists the firm's address as 1000 Chesterbrook Boulevard Suite 250 in Berwyn, Pennsylvania.
The restated report contains a comprehensive list of equity securities held by Envestnet Asset Management. The portfolio includes a diverse mix of individual stocks and exchange-traded funds (ETFs). Notable holdings in the filing include significant positions in 10x Genomics Inc. Class A Common Stock, First Bancorp Common Stock, and First Source Corp. Common Stock. The report also lists numerous ETFs from various issuers, including brands such as Brades International and Brades US Capital, as well as funds managed by ABRDN and Advisors Inner Circle.
The filing provides specific details for each security, including the name of the issuer, the CUSIP number, the total number of shares held, and the voting rights associated with those shares. All positions listed are identified as sole voting rights.
