Financial Engines Advisors L.L.C.
โขCIK: 1420473โขFiling: Q4 2025
Financial Engines Advisors L.L.C., managed by the team at Financial Engines, Inc., focuses on a quantitative, rules-based investment strategy, currently overseeing $52.8 billion in assets across 539 positions. Notably, the fund has recently adjusted its portfolio by adding CTMX and IBTI significantly, while cutting SCHI and UCON drastically, reflecting its dynamic approach to capitalizing on market opportunities.
Total AUM
$52.8B
QoQ Performance
+0.7%
Positions
272
Top 10 Concentration
56.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYV
SPMB
SCHF
IGIB
VUG
SPYV8.8%
SPMB8.0%
SCHF7.1%
IGIB6.4%
VUG6.0%
SPDW4.8%
XT4.3%
SPYG3.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other99.0%
Technology0.4%
ETF0.4%
Consumer0.1%
Financial0.1%
Healthcare0.1%
Industrial0.0%
Communication0.0%
๐ช Exited Positionssold since Q3 2025
โ
ISHARES TR
SOLD
$7.7M
+336 more exited positions
Changes from Q3 2025
NEW2 new positions
โ92 increased
โ105 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023