Financial Engines Advisors L.L.C.

Financial Engines Advisors L.L.C. is an institution, managing $52.4B across 538 long positions as of Q3 2025 with 99% ETF concentration, 56% concentrated in top 10 holdings, and minimal technology exposure.

Portfolio Value: $52.4B
Positions: 538
Top Holding: SPYV at 8.63%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in Financial Engines Advisors L.L.C.'s portfolio (56% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$4.5B	8.63%	+$35.6M Bought	— 81.7M shares	Q3 2019 Held for 6y 3m
2 SPDR Portfolio Mortgage Backed Bond SPMB	ETF ETF	$4.2B	7.97%	+$37.4M Bought	— 186.0M shares	Q3 2019 Held for 6y 3m
3 Schwab International Equity SCHF	ETF ETF	$3.7B	6.98%	-$64.8M Sold	— 157.2M shares	Q4 2016 Held for 9 years
4 Vanguard Growth VUG	ETF ETF	$3.3B	6.24%	-$208.7M Sold	— 6.8M shares	Q1 2018 Held for 7y 9m
5 iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB	ETF ETF	$3.2B	6.19%	+$128.3M Bought	— 59.9M shares	Q3 2019 Held for 6y 3m
6 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$2.5B	4.78%	-$53.8M Sold	— 58.5M shares	Q1 2019 Held for 6y 9m
7 iShares Exponential Technologies XT	ETF ETF	$2.4B	4.55%	-$104.5M Sold	— 33.2M shares	Q4 2018 Held for 7 years
8 SPDR S&P Kensho New Economies Composite KOMP	ETF ETF	$2.0B	3.78%	-$156.9M Sold	— 31.8M shares	Q1 2019 Held for 6y 9m
9 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$1.9B	3.59%	-$130.0M Sold	— 18.0M shares	Q3 2019 Held for 6y 3m
10 iShares Russell 1000 Value IWD	ETF ETF	$1.7B	3.33%	-$36.6M Sold	— 8.6M shares	Q1 2018 Held for 7y 9m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Financial Engines Advisors L.L.C.'s latest filing

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GthenC

Market Value

$52.4B

Prior: $50.1B

Q/Q Change

+4.67%

+$2.3B

Net Flows % of MV

-1.22%

Turnover Ratio

2.23%

New Purchases

66 stocks

$107.8M

Added To

273 stocks

+$746.2M

Sold Out Of

26 stocks

$28.1M

Reduced Holdings

188 stocks

-$1.5B

Increased Positions

Position	Shares Δ	Change
1 DFLV Dimensional US Large Cap Value DFLV	New	0 → 436.7K +$14.4M
2 Schwab 5-10 Year Corporate Bond SCHI	New	0 → 533.8K +$12.3M
3 GLD SPDR Gold Trust GLD	New	0 → 30.8K +$11.0M
4 First Trust Indxx Innovative Transaction & Process LEGR	New	0 → 142.9K +$8.0M
5 Vanguard Mid-Cap Growth VOT	New	0 → 16.0K +$4.7M

Decreased Positions

Position	Shares Δ	Change
1 Bank of New York Mellon BK	Sold	160.2K → 0 −$14.6M
2 Siren Nasdaq NexGen Economy ETF BLCN	Sold	147.0K → 0 −$3.4M
3 Global X Blockchain BKCH	Sold	42.8K → 0 −$2.3M
4 O'Reilly Automotive ORLY	Sold	25.0K → 0 −$2.3M
5 HF Sinclair DINO	Sold	26.8K → 0 −$1.1M