Envestnet Asset Management Inc Purchases in Q3 2025

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
114K
+ 153.77%
$17.64 - $29.81 $2.01M - $3.4M
188K $4.98M
PFIX
Simplify ETF Simplify Int Rate

ETFs
75.8K
+ 885.56%
$45.54 - $60.66 $3.45M - $4.6M
84.4K $4.06M
EIX
Edison International

Utilities
43.1K
+ 13.01%
$50.42 - $56.35 $2.17M - $2.43M
374K $20.7M
AIT
Applied Industrial Technologies Inc

Industrials
5.65K
+ 7.66%
$242.14 - $275.72 $1.37M - $1.56M
79.4K $20.7M
NBIX
Neurocrine Biosciences Inc

Healthcare
4.81K
+ 2.43%
$123.98 - $146.67 $596K - $705K
203K $28.5M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
26.8K
+ 3.2%
$36.93 - $40.55 $988K - $1.09M
863K $34.7M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
56.9K
+ 20.24%
$73.7 - $90.42 $4.19M - $5.14M
338K $24.9M
BBY
Best Buy CO Inc

Consumer Cyclical
8.67K
+ 2.57%
$64.12 - $78.46 $556K - $680K
346K $26.2M
SIL
Global X Silver Miners ETF

ETFs
9.53K
+ 7.96%
$47.34 - $71.63 $451K - $683K
129K $9.26M
OSIS
Osi Systems Inc

Technology
5.24K
+ 5.87%
$208.12 - $249.24 $1.09M - $1.31M
94.6K $23.6M
SNX
Td Synnex Corp

Technology
8.26K
+ 11.06%
$135.82 - $166.01 $1.12M - $1.37M
83K $13.6M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.92K
+ 0.5%
$107.5 - $115.86 $314K - $338K
591K $67.6M
HUBB
Hubbell Inc

Industrials
3.54K
+ 4.11%
$410.51 - $450.93 $1.45M - $1.6M
89.7K $38.6M
AGNC
Agnc Investment Corp.

Real Estate
243K
+ 14.14%
$9.2 - $10.37 $2.23M - $2.52M
1.96M $19.2M
HYLB
Xtrackers Usd High Yield Corp

ETFs
78.8K
+ 3.19%
$36.55 - $37.16 $2.88M - $2.93M
2.55M $94.6M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
18.3K
+ 91.78%
$113.83 - $154.45 $2.08M - $2.82M
38.2K $5.89M
JEF
Jefferies Financial Group Inc.

Financial Services
13K
+ 5.59%
$54.67 - $70.36 $713K - $917K
246K $16.1M
XLB
Select Sector Spdr Fd Material

ETFs
27.6K
+ 5.72%
$86.72 - $92.61 $2.39M - $2.55M
510K $45.7M
AMG
Affiliated Managers Group, Inc.

Financial Services
3.73K
+ 6.35%
$198.72 - $244.34 $741K - $911K
62.4K $14.9M
QDPL
Pacer Fds Tr Metaurus Us Large
59.9K
+ 17.95%
$39.4 - $42.1 $2.36M - $2.52M
393K $16.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
41.3K
+ 1.09%
$58.97 - $60.36 $2.44M - $2.5M
3.84M $230M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
70.8K
+ 12.66%
$41.8 - $43.15 $2.96M - $3.06M
630K $26.9M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
106K
+ 50.69%
$27.49 - $29.67 $2.92M - $3.15M
315K $9.06M
SCHP
Schwab Strategic Us Tips ETF

ETFs
72.2K
+ 1.5%
$26.44 - $27.1 $1.91M - $1.96M
4.87M $131M
BYRE
Principal ETF Principal Real E

ETFs
130K
+ 41.27%
$24.72 - $25.97 $3.21M - $3.37M
444K $11.2M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
117K
+ 7.69%
$24.87 - $25.69 $2.9M - $2.99M
1.63M $41.6M
GL
Globe Life Inc.

Financial Services
9.52K
+ 9.68%
$117.6 - $146.55 $1.12M - $1.39M
108K $15.4M
POCT
Innovator U.S. Equity Power Bu

ETFs
52.7K
+ 10.34%
$41.27 - $43.1 $2.17M - $2.27M
562K $24.2M
TLTE
Flexshares Tr Morningstar Emer

ETFs
36.6K
+ 18.05%
$58.65 - $64.01 $2.15M - $2.34M
240K $15.1M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.44K
+ 0.31%
$80.0 - $88.06 $115K - $127K
467K $40.7M
BCE
Bce Inc

Communication Services
85.7K
+ 9.04%
$22.63 - $25.74 $1.94M - $2.21M
1.03M $24.2M
FBK
Fb Financial Corp

Financial Services
20.9K
+ 10.97%
$46.72 - $56.0 $977K - $1.17M
212K $11.8M
DAL
Delta Air Lines, Inc.

Industrials
2K
+ 0.5%
$49.0 - $61.97 $98.1K - $124K
402K $22.8M
DCI
Donaldson CO Inc

Industrials
4.24K
+ 1.91%
$69.82 - $82.14 $296K - $348K
227K $18.5M
NXST
Nexstar Media Group, Inc.

Communication Services
4.61K
+ 5.19%
$176.71 - $211.31 $814K - $974K
93.3K $18.5M
DRSK
ETF Ser Solutions Aptus Define

ETFs
102K
+ 6.02%
$28.26 - $29.29 $2.88M - $2.98M
1.79M $51.7M
ESI
Element Solutions Inc

Basic Materials
37.6K
+ 4.45%
$23.13 - $26.99 $870K - $1.02M
884K $22.2M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
10.3K
+ 2.26%
$87.07 - $93.06 $896K - $957K
466K $42.7M
ONTO
Onto Innovation Inc.

Technology
13.4K
+ 28.36%
$90.0 - $136.73 $1.21M - $1.84M
60.8K $7.86M
ACM
Aecom

Industrials
4.5K
+ 3.18%
$111.08 - $132.99 $500K - $598K
146K $19M
BC
Brunswick Corp

Consumer Cyclical
18.4K
+ 7.73%
$56.64 - $66.85 $1.04M - $1.23M
256K $16.2M
BWA
Borgwarner Inc

Consumer Cyclical
3.06K
+ 1.11%
$34.53 - $44.44 $106K - $136K
279K $12.3M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
26.9K
+ 0.37%
$22.45 - $23.2 $605K - $625K
7.36M $170M
L
Loews Corp

Financial Services
14.4K
+ 8.5%
$89.82 - $100.39 $1.29M - $1.45M
184K $18.5M
AM
Antero Midstream Corp

Energy
134K
+ 20.71%
$16.87 - $19.58 $2.26M - $2.62M
780K $15.2M
KBR
Kbr, Inc.

Industrials
62K
+ 105.31%
$45.52 - $51.61 $2.82M - $3.2M
121K $5.71M
UMBF
Umb Financial Corp

Financial Services
4.59K
+ 2.58%
$106.84 - $125.59 $490K - $576K
183K $21.6M
FIVE
Five Below, Inc

Consumer Cyclical
1.32K
+ 1.16%
$128.78 - $155.44 $171K - $206K
115K $17.8M
SCHC
Schwab Strategic Tr Intl Small

ETFs
18.6K
+ 2.67%
$42.28 - $45.71 $787K - $851K
716K $32.6M
Activity Summary
Buys All Purchases 2493 New Holdings 288 Increased Positions 2205 Sells All Sells 1997 Reductions 1997 Sold out 0 Options Calls 0 Puts 0
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