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
TAXF
American Centy ETF Tr Diversif

ETFs
1.74K
+ 0.08%
$48.42 - $50.27 $84.4K - $87.7K
2.13M $107M
MUSI
American Centy ETF Tr Multisec

ETFs
62.9K
+ 37.77%
$43.63 - $44.75 $2.74M - $2.81M
229K $10.2M
WD
Walker & Dunlop, Inc.

Financial Services
19K
+ 19.84%
$72.06 - $87.6 $1.37M - $1.66M
114K $9.57M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
143K
+ 14.11%
$19.49 - $19.61 $2.78M - $2.8M
1.15M $22.6M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
53.7K
+ 5.33%
$30.43 - $31.63 $1.64M - $1.7M
1.06M $33.5M
MGRC
Mcgrath Rentcorp

Industrials
23.8K
+ 112.68%
$113.6 - $127.77 $2.71M - $3.04M
45K $5.27M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
30.7K
+ 198.88%
$83.41 - $89.78 $2.56M - $2.75M
46.1K $4.13M
USLM
United States Lime & Minerals Inc

Basic Materials
21.2K
New
$99.02 - $131.55 $2.1M - $2.78M
21.2K $2.78M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
44.4K
+ 2.21%
N/A
2.06M $128M
LITE
Lumentum Holdings Inc.

Technology
10.8K
+ 72.26%
$90.44 - $171.5 $975K - $1.85M
25.7K $4.18M
EMLP
First Tr Exchange Traded Iv

ETFs
64K
+ 16.68%
$36.99 - $38.38 $2.37M - $2.46M
448K $17.1M
YUM
Yum Brands Inc

Consumer Cyclical
11.5K
+ 4.51%
$139.5 - $153.94 $1.61M - $1.78M
267K $40.6M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
99.2K
+ 112.13%
$19.14 - $25.0 $1.9M - $2.48M
188K $4.67M
FTLS
First Tr Long/Short Equity ETF

ETFs
8.52K
+ 1.47%
$65.78 - $69.95 $561K - $596K
588K $41.2M
SAGP
Advisors Inner Circle Fd Iii S
61.6K
+ 15.14%
$32.38 - $34.47 $1.99M - $2.12M
469K $16.1M
XYL
Xylem Inc.

Industrials
473
+ 0.33%
$129.67 - $147.5 $61.3K - $69.8K
146K $21.5M
CTA
Simplify Exch Traded Fds Simpl

ETFs
68.5K
+ 10.79%
$26.46 - $28.43 $1.81M - $1.95M
704K $19.7M
MKSI
Mks Instruments Inc

Technology
2.11K
+ 2.11%
$89.62 - $129.92 $189K - $273K
102K $12.6M
CX
Cemex Sab De Cv

Basic Materials
123K
+ 16.02%
$7.1 - $9.55 $871K - $1.17M
889K $7.99M
VOOV
Vanguard S&P 500 Value ETF

ETFs
4.83K
+ 3.06%
$187.97 - $199.47 $909K - $964K
163K $32.4M
BPOP
Popular, Inc.

Financial Services
7.92K
+ 8.08%
$111.3 - $128.04 $881K - $1.01M
106K $13.5M
VTR
Ventas, Inc.

Real Estate
1.46K
+ 0.39%
$62.76 - $69.99 $91.8K - $102K
374K $26.1M
PEGA
Pegasystems Inc

Technology
36.1K
+ 21.41%
$49.75 - $60.39 $1.8M - $2.18M
205K $11.8M
NFG
National Fuel Gas CO

Energy
10.6K
+ 4.86%
$82.19 - $93.72 $869K - $991K
228K $21.1M
TOST
Toast, Inc.

Technology
168K
+ 37.36%
$36.51 - $49.3 $6.14M - $8.28M
618K $22.6M
UHS
Universal Health Services Inc

Healthcare
2.84K
+ 3.23%
$154.95 - $204.44 $440K - $580K
90.7K $18.5M
URA
Global X Uranium ETF

ETFs
23.3K
+ 13.68%
$36.45 - $50.4 $851K - $1.18M
194K $9.25M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
569
+ 0.74%
$567.09 - $607.37 $323K - $346K
77.6K $46.3M
FMF
First Trust Managed Futures St

ETFs
23.2K
+ 5.49%
$45.19 - $48.75 $1.05M - $1.13M
445K $21.7M
HFRO
Highland Income Fund\Ma

Financial Services
95.3K
+ 5.52%
$5.03 - $6.83 $479K - $651K
1.82M $11.6M
FSIG
First Tr ETF Iv LTD Duration I
127K
+ 7.75%
$19.03 - $19.33 $2.41M - $2.45M
1.76M $33.9M
MDU
Mdu Resources Group Inc

Industrials
131K
+ 61.3%
$15.85 - $17.81 $2.07M - $2.32M
343K $6.12M
PTC
Ptc Inc.

Technology
2.56K
+ 3.84%
$173.07 - $216.53 $443K - $554K
69.3K $14.1M
BLOK
Amplify ETF Tr Trnsformational

ETFs
18.7K
+ 14.2%
$56.05 - $67.13 $1.05M - $1.26M
150K $10.1M
FIW
First Trust Water ETF

ETFs
15K
+ 7.52%
$107.54 - $115.08 $1.61M - $1.72M
214K $24.1M
GRFS
Grifols Sa

Healthcare
230K
+ 80.25%
$8.87 - $10.85 $2.04M - $2.49M
516K $5.14M
KRE
Spdr S&P Regional Banking ETF

ETFs
34.2K
+ 35.7%
$58.82 - $66.17 $2.01M - $2.27M
130K $8.24M
LGND
Ligand Pharmaceuticals Inc

Healthcare
4.54K
+ 16.58%
$112.56 - $177.14 $511K - $804K
31.9K $5.65M
TBBK
Bancorp, Inc.

Financial Services
31.1K
+ 284.9%
$58.16 - $79.6 $1.81M - $2.47M
42K $3.15M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
48.3K
+ 21.01%
$50.19 - $50.91 $2.42M - $2.46M
278K $14.1M
BNL
Broadstone Net Lease, Inc.

Real Estate
78K
+ 12.81%
$15.75 - $18.78 $1.23M - $1.46M
686K $12.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
39.8K
+ 4.1%
$49.05 - $49.99 $1.95M - $1.99M
1.01M $50.3M
MEAR
Blackrock Short Maturity Munic

ETFs
47.5K
+ 11.5%
$50.17 - $50.56 $2.38M - $2.4M
460K $23.2M
CR
Crane Holdings, Co.

Industrials
21.8K
+ 8.21%
$178.73 - $198.45 $3.89M - $4.32M
287K $52.8M
APA
Apa Corp

Energy
37.6K
+ 14.42%
$18.06 - $24.69 $679K - $928K
298K $7.24M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
31.9K
+ 4.76%
$42.43 - $45.05 $1.35M - $1.44M
703K $30.9M
HWKN
Hawkins Inc

Basic Materials
10.3K
+ 74.64%
$144.17 - $184.75 $1.48M - $1.9M
24.1K $4.39M
FLV
American Centy ETF Tr Focused

ETFs
2.35K
+ 0.41%
$70.26 - $74.84 $165K - $176K
573K $42.3M
STNE
Stone Co Ltd.

Technology
35.4K
+ 5.78%
$12.57 - $19.46 $445K - $689K
648K $12.3M
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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