Envestnet Asset Management Inc Purchases in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMCR
Amcor PLC

Consumer Cyclical
630K
+ 20.0%
$8.57 - $9.81 $5.4M - $6.18M
3.78M $34.8M
USPH
U S Physical Therapy Inc

Healthcare
29.7K
+ 9.38%
$65.08 - $79.84 $1.93M - $2.37M
346K $27.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
60.4K
+ 3.71%
$26.75 - $28.79 $1.62M - $1.74M
1.69M $48.6M
SAMT
Advisors Inn.Circle Fd Iii Str
52.5K
+ 11.83%
$27.04 - $34.43 $1.42M - $1.81M
496K $17.1M
ARW
Arrow Electronics Inc

Technology
4.7K
+ 3.15%
$90.32 - $128.28 $425K - $603K
154K $19.6M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
156K
+ 3.96%
$20.12 - $21.0 $3.13M - $3.27M
4.09M $85.6M
EQH
Equitable Holdings, Inc.

Financial Services
54.5K
+ 21.16%
$43.98 - $56.1 $2.4M - $3.06M
312K $17.5M
DGS
Wisdomtree Emerging Markets Sm

ETFs
23.2K
+ 5.83%
$43.34 - $55.24 $1.01M - $1.28M
422K $23.3M
OZK
Bank Ozk

Financial Services
74.1K
+ 51.69%
$37.58 - $47.34 $2.79M - $3.51M
218K $10.2M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
152K
+ 11.63%
$23.32 - $24.45 $3.55M - $3.73M
1.46M $35.8M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
62.8K
+ 12.25%
$32.86 - $40.05 $2.07M - $2.52M
576K $22.8M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
28.6K
+ 62.25%
$94.74 - $118.43 $2.71M - $3.39M
74.6K $8.84M
IT
Gartner Inc

Technology
16.9K
+ 9.09%
$377.5 - $449.52 $6.36M - $7.58M
202K $81.8M
FNV
Franco Nevada Corp

Basic Materials
21.7K
+ 37.18%
$143.04 - $178.17 $3.11M - $3.87M
80.1K $13.1M
FLRN
Spdr Bloomberg Investment Grad

ETFs
127K
+ 12.82%
$30.29 - $30.83 $3.84M - $3.9M
1.11M $34.4M
AKAM
Akamai Technologies Inc

Technology
42.8K
+ 8.1%
N/A
572K $52M
SIMO
Silicon Motion Technology Corp

Technology
21K
+ 22.4%
$38.95 - $75.77 $819K - $1.59M
115K $8.63M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
40.5K
+ 8.07%
$40.85 - $48.2 $1.65M - $1.95M
542K $26.1M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
129K
+ 35.08%
$27.01 - $28.59 $3.48M - $3.68M
496K $14.2M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
34.3K
+ 5.01%
$39.93 - $46.67 $1.37M - $1.6M
719K $33.6M
EXPE
Expedia Group, Inc.

Consumer Cyclical
22.1K
+ 11.83%
$136.63 - $176.62 $3.02M - $3.9M
209K $35.2M
CCK
Crown Holdings Inc

Consumer Cyclical
8.43K
+ 3.95%
$78.47 - $104.45 $661K - $880K
222K $22.9M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
154K
+ 268.39%
$22.87 - $24.35 $3.53M - $3.76M
212K $5.16M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
147K
+ 6.37%
$23.96 - $24.27 $3.52M - $3.57M
2.45M $59.6M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
87K
+ 181.8%
$37.24 - $41.76 $3.24M - $3.63M
135K $5.63M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
212K
+ 7.52%
$32.56 - $35.71 $6.92M - $7.58M
3.04M $100M
NTR
Nutrien Ltd.

Basic Materials
31.2K
+ 14.02%
$46.88 - $62.89 $1.46M - $1.96M
254K $14.8M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
44.8K
+ 59.65%
$72.71 - $82.56 $3.26M - $3.7M
120K $9.78M
MEDP
Medpace Holdings, Inc.

Healthcare
9.12K
+ 9.72%
$277.23 - $315.28 $2.53M - $2.87M
103K $32.3M
ZS
Zscaler, Inc.

Technology
2.94K
+ 12.24%
$174.67 - $315.32 $514K - $927K
27K $8.47M
OSIS
Osi Systems Inc

Technology
4.99K
+ 5.92%
$174.22 - $239.05 $869K - $1.19M
89.3K $20.1M
DAL
Delta Air Lines, Inc.

Industrials
33.4K
+ 9.13%
$35.88 - $52.99 $1.2M - $1.77M
400K $19.6M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
11.7K
+ 14.49%
$134.25 - $172.52 $1.56M - $2.01M
92.1K $15.9M
BRP
Brp Group, Inc.

Financial Services
92K
+ 83.96%
N/A
202K $8.07M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
155K
+ 6.66%
N/A
2.48M $58.8M
BXSL
Blackstone Secured Lending Fund

Financial Services
130K
+ 61.27%
$26.88 - $32.74 $3.49M - $4.25M
342K $10.5M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
209K
+ 14.61%
$18.11 - $18.97 $3.79M - $3.97M
1.64M $30.9M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
108K
+ 33.25%
$26.27 - $28.07 $2.85M - $3.04M
434K $12.2M
ONON
On Holding Ag

Consumer Cyclical
5.11K
+ 1.24%
$37.65 - $60.68 $192K - $310K
419K $21.8M
PEG
Public Service Enterprise Group Inc

Utilities
20.9K
+ 2.1%
$77.13 - $84.18 $1.61M - $1.76M
1.01M $85.3M
DTM
Dt Midstream, Inc.

Energy
5.71K
+ 2.56%
$87.23 - $109.91 $498K - $627K
228K $25.1M
SBAC
Sba Communications Corp

Real Estate
3.38K
+ 1.78%
$208.57 - $243.4 $705K - $823K
193K $45.4M
CNM
Core & Main, Inc.

Industrials
27.9K
+ 17.44%
$44.53 - $60.36 $1.24M - $1.68M
188K $11.3M
AAXJ
Ishares Msci All Country Asia

ETFs
42.6K
+ 438.4%
$65.0 - $82.89 $2.77M - $3.53M
52.3K $4.32M
CHWY
Chewy, Inc.

Consumer Cyclical
37.7K
+ 19.12%
$31.21 - $48.21 $1.18M - $1.82M
235K $10M
PIPR
Piper Sandler Companies

Financial Services
4.42K
+ 5.66%
$210.78 - $281.82 $932K - $1.25M
82.5K $22.9M
HSIC
Henry Schein Inc

Healthcare
46.4K
+ 103.15%
$62.7 - $73.66 $2.91M - $3.41M
91.3K $6.67M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
36.3K
+ 0.82%
$38.18 - $45.52 $1.38M - $1.65M
4.48M $196M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
26.8K
+ 16.64%
$63.36 - $80.23 $1.7M - $2.15M
188K $15.1M
Activity Summary
Buys All Purchases 2655 New Holdings 267 Increased Positions 2388 Sells All Sells 1747 Reductions 1747 Sold out 0 Options Calls 0 Puts 0
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