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
DISV
Dimensional ETF Tr Dimensional

ETFs
26.8K
+ 6.4%
$25.93 - $32.91 $694K - $881K
445K $14.6M
IYJ
Ishares Tr

ETFs
15.1K
+ 61.6%
$115.07 - $142.31 $1.73M - $2.14M
39.5K $5.62M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
84.5K
+ 251.43%
$26.4 - $29.61 $2.23M - $2.5M
118K $3.42M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
25.8K
New
$71.62 - $94.66 $1.84M - $2.44M
25.8K $2.44M
MIR
Mirion Technologies, Inc.

Industrials
55K
+ 30.92%
$12.7 - $21.71 $699K - $1.19M
233K $5.02M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
28.9K
+ 44.27%
$61.08 - $74.04 $1.76M - $2.14M
94.1K $6.97M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
24.7K
+ 41.82%
$25.35 - $64.65 $627K - $1.6M
83.8K $4.18M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
48K
+ 45.32%
$36.45 - $42.47 $1.75M - $2.04M
154K $6.49M
CNXC
Concentrix Corp

Technology
54.4K
+ 32.88%
$45.73 - $57.88 $2.49M - $3.15M
220K $11.6M
LBRDK
Liberty Broadband Corp

Communication Services
3.5K
+ 2.26%
$73.65 - $101.29 $258K - $355K
159K $15.6M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
19.6K
+ 8.63%
$56.27 - $73.32 $1.1M - $1.44M
247K $18M
GAB
Gabelli Equity Trust Inc

Financial Services
404K
+ 761.91%
$4.97 - $5.87 $2.01M - $2.37M
457K $2.66M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
66.9K
+ 21.98%
$44.37 - $50.04 $2.97M - $3.35M
371K $17.7M
HEQT
Simplify Exchange Traded Fds H
64.4K
+ 22.21%
$27.22 - $30.05 $1.75M - $1.94M
355K $10.7M
CTRE
Care Trust Reit, Inc.

Real Estate
67K
+ 43.52%
$26.65 - $30.69 $1.78M - $2.05M
221K $6.76M
IDU
Ishares Tr U S Utils ETF

ETFs
20.3K
+ 27.19%
$93.98 - $106.11 $1.91M - $2.15M
94.9K $9.92M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
33.2K
+ 37.19%
$52.22 - $73.66 $1.73M - $2.44M
122K $8.07M
MMI
Marcus & Millichap, Inc.

Real Estate
90.7K
+ 76.14%
$28.0 - $34.91 $2.54M - $3.17M
210K $6.45M
IBP
Installed Building Products, Inc.

Consumer Cyclical
7.63K
+ 7.22%
$153.99 - $182.0 $1.18M - $1.39M
113K $20.4M
PJAN
Innovator U.S. Equity Power Bu

ETFs
33.5K
+ 10.41%
$38.7 - $44.05 $1.29M - $1.47M
355K $15.6M
NUSC
Nuveen Esg Small Cap ETF

ETFs
26.8K
+ 5.34%
$33.38 - $40.81 $896K - $1.1M
530K $21.6M
TRNS
Transcat Inc

Industrials
24.6K
+ 151.71%
$72.77 - $94.36 $1.79M - $2.32M
40.8K $3.51M
FEMB
First Tr ETF Emerging Markets

ETFs
77.3K
+ 242.88%
$26.01 - $28.88 $2.01M - $2.23M
109K $3.15M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
16.3K
+ 11.01%
$72.61 - $88.75 $1.18M - $1.45M
164K $14.6M
AM
Antero Midstream Corp

Energy
92.6K
+ 16.73%
$15.88 - $18.99 $1.47M - $1.76M
646K $12.2M
FIW
First Trust Water ETF

ETFs
8.11K
+ 4.24%
$90.26 - $108.05 $732K - $876K
199K $21.5M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
21.8K
+ 51.15%
$72.42 - $87.18 $1.58M - $1.9M
64.4K $5.57M
GKOS
Glaukos Corp

Healthcare
20.4K
+ 72.76%
$82.27 - $103.29 $1.68M - $2.11M
48.4K $5M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
17.1K
+ 31.94%
$35.11 - $63.01 $602K - $1.08M
70.8K $4.33M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.08M
+ 5.97%
$24.32 - $27.87 $26.3M - $30.2M
19.2M $509M
POWI
Power Integrations Inc

Technology
11.8K
+ 4.06%
$42.13 - $59.01 $497K - $695K
302K $16.9M
XCEM
Columbia ETF Tr Ii

ETFs
60.3K
+ 172.95%
$26.68 - $34.18 $1.61M - $2.06M
95.1K $3.25M
KBE
Spdr S&P Bank ETF

ETFs
37.9K
+ 161.52%
$45.85 - $55.78 $1.74M - $2.12M
61.4K $3.42M
PSN
Parsons Corp

Industrials
2.68K
+ 1.71%
$58.88 - $71.77 $158K - $193K
160K $11.5M
PI
Impinj Inc

Technology
13.5K
+ 41.15%
$62.54 - $125.05 $843K - $1.68M
46.2K $5.13M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
152
+ 0.01%
$22.61 - $26.12 $3.44K - $3.97K
1.17M $30.7M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
42K
+ 4.52%
$48.5 - $49.35 $2.04M - $2.07M
970K $47.8M
MDU
Mdu Resources Group Inc

Industrials
130K
+ 156.98%
$15.6 - $17.76 $2.03M - $2.31M
213K $3.55M
GILD
Gilead Sciences, Inc.

Healthcare
38.6K
+ 2.13%
$96.91 - $113.0 $3.74M - $4.36M
1.85M $205M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.57K
+ 0.61%
$54.27 - $63.01 $248K - $288K
757K $47.4M
JHMD
John Hancock ETF Tr Multifacto

ETFs
7.97K
+ 1.46%
$31.34 - $38.59 $250K - $308K
555K $21.2M
AVES
American Centy ETF Tr Avantis

ETFs
15K
+ 7.3%
$42.02 - $53.63 $631K - $806K
221K $11.8M
ARKQ
Ark Autonomous Technology & Ro

ETFs
17.9K
+ 79.06%
$58.8 - $89.17 $1.05M - $1.6M
40.6K $3.62M
VNT
Vontier Corp

Technology
20.5K
+ 6.12%
$28.04 - $37.3 $575K - $765K
356K $13.1M
BNDC
Flexshares Tr Core Select Bd F

ETFs
92.5K
+ 11.16%
$21.75 - $22.41 $2.01M - $2.07M
921K $20.5M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
21.9K
+ 48.69%
$60.99 - $77.53 $1.34M - $1.7M
66.9K $5.18M
BWX
Spdr Bloomberg International T

ETFs
35.3K
+ 4.52%
$21.87 - $23.49 $772K - $830K
816K $19.2M
SIVR
Abrdn Silver ETF Trust

ETFs
51.9K
+ 33.82%
$28.36 - $35.37 $1.47M - $1.84M
206K $7.07M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
82K
+ 25.55%
$26.94 - $34.72 $2.21M - $2.85M
403K $12.7M
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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