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
INTC
Intel Corp

Technology
452K
+ 47.44%
$18.13 - $22.69 $8.2M - $10.3M
1.41M $31.5M
STNE
Stone Co Ltd.

Technology
613K
New
$10.43 - $16.04 $6.39M - $9.82M
613K $9.82M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
103K
+ 92.49%
$94.78 - $95.97 $9.72M - $9.84M
213K $20.5M
HBAN
Huntington Bancshares Inc

Financial Services
98.1K
+ 2.11%
$12.49 - $16.76 $1.23M - $1.64M
4.75M $79.6M
HUBB
Hubbell Inc

Industrials
9.19K
+ 11.94%
$315.94 - $408.41 $2.9M - $3.75M
86.2K $35.2M
MID
American Centy ETF Tr Mid Cap

Technology
38.5K
+ 5.14%
$49.7 - $66.04 $1.91M - $2.54M
787K $52M
JCPB
J P Morgan Exchange Traded Fd

ETFs
201K
+ 15.43%
$45.9 - $47.2 $9.23M - $9.49M
1.5M $70.8M
WTFC
Wintrust Financial Corp

Financial Services
44K
+ 12.56%
$95.17 - $124.21 $4.18M - $5.46M
394K $48.8M
PRF
Invesco Exchange Traded Fd Tr

ETFs
16.8K
+ 0.36%
$35.77 - $42.27 $601K - $710K
4.72M $199M
IEF
Ishares Barclays

ETFs
46.7K
+ 0.38%
$93.15 - $96.56 $4.35M - $4.51M
12.4M $1.19B
ACWI
Ishares Msci Acwi ETF

ETFs
47.8K
+ 18.29%
$103.59 - $128.6 $4.96M - $6.15M
309K $39.8M
EA
Electronic Arts Inc.

Communication Services
36.2K
+ 15.48%
$132.53 - $159.7 $4.8M - $5.78M
270K $43.1M
DHR
Danaher Corp

Healthcare
94.8K
+ 7.51%
$174.64 - $205.16 $16.6M - $19.4M
1.36M $268M
DKNG
Draft Kings Inc.

Consumer Cyclical
112K
+ 24.44%
$31.67 - $42.89 $3.54M - $4.8M
569K $24.4M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
249K
+ 556.44%
$32.77 - $36.44 $8.15M - $9.06M
293K $10.7M
FSMD
Fidelity Covington Tr Small Mi

ETFs
194K
+ 44.27%
$34.67 - $41.47 $6.72M - $8.04M
632K $26.2M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
330K
+ 216.99%
$22.25 - $30.3 $7.34M - $10M
482K $13.2M
YOU
Clear Secure, Inc.

Technology
302K
+ 104.29%
$23.96 - $27.76 $7.24M - $8.39M
592K $16.4M
INTA
Intapp, Inc.

Technology
178K
+ 391.31%
$48.49 - $59.55 $8.64M - $10.6M
224K $11.5M
DFIS
Dimensional ETF Tr Dimensional

ETFs
69.5K
+ 4.08%
$23.2 - $29.84 $1.61M - $2.07M
1.77M $52.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
7.93K
+ 3.06%
$376.48 - $440.65 $2.98M - $3.49M
267K $118M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
88.2K
+ 13.38%
$44.63 - $54.44 $3.94M - $4.8M
747K $40.7M
NTRS
Northern Trust Corp

Financial Services
30.4K
+ 17.14%
$84.45 - $126.79 $2.57M - $3.85M
208K $26.3M
CCL
Carnival Corp

Consumer Cyclical
153K
+ 29.7%
$16.43 - $28.12 $2.51M - $4.3M
667K $18.8M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
109K
+ 1496.74%
$63.06 - $78.98 $6.9M - $8.64M
117K $9.22M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
74K
+ 131.4%
$95.74 - $115.54 $7.08M - $8.55M
130K $14.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
81.8K
+ 1.78%
$85.42 - $94.39 $6.99M - $7.72M
4.69M $440M
WDC
Western Digital Corp

Technology
92K
+ 78.73%
$30.54 - $63.99 $2.81M - $5.88M
209K $13.4M
CPA
Copa Holdings, S.A.

Industrials
78.5K
New
$83.12 - $109.97 $6.53M - $8.63M
78.5K $8.63M
SJB
Proshares Tr Short High Yield

ETFs
551K
New
$15.61 - $16.71 $8.6M - $9.21M
551K $8.6M
ITW
Illinois Tool Works Inc

Industrials
36.7K
+ 5.49%
$218.41 - $252.43 $8.01M - $9.26M
704K $174M
SWKS
Skyworks Solutions, Inc.

Technology
51.5K
+ 10.84%
$49.2 - $74.95 $2.53M - $3.86M
526K $39.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7.16K
+ 14.04%
$328.01 - $475.68 $2.35M - $3.41M
58.1K $27.2M
GWW
W.W. Grainger, Inc.

Industrials
2.87K
+ 2.75%
$919.93 - $1101.66 $2.64M - $3.16M
107K $111M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
80.6K
+ 5.41%
$37.51 - $45.52 $3.03M - $3.67M
1.57M $71.2M
RBLX
Roblox Corp

Communication Services
50.1K
+ 74.82%
$51.22 - $105.59 $2.57M - $5.29M
117K $12.3M
IOO
Ishares Tr Global 100 ETF

ETFs
40.7K
+ 11.73%
$84.95 - $107.81 $3.45M - $4.38M
387K $41.8M
KORP
American Centy ETF Tr Diversif

ETFs
169K
+ 12.73%
$45.37 - $47.07 $7.65M - $7.93M
1.49M $70.3M
GBIL
Goldman Sachs Access Treasury

ETFs
83.7K
+ 6.68%
$99.83 - $100.19 $8.36M - $8.39M
1.34M $134M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
28.7K
+ 29.2%
$87.64 - $143.29 $2.51M - $4.11M
127K $18.2M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
105K
+ 519.66%
$62.52 - $78.19 $6.57M - $8.22M
125K $9.74M
HII
Huntington Ingalls Industries, Inc.

Industrials
20.1K
+ 21.64%
$183.31 - $241.46 $3.68M - $4.84M
113K $27.2M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
37.6K
+ 11.11%
$140.84 - $163.09 $5.3M - $6.14M
376K $61.4M
YLD
Principal Exchange Traded Fds

ETFs
418K
+ 69.71%
$18.16 - $19.37 $7.58M - $8.09M
1.02M $19.7M
EVRG
Evergy, Inc.

Utilities
120K
+ 39.41%
$64.06 - $69.64 $7.68M - $8.35M
424K $29.2M
CG
Carlyle Group Inc.

Financial Services
75.6K
+ 13.55%
$34.78 - $51.4 $2.63M - $3.88M
633K $32.5M
SRE
Sempra Energy

Utilities
21.4K
+ 1.43%
$63.78 - $78.91 $1.37M - $1.69M
1.52M $115M
NVR
Nvr Inc

Consumer Cyclical
940
+ 10.95%
$6700.0 - $7410.93 $6.3M - $6.97M
9.53K $70.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
85.8K
+ 42.37%
$62.73 - $78.42 $5.38M - $6.73M
288K $22.3M
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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