Envestnet Asset Management Inc Incresed Positions in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BGRN
Ishares Trust Ishares Usd Gre

ETFs
22.8K
+ 3.58%
$46.47 - $47.67 $1.06M - $1.09M
660K $31.4M
WPM
Wheaton Precious Metals Corp.

Basic Materials
5.21K
+ 7.8%
$70.56 - $92.75 $368K - $483K
72K $6.47M
ITGR
Integer Holdings Corp

Healthcare
772
+ 0.32%
$106.73 - $126.93 $82.4K - $98K
239K $29.4M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
15K
+ 4.53%
$16.5 - $21.35 $248K - $321K
347K $7.41M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
16.6K
+ 73.35%
$49.85 - $64.51 $828K - $1.07M
39.3K $2.53M
PFFA
Etfis Ser Tr I

ETFs
63.7K
+ 39.03%
$19.49 - $21.31 $1.24M - $1.36M
227K $4.72M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
32.5K
+ 20.68%
$24.57 - $29.72 $799K - $966K
190K $5.59M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
124K
+ 53.06%
N/A
358K $3.63M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
26.5K
+ 204.05%
$30.14 - $45.12 $799K - $1.2M
39.5K $1.71M
HYMU
Blackrock ETF Tr Ii High Yield
54.5K
+ 7.69%
N/A
763K $17.5M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
33.7K
+ 61.59%
$35.98 - $37.53 $1.21M - $1.27M
88.5K $3.23M
PHM
Pultegroup Inc

Consumer Cyclical
3.8K
+ 1.2%
$92.02 - $106.54 $349K - $404K
320K $33.7M
UI
Ubiquiti Inc.

Technology
1.13K
+ 15.0%
$273.45 - $456.69 $309K - $517K
8.67K $3.57M
ADM
Archer Daniels Midland CO

Consumer Defensive
15.6K
+ 18.13%
$41.79 - $54.16 $650K - $842K
101K $5.35M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
207K
+ 589.17%
$5.17 - $5.91 $1.07M - $1.22M
242K $1.43M
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
22.4K
+ 99.29%
$39.84 - $49.59 $893K - $1.11M
45K $2.23M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.74K
+ 3.11%
$54.28 - $67.95 $257K - $322K
157K $10.7M
PRGS
Progress Software Corp

Technology
1.2K
+ 1.31%
$54.68 - $64.66 $65.3K - $77.3K
92.7K $5.92M
EQR
Equity Residential

Real Estate
25K
+ 21.12%
$61.82 - $71.72 $1.54M - $1.79M
143K $9.67M
INGR
Ingredion Inc

Consumer Defensive
8.26K
+ 4.25%
$123.22 - $140.95 $1.02M - $1.16M
203K $27.5M
MKTX
Marketaxess Holdings Inc

Financial Services
3.54K
+ 6.09%
$203.19 - $231.09 $719K - $818K
61.7K $13.8M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
94.1K
+ 175.32%
$12.7 - $13.53 $1.19M - $1.27M
148K $1.92M
NXST
Nexstar Media Group, Inc.

Communication Services
9.72K
+ 12.31%
$144.68 - $181.86 $1.41M - $1.77M
88.7K $15.3M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
11.4K
+ 28.68%
$50.5 - $71.23 $575K - $811K
51.1K $3.45M
NTST
Netstreit Corp.

Real Estate
58.1K
+ 33.45%
$14.61 - $16.95 $849K - $985K
232K $3.92M
MBWM
Mercantile Bank Corp

Financial Services
21.4K
+ 37.2%
$38.53 - $46.41 $826K - $994K
79K $3.67M
KE
Kimball Electronics, Inc.

Industrials
11K
+ 3.25%
$12.91 - $19.33 $142K - $213K
350K $6.74M
NVEE
Nv5 Global, Inc.

Industrials
19.5K
+ 10.59%
$15.12 - $23.09 $294K - $450K
203K $4.7M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
18.1K
+ 33.06%
$58.95 - $66.19 $1.07M - $1.2M
73K $4.75M
KRG
Kite Realty Group Trust

Real Estate
48K
+ 24.31%
$19.53 - $23.3 $937K - $1.12M
245K $5.56M
STWD
Starwood Property Trust, Inc.

Real Estate
50.2K
+ 11.36%
$17.28 - $20.41 $868K - $1.03M
493K $9.89M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
20K
+ 14.0%
$14.1 - $22.95 $282K - $458K
163K $3.51M
MSM
Msc Industrial Direct CO Inc

Industrials
3.6K
+ 3.18%
$70.15 - $85.48 $252K - $308K
117K $9.94M
NOVT
Novanta Inc

Technology
7.22K
+ 11.35%
N/A
70.8K $11.2M
ROBO
Robo Global Robotics And Autom

ETFs
6.39K
+ 7.02%
$43.89 - $59.78 $280K - $382K
97.5K $5.83M
ADT
Adt Inc.

Industrials
127K
+ 79.78%
$7.54 - $8.6 $957K - $1.09M
286K $2.42M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
23.3K
+ 9.69%
$32.99 - $38.56 $769K - $899K
264K $10M
NYT
New York Times CO

Communication Services
8.08K
+ 7.84%
$45.37 - $57.12 $366K - $461K
111K $6.22M
IJUL
Innovator Etfs Tr

ETFs
20K
+ 11.94%
$27.51 - $31.94 $549K - $638K
187K $5.98M
RYLD
Global X Fds Russell 2000 Cove

ETFs
78.7K
+ 22.68%
$13.37 - $15.25 $1.05M - $1.2M
426K $6.35M
NMIH
Nmi Holdings, Inc.

Financial Services
20K
+ 46.34%
$32.79 - $42.24 $654K - $843K
63K $2.66M
CTS
Cts Corp

Technology
20.7K
+ 9.74%
$34.96 - $43.62 $722K - $901K
233K $9.92M
IAT
Ishares Tr

ETFs
17.7K
+ 23.26%
$39.71 - $49.55 $702K - $876K
93.7K $4.64M
OBNK
Origin Bancorp, Inc.

Financial Services
33.9K
+ 51.02%
N/A
100K $3.24M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
678
+ 0.42%
$52.84 - $65.52 $35.8K - $44.4K
162K $10.6M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
57.5K
+ 13.31%
$14.37 - $16.29 $826K - $936K
489K $7.97M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
19.9K
+ 11.73%
$28.75 - $33.88 $571K - $673K
189K $6.42M
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
15.4K
+ 3.77%
$45.19 - $47.28 $698K - $730K
425K $20.1M
FLS
Flowserve Corp

Industrials
5.59K
+ 2.47%
$39.49 - $53.64 $221K - $300K
232K $12.1M
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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