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
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.51M
+ 4.3%
$29.36 - $35.56 $44.3M - $53.6M
36.5M $1.3B
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.65M
+ 11.71%
$24.32 - $29.74 $64.4M - $78.7M
25.3M $745M
BNDX
Vanguard Total International B

ETFs
1.81M
+ 3.0%
$48.77 - $49.55 $88.1M - $89.5M
62M $3.07B
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.23M
+ 4.46%
$24.94 - $31.15 $30.7M - $38.3M
28.8M $894M
VB
Vanguard Small Cap ETF

ETFs
215K
+ 4.34%
$193.73 - $237.37 $41.7M - $51.1M
5.18M $1.23B
CGDV
Capital Group Divid Value ETF

ETFs
1.51M
+ 9.95%
$31.93 - $39.49 $48.3M - $59.8M
16.7M $660M
DFIV
Dimensional ETF Tr

ETFs
1.1M
+ 5.51%
$34.67 - $43.21 $38.3M - $47.7M
21.1M $905M
SCHW
Schwab Charles Corp

Financial Services
409K
+ 7.07%
$69.06 - $91.24 $28.2M - $37.3M
6.19M $565M
NDAQ
Nasdaq, Inc.

Financial Services
952K
+ 54.83%
$66.4 - $89.42 $63.2M - $85.2M
2.69M $240M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.34M
+ 183.88%
$56.88 - $70.77 $76M - $94.5M
2.06M $146M
ETN
Eaton Corp PLC

Industrials
81.2K
+ 9.98%
$246.52 - $356.99 $20M - $29M
895K $319M
IXUS
Ishares Tr

ETFs
128K
+ 1.12%
$62.37 - $77.63 $8M - $9.95M
11.5M $891M
UBER
Uber Technologies, Inc

Technology
113K
+ 2.72%
$64.62 - $93.3 $7.28M - $10.5M
4.26M $397M
GE
General Electric CO

Industrials
85.7K
+ 6.78%
$166.81 - $257.39 $14.3M - $22.1M
1.35M $347M
VXF
Vanguard Extended Market ETF

ETFs
198K
+ 7.23%
$150.43 - $192.71 $29.7M - $38.1M
2.93M $565M
AVSC
American Centy ETF Tr Avantis
1.12M
+ 9.73%
$42.39 - $51.76 $47.3M - $57.8M
12.6M $649M
IGV
Ishares Expanded Tech Software

ETFs
328K
+ 11.62%
$80.15 - $109.5 $26.3M - $35.9M
3.15M $345M
VV
Vanguard Large Cap ETF

ETFs
194K
+ 14.33%
$228.25 - $285.3 $44.2M - $55.2M
1.55M $441M
CSCO
Cisco Systems, Inc.

Technology
328K
+ 3.6%
$53.19 - $69.38 $17.5M - $22.8M
9.45M $655M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.81M
+ 79.28%
$49.57 - $50.27 $89.5M - $90.8M
4.08M $205M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
852K
+ 1.58%
$77.74 - $78.78 $66.2M - $67.1M
54.7M $4.3B
MGC
Vanguard Mega Cap ETF

ETFs
341K
+ 65.37%
$179.23 - $224.92 $61.2M - $76.8M
864K $194M
DFAI
Dimensional ETF Tr

ETFs
1.81M
+ 24.41%
$28.02 - $34.71 $50.8M - $63M
9.25M $320M
DE
Deere & CO

Industrials
141K
+ 35.71%
$412.99 - $531.48 $58.4M - $75.1M
537K $273M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.28M
+ 4.19%
$36.25 - $42.28 $46.3M - $54M
31.8M $1.34B
WFC
Wells Fargo & Company

Financial Services
586K
+ 12.56%
$60.98 - $80.12 $35.8M - $47M
5.26M $421M
MS
Morgan Stanley

Financial Services
102K
+ 3.45%
$99.83 - $140.86 $10.2M - $14.3M
3.05M $429M
VEU
Vanguard Ftse All World Ex Us

ETFs
300K
+ 3.06%
$54.19 - $67.22 $16.3M - $20.2M
10.1M $680M
PH
Parker Hannifin Corp

Industrials
17.4K
+ 2.19%
$517.23 - $700.54 $9M - $12.2M
813K $568M
IBM
International Business Machines Corp

Technology
75.4K
+ 5.63%
$221.03 - $294.78 $16.7M - $22.2M
1.42M $417M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.37M
+ 1171.5%
$48.22 - $60.41 $65.9M - $82.5M
1.48M $88.6M
T
At&T Inc.

Communication Services
2.53M
+ 19.43%
$26.33 - $28.94 $66.5M - $73.1M
15.5M $449M
LHX
L3 Harris Technologies, Inc.

Industrials
112K
+ 8.87%
$200.21 - $256.99 $22.4M - $28.8M
1.37M $345M
CGUS
Capital Group Core Equity ETF
1.24M
+ 13.62%
$29.93 - $36.93 $37.1M - $45.7M
10.3M $381M
IQLT
Ishares Msci Intl Quality Fact

ETFs
260K
+ 1.4%
$35.9 - $43.76 $9.35M - $11.4M
18.8M $814M
V
Visa Inc.

Financial Services
162K
+ 3.9%
$308.27 - $373.31 $50M - $60.5M
4.32M $1.53B
VO
Vanguard Mid Cap ETF

ETFs
27.6K
+ 0.87%
$228.54 - $279.83 $6.31M - $7.73M
3.21M $898M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.42M
+ 25.61%
$49.73 - $51.44 $70.6M - $73M
6.96M $358M
BAC
Bank Of America Corp

Financial Services
654K
+ 8.38%
$34.39 - $47.46 $22.5M - $31M
8.45M $400M
MUB
Ishares National Muni Bond ETF

ETFs
891K
+ 4.58%
$102.31 - $105.8 $91.1M - $94.2M
20.4M $2.13B
KLAC
Kla Corp

Technology
3.27K
+ 0.99%
$576.53 - $902.94 $1.88M - $2.95M
333K $298M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.33M
+ 17.45%
$51.14 - $57.0 $67.9M - $75.7M
8.94M $508M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
653K
+ 14.2%
$81.46 - $94.63 $53.2M - $61.8M
5.25M $497M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.35M
+ 92.96%
$39.43 - $49.34 $53M - $66.4M
2.79M $132M
RDVY
First Trust Rising Dividend Ac

ETFs
908K
+ 26.53%
$51.6 - $62.74 $46.8M - $56.9M
4.33M $272M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.55M
+ 63.22%
$40.82 - $43.14 $63.4M - $67M
4.01M $173M
FNDX
Schwab Fundamental U S Large C

ETFs
2.59M
+ 67.9%
$20.84 - $24.54 $53.9M - $63.5M
6.39M $157M
CGGO
Capital Group Global Growth Eq

ETFs
1.43M
+ 25.07%
$25.31 - $32.17 $36.2M - $46M
7.14M $228M
XLI
Industrial Sector Spdr

ETFs
231K
+ 11.8%
$116.42 - $147.52 $26.9M - $34.1M
2.19M $323M
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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