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
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
5.07K
+ 21.76%
$8.0 - $9.55 $40.6K - $48.4K
28.4K $268K
MTX
Minerals Technologies Inc

Basic Materials
3.26K
+ 21.48%
$50.93 - $63.06 $166K - $205K
18.4K $1.01M
THY
Toews Agility Shares Dynamic T

Technology
2K
+ 19.43%
$21.89 - $22.43 $43.8K - $44.8K
12.3K $275K
KOMP
Spdr S&P Kensho New Economies

ETFs
98
+ 1.74%
$40.86 - $54.38 $4K - $5.33K
5.72K $311K
BDN
Brandywine Realty Trust

Real Estate
19.7K
+ 9.37%
$3.5 - $4.58 $69K - $90.4K
230K $988K
CHCO
City Holding CO

Financial Services
317
+ 15.62%
$108.93 - $123.42 $34.5K - $39.1K
2.35K $287K
CLVT
Clarivate PLC

Technology
5.45K
+ 7.9%
$3.1 - $4.5 $16.9K - $24.5K
74.4K $319K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
718
+ 4.58%
$26.97 - $32.13 $19.4K - $23.1K
16.4K $526K
LAUR
Laureate Education, Inc.

Consumer Defensive
480
+ 3.66%
$18.34 - $23.38 $8.8K - $11.2K
13.6K $317K
JHCB
John Hancock Corporate Bond Et
278
+ 0.13%
$20.55 - $21.44 $5.71K - $5.96K
209K $4.49M
INDY
Ishares India 50 ETF

ETFs
166
+ 1.56%
$48.44 - $54.73 $8.04K - $9.09K
10.8K $585K
NHI
National Health Investors Inc

Real Estate
1.18K
+ 12.16%
$68.74 - $76.77 $81.3K - $90.8K
10.9K $765K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
4.01K
+ 8.31%
$7.0 - $8.06 $28K - $32.3K
52.2K $421K
HMN
Horace Mann Educators Corp

Financial Services
245
+ 0.17%
$38.84 - $43.99 $9.52K - $10.8K
148K $6.34M
DNN
Denison Mines Corp.

Energy
12.7K
+ 29.37%
$1.15 - $1.86 $14.6K - $23.6K
56K $101K
EAPR
Innovator Etfs Tr Emerging Mkt
561
+ 2.69%
$24.71 - $27.99 $13.9K - $15.7K
21.4K $598K
AINV
Apollo Investment Corp

Financial Services
4.01K
+ 8.96%
N/A
48.8K $543K
VPC
Etfis Ser Tr I Virtus Private

ETFs
2.61K
+ 14.7%
$18.5 - $21.18 $48.2K - $55.2K
20.3K $416K
PMO
Putnam Municipal Opportunities Trust

Financial Services
8.05K
+ 6.82%
$9.46 - $10.23 $76.2K - $82.4K
126K $1.25M
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
168
+ 0.96%
$27.11 - $31.9 $4.55K - $5.36K
17.6K $553K
CSTL
Castle Biosciences Inc

Healthcare
707
+ 1.01%
$15.8 - $21.98 $11.2K - $15.5K
70.5K $1.44M
YELP
Yelp Inc

Communication Services
1.9K
+ 24.04%
$32.56 - $40.93 $61.8K - $77.7K
9.8K $335K
ASPN
Aspen Aerogels Inc

Industrials
11.4K
+ 20.53%
$4.31 - $6.63 $49.1K - $75.6K
66.9K $396K
DNLI
Denali Therapeutics Inc.

Healthcare
2.11K
+ 6.71%
$11.47 - $16.65 $24.2K - $35.1K
33.5K $469K
SPE
Special Opportunities Fund, Inc.

Financial Services
1.97K
+ 8.14%
$13.34 - $15.49 $26.3K - $30.5K
26.2K $405K
GCMG
Gcm Grosvenor Inc.

Financial Services
17.8K
+ 18.07%
$11.4 - $13.31 $202K - $236K
116K $1.34M
OLO
Olo Inc.

Technology
944
+ 8.29%
$5.84 - $9.7 $5.51K - $9.16K
12.3K $109K
FGRO
Fidelity Covington Tr

ETFs
1.81K
+ 10.5%
N/A
19K $425K
SRCE
1 St Source Corp

Financial Services
317
+ 3.85%
$53.28 - $62.88 $16.9K - $19.9K
8.55K $530K
DIAL
Columbia ETF Tr I Diversified

ETFs
99
+ 0.09%
$17.43 - $18.21 $1.73K - $1.8K
109K $1.99M
DMAT
Global X Fds Disruptive Matls
957
+ 8.94%
$12.11 - $16.79 $11.6K - $16.1K
11.7K $192K
AMCX
Amc Networks Inc.

Communication Services
13.2K
+ 17.35%
$5.55 - $7.04 $73.3K - $93K
89.4K $560K
MPW
Medical Properties Trust Inc

Real Estate
32.2K
+ 54.17%
$4.31 - $5.91 $139K - $191K
91.8K $395K
SNAP
Snap Inc

Communication Services
4.33K
+ 18.65%
$7.23 - $9.21 $31.3K - $39.9K
27.6K $239K
VNET
Vnet Group, Inc.

Technology
43.4K
+ 21.53%
$4.74 - $8.12 $206K - $352K
245K $1.69M
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
3.24K
+ 8.08%
$8.7 - $10.12 $28.2K - $32.8K
43.3K $430K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
5.31K
+ 1.21%
$2.29 - $2.6 $12.2K - $13.8K
444K $1.15M
FLCH
Franklin Templeton ETF Tr

ETFs
1.37K
+ 8.41%
$17.74 - $21.96 $24.2K - $30K
17.6K $382K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
35
+ 0.29%
$60.86 - $71.29 $2.13K - $2.5K
12K $855K
CTOS
Custom Truck One Source, Inc.

Industrials
2.77K
+ 9.54%
$3.39 - $5.07 $9.4K - $14.1K
31.9K $157K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
846
+ 4.52%
$12.25 - $15.47 $10.4K - $13.1K
19.6K $302K
IBCP
Independent Bank Corp

Financial Services
291
+ 1.93%
$28.08 - $32.78 $8.17K - $9.54K
15.4K $498K
FRI
First Tr S&P Reit Index Fd

ETFs
1.86K
+ 4.96%
$24.01 - $27.75 $44.6K - $51.6K
39.3K $1.06M
RGCO
Rgc Resources Inc

Utilities
668
+ 5.57%
$20.27 - $22.92 $13.5K - $15.3K
12.7K $283K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
2.35K
+ 6.09%
$7.6 - $8.89 $17.9K - $20.9K
41K $364K
TEI
Templeton Emerging Markets Income Fund

Financial Services
3.97K
+ 30.19%
$4.91 - $6.0 $19.5K - $23.8K
17.1K $102K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
776
+ 5.96%
$11.71 - $19.37 $9.09K - $15K
13.8K $221K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.9K
+ 4.7%
$9.25 - $10.26 $17.6K - $19.5K
42.4K $434K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
4.54K
+ 31.46%
$20.54 - $29.09 $93.3K - $132K
19K $425K
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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