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
ULH
Universal Logistics Holdings, Inc.

Industrials
44
+ 0.47%
$21.74 - $27.17 $957 - $1.2K
9.43K $239K
AWR
American States Water CO

Utilities
60
+ 0.92%
$75.1 - $81.3 $4.51K - $4.88K
6.61K $506K
PSCC
Invesco S&P Smallcap Consumer

ETFs
291
+ 2.69%
$32.3 - $36.01 $9.4K - $10.5K
11.1K $368K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
5.29K
+ 9.91%
$28.81 - $34.65 $152K - $183K
58.7K $1.79M
RIG
Transocean Ltd.

Energy
1.77K
+ 7.27%
$2.13 - $3.32 $3.77K - $5.88K
26.1K $67K
ABR
Arbor Realty Trust Inc

Real Estate
82
+ 0.74%
$8.92 - $11.89 $731 - $975
11.1K $118K
BIGC
Big Commerce Holdings, Inc.

Technology
317
+ 1.78%
$4.77 - $5.91 $1.51K - $1.87K
18.1K $90K
KC
Kingsoft Cloud Holdings LTD

Technology
10.3K
+ 13.51%
$10.98 - $15.9 $113K - $164K
86.5K $1.08M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
59
+ 0.19%
$21.12 - $22.45 $1.25K - $1.32K
30.7K $663K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
3.77K
+ 19.75%
$6.01 - $8.06 $22.6K - $30.4K
22.8K $137K
LADR
Ladder Capital Corp

Real Estate
585
+ 1.7%
$9.86 - $11.4 $5.77K - $6.67K
35K $376K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
5.14K
+ 4.38%
$9.7 - $10.52 $49.8K - $54.1K
122K $1.2M
DXC
Dxc Technology CO

Technology
549
+ 3.84%
$14.03 - $17.63 $7.7K - $9.68K
14.8K $226K
VMEO
Vimeo, Inc.

Technology
1.21K
+ 6.72%
$3.89 - $5.27 $4.69K - $6.36K
19.1K $77K
OTTR
Otter Tail Corp

Utilities
26
+ 0.39%
$74.62 - $81.76 $1.94K - $2.13K
6.69K $515K
AGL
Agilon Health, Inc.

Healthcare
650
+ 5.77%
$2.1 - $5.68 $1.37K - $3.69K
11.9K $27K
LFST
Life Stance Health Group, Inc.

Healthcare
1.74K
+ 8.81%
$4.83 - $6.91 $8.39K - $12K
21.5K $110K
MCI
Barings Corporate Investors

Financial Services
1.07K
+ 4.2%
$18.92 - $22.71 $20.2K - $24.3K
26.5K $574K
XEL
Xcel Energy Inc

Utilities
53.1K
+ 3.92%
$65.65 - $72.39 $3.49M - $3.85M
1.41M $95.8M
IHE
Ishares Tr

ETFs
238
+ 2.84%
$61.0 - $68.22 $14.5K - $16.2K
8.63K $565K
OBE
Obsidian Energy Ltd.

Energy
6.28K
+ 3.15%
$3.95 - $6.02 $24.8K - $37.8K
206K $1.14M
SEAT
Vivid Seats Inc.

Communication Services
139
+ 0.65%
$1.48 - $3.06 $206 - $425
21.5K $36K
RELY
Remitly Global, Inc.

Technology
4.9K
+ 8.22%
$18.65 - $24.49 $91.4K - $120K
64.5K $1.21M
AUR
Aurora Innovation, Inc.

Technology
2.77K
+ 9.22%
$5.17 - $8.14 $14.3K - $22.6K
32.9K $172K
ICHR
Ichor Holdings, Ltd.

Technology
1.31K
+ 6.82%
$15.78 - $22.61 $20.6K - $29.5K
20.4K $401K
SXC
Sun Coke Energy, Inc.

Basic Materials
2.76K
+ 3.09%
$7.75 - $9.8 $21.4K - $27K
91.9K $789K
PHK
Pimco High Income Fund

Financial Services
9.94K
+ 1.13%
$4.43 - $4.88 $44K - $48.5K
888K $4.26M
LNTH
Lantheus Holdings, Inc.

Healthcare
23.4K
+ 18.84%
$73.86 - $108.74 $1.73M - $2.54M
148K $12.1M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
1.42K
+ 15.86%
$39.88 - $51.49 $56.5K - $73K
10.4K $419K
HI
Hillenbrand, Inc.

Industrials
122
+ 1.14%
$18.62 - $24.76 $2.27K - $3.02K
10.8K $217K
PJP
Invesco Exchange Traded Fd Tr

ETFs
1.04K
+ 5.62%
$74.59 - $84.45 $77.6K - $87.8K
19.5K $1.56M
GBCI
Glacier Bancorp, Inc.

Financial Services
3.98K
+ 2.1%
$37.85 - $44.51 $151K - $177K
193K $8.32M
JILL
J.Jill, Inc.

Consumer Cyclical
154
+ 1.5%
$13.53 - $19.0 $2.08K - $2.93K
10.4K $152K
PECO
Phillips Edison & Company, Inc.

Real Estate
1.8K
+ 2.35%
$33.53 - $37.33 $60.3K - $67.1K
78.1K $2.74M
UTL
Unitil Corp

Utilities
247
+ 2.22%
$51.68 - $59.77 $12.8K - $14.8K
11.4K $592K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
17.9K
+ 1081.96%
$105.72 - $1416.0 $1.89M - $25.3M
19.5K $2.18M
STC
Stewart Information Services Corp

Financial Services
9.62K
+ 8.87%
$59.82 - $72.65 $576K - $699K
118K $7.69M
MLNK
Meridian Link, Inc.

Technology
905
+ 3.1%
$15.77 - $18.76 $14.3K - $17K
30.1K $488K
WVE
Wave Life Sciences Ltd.

Healthcare
789
+ 2.18%
$5.48 - $8.1 $4.32K - $6.39K
37K $240K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
51
+ 0.29%
$37.76 - $42.79 $1.93K - $2.18K
17.4K $696K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
132
+ 0.14%
$23.54 - $27.53 $3.11K - $3.63K
92.2K $2.38M
OWL
Blue Owl Capital Inc.

Financial Services
36.8K
+ 4.01%
$15.9 - $21.16 $585K - $778K
955K $18.3M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
2.29K
+ 1.38%
$6.54 - $7.1 $15K - $16.3K
169K $1.11M
COTY
Coty Inc.

Consumer Defensive
29K
+ 12.38%
$4.57 - $5.65 $132K - $164K
263K $1.22M
TRIN
Trinity Capital Inc.

Financial Services
133
+ 0.25%
$13.53 - $15.52 $1.8K - $2.06K
54.4K $765K
FR
First Industrial Realty Trust Inc

Real Estate
30.6K
+ 11.62%
$43.07 - $54.05 $1.32M - $1.65M
294K $14.1M
RC
Ready Capital Corp

Real Estate
753
+ 0.82%
$4.13 - $5.15 $3.11K - $3.88K
92.4K $403K
OEC
Orion Engineered Carbons S.A.

Basic Materials
4.74K
+ 9.9%
$10.03 - $12.65 $47.6K - $60K
52.6K $552K
SLVM
Sylvamo Corp

Basic Materials
128
+ 2.65%
$50.1 - $68.36 $6.41K - $8.75K
4.96K $248K
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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