Envestnet Asset Management Inc New Holdings in Q3 2025

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
224K
New
$40.76 - $47.94 $9.12M - $10.7M
224K $10.7M
BTU
Peabody Energy Corp

Energy
322K
New
$13.18 - $26.81 $4.25M - $8.65M
322K $8.55M
VVX
V2 X, Inc.

Industrials
100K
New
$46.71 - $61.81 $4.68M - $6.2M
100K $5.82M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
90.1K
New
$46.93 - $58.5 $4.23M - $5.27M
90.1K $4.98M
HSUN
Hartford Fds Exchange Traded T

ETFs
130K
New
N/A
130K $4.44M
NBN
Northeast Bk Lewiston Me Com

Financial Services
40.7K
New
$92.45 - $112.86 $3.76M - $4.59M
40.7K $4.08M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
191K
New
$14.96 - $19.64 $2.86M - $3.75M
191K $3.75M
USLM
United States Lime & Minerals Inc

Basic Materials
21.2K
New
$99.02 - $131.55 $2.1M - $2.78M
21.2K $2.78M
BVN
Buenaventura Mining CO Inc

Basic Materials
99.6K
New
$16.23 - $24.33 $1.62M - $2.42M
99.6K $2.42M
ARRY
Array Technologies, Inc.

Technology
221K
New
$5.48 - $9.56 $1.21M - $2.11M
221K $1.8M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
161K
New
$7.82 - $10.09 $1.26M - $1.62M
161K $1.61M
OI
O I Glass, Inc.

Consumer Cyclical
118K
New
$12.47 - $15.8 $1.47M - $1.86M
118K $1.53M
COMP
Compass, Inc.

Technology
140K
New
$6.15 - $9.69 $861K - $1.36M
140K $1.12M
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
25K
New
$42.8 - $44.0 $1.07M - $1.1M
25K $1.09M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
42.2K
New
N/A
42.2K $1.08M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
13.5K
New
$40.33 - $66.97 $544K - $903K
13.5K $887K
LYFT
Lyft, Inc.

Technology
36.7K
New
$13.41 - $22.93 $492K - $841K
36.7K $807K
SYM
Symbotic Inc.

Financial Services
14.3K
New
$39.68 - $63.21 $567K - $904K
14.3K $770K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
45.5K
New
$15.99 - $17.02 $727K - $774K
45.5K $745K
PK
Park Hotels & Resorts Inc.

Real Estate
65.5K
New
$10.17 - $12.13 $667K - $795K
65.5K $726K
QURE
Uni Qure N.V.

Healthcare
11.5K
New
$13.28 - $59.4 $153K - $686K
11.5K $674K
PII
Polaris Inc.

Consumer Cyclical
11K
New
$44.87 - $59.95 $495K - $662K
11K $641K
OACP
Unified Ser Tr Oneascent Core

ETFs
27.1K
New
$22.56 - $23.26 $612K - $631K
27.1K $625K
M
Macy'S, Inc.

Consumer Cyclical
33.1K
New
$11.9 - $18.17 $394K - $602K
33.1K $594K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
22K
New
$20.62 - $30.81 $453K - $677K
22K $585K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
2.63K
New
$173.23 - $213.34 $456K - $562K
2.63K $558K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
8.16K
New
$49.36 - $75.85 $403K - $619K
8.16K $551K
SUZ
Suzano S.A.

Basic Materials
58.7K
New
$8.93 - $10.11 $524K - $593K
58.7K $551K
SVOL
Simplify ETF Simplify Volatili

ETFs
29K
New
$16.48 - $19.27 $479K - $560K
29K $522K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
14.8K
New
$14.71 - $34.49 $218K - $511K
14.8K $511K
IHY
Vaneck ETF Tr International Hi

ETFs
22.6K
New
$21.82 - $22.32 $494K - $505K
22.6K $501K
WEN
Wendy'S CO

Consumer Cyclical
54.4K
New
$9.09 - $11.88 $495K - $646K
54.4K $498K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
3.99K
New
$93.14 - $127.13 $371K - $507K
3.99K $493K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
33.8K
New
$13.78 - $14.59 $465K - $493K
33.8K $490K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
18.8K
New
$23.9 - $24.45 $450K - $460K
18.8K $456K
CXW
Core Civic, Inc.

Real Estate
21K
New
$19.6 - $22.53 $412K - $474K
21K $428K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
61.1K
New
N/A
61.1K $418K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
46.9K
New
$8.26 - $8.91 $387K - $418K
46.9K $407K
STXS
Stereotaxis, Inc.

Healthcare
133K
New
$2.14 - $3.06 $284K - $406K
133K $405K
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
9.41K
New
$40.67 - $41.47 $383K - $390K
9.41K $388K
KRP
Kimbell Royalty Partners, LP

Energy
28.6K
New
$13.08 - $15.06 $375K - $431K
28.6K $386K
UUUU
Energy Fuels Inc

Energy
24.4K
New
$5.59 - $17.26 $136K - $421K
24.4K $374K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
31.6K
New
$10.78 - $11.84 $340K - $374K
31.6K $367K
SBR
Sabine Royalty Trust

Energy
4.57K
New
$65.49 - $82.12 $299K - $375K
4.57K $363K
MXL
Maxlinear Inc

Technology
22.5K
New
$14.2 - $17.31 $319K - $389K
22.5K $361K
FCSH
Federated Hermes ETF Tr Short

ETFs
14.6K
New
$24.21 - $24.55 $354K - $359K
14.6K $357K
HL
Hecla Mining CO

Basic Materials
29.4K
New
$5.59 - $12.1 $164K - $355K
29.4K $355K
BILL
Bill.Com Holdings, Inc.

Technology
6.69K
New
$39.02 - $54.53 $261K - $365K
6.69K $354K
FT
Franklin Universal Trust

Financial Services
42.6K
New
$7.61 - $8.04 $324K - $343K
42.6K $342K
Activity Summary
Buys All Purchases 2493 New Holdings 288 Increased Positions 2205 Sells All Sells 1997 Reductions 1997 Sold out 0 Options Calls 0 Puts 0
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