Envestnet Asset Management Inc New Holdings in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XPND
First Tr Exchange Traded Fd Vi
9.49K
New
$25.1 - $33.68 $238K - $320K
9.49K $319K
XRX
Xerox Holdings Corp

Technology
59.6K
New
$3.64 - $5.95 $217K - $355K
59.6K $314K
BB
Blackberry LTD

Technology
64.4K
New
$2.87 - $4.87 $185K - $313K
64.4K $294K
IBHG
Ishares Tr Ibonds 2027 Term Hi
13K
New
$21.56 - $22.54 $281K - $293K
13K $293K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
11.6K
New
$20.31 - $24.1 $235K - $279K
11.6K $278K
PHI
Pldt Inc.

Communication Services
12.7K
New
$20.74 - $23.86 $262K - $302K
12.7K $275K
TRFM
ETF Ser Solutions Aam Transfor
6.33K
New
$29.9 - $43.19 $189K - $274K
6.33K $273K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
5.33K
New
$38.39 - $51.11 $205K - $272K
5.33K $271K
ASIX
Advan Six Inc.

Basic Materials
11.2K
New
$18.69 - $24.81 $210K - $278K
11.2K $266K
MARA
Marathon Digital Holdings, Inc.

Financial Services
11.7K
New
N/A
11.7K $263K
AMRK
A Mark Precious Metals, Inc.

Financial Services
11.7K
New
$19.73 - $25.27 $231K - $296K
11.7K $260K
DCO
Ducommun Inc

Industrials
3.12K
New
$53.5 - $86.27 $167K - $269K
3.12K $257K
SFYF
Sofi Social 50 ETF

ETFs
5.48K
New
$33.98 - $46.81 $186K - $257K
5.48K $256K
UNFI
United Natural Foods Inc

Consumer Defensive
11K
New
$21.3 - $31.55 $234K - $347K
11K $256K
AVSE
American Centy ETF Tr Avantis

ETFs
4.36K
New
$45.56 - $58.63 $199K - $256K
4.36K $255K
IREN
Iris Energy LTD

Financial Services
17.5K
New
$5.3 - $14.57 $92.6K - $255K
17.5K $254K
GNK
Genco Shipping & Trading LTD

Industrials
19.5K
New
$11.36 - $14.56 $221K - $284K
19.5K $254K
AMWD
American Woodmark Corp

Consumer Cyclical
4.77K
New
$50.27 - $61.67 $240K - $294K
4.77K $254K
UPRO
Proshares Trust Proshares Ultr

ETFs
2.72K
New
$50.65 - $91.44 $138K - $249K
2.72K $249K
UVE
Universal Insurance Holdings, Inc.

Financial Services
8.97K
New
$21.25 - $28.47 $191K - $255K
8.97K $248K
CRC
California Resources Corp

Energy
5.32K
New
$32.4 - $47.27 $172K - $252K
5.32K $243K
MRC
Mrc Global Inc.

Energy
17.8K
New
$9.46 - $14.89 $168K - $265K
17.8K $243K
U
Unity Software Inc.

Technology
9.85K
New
$16.75 - $26.24 $165K - $258K
9.85K $238K
GOGL
Golden Ocean Group LTD

Industrials
31.5K
New
$6.48 - $8.39 $204K - $265K
31.5K $230K
SIXH
Exchange Trd Con Tr Etc 6 Meri

ETFs
5.96K
New
$35.81 - $39.17 $213K - $234K
5.96K $229K
MBIN
Merchants Bancorp

Financial Services
6.92K
New
$30.06 - $37.17 $208K - $257K
6.92K $228K
CTRN
Citi Trends Inc

Consumer Cyclical
6.8K
New
$18.32 - $34.14 $125K - $232K
6.8K $227K
GVA
Granite Construction Inc

Industrials
2.42K
New
$71.89 - $93.51 $174K - $226K
2.42K $226K
ALX
Alexanders Inc

Real Estate
992
New
$193.54 - $232.53 $192K - $231K
992 $223K
JHPI
John Hancock ETF Preferred Inc

ETFs
9.78K
New
$21.76 - $22.63 $213K - $221K
9.78K $220K
DBL
Double Line Opportunistic Credit Fund

Financial Services
14.3K
New
$15.1 - $15.75 $217K - $226K
14.3K $220K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
2.85K
New
$62.11 - $78.98 $177K - $225K
2.85K $219K
DMLP
Dorchester Minerals, L.P.

Energy
7.81K
New
$26.77 - $30.37 $209K - $237K
7.81K $217K
HEWJ
Ishares Currency Hedged Msci J

ETFs
4.86K
New
$36.78 - $45.25 $179K - $220K
4.86K $217K
SATS
Echo Star Corp

Technology
7.83K
New
$15.99 - $28.81 $125K - $225K
7.83K $216K
FTSD
Franklin ETF Tr Liberty Short

ETFs
2.39K
New
$90.19 - $91.19 $215K - $218K
2.39K $216K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
5.9K
New
$28.94 - $35.94 $171K - $212K
5.9K $212K
GABC
German American Bancorp, Inc.

Financial Services
5.47K
New
$34.32 - $39.88 $188K - $218K
5.47K $210K
ASB
Associated Banc Corp

Financial Services
8.63K
New
$18.91 - $24.56 $163K - $212K
8.63K $210K
MPV
Barings Participation Investors

Financial Services
10.3K
New
$15.85 - $20.11 $164K - $208K
10.3K $207K
HCC
Warrior Met Coal, Inc.

Basic Materials
4.52K
New
$40.66 - $50.18 $184K - $227K
4.52K $207K
GOGO
Gogo Inc.

Communication Services
14K
New
$6.62 - $14.79 $92.6K - $207K
14K $205K
ALGT
Allegiant Travel CO

Industrials
3.72K
New
$40.9 - $59.35 $152K - $221K
3.72K $204K
BTO
John Hancock Financial Opportunities Fund

Financial Services
5.73K
New
$28.44 - $35.42 $163K - $203K
5.73K $203K
RZV
Invesco Fd Tr

ETFs
1.92K
New
$83.11 - $104.98 $160K - $202K
1.92K $201K
CCRN
Cross Country Healthcare Inc

Healthcare
15.4K
New
$12.79 - $14.9 $197K - $230K
15.4K $201K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
1.71K
New
$86.93 - $117.31 $148K - $200K
1.71K $200K
EMCR
Xtrackers Em Carbon Reduction

ETFs
6.2K
New
$25.98 - $32.46 $161K - $201K
6.2K $200K
BHK
Blackrock Core Bond Trust

Financial Services
19.3K
New
$9.5 - $11.0 $184K - $212K
19.3K $187K
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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