Envestnet Asset Management Inc Reduced Holdings in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EQX
Equinox Gold Corp.

Basic Materials
-1.35K
- 3.47%
$5.68 - $7.31 $7.68K - $9.88K
37.6K $216K
ZION
Zions Bancorporation, National Association

Financial Services
-2.75K
- 6.31%
$41.39 - $51.94 $114K - $143K
40.9K $2.12M
CENTA
Central Garden & Pet Company C

Consumer Defensive
-924
- 6.0%
$29.57 - $32.86 $27.3K - $30.4K
14.5K $453K
EMBC
Embecta Corp.

Healthcare
-1.01K
- 7.49%
$9.28 - $13.3 $9.37K - $13.4K
12.5K $120K
FULT
Fulton Financial Corp

Financial Services
-2.77K
- 9.17%
$15.13 - $18.4 $41.9K - $50.9K
27.4K $494K
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
-5.03K
- 3.46%
$28.25 - $32.53 $142K - $164K
140K $4.56M
GSL
Global Ship Lease, Inc.

Industrials
-4.79K
- 21.76%
$18.25 - $26.77 $87.4K - $128K
17.2K $453K
DVAX
Dynavax Technologies Corp

Healthcare
-564
- 4.03%
$9.4 - $12.87 $5.3K - $7.26K
13.4K $133K
PRVA
Privia Health Group, Inc.

Healthcare
-16.1K
- 2.74%
$21.48 - $25.07 $346K - $404K
572K $13.1M
VOYA
Voya Financial, Inc.

Financial Services
-10.2K
- 4.88%
$54.27 - $71.0 $554K - $725K
199K $14.1M
FFBC
First Financial Bancorp

Financial Services
-231
- 0.44%
$22.05 - $25.19 $5.09K - $5.82K
52.5K $1.27M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-5.62K
- 7.67%
$29.4 - $33.37 $165K - $188K
67.7K $2.26M
DFNL
Davis Fundamental ETF Tr

ETFs
-2.04K
- 16.89%
$34.38 - $42.94 $70K - $87.4K
10K $430K
RWAY
Runway Growth Finance Corp.

Financial Services
-4.9K
- 19.74%
$8.64 - $10.73 $42.3K - $52.5K
19.9K $213K
IAG
Iamgold Corp

Basic Materials
-11.7K
- 28.59%
$5.63 - $8.09 $65.9K - $94.7K
29.2K $214K
LSAF
Two Rds Shared Tr

ETFs
-2.06K
- 13.12%
$35.13 - $42.48 $72.2K - $87.3K
13.6K $577K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-7.99K
- 3.64%
$5.09 - $5.8 $40.7K - $46.3K
211K $1.23M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-626
- 1.67%
$9.18 - $11.13 $5.75K - $6.97K
36.9K $381K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
-2.92K
- 3.31%
$33.53 - $39.61 $97.7K - $115K
85.1K $3.36M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-871
- 10.96%
$43.64 - $45.44 $38K - $39.6K
7.07K $321K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-1.48K
- 15.26%
$47.24 - $58.55 $70.1K - $86.8K
8.24K $482K
WLY
John Wiley & Sons, Inc.

Communication Services
-867
- 4.32%
$37.03 - $45.5 $32.1K - $39.4K
19.2K $857K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
-13.2K
- 27.26%
$2.62 - $2.96 $34.6K - $39.1K
35.3K $104K
RDY
Dr Reddys Laboratories LTD

Healthcare
-6.28K
- 19.71%
$12.36 - $16.17 $77.6K - $102K
25.6K $384K
FNGR
Finger Motion, Inc.

Communication Services
-38.7K
- 61.08%
$1.23 - $4.57 $47.6K - $177K
24.6K $50K
SR
Spire Inc

Utilities
-126
- 2.42%
$71.03 - $79.07 $8.95K - $9.96K
5.08K $371K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-3.81K
- 11.96%
$36.23 - $44.97 $138K - $172K
28.1K $1.26M
ZIP
Ziprecruiter, Inc.

Industrials
-3.36K
- 15.83%
$4.36 - $6.45 $14.6K - $21.7K
17.9K $89K
AIV
Apartment Investment & Management CO

Real Estate
-3.04K
- 5.79%
$7.24 - $8.85 $22K - $26.9K
49.5K $428K
NBTB
Nbt Bancorp Inc

Financial Services
-238
- 1.38%
$38.62 - $44.8 $9.19K - $10.7K
17K $707K
NUVL
Nuvalent, Inc.

Healthcare
-904
- 13.87%
$59.32 - $79.68 $53.6K - $72K
5.62K $428K
FCG
First Tr Exchange Traded Fd

ETFs
-7
- 0.04%
$19.37 - $25.23 $136 - $177
18.9K $436K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-4.9K
- 10.77%
$68.63 - $85.78 $336K - $420K
40.6K $3.48M
VNM
Vaneck Vietnam ETF

ETFs
-7.21K
- 13.98%
$10.13 - $13.96 $73.1K - $101K
44.4K $610K
CHCT
Community Healthcare Trust Inc

Real Estate
-274
- 1.53%
$14.97 - $18.3 $4.1K - $5.01K
17.7K $294K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-337
- 3.68%
$41.09 - $50.61 $13.8K - $17.1K
8.83K $423K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-333
- 0.67%
$93.63 - $103.68 $31.2K - $34.5K
49.5K $5.14M
MMSC
First Tr ETF Viii Multi Manage

ETFs
-3.83K
- 19.47%
$15.99 - $20.64 $61.2K - $79K
15.8K $326K
SPFF
Global X Superincome Preferred

ETFs
-3.49K
- 2.05%
$8.34 - $8.97 $29.1K - $31.3K
167K $1.49M
DYLD
Two Rds Shared Tr Leadershares

ETFs
-1.49K
- 8.54%
$22.25 - $22.63 $33.2K - $33.8K
16K $362K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-1.58K
- 5.97%
$14.87 - $23.57 $23.6K - $37.3K
24.9K $461K
SQEW
Two Rds Shared Tr Leadershares

ETFs
-1.37K
- 14.09%
$27.51 - $32.95 $37.7K - $45.2K
8.37K $274K
FOX
Fox Corp Cl B (De)

Communication Services
-323
- 2.71%
$43.81 - $53.0 $14.2K - $17.1K
11.6K $599K
HTZ
Hertz Global Holdings, Inc

Industrials
-19.1K
- 54.49%
$3.65 - $8.65 $69.9K - $166K
16K $109K
ISMD
Northern Lts Fd Tr Iv

ETFs
-1.38K
- 9.48%
$29.72 - $35.6 $41K - $49.1K
13.2K $467K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-3.57K
- 19.66%
$37.6 - $52.03 $134K - $185K
14.6K $757K
UIS
Unisys Corp

Technology
-5.92K
- 17.8%
$3.71 - $5.73 $22K - $33.9K
27.3K $123K
EMQQ
Emqq Emerging Markets Internet

ETFs
-1.83K
- 13.26%
$33.1 - $41.67 $60.5K - $76.2K
12K $498K
HE
Hawaiian Electric Industries Inc

Utilities
-2.04K
- 9.69%
$9.36 - $10.96 $19K - $22.3K
19K $201K
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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