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
INDI
Indie Semiconductor, Inc.

Technology
-1.83K
- 13.03%
$1.6 - $3.84 $2.92K - $7.02K
12.2K $43K
LNN
Lindsay Corp

Industrials
-90
- 5.65%
$116.32 - $144.25 $10.5K - $13K
1.5K $216K
HAP
Vaneck ETF Tr Natural Resource

ETFs
-3
- 0.04%
$43.16 - $52.92 $129 - $159
6.91K $359K
FMET
Fidelity Covington Tr Metavers

ETFs
-919
- 12.12%
$24.43 - $33.99 $22.5K - $31.2K
6.66K $226K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-2.99K
- 2.86%
$47.29 - $53.34 $141K - $159K
102K $5.34M
XDSQ
Innovator Etfs Tr Us Equity Ac
-64
- 0.92%
$30.8 - $37.38 $1.97K - $2.39K
6.92K $258K
TPIF
Timothy Plan Intl ETF (De)

ETFs
-382
- 4.8%
$26.0 - $32.29 $9.93K - $12.3K
7.58K $244K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1.1K
- 3.25%
$22.63 - $26.95 $24.8K - $29.5K
32.6K $877K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-2K
- 12.14%
$51.29 - $68.29 $103K - $137K
14.5K $988K
UMC
United Microelectronics Corp

Technology
-3.98K
- 4.23%
$6.12 - $8.32 $24.4K - $33.1K
90.1K $689K
OCIO
ETF Ser Solutions Clearshares

ETFs
-8.18K
- 5.44%
$30.61 - $35.23 $250K - $288K
142K $5.01M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-10
- 0.19%
$34.29 - $43.33 $343 - $433
5.2K $220K
IXG
Ishares Global Fin'L ETF

ETFs
-236
- 4.17%
$90.79 - $110.82 $21.4K - $26.2K
5.42K $600K
OCFC
Oceanfirst Financial Corp

Financial Services
-20
- 0.06%
$14.76 - $17.72 $295 - $354
31.4K $553K
CTBI
Community Trust Bancorp Inc

Financial Services
-371
- 2.35%
$45.64 - $53.22 $16.9K - $19.7K
15.4K $817K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-6.35K
- 4.69%
$17.58 - $21.07 $112K - $134K
129K $2.68M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-5.72K
- 8.57%
$98.58 - $123.6 $564K - $707K
61K $7.54M
MEC
Mayville Engineering Company, Inc.

Industrials
-3.07K
- 10.82%
$11.86 - $16.34 $36.4K - $50.1K
25.3K $403K
NWSA
News Corp

Communication Services
-2.03K
- 6.08%
$23.97 - $29.72 $48.7K - $60.4K
31.4K $931K
SOUN
Soundhound Ai, Inc.

Technology
-3.13K
- 14.28%
$7.18 - $11.76 $22.5K - $36.8K
18.8K $201K
DOUG
Douglas Elliman Inc.

Real Estate
-5.19K
- 8.57%
$1.53 - $2.95 $7.94K - $15.3K
55.4K $128K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-7.87K
- 4.5%
$11.71 - $13.88 $92.1K - $109K
167K $2.32M
MUSI
American Centy ETF Tr Multisec

ETFs
-775
- 0.46%
$42.31 - $44.09 $32.8K - $34.2K
166K $7.34M
DBEM
Xtrackers Msci Emerging Market

ETFs
-11
- 0.08%
$22.79 - $27.5 $251 - $303
14.4K $394K
DV
Double Verify Holdings, Inc.

Technology
-36.2K
- 10.23%
$11.86 - $15.03 $429K - $544K
318K $4.76M
WDIV
Spdr S&P Global Dividend ETF

ETFs
-969
- 5.57%
$59.84 - $71.44 $58K - $69.2K
16.4K $1.16M
PATH
Ui Path, Inc.

Technology
-18.9K
- 17.62%
$9.79 - $13.31 $185K - $251K
88.2K $1.13M
CYRX
Cryoport, Inc.

Industrials
-3.51K
- 9.0%
$4.95 - $7.46 $17.4K - $26.2K
35.5K $264K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-3.84K
- 4.69%
$96.02 - $124.33 $369K - $477K
78K $9M
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
-949
- 5.3%
$35.22 - $43.72 $33.4K - $41.5K
16.9K $740K
WRBY
Warby Parker Inc.

Healthcare
-534
- 4.98%
$14.0 - $22.6 $7.48K - $12.1K
10.2K $223K
CWCO
Consolidated Water Co. Ltd.

Utilities
-805
- 8.38%
$22.81 - $30.14 $18.4K - $24.3K
8.8K $264K
FDM
First Trust Dow Jones Select M

ETFs
-206
- 4.4%
$55.48 - $71.63 $11.4K - $14.8K
4.48K $320K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
-351
- 2.52%
$7.79 - $11.67 $2.73K - $4.1K
13.6K $158K
MFC
Manulife Financial Corp

Financial Services
-24.4K
- 2.44%
$26.93 - $32.44 $657K - $791K
974K $31.1M
ZTR
Virtus Total Return Fund Inc.

Financial
-6.23K
- 2.41%
$5.33 - $6.23 $33.2K - $38.8K
253K $1.57M
CATY
Cathay General Bancorp

Financial Services
-1.19K
- 3.54%
$37.32 - $45.67 $44.3K - $54.2K
32.3K $1.47M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
-4.81K
- 4.2%
$12.75 - $15.47 $61.3K - $74.3K
110K $1.7M
PDN
Invesco Fd Tr

ETFs
-1.61K
- 9.48%
$30.37 - $38.92 $48.8K - $62.6K
15.3K $597K
UPWK
Upwork, Inc

Industrials
-551
- 0.57%
$11.8 - $17.5 $6.5K - $9.64K
95.8K $1.29M
UNOV
Earth Science Tech, Inc.

ETFs
-1.04K
- 3.23%
$32.19 - $36.09 $33.3K - $37.4K
31K $1.12M
FXE
Invesco Currency Shares Euro Trust

ETFs
-288
- 4.05%
$99.56 - $108.79 $28.7K - $31.3K
6.82K $741K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
-148
- 3.15%
$54.99 - $70.85 $8.14K - $10.5K
4.55K $318K
CWS
Advisorshares Tr Advisorshares

ETFs
-217
- 2.03%
$59.37 - $70.0 $12.9K - $15.2K
10.5K $732K
GTX
Garrett Motion Inc.

Consumer Cyclical
-6.76K
- 13.94%
$7.34 - $12.04 $49.6K - $81.4K
41.7K $438K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-131
- 2.82%
$102.11 - $124.82 $13.4K - $16.4K
4.51K $562K
VERU
Veru Inc.

Healthcare
-46.6K
- 7.0%
$0.49 - $0.7 $22.9K - $32.6K
620K $359K
FL
Foot Locker, Inc.

Consumer Cyclical
-8.16K
- 36.23%
$11.12 - $24.5 $90.7K - $200K
14.4K $351K
VAL
Valaris LTD

Energy
-1.43K
- 4.32%
$28.94 - $46.88 $41.5K - $67.2K
31.7K $1.34M
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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