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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-13.8K
- 5.42%
$40.51 - $71.03 $559K - $980K
241K $16.9M
AGYS
Agilysys Inc

Technology
-9.43K
- 6.7%
$65.76 - $118.19 $620K - $1.11M
131K $15M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-8.6K
- 1.09%
$75.29 - $91.16 $647K - $784K
781K $70.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
-40K
- 3.56%
$151.62 - $183.47 $6.07M - $7.34M
1.08M $199M
TCHP
T Rowe Price Exchange Traded F

Technology
-9.04K
- 1.13%
$34.07 - $45.35 $308K - $410K
794K $36M
APG
A Pi Group Corp

Industrials
-42.3K
- 8.53%
$32.2 - $51.23 $1.36M - $2.17M
454K $23.2M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-3.94K
- 1.73%
$160.22 - $209.35 $631K - $824K
224K $46.9M
ANSS
Ansys Inc

Technology
-5.09K
- 2.36%
$284.19 - $351.22 $1.45M - $1.79M
211K $74M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-7.23K
- 1.69%
$54.6 - $70.83 $395K - $512K
421K $29.8M
UWM
Proshares Ultra Russell 2000

ETFs
-175K
- 5.99%
$25.35 - $37.67 $4.43M - $6.59M
2.74M $103M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.29K
- 0.06%
$24.38 - $30.18 $31.4K - $38.8K
2.28M $68.6M
RY
Royal Bank Of Canada

Financial Services
-4.06K
- 1.19%
$108.36 - $131.55 $440K - $534K
338K $44.4M
NSC
Norfolk Southern Corp

Industrials
-10.4K
- 2.28%
$206.34 - $257.46 $2.15M - $2.68M
446K $114M
BWXT
Bwx Technologies, Inc.

Industrials
-36.9K
- 14.6%
$89.24 - $144.06 $3.29M - $5.32M
216K $31.1M
GWRE
Guidewire Software, Inc.

Technology
-16.4K
- 7.86%
$172.73 - $257.37 $2.83M - $4.22M
192K $45.3M
VMC
Vulcan Materials CO

Basic Materials
-3.74K
- 1.41%
$226.49 - $276.01 $846K - $1.03M
261K $68.1M
WWD
Woodward, Inc.

Industrials
-3.71K
- 3.19%
$157.29 - $247.55 $583K - $917K
112K $27.5M
VOD
Vodafone Group Public LTD CO

Communication Services
-58.2K
- 1.06%
$8.19 - $10.66 $477K - $621K
5.44M $58M
WING
Wingstop Inc.

Consumer Cyclical
-4.63K
- 6.19%
$210.24 - $381.46 $973K - $1.76M
70.1K $23.6M
IWN
Ishares Russell2000 Val ETF

ETFs
-45.2K
- 2.16%
$131.84 - $157.76 $5.96M - $7.13M
2.04M $322M
FDN
First Tr Fd Dow Jones

ETFs
-2.33K
- 1.42%
$200.29 - $269.33 $466K - $627K
161K $43.5M
NTAP
Net App, Inc.

Technology
-6.87K
- 1.64%
$76.1 - $106.55 $523K - $732K
413K $44M
NRG
Nrg Energy, Inc.

Utilities
-123K
- 29.75%
$83.61 - $162.67 $10.3M - $20M
291K $46.7M
ENSG
Ensign Group, Inc

Healthcare
-11.1K
- 3.1%
$119.93 - $156.36 $1.33M - $1.74M
347K $53.6M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-2.28K
- 1.17%
$149.56 - $212.83 $341K - $486K
193K $41.1M
CCJ
Cameco Corp

Energy
-99.7K
- 22.28%
$36.68 - $74.46 $3.66M - $7.42M
348K $25.8M
USMC
Principal ETF U S Mega Cap

ETFs
-253K
- 6.23%
$50.94 - $62.56 $12.9M - $15.8M
3.81M $239M
RING
Ishares Inc Msci Global Gold M

ETFs
-18.1K
- 1.15%
$34.72 - $45.62 $630K - $828K
1.56M $68.4M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-8.8K
- 1.26%
$86.12 - $108.35 $758K - $953K
688K $74.6M
TDG
Trans Digm Group Inc

Industrials
-1.5K
- 2.03%
$1231.75 - $1520.64 $1.84M - $2.28M
72.1K $110M
MNST
Monster Beverage Corp

Consumer Defensive
-78.7K
- 2.51%
$55.01 - $64.24 $4.33M - $5.05M
3.05M $191M
SPGI
S&P Global Inc.

Financial Services
-18.6K
- 2.0%
$438.31 - $527.29 $8.14M - $9.8M
908K $479M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-11.1K
- 1.86%
$83.67 - $109.12 $931K - $1.21M
588K $64.2M
ROAD
Construction Partners, Inc.

Industrials
-25.4K
- 8.12%
$68.75 - $110.36 $1.75M - $2.8M
288K $30.6M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-30.8K
- 2.07%
$59.98 - $74.92 $1.85M - $2.31M
1.46M $109M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-321K
- 1.95%
$23.55 - $27.67 $7.56M - $8.89M
16.2M $447M
CSX
Csx Corp

Industrials
-2.09K
- 0.07%
$26.69 - $32.91 $55.7K - $68.7K
3.08M $100M
EEM
Ishares Msci Emerging Markets

ETFs
-12.1K
- 0.53%
$38.52 - $48.28 $467K - $585K
2.28M $110M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-21.1K
- 0.49%
$26.69 - $33.44 $562K - $704K
4.29M $141M
VBK
Vanguard Small Cap Growth ETF

ETFs
-21.5K
- 3.27%
$219.76 - $276.94 $4.71M - $5.94M
635K $176M
BK
Bank Of New York Mellon Corp

Financial Services
-70.1K
- 2.97%
$73.31 - $91.62 $5.14M - $6.42M
2.29M $208M
GLD
Spdr Gold Trust

ETFs
-30.6K
- 2.51%
$273.71 - $316.29 $8.37M - $9.67M
1.19M $362M
BSY
Bentley Systems Inc

Technology
-50.9K
- 5.33%
$38.62 - $53.97 $1.96M - $2.75M
903K $48.7M
CYBR
Cyber Ark Software Ltd.

Technology
-607
- 0.36%
$305.98 - $406.88 $186K - $247K
167K $67.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
-11.1K
- 2.69%
$187.5 - $246.51 $2.08M - $2.73M
401K $98.8M
ISRG
Intuitive Surgical Inc

Healthcare
-27.5K
- 4.85%
$451.58 - $565.94 $12.4M - $15.6M
540K $293M
MLM
Martin Marietta Materials Inc

Basic Materials
-753
- 0.41%
$452.51 - $568.19 $341K - $428K
181K $99.4M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-19.4K
- 0.8%
$71.86 - $82.66 $1.39M - $1.6M
2.41M $199M
WMB
Williams Companies, Inc.

Energy
-3.85K
- 0.09%
$54.33 - $62.87 $209K - $242K
4.41M $277M
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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