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
GQRE
Flexshares Tr Global Quality R

ETFs
-82K
- 42.39%
$51.85 - $60.01 $4.25M - $4.92M
111K $6.65M
ACIW
Aci Worldwide, Inc.

Technology
-59.6K
- 29.53%
$44.59 - $57.17 $2.66M - $3.4M
142K $6.52M
MAS
Masco Corp

Industrials
-7.4K
- 0.96%
$58.73 - $71.06 $435K - $526K
767K $49.3M
DVN
Devon Energy Corp

Energy
-86.5K
- 28.0%
$26.8 - $37.92 $2.32M - $3.28M
222K $7.08M
AIZ
Assurant, Inc.

Financial Services
-15.1K
- 12.3%
$179.73 - $211.56 $2.71M - $3.19M
107K $21.2M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-56.4K
- 47.5%
$69.8 - $85.28 $3.94M - $4.81M
62.4K $5.17M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-118K
- 76.25%
$35.8 - $41.07 $4.23M - $4.85M
36.8K $1.51M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-84.8K
- 14.67%
$82.17 - $99.96 $6.97M - $8.48M
493K $48.5M
VRSK
Verisk Analytics, Inc.

Industrials
-35.2K
- 7.48%
$277.03 - $321.33 $9.75M - $11.3M
435K $136M
HES
Hess Corp

Energy
-6.06K
- 3.59%
$126.32 - $161.29 $765K - $977K
163K $22.5M
HRL
Hormel Foods Corp

Consumer Defensive
-140K
- 81.84%
$29.11 - $31.44 $4.06M - $4.39M
31K $936K
VIS
Vanguard Industrial ETF

ETFs
-59.5K
- 15.64%
$220.04 - $280.07 $13.1M - $16.7M
321K $89.8M
SUI
Sun Communities Inc

Real Estate
-30.3K
- 14.43%
$114.62 - $132.25 $3.47M - $4.01M
180K $22.7M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-84.4K
- 70.0%
$50.29 - $50.56 $4.24M - $4.26M
36.1K $1.83M
GLDM
World Gold Trust

ETFs
-125K
- 11.5%
$58.96 - $67.97 $7.4M - $8.53M
966K $63.3M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-529K
- 89.08%
$6.47 - $8.05 $3.42M - $4.26M
64.8K $499K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-91.1K
- 32.65%
$45.9 - $56.06 $4.18M - $5.11M
188K $10.5M
HP
Helmerich & Payne, Inc.

Energy
-8.9K
- 2.38%
$15.16 - $26.78 $135K - $238K
365K $5.54M
OGN
Organon & Co.

Healthcare
-269K
- 88.71%
$8.04 - $14.72 $2.16M - $3.96M
34.2K $331K
HELE
Helen Of Troy LTD

Consumer Defensive
-12.2K
- 8.14%
$24.48 - $53.26 $298K - $649K
137K $3.9M
TDY
Teledyne Technologies Inc

Technology
-13K
- 7.36%
$435.54 - $512.31 $5.68M - $6.68M
164K $84.1M
CARS
Cars.Com Inc.

Consumer Cyclical
-364K
- 91.34%
$10.05 - $12.1 $3.65M - $4.4M
34.5K $408K
FXD
First Tr Exchange Traded Fd

ETFs
-72K
- 77.97%
$50.42 - $63.44 $3.63M - $4.57M
20.4K $1.29M
EXPO
Exponent Inc

Industrials
-16.6K
- 3.76%
$72.88 - $81.75 $1.21M - $1.36M
425K $31.8M
PEN
Penumbra Inc

Healthcare
-12.8K
- 20.77%
$253.22 - $299.78 $3.23M - $3.83M
48.7K $12.5M
DEEF
Xtrackers Ftse Developed Ex Us

ETFs
-173K
- 32.05%
$27.65 - $33.62 $4.78M - $5.81M
366K $12.3M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-51K
- 13.15%
$72.12 - $76.23 $3.68M - $3.89M
337K $25.6M
SHYD
Vaneck Short High Yield Muni E

ETFs
-176K
- 13.37%
$21.84 - $22.79 $3.85M - $4.02M
1.14M $25.8M
SRLN
Ssga Active Trust

ETFs
-103K
- 10.84%
$39.47 - $41.59 $4.06M - $4.28M
846K $35.2M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-211K
- 95.51%
$16.1 - $20.85 $3.39M - $4.39M
9.9K $206K
EQIX
Equinix Inc

Real Estate
-213
- 0.12%
$740.07 - $914.43 $158K - $195K
184K $146M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-48.5K
- 29.69%
$61.03 - $67.59 $2.96M - $3.28M
115K $7.34M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-114K
- 5.1%
$24.14 - $25.43 $2.74M - $2.89M
2.11M $52.4M
LYG
Lloyds Banking Group PLC

Financial Services
-1.94M
- 18.52%
$3.32 - $4.29 $6.45M - $8.34M
8.55M $36.3M
SEM
Select Medical Holdings Corp

Healthcare
-205K
- 53.95%
$14.26 - $18.41 $2.93M - $3.78M
175K $2.66M
RMD
Resmed Inc

Healthcare
-30.2K
- 25.13%
$204.54 - $258.0 $6.17M - $7.78M
89.9K $23.2M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-24.3K
- 7.08%
$64.31 - $75.93 $1.56M - $1.85M
319K $21.7M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-6.53K
- 3.76%
$419.99 - $501.97 $2.74M - $3.28M
167K $80.9M
NEOG
Neogen Corp

Healthcare
-354K
- 72.62%
$4.39 - $8.59 $1.55M - $3.04M
133K $638K
EGP
Eastgroup Properties Inc

Real Estate
-12.8K
- 8.0%
$145.28 - $176.09 $1.86M - $2.25M
147K $24.5M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-90.6K
- 4.58%
$103.88 - $123.68 $9.41M - $11.2M
1.89M $233M
OVV
Ovintiv Inc.

Energy
-24.4K
- 4.41%
$31.18 - $44.14 $761K - $1.08M
529K $20.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-26.6K
- 3.3%
$68.13 - $74.77 $1.81M - $1.99M
779K $56.7M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-30.1K
- 10.52%
$90.85 - $102.31 $2.73M - $3.08M
256K $25.7M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-14.9K
- 11.58%
$167.22 - $212.42 $2.48M - $3.15M
113K $22.4M
HUBS
Hubspot Inc

Technology
-4.37K
- 6.57%
$487.07 - $672.24 $2.13M - $2.94M
62.1K $34.6M
RSG
Republic Services, Inc.

Industrials
-26.2K
- 3.74%
$227.2 - $258.07 $5.96M - $6.77M
675K $166M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-158K
- 32.09%
$21.04 - $22.42 $3.33M - $3.55M
335K $7.49M
SPSC
Sps Commerce Inc

Technology
-29.2K
- 14.26%
$121.61 - $152.67 $3.56M - $4.46M
176K $23.9M
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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