Envestnet Asset Management Inc Reduced Holdings in Q3 2025

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-290K
- 59.81%
$21.89 - $22.2 $6.36M - $6.45M
195K $4.31M
PSI
Invesco Exchange Traded Fd Tr

ETFs
-112K
- 78.83%
$58.74 - $71.59 $6.57M - $8M
30K $2.11M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-12.9K
- 3.92%
$107.28 - $125.1 $1.39M - $1.62M
318K $34.5M
SPSC
Sps Commerce Inc

Technology
-6.9K
- 3.93%
$103.88 - $142.5 $717K - $984K
169K $17.6M
ADSK
Autodesk, Inc.

Technology
-25.7K
- 4.29%
N/A
572K $141M
EW
Edwards Lifesciences Corp

Healthcare
-78.7K
- 23.13%
$73.75 - $81.83 $5.8M - $6.44M
262K $20.3M
MSM
Msc Industrial Direct CO Inc

Industrials
-76.9K
- 65.78%
$84.9 - $92.9 $6.53M - $7.14M
40K $3.69M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-197K
- 5.97%
N/A
3.11M $98M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-96.7K
- 61.51%
$68.27 - $75.58 $6.6M - $7.31M
60.5K $4.5M
CHTR
Charter Communications, Inc.

Communication Services
-7.09K
- 22.76%
$256.57 - $418.22 $1.82M - $2.97M
24.1K $6.62M
POST
Post Holdings, Inc.

Consumer Defensive
-51.8K
- 16.91%
$102.36 - $114.04 $5.3M - $5.9M
254K $27.3M
HEQT
Simplify Exchange Traded Fds H
-206K
- 58.05%
$30.02 - $31.27 $6.18M - $6.44M
149K $4.65M
USFD
Us Foods Holding Corp.

Consumer Defensive
-76.9K
- 26.77%
$76.35 - $84.68 $5.87M - $6.51M
210K $16.1M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-20.3K
- 7.56%
$61.95 - $80.32 $1.26M - $1.63M
248K $15.5M
MKL
Markel Corp

Financial Services
-979
- 2.07%
$1898.34 - $2031.8 $1.86M - $1.99M
46.4K $88.6M
IEX
Idex Corp

Industrials
-28.2K
- 27.96%
$157.53 - $185.69 $4.45M - $5.25M
72.8K $11.8M
BWXT
Bwx Technologies, Inc.

Industrials
-79.1K
- 36.63%
$136.45 - $184.37 $10.8M - $14.6M
137K $25.2M
CNI
Canadian National Railway CO

Industrials
-34.4K
- 12.99%
$92.01 - $106.6 $3.17M - $3.67M
231K $21.7M
AOK
Ishares Tr Core Conservative A

ETFs
-149K
- 95.14%
$38.64 - $40.17 $5.77M - $6M
7.62K $306K
VNQ
Vanguard Specialized Funds Van

ETFs
-123K
- 5.34%
$88.47 - $93.24 $10.9M - $11.5M
2.18M $199M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-152K
- 52.23%
$41.34 - $45.65 $6.28M - $6.94M
139K $6.27M
BRK-A
Berkshire Hathaway Inc

Financial Services
-8
- 72.73%
$692600.0 - $759798.0 $5.54M - $6.08M
3 $2.26M
AIN
Albany International Corp

Consumer Cyclical
-20.9K
- 7.67%
$52.8 - $72.53 $1.11M - $1.52M
252K $13.4M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-274K
- 83.75%
$21.49 - $24.47 $5.88M - $6.69M
53.1K $1.3M
RE
Everest Re Group LTD

Financial Services
-15.3K
- 9.08%
N/A
153K $56.8M
HEI
Heico Corp

Industrials
-13.2K
- 5.44%
$304.5 - $337.56 $4.03M - $4.47M
230K $74.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-25.2K
- 9.44%
$435.72 - $463.74 $11M - $11.7M
242K $112M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-145K
- 39.4%
$38.58 - $40.06 $5.59M - $5.81M
223K $8.85M
LII
Lennox International Inc

Industrials
-2.83K
- 3.14%
$516.18 - $664.54 $1.46M - $1.88M
87.3K $46.2M
AON
Aon PLC

Financial Services
-15K
- 3.5%
$350.91 - $375.27 $5.26M - $5.63M
413K $147M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-42.6K
- 11.15%
$53.89 - $68.51 $2.3M - $2.92M
340K $18.6M
LSTR
Landstar System Inc

Industrials
-16.1K
- 7.93%
$120.68 - $146.55 $1.95M - $2.36M
187K $23M
UNF
Unifirst Corp

Industrials
-11.8K
- 7.45%
$165.27 - $190.41 $1.95M - $2.25M
147K $24.5M
MRVL
Marvell Technology, Inc.

Technology
-188K
- 11.94%
$62.31 - $84.07 $11.7M - $15.8M
1.39M $117M
HUM
Humana Inc

Healthcare
-26.5K
- 26.14%
$220.41 - $312.0 $5.84M - $8.26M
74.8K $19.5M
POWI
Power Integrations Inc

Technology
-12.6K
- 4.17%
$39.37 - $59.54 $495K - $749K
289K $11.6M
ITGR
Integer Holdings Corp

Healthcare
-5.05K
- 2.11%
$100.19 - $121.77 $506K - $615K
234K $24.2M
SNY
Sanofi

Healthcare
-29K
- 0.85%
$45.07 - $51.35 $1.31M - $1.49M
3.41M $161M
IPAR
Inter Parfums Inc

Consumer Defensive
-816
- 0.53%
$98.38 - $138.55 $80.3K - $113K
152K $15M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-173K
- 42.9%
$31.86 - $39.7 $5.51M - $6.87M
230K $7.64M
VRNA
Verona Pharma PLC

Healthcare
-53.7K
- 94.05%
$90.08 - $106.69 $4.83M - $5.73M
3.4K $362K
JHML
John Hancock Multifactor Large

ETFs
-104K
- 16.86%
$73.53 - $78.37 $7.62M - $8.12M
511K $40M
WRB
Berkley W R Corp

Financial Services
-122K
- 8.86%
$67.78 - $76.62 $8.28M - $9.36M
1.26M $96.3M
EEMV
Ishares Msci Emerging Markets

ETFs
-90.7K
- 12.04%
$61.94 - $64.63 $5.62M - $5.86M
663K $42.3M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-152K
- 68.2%
$33.13 - $33.91 $5.05M - $5.17M
71.1K $2.41M
TMUS
T Mobile Us, Inc.

Communication Services
-25.8K
- 2.41%
$226.02 - $259.01 $5.83M - $6.68M
1.05M $250M
NDAQ
Nasdaq, Inc.

Financial Services
-25.4K
- 0.95%
$86.73 - $96.94 $2.2M - $2.46M
2.66M $236M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-60.5K
- 37.34%
$50.34 - $65.52 $3.05M - $3.96M
102K $5.22M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-134K
- 18.61%
$46.61 - $49.24 $6.24M - $6.59M
585K $28.8M
Activity Summary
Buys All Purchases 2493 New Holdings 288 Increased Positions 2205 Sells All Sells 1997 Reductions 1997 Sold out 0 Options Calls 0 Puts 0
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