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
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-1.46K
- 0.62%
$81.24 - $97.99 $119K - $143K
234K $19.4M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-97.8K
- 15.17%
$47.96 - $50.54 $4.69M - $4.94M
547K $27.7M
INDA
Ishares Msci India Index Fund

ETFs
-54.3K
- 40.84%
$51.98 - $55.84 $2.82M - $3.03M
78.7K $4.1M
STRA
Strategic Education, Inc.

Consumer Defensive
-43.1K
- 9.59%
$73.87 - $86.09 $3.18M - $3.71M
406K $35M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-93.8K
- 25.08%
$23.52 - $28.77 $2.21M - $2.7M
280K $7.38M
GWRE
Guidewire Software, Inc.

Technology
-9.54K
- 4.96%
$207.82 - $261.88 $1.98M - $2.5M
183K $42M
INSP
Inspire Medical Systems, Inc.

Healthcare
-19.8K
- 62.01%
$74.2 - $139.25 $1.47M - $2.75M
12.1K $899K
PRGS
Progress Software Corp

Technology
-31.6K
- 34.15%
$40.98 - $55.52 $1.3M - $1.76M
61K $2.68M
GIS
General Mills Inc

Consumer Defensive
-45.7K
- 7.01%
$48.44 - $53.83 $2.22M - $2.46M
607K $30.6M
DOV
Dover Corp

Industrials
-3.62K
- 2.29%
$165.59 - $190.9 $599K - $690K
154K $25.7M
IHF
Ishares Tr

ETFs
-67.2K
- 30.62%
$40.81 - $49.43 $2.74M - $3.32M
152K $7.52M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-62.7K
- 8.43%
$50.52 - $50.75 $3.17M - $3.18M
681K $34.6M
WDFC
Wd 40 CO

Basic Materials
-7.32K
- 13.17%
$195.27 - $233.16 $1.43M - $1.71M
48.3K $9.54M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-30.2K
- 3.86%
$86.07 - $90.74 $2.6M - $2.74M
751K $67.3M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-212K
- 49.68%
$14.46 - $15.29 $3.06M - $3.24M
214K $3.23M
AL
Air Lease Corp

Industrials
-110K
- 14.58%
$54.35 - $64.28 $6M - $7.09M
646K $41.1M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-142K
- 14.57%
$21.68 - $22.04 $3.07M - $3.12M
830K $18.2M
CCK
Crown Holdings Inc

Consumer Cyclical
-17.1K
- 7.69%
$92.19 - $108.12 $1.57M - $1.85M
205K $19.8M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-130K
- 11.51%
$22.84 - $22.95 $2.97M - $2.98M
999K $22.9M
NSA
National Storage Affiliates Trust

Real Estate
-89K
- 72.65%
$29.44 - $33.3 $2.62M - $2.96M
33.5K $1.01M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-130K
- 4.13%
$30.81 - $32.63 $4M - $4.24M
3.02M $97.4M
KEX
Kirby Corp

Industrials
-2.93K
- 3.35%
$82.64 - $120.83 $242K - $354K
84.5K $7.05M
UI
Ubiquiti Inc.

Technology
-7.49K
- 86.39%
$388.83 - $660.58 $2.91M - $4.95M
1.18K $779K
KFRC
Kforce Inc

Industrials
-17.1K
- 8.36%
$29.56 - $46.91 $504K - $800K
187K $5.6M
DFAU
Dimensional ETF Tr

ETFs
-103K
- 18.16%
$42.42 - $45.96 $4.36M - $4.72M
463K $21.2M
NCNO
N Cino, Inc.

Technology
-88.3K
- 21.36%
$26.19 - $32.69 $2.31M - $2.89M
325K $8.81M
HLNE
Hamilton Lane Inc

Financial Services
-5.31K
- 1.93%
$134.79 - $160.88 $716K - $855K
270K $36.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
-56.4K
- 2.59%
$90.83 - $93.81 $5.13M - $5.29M
2.12M $198M
TFII
Tfi International Inc.

Industrials
-29.6K
- 71.91%
$84.43 - $96.79 $2.5M - $2.87M
11.6K $1.02M
KEY
Keycorp

Financial Services
-198K
- 23.82%
$17.37 - $19.39 $3.44M - $3.84M
634K $11.8M
NI
Nisource Inc.

Utilities
-102K
- 16.54%
$39.0 - $43.33 $3.98M - $4.42M
515K $22.3M
VCEL
Vericel Corp

Healthcare
-1.88K
- 0.82%
$29.84 - $41.74 $56K - $78.3K
226K $7.1M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-38.3K
- 13.67%
$68.58 - $69.85 $2.63M - $2.68M
242K $16.9M
PRGO
Perrigo CO PLC

Healthcare
-30.4K
- 7.13%
$20.76 - $28.43 $631K - $865K
396K $8.81M
UMH
Umh Properties, Inc.

Real Estate
-117K
- 27.78%
$14.69 - $17.34 $1.71M - $2.02M
303K $4.5M
PAA
Plains All American Pipeline LP

Energy
-120K
- 33.1%
$16.88 - $18.93 $2.03M - $2.28M
243K $4.15M
PEN
Penumbra Inc

Healthcare
-9.25K
- 18.98%
$227.15 - $287.09 $2.1M - $2.66M
39.5K $10M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-33.6K
- 50.23%
$77.92 - $81.94 $2.62M - $2.75M
33.3K $2.73M
MIDD
Middleby Corp

Industrials
-8.18K
- 6.71%
$118.3 - $150.16 $968K - $1.23M
114K $15.1M
CHD
Church & Dwight CO Inc

Consumer Defensive
-7.87K
- 3.85%
$85.84 - $99.09 $675K - $779K
196K $17.2M
ATEC
Alphatec Holdings, Inc.

Healthcare
-255K
- 67.7%
$10.31 - $16.55 $2.63M - $4.22M
122K $1.77M
PSO
Pearson PLC

Communication Services
-160K
- 84.22%
$13.86 - $15.1 $2.22M - $2.42M
30K $424K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-108K
- 11.0%
$22.19 - $22.44 $2.4M - $2.43M
875K $19.6M
AVNS
Avanos Medical, Inc.

Healthcare
-194K
- 92.48%
$9.89 - $12.72 $1.92M - $2.47M
15.8K $182K
SABR
Sabre Corp

Consumer Cyclical
-87.5K
- 5.23%
$1.71 - $3.42 $150K - $299K
1.59M $2.9M
GDV
Gabelli Dividend & Income Trust

Financial Services
-91.8K
- 83.04%
$25.8 - $27.4 $2.37M - $2.51M
18.7K $508K
LMB
Limbach Holdings, Inc.

Industrials
-674
- 1.27%
$93.01 - $149.53 $62.7K - $101K
52.6K $5.09M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-33.8K
- 35.88%
$72.91 - $77.23 $2.46M - $2.61M
60.3K $4.61M
SIGI
Selective Insurance Group Inc

Financial Services
-20.8K
- 17.59%
$75.0 - $90.91 $1.56M - $1.89M
97.3K $7.89M
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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