Envestnet Portfolio Solutions, Inc. New Holdings in Q3 2025

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
29.8K
New
$297.99 - $419.78 $8.88M - $12.5M
29.8K $10.1M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
109K
New
$81.55 - $85.33 $8.87M - $9.29M
109K $9.25M
WDC
Western Digital Corp

Technology
15.2K
New
$63.84 - $120.06 $973K - $1.83M
15.2K $1.83M
ALV
Autoliv Inc

Consumer Cyclical
11.1K
New
$110.31 - $127.65 $1.23M - $1.42M
11.1K $1.38M
ST
Sensata Technologies Holding PLC

Technology
38.1K
New
$29.37 - $33.52 $1.12M - $1.28M
38.1K $1.16M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.7K
New
$70.77 - $73.59 $897K - $933K
12.7K $929K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
16.9K
New
$51.7 - $54.73 $874K - $925K
16.9K $924K
KRE
Spdr S&P Regional Banking ETF

ETFs
12.6K
New
$58.82 - $66.17 $739K - $831K
12.6K $795K
IHF
Ishares Tr

ETFs
15.4K
New
$40.81 - $49.43 $629K - $762K
15.4K $761K
TBBK
Bancorp, Inc.

Financial Services
8.46K
New
$58.16 - $79.6 $492K - $674K
8.46K $633K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
21.3K
New
$27.49 - $29.67 $587K - $633K
21.3K $613K
DIHP
Dimensional ETF Tr Dimensional

ETFs
18.4K
New
$28.69 - $30.59 $527K - $562K
18.4K $558K
POR
Portland General Electric CO

Utilities
12.5K
New
$39.73 - $44.0 $496K - $549K
12.5K $549K
CRGY
Crescent Energy CO

Energy
61.5K
New
$8.22 - $9.94 $505K - $611K
61.5K $548K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
9.87K
New
$50.93 - $53.85 $503K - $531K
9.87K $525K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
5.16K
New
$67.16 - $93.48 $347K - $482K
5.16K $480K
ACIW
Aci Worldwide, Inc.

Technology
8.87K
New
$40.74 - $52.9 $361K - $469K
8.87K $468K
DUHP
Dimensional ETF Tr Dimensional

ETFs
12.2K
New
$35.76 - $37.93 $437K - $464K
12.2K $461K
PGF
Invesco Exchange Traded Fd Tr

ETFs
26.2K
New
$14.11 - $14.94 $369K - $391K
26.2K $382K
NOVT
Novanta Inc

Technology
2.41K
New
N/A
2.41K $379K
IOT
Samsara Inc.

Technology
9.86K
New
$32.22 - $42.09 $318K - $415K
9.86K $367K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
3.2K
New
$108.47 - $114.7 $347K - $366K
3.2K $366K
KALU
Kaiser Aluminum Corp

Basic Materials
4.18K
New
$72.44 - $92.64 $303K - $387K
4.18K $322K
SKYY
First Trust Cloud Computing Et

ETFs
2.31K
New
$118.24 - $138.53 $273K - $320K
2.31K $310K
INMU
Blackrock ETF Tr Ii Intermedia
12.3K
New
$23.29 - $23.97 $287K - $295K
12.3K $294K
IDCC
Inter Digital, Inc.

Communication Services
853
New
$221.35 - $349.23 $189K - $298K
853 $294K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.51K
New
$107.27 - $113.94 $270K - $286K
2.51K $285K
LGND
Ligand Pharmaceuticals Inc

Healthcare
1.56K
New
$112.56 - $177.14 $176K - $276K
1.56K $276K
NTES
Net Ease, Inc.

Communication Services
1.82K
New
$127.31 - $159.34 $231K - $290K
1.82K $276K
CVLT
Commvault Systems Inc

Technology
1.42K
New
$163.43 - $195.41 $233K - $278K
1.42K $268K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
5.13K
New
$49.0 - $51.91 $252K - $267K
5.13K $266K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
10.7K
New
$23.69 - $24.32 $254K - $260K
10.7K $260K
ALB
Albemarle Corp

Basic Materials
3.09K
New
$62.9 - $88.1 $194K - $272K
3.09K $250K
AOSL
Alpha & Omega Semiconductor LTD

Technology
8.9K
New
$24.69 - $30.69 $220K - $273K
8.9K $248K
VCYT
Veracyte, Inc.

Healthcare
7.08K
New
$23.03 - $34.33 $163K - $243K
7.08K $243K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.88K
New
$46.61 - $49.24 $227K - $240K
4.88K $240K
HMC
Honda Motor CO LTD

Consumer Cyclical
7.54K
New
$29.11 - $34.85 $219K - $263K
7.54K $232K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.43K
New
$94.11 - $95.78 $228K - $232K
2.43K $232K
PVAL
Putnam ETF Tr Putnam Focused L
5.33K
New
$39.93 - $42.72 $213K - $228K
5.33K $227K
E
Eni Spa

Energy
6.51K
New
$32.55 - $35.93 $212K - $234K
6.51K $227K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
5.18K
New
$35.24 - $44.04 $183K - $228K
5.18K $226K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.09K
New
$39.37 - $44.24 $200K - $225K
5.09K $222K
OMF
One Main Holdings, Inc.

Financial Services
3.9K
New
$55.61 - $62.61 $217K - $244K
3.9K $220K
PTCT
Ptc Therapeutics, Inc.

Healthcare
3.45K
New
$43.3 - $62.88 $150K - $217K
3.45K $211K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.76K
New
$109.47 - $119.06 $193K - $209K
1.76K $208K
CALX
Calix, Inc

Technology
3.38K
New
$50.08 - $64.04 $169K - $216K
3.38K $207K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.71K
New
$70.85 - $76.96 $192K - $209K
2.71K $205K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.42K
New
$132.51 - $145.94 $188K - $207K
1.42K $205K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
5.25K
New
$37.73 - $38.9 $198K - $204K
5.25K $204K
Activity Summary
Buys All Purchases 493 New Holdings 78 Increased Positions 415 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 0 Puts 0
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