Envestnet Portfolio Solutions, Inc. New Holdings in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRC
Brady Corp

Industrials
6.23K
New
$64.32 - $76.24 $401K - $475K
6.23K $423K
CUBI
Customers Bancorp, Inc.

Financial Services
7.12K
New
$42.75 - $58.98 $304K - $420K
7.12K $417K
PRGS
Progress Software Corp

Technology
6.45K
New
$54.68 - $64.66 $352K - $417K
6.45K $411K
AAL
American Airlines Group Inc.

Industrials
37.3K
New
N/A
37.3K $411K
FCF
First Commonwealth Financial Corp

Financial Services
25.3K
New
$14.08 - $16.35 $357K - $414K
25.3K $411K
JHML
John Hancock Multifactor Large

ETFs
5.56K
New
$59.74 - $73.35 $332K - $407K
5.56K $407K
CHCO
City Holding CO

Financial Services
3.32K
New
$108.93 - $123.42 $361K - $410K
3.32K $406K
DFIP
Dimensional ETF Tr Inflation P

ETFs
9.69K
New
$41.11 - $42.42 $398K - $411K
9.69K $405K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
14.5K
New
$25.26 - $29.45 $366K - $427K
14.5K $403K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
10.3K
New
$31.29 - $38.89 $322K - $400K
10.3K $399K
HUBG
Hub Group, Inc.

Industrials
11.8K
New
$31.29 - $38.01 $370K - $449K
11.8K $395K
ABM
Abm Industries Inc

Industrials
8.35K
New
$42.24 - $52.72 $353K - $440K
8.35K $394K
VTOL
Bristow Group Inc.

Energy
11.8K
New
$25.74 - $34.31 $304K - $405K
11.8K $389K
EIG
Employers Holdings, Inc.

Financial Services
8.27K
New
$46.08 - $51.35 $381K - $424K
8.27K $389K
MTRN
Materion Corp

Basic Materials
4.9K
New
$72.15 - $84.25 $353K - $413K
4.9K $388K
INDA
Ishares Msci India Index Fund

ETFs
6.83K
New
$49.13 - $55.86 $336K - $382K
6.83K $380K
CWEN
Clearway Energy, Inc.

Utilities
11.8K
New
$26.74 - $32.22 $316K - $381K
11.8K $378K
PFS
Provident Financial Services Inc

Financial Services
21.4K
New
$14.69 - $17.98 $315K - $385K
21.4K $375K
RBLX
Roblox Corp

Communication Services
3.42K
New
$51.22 - $105.59 $175K - $361K
3.42K $359K
ARCB
Arcbest Corp

Industrials
4.61K
New
$56.73 - $77.01 $262K - $355K
4.61K $355K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
7.27K
New
$45.71 - $61.66 $332K - $448K
7.27K $350K
ZS
Zscaler, Inc.

Technology
1.11K
New
$174.67 - $315.32 $194K - $350K
1.11K $348K
FSS
Federal Signal Corp

Industrials
3.18K
New
$69.23 - $106.42 $220K - $338K
3.18K $338K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5.67K
New
N/A
5.67K $326K
MSTR
Microstrategy Inc

Technology
764
New
$237.95 - $421.61 $182K - $322K
764 $308K
USMC
Principal ETF U S Mega Cap

ETFs
4.83K
New
$50.94 - $62.56 $246K - $302K
4.83K $302K
OTTR
Otter Tail Corp

Utilities
3.91K
New
$74.62 - $81.76 $292K - $320K
3.91K $301K
NBTB
Nbt Bancorp Inc

Financial Services
7.08K
New
$38.62 - $44.8 $273K - $317K
7.08K $294K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
11.3K
New
N/A
11.3K $288K
AWR
American States Water CO

Utilities
3.68K
New
$75.1 - $81.3 $276K - $299K
3.68K $281K
UTL
Unitil Corp

Utilities
5.38K
New
$51.68 - $59.77 $278K - $322K
5.38K $280K
JJSF
J&J Snack Foods Corp

Consumer Defensive
2.44K
New
$111.46 - $136.93 $272K - $335K
2.44K $277K
USNA
Usana Health Sciences Inc

Consumer Defensive
8.98K
New
$23.43 - $31.13 $210K - $279K
8.98K $274K
STX
Seagate Technology Holdings PLC

Technology
1.88K
New
$66.54 - $144.33 $125K - $271K
1.88K $271K
ITRI
Itron, Inc.

Technology
2.05K
New
$92.04 - $132.78 $189K - $272K
2.05K $269K
NWBI
Northwest Bancshares, Inc.

Financial Services
20K
New
$10.9 - $12.84 $218K - $257K
20K $255K
RCII
Rent A Center Inc De

Industrials
9.54K
New
N/A
9.54K $254K
IFRA
Ishares Tr

ETFs
5.15K
New
$40.97 - $49.19 $211K - $253K
5.15K $253K
ZM
Zoom Video Communications, Inc.

Technology
3.22K
New
$66.7 - $84.62 $215K - $272K
3.22K $251K
GTLB
Gitlab Inc.

Technology
5.44K
New
$40.52 - $53.43 $221K - $291K
5.44K $245K
MKL
Markel Corp

Financial Services
117
New
$1678.5 - $1997.36 $196K - $234K
117 $233K
H
Hyatt Hotels Corp

Consumer Cyclical
1.66K
New
$104.22 - $139.65 $173K - $232K
1.66K $232K
WTS
Watts Water Technologies Inc

Industrials
947
New
$180.4 - $247.22 $171K - $234K
947 $232K
OXM
Oxford Industries Inc

Consumer Cyclical
5.7K
New
$37.26 - $60.9 $212K - $347K
5.7K $229K
FN
Fabrinet

Technology
751
New
$171.03 - $298.93 $128K - $224K
751 $221K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.35K
New
$52.84 - $65.52 $177K - $220K
3.35K $219K
AVAV
Aero Vironment Inc

Industrials
755
New
$111.65 - $284.95 $84.3K - $215K
755 $215K
IIPR
Innovative Industrial Properties Inc

Real Estate
3.89K
New
$48.03 - $58.9 $187K - $229K
3.89K $214K
JHMD
John Hancock ETF Tr Multifacto

ETFs
5.57K
New
$31.34 - $38.59 $175K - $215K
5.57K $213K
Activity Summary
Buys All Purchases 662 New Holdings 142 Increased Positions 520 Sells All Sells 848 Reductions 848 Sold out 0 Options Calls 0 Puts 0
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