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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Envestnet Asset Management Inc ⇄ Captrust Financial Advisors

60Shared positions
56.5%Name overlap (Jaccard)
15+Only Envestnet…
15+Only Captrust…

Shared holdings · Q2 2026

SecurityEnvestnet Asset… weightCaptrust Financial… weight
IVV iShares Core S&P 500 ETF 7.3% 5.3%
VEA Vanguard FTSE Developed… 1.5% 3.3%
AAPL Apple Inc. 1.0% 3.6%
NVDA NVIDIA Corporation 1.1% 2.7%
VTV Vanguard Morningstar… 1.2% 2.3%
MSFT Microsoft Corporation 1.0% 2.1%
VOO Vanguard S&P 500 ETF 1.8% 1.3%
SHY iShares 1-3 Year Treasury… 0.1% 2.7%
IEMG iShares Core MSCI… 1.4% 1.2%
GOOGL Alphabet Inc. 0.6% 1.9%
VUG Vanguard Morningstar… 1.2% 1.1%
AMZN Amazon.com, Inc. 0.7% 1.4%
AGG iShares Core U.S.… 1.0% 1.0%
IUSB iShares Core Universal… 2.0% 0.0%
AVGO Broadcom Inc. 0.7% 1.2%
IXUS iShares Core MSCI Total… 0.3% 1.6%
DYNF iShares U.S. Equity… 1.8% 0.0%
IVW iShares S&P 500 Growth ETF 1.6% 0.1%
VB Vanguard Morningstar… 0.3% 1.4%
BSV Vanguard Short-Term Bond… 0.6% 0.9%
FNDX Schwab Fundamental U.S.… 0.1% 1.4%
SPY State Street SPDR S&P 500… 0.5% 0.9%
IEFA iShares Core MSCI EAFE ETF 1.1% 0.2%
IEI iShares 3-7 Year Treasury… 0.1% 1.2%
IVE iShares S&P 500 Value ETF 1.3% 0.0%
JPM JPMorgan Chase & Co. 0.6% 0.7%
GOOG Alphabet Inc. 0.5% 0.7%
IEF iShares 7-10 Year… 0.3% 0.8%
IWB iShares Russell 1000 ETF 0.4% 0.8%
GOVT iShares U.S. Treasury… 0.9% 0.2%
QQQ Invesco QQQ Trust, Series… 0.5% 0.5%
IWF iShares Russell 1000… 0.6% 0.4%
VTI Vanguard Morningstar… 0.5% 0.5%
ABBV AbbVie Inc. 0.3% 0.7%
META Meta Platforms, Inc. 0.4% 0.6%
BRK-B Berkshire Hathaway Inc. 0.1% 0.8%
IJH iShares Core S&P Mid-Cap… 0.7% 0.3%
SCHX Schwab U.S. Large-Cap ETF 0.0% 0.9%
LRCX Lam Research Corporation 0.3% 0.6%
LLY Eli Lilly and Company 0.3% 0.6%
XLK State Street Technology… 0.5% 0.4%
TSM Taiwan Semiconductor… 0.4% 0.4%
MTUM iShares MSCI USA Momentum… 0.6% 0.2%
CSCO Cisco Systems, Inc. 0.3% 0.5%
IJR iShares Core S&P… 0.6% 0.2%
EFG iShares MSCI EAFE Growth… 0.7% 0.1%
V Visa Inc. 0.3% 0.4%
WT WisdomTree, Inc. 0.2% 0.6%
MA Mastercard Incorporated 0.2% 0.5%
BAI iShares A.I. Innovation… 0.7% 0.0%
PANW Palo Alto Networks, Inc. 0.1% 0.6%
BNDX Vanguard Total… 0.7% 0.0%
MBB iShares MBS ETF 0.7% 0.0%
JGRO JPMorgan Active Growth ETF 0.0% 0.7%
VWO Vanguard FTSE Emerging… 0.6% 0.1%
MUB iShares National Muni… 0.4% 0.2%
VO Vanguard Morningstar… 0.5% 0.2%
MGK Vanguard Morningstar Mega… 0.1% 0.6%
EFV iShares MSCI EAFE Value… 0.6% 0.1%
JNJ Johnson & Johnson 0.3% 0.3%

Distinctively Envestnet Asset…

BLCR iShares Large Cap… 0.5%
CORO iShares International… 0.4%
IDEF iShares Defense… 0.4%
THRO iShares U.S. Thematic… 0.4%
BDYN iShares Dynamic… 0.4%
IALT iShares Systematic… 0.3%
APUE ActivePassive U.S.… 0.3%
GGOV iShares Global… 0.3%
BDVL iShares Disciplined… 0.2%
LMUB iShares Long-Term… 0.2%
APIE 0.1%
GBND 0.1%
APCB 0.1%
BFLX 0.1%
TSME 0.1%

Distinctively Captrust Financial…

JPUS 0.1%
FSBC Five Star Bancorp 0.0%
LB LandBridge Company LLC 0.0%
FRMI Fermi Inc. Common… 0.0%
JPIN 0.0%
BBAI BigBear.ai Holdings… 0.0%
IVVB 0.0%
BUSE First Busey… 0.0%
SIXA 0.0%
EMKT 0.0%
NPCT 0.0%
PDN 0.0%
NUW 0.0%
IIIN 0.0%
HBT 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology