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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 ⇄ Cetera Investment Advisers

60Shared positions
69.6%Name overlap (Jaccard)
15+Only Envestnet…
15+Only Cetera…

Shared holdings · Q2 2026

SecurityEnvestnet Asset… weightCetera Investment… weight
IVV iShares Core S&P 500 ETF 7.3% 3.2%
VOO Vanguard S&P 500 ETF 1.8% 1.4%
NVDA NVIDIA Corporation 1.1% 1.8%
AAPL Apple Inc. 1.0% 1.9%
VTV Vanguard Morningstar… 1.2% 1.6%
IUSB iShares Core Universal… 2.0% 0.6%
AGG iShares Core U.S.… 1.0% 1.4%
VUG Vanguard Morningstar… 1.2% 1.1%
DYNF iShares U.S. Equity… 1.8% 0.5%
IVW iShares S&P 500 Growth ETF 1.6% 0.6%
IEFA iShares Core MSCI EAFE ETF 1.1% 1.0%
QQQ Invesco QQQ Trust, Series… 0.5% 1.5%
MSFT Microsoft Corporation 1.0% 1.0%
VEA Vanguard FTSE Developed… 1.5% 0.5%
IEMG iShares Core MSCI… 1.3% 0.6%
IVE iShares S&P 500 Value ETF 1.2% 0.6%
AMZN Amazon.com, Inc. 0.7% 1.0%
SPY State Street SPDR S&P 500… 0.5% 1.3%
VTI Vanguard Morningstar… 0.5% 1.2%
GOOGL Alphabet Inc. 0.6% 0.7%
IWF iShares Russell 1000… 0.6% 0.7%
VONG Vanguard Russell 1000… 0.2% 1.1%
AVGO Broadcom Inc. 0.7% 0.6%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.7%
GOVT iShares U.S. Treasury… 0.9% 0.2%
SCHG Schwab U.S. Large-Cap… 0.5% 0.6%
CGDV Capital Group Dividend… 0.3% 0.8%
GOOG Alphabet Inc. 0.5% 0.5%
JPM JPMorgan Chase & Co. 0.6% 0.4%
WT WisdomTree, Inc. 0.2% 0.8%
BNDX Vanguard Total… 0.7% 0.3%
BAI iShares A.I. Innovation… 0.7% 0.2%
EFG iShares MSCI EAFE Growth… 0.7% 0.3%
IJR iShares Core S&P… 0.6% 0.4%
IJH iShares Core S&P Mid-Cap… 0.7% 0.3%
BND Vanguard Total Bond… 0.4% 0.5%
SPYM State Street SPDR… 0.5% 0.4%
VO Vanguard Morningstar… 0.5% 0.4%
MBB iShares MBS ETF 0.7% 0.2%
SCHD Schwab U.S. Dividend… 0.1% 0.7%
META Meta Platforms, Inc. 0.4% 0.4%
VWO Vanguard FTSE Emerging… 0.6% 0.3%
MTUM iShares MSCI USA Momentum… 0.6% 0.2%
XLK State Street Technology… 0.5% 0.3%
MUB iShares National Muni… 0.4% 0.4%
BSV Vanguard Short-Term Bond… 0.6% 0.2%
VXUS Vanguard Total… 0.2% 0.5%
TSM Taiwan Semiconductor… 0.4% 0.3%
LLY Eli Lilly and Company 0.3% 0.4%
EFV iShares MSCI EAFE Value… 0.6% 0.1%
MU Micron Technology, Inc. 0.2% 0.5%
IWD iShares Russell 1000… 0.4% 0.3%
CGGR Capital Group Growth ETF 0.2% 0.5%
VB Vanguard Morningstar… 0.3% 0.3%
SPYG State Street SPDR… 0.3% 0.4%
TLH iShares 10-20 Year… 0.5% 0.2%
BRK-B Berkshire Hathaway Inc. 0.1% 0.5%
BLCR iShares Large Cap Core… 0.5% 0.1%
IWM iShares Russell 2000 ETF 0.1% 0.5%
AMD Advanced Micro Devices… 0.1% 0.5%

Distinctively Envestnet Asset…

PIEQ Principal… 0.1%
TSME 0.1%
TCPB 0.1%
LCAP Principal Capital… 0.0%
PSC Principal U.S.… 0.0%
AVES 0.0%
BCHP 0.0%
XTWY 0.0%
IG 0.0%
MTBA 0.0%
SAMT 0.0%
TUSB 0.0%
IWLG 0.0%
RMOP 0.0%
AVIG 0.0%

Distinctively Cetera Investment…

HAP 0.0%
FRMI Fermi Inc. Common… 0.0%
ISCB 0.0%
CRGY Crescent Energy… 0.0%
PSCX 0.0%
BB BlackBerry Limited 0.0%
MMSD 0.0%
OCUL Ocular Therapeutix… 0.0%
IFN 0.0%
ASA 0.0%
SEZL Sezzle Inc. 0.0%
FLIA 0.0%
LSAF 0.0%
BITW 0.0%
NVBW 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