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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 ⇄ Citadel Advisors

60Shared positions
42.3%Name overlap (Jaccard)
15+Only Envestnet…
15+Only Citadel…

Shared holdings · Q2 2026

SecurityEnvestnet Asset… weightCitadel Advisors weight
IVV iShares Core S&P 500 ETF 7.3% 7.7%
NVDA NVIDIA Corporation 1.1% 1.4%
AMZN Amazon.com, Inc. 0.7% 1.5%
AAPL Apple Inc. 1.0% 1.2%
MSFT Microsoft Corporation 1.0% 0.8%
VOO Vanguard S&P 500 ETF 1.8% 0.0%
VEA Vanguard FTSE Developed… 1.5% 0.0%
AVGO Broadcom Inc. 0.7% 0.6%
IVE iShares S&P 500 Value ETF 1.2% 0.0%
GOOGL Alphabet Inc. 0.6% 0.6%
VUG Vanguard Morningstar… 1.2% 0.0%
IEFA iShares Core MSCI EAFE ETF 1.1% 0.0%
GOOG Alphabet Inc. 0.5% 0.5%
LLY Eli Lilly and Company 0.3% 0.7%
JPM JPMorgan Chase & Co. 0.6% 0.4%
META Meta Platforms, Inc. 0.4% 0.4%
ABBV AbbVie Inc. 0.3% 0.5%
BLK BlackRock, Inc. 0.1% 0.6%
EA Electronic Arts Inc. 0.0% 0.7%
WBD Warner Bros. Discovery… 0.0% 0.7%
AMD Advanced Micro Devices… 0.1% 0.5%
LRCX Lam Research Corporation 0.3% 0.4%
MA Mastercard Incorporated 0.2% 0.4%
SPY State Street SPDR S&P 500… 0.5% 0.2%
MTUM iShares MSCI USA Momentum… 0.6% 0.0%
KLAC KLA Corporation 0.2% 0.4%
AMAT Applied Materials, Inc. 0.2% 0.5%
EFV iShares MSCI EAFE Value… 0.6% 0.0%
MU Micron Technology, Inc. 0.2% 0.4%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.0%
TSM Taiwan Semiconductor… 0.4% 0.1%
IJR iShares Core S&P… 0.6% 0.0%
QQQ Invesco QQQ Trust, Series… 0.5% 0.0%
ABT Abbott Laboratories 0.1% 0.5%
CVX Chevron Corporation 0.2% 0.3%
SPCX Space Exploration… 0.0% 0.5%
HD The Home Depot, Inc. 0.2% 0.3%
JNJ Johnson & Johnson 0.3% 0.2%
STX Seagate Technology… 0.1% 0.4%
ORCL Oracle Corporation 0.1% 0.4%
WMT Walmart Inc. 0.1% 0.4%
TXN Texas Instruments… 0.1% 0.4%
KO The Coca-Cola Company 0.1% 0.4%
HWM Howmet Aerospace Inc. 0.0% 0.4%
CSCO Cisco Systems, Inc. 0.3% 0.2%
XONA.DE Exxon Mobil Corporation 0.1% 0.3%
V Visa Inc. 0.3% 0.2%
VO Vanguard Morningstar… 0.5% 0.0%
SPYM State Street SPDR… 0.5% 0.0%
BRK-B Berkshire Hathaway Inc. 0.1% 0.3%
NFLX Netflix, Inc. 0.1% 0.4%
MUB iShares National Muni… 0.4% 0.0%
ORLY O'Reilly Automotive, Inc. 0.1% 0.4%
UNH UnitedHealth Group… 0.2% 0.3%
WFC Wells Fargo & Company 0.1% 0.3%
BIV Vanguard… 0.4% 0.0%
TSLA Tesla, Inc. 0.1% 0.3%
ASML ASML Holding N.V. 0.2% 0.2%
COST Costco Wholesale… 0.1% 0.3%
QUAL iShares MSCI USA Quality… 0.4% 0.0%

Distinctively Envestnet Asset…

IUSB iShares Core… 2.0%
DYNF iShares U.S. Equity… 1.8%
IVW iShares S&P 500… 1.6%
IEMG iShares Core MSCI… 1.3%
VTV Vanguard Morningstar… 1.2%
AGG iShares Core U.S.… 1.0%
GOVT iShares U.S. Treasury… 0.9%
BAI iShares A.I.… 0.7%
BNDX Vanguard Total… 0.7%
EFG iShares MSCI EAFE… 0.7%
MBB iShares MBS ETF 0.7%
IJH iShares Core S&P… 0.7%
IWF iShares Russell 1000… 0.6%
BSV Vanguard Short-Term… 0.6%
VWO Vanguard FTSE… 0.6%

Distinctively Citadel Advisors

MANE Veradermics… 0.1%
QNT Quantinuum Inc. Class… 0.1%
GOOGN Alphabet Inc.… 0.1%
BB BlackBerry Limited 0.1%
AXTI AXT, Inc. 0.1%
ELVN Enliven Therapeutics… 0.1%
SHAZ SharonAI Holdings… 0.1%
GTLS Chart Industries, Inc. 0.1%
RCUS Arcus Biosciences… 0.1%
BTDR Bitdeer Technologies… 0.1%
STUB StubHub Holdings, Inc. 0.0%
FRMI Fermi Inc. Common… 0.0%
LTM LATAM Airlines Group… 0.0%
SGHC Super Group (SGHC)… 0.0%
KLRA 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