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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 ⇄ LPL Financial LLC

60Shared positions
67.8%Name overlap (Jaccard)
15+Only Envestnet…
15+Only LPL Financial…

Shared holdings · Q2 2026

SecurityEnvestnet Asset… weightLPL Financial LLC weight
IVV iShares Core S&P 500 ETF 7.3% 2.5%
VOO Vanguard S&P 500 ETF 1.8% 1.0%
NVDA NVIDIA Corporation 1.1% 1.5%
IUSB iShares Core Universal… 2.0% 0.6%
DYNF iShares U.S. Equity… 1.8% 0.7%
AAPL Apple Inc. 1.0% 1.6%
QQQ Invesco QQQ Trust, Series… 0.5% 1.8%
IVW iShares S&P 500 Growth ETF 1.6% 0.7%
IEMG iShares Core MSCI… 1.3% 0.9%
IEFA iShares Core MSCI EAFE ETF 1.1% 1.0%
SPY State Street SPDR S&P 500… 0.5% 1.7%
VEA Vanguard FTSE Developed… 1.5% 0.5%
MSFT Microsoft Corporation 1.0% 0.9%
VUG Vanguard Morningstar… 1.2% 0.6%
VTV Vanguard Morningstar… 1.2% 0.6%
IVE iShares S&P 500 Value ETF 1.2% 0.5%
GOVT iShares U.S. Treasury… 0.9% 0.8%
SPYM State Street SPDR… 0.5% 1.3%
AMZN Amazon.com, Inc. 0.7% 0.9%
VTI Vanguard Morningstar… 0.5% 0.9%
GOOGL Alphabet Inc. 0.6% 0.7%
SPYG State Street SPDR… 0.3% 1.1%
AGG iShares Core U.S.… 1.0% 0.3%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.8%
AVGO Broadcom Inc. 0.7% 0.6%
MBB iShares MBS ETF 0.7% 0.6%
XLK State Street Technology… 0.5% 0.7%
CGDV Capital Group Dividend… 0.3% 0.9%
IJR iShares Core S&P… 0.6% 0.5%
WT WisdomTree, Inc. 0.2% 0.9%
IJH iShares Core S&P Mid-Cap… 0.7% 0.4%
GOOG Alphabet Inc. 0.5% 0.5%
QUAL iShares MSCI USA Quality… 0.4% 0.7%
IWF iShares Russell 1000… 0.6% 0.4%
BAI iShares A.I. Innovation… 0.7% 0.3%
JPM JPMorgan Chase & Co. 0.6% 0.4%
EFG iShares MSCI EAFE Growth… 0.7% 0.2%
MTUM iShares MSCI USA Momentum… 0.6% 0.3%
META Meta Platforms, Inc. 0.4% 0.4%
BNDX Vanguard Total… 0.7% 0.1%
CGGR Capital Group Growth ETF 0.2% 0.6%
EFV iShares MSCI EAFE Value… 0.6% 0.2%
VWO Vanguard FTSE Emerging… 0.6% 0.2%
SCHG Schwab U.S. Large-Cap… 0.5% 0.3%
SPYV State Street SPDR… 0.1% 0.7%
BND Vanguard Total Bond… 0.4% 0.3%
IUSG iShares Core S&P U.S.… 0.1% 0.6%
MUB iShares National Muni… 0.4% 0.3%
RDVY First Trust Rising… 0.1% 0.6%
VO Vanguard Morningstar… 0.5% 0.3%
BSV Vanguard Short-Term Bond… 0.6% 0.1%
VONV Vanguard Russell 1000… 0.1% 0.6%
LLY Eli Lilly and Company 0.3% 0.3%
TSM Taiwan Semiconductor… 0.4% 0.2%
BLCR iShares Large Cap Core… 0.5% 0.2%
VONG Vanguard Russell 1000… 0.2% 0.5%
IUSV iShares Core S&P U.S.… 0.2% 0.4%
TLH iShares 10-20 Year… 0.5% 0.2%
IWB iShares Russell 1000 ETF 0.4% 0.2%
MU Micron Technology, Inc. 0.2% 0.4%

Distinctively Envestnet Asset…

GBND 0.1%
GIGL 0.0%
SFTX 0.0%
BNDY 0.0%
AHYB 0.0%
SEMG 0.0%
CGIB 0.0%
XEMD 0.0%
SNTH 0.0%
DIVN 0.0%
DFTT 0.0%
FINT 0.0%
DEXC 0.0%
BILT 0.0%
IFLR 0.0%

Distinctively LPL Financial LLC

HYTR 0.1%
LRGG 0.0%
ECON 0.0%
FCAL 0.0%
MFSG 0.0%
EXUS 0.0%
HCRB 0.0%
GQI 0.0%
DUSA 0.0%
TCAL 0.0%
FLUD 0.0%
SMOT 0.0%
CLOX 0.0%
BILL Bill.com Holdings… 0.0%
LSAF 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