Trade Filings

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Gestore A Gestore B

Envestnet Asset Management Inc ⇄ LPL Financial LLC

60Posizioni condivise

74.0%Sovrapposizione di nomi (Jaccard)

15+Solo Envestnet…

15+Solo LPL Financial…

Posizioni condivise · Q2 2026

Strumento finanziario	Envestnet Asset… peso	LPL Financial LLC peso
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…	1.4%	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	1.3%	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%
IJH iShares Core S&P Mid-Cap…	0.7%	0.4%
WT WisdomTree, Inc.	0.2%	0.9%
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%

In modo distintivo Envestnet Asset…

GBND	0.1%
GIGL	0.0%
SFTX	0.0%
AHYB	0.0%
SEMG	0.0%
CGIB	0.0%
XEMD	0.0%
DEXC	0.0%
HEDG	0.0%
PQDI	0.0%
QGRD	0.0%
SAGP	0.0%
SBAR	0.0%
GRNJ	0.0%
SMOX	0.0%

In modo distintivo LPL Financial LLC

XONA.DE Exxon Mobil…	0.2%
HYTR	0.1%
LRGG	0.0%
ECON	0.0%
FCAL	0.0%
EXUS	0.0%
HCRB	0.0%
GQI	0.0%
TCAL	0.0%
DUSA	0.0%
FLUD	0.0%
INCE	0.0%
LSAF	0.0%
CLOX	0.0%
BILL Bill.com Holdings…	0.0%

Provenienza: Sovrapposizione calcolata in tempo reale dalle posizioni in azioni ordinarie analizzate di entrambi i manager per Q2 2026. Solo posizioni lunghe dichiarate — hedging e asset non soggetti a 13F non sono visibili. Metodologia

Confronta gestori

Envestnet Asset Management Inc ⇄ LPL Financial LLC

Posizioni condivise · Q2 2026

In modo distintivo Envestnet Asset…

In modo distintivo LPL Financial LLC