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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 ⇄ Mml Investors Services, Llc

60Shared positions
61.7%Name overlap (Jaccard)
15+Only Envestnet…
15+Only Mml Investors…

Shared holdings · Q2 2026

SecurityEnvestnet Asset… weightMml Investors… weight
IVV iShares Core S&P 500 ETF 7.3% 4.3%
DYNF iShares U.S. Equity… 1.8% 1.3%
IUSB iShares Core Universal… 2.0% 1.1%
NVDA NVIDIA Corporation 1.1% 1.8%
VOO Vanguard S&P 500 ETF 1.8% 1.2%
VEA Vanguard FTSE Developed… 1.5% 1.3%
AAPL Apple Inc. 1.0% 1.8%
IVW iShares S&P 500 Growth ETF 1.6% 1.1%
IEMG iShares Core MSCI… 1.3% 1.0%
MSFT Microsoft Corporation 1.0% 1.2%
IVE iShares S&P 500 Value ETF 1.2% 0.8%
IEFA iShares Core MSCI EAFE ETF 1.1% 0.9%
VUG Vanguard Morningstar… 1.2% 0.8%
AMZN Amazon.com, Inc. 0.7% 1.2%
QQQ Invesco QQQ Trust, Series… 0.5% 1.4%
VTV Vanguard Morningstar… 1.2% 0.6%
GOOGL Alphabet Inc. 0.6% 1.1%
SPY State Street SPDR S&P 500… 0.5% 1.1%
BAI iShares A.I. Innovation… 0.7% 0.7%
AVGO Broadcom Inc. 0.7% 0.6%
AGG iShares Core U.S.… 1.0% 0.3%
GOVT iShares U.S. Treasury… 0.9% 0.4%
SCHG Schwab U.S. Large-Cap… 0.5% 0.7%
MTUM iShares MSCI USA Momentum… 0.6% 0.6%
IJH iShares Core S&P Mid-Cap… 0.7% 0.5%
JPM JPMorgan Chase & Co. 0.6% 0.6%
EFG iShares MSCI EAFE Growth… 0.7% 0.5%
IWF iShares Russell 1000… 0.6% 0.5%
GOOG Alphabet Inc. 0.5% 0.6%
BDYN iShares Dynamic Equity… 0.4% 0.7%
META Meta Platforms, Inc. 0.4% 0.6%
MBB iShares MBS ETF 0.7% 0.3%
SPYM State Street SPDR… 0.5% 0.6%
EFV iShares MSCI EAFE Value… 0.6% 0.4%
VWO Vanguard FTSE Emerging… 0.6% 0.4%
IJR iShares Core S&P… 0.6% 0.4%
MUB iShares National Muni… 0.4% 0.5%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.4%
BND Vanguard Total Bond… 0.4% 0.5%
VTI Vanguard Morningstar… 0.5% 0.4%
BNDX Vanguard Total… 0.7% 0.2%
XLK State Street Technology… 0.5% 0.4%
TSM Taiwan Semiconductor… 0.4% 0.4%
BLCR iShares Large Cap Core… 0.5% 0.4%
QUAL iShares MSCI USA Quality… 0.4% 0.4%
AVEM Avantis Emerging Markets… 0.4% 0.4%
CGDV Capital Group Dividend… 0.3% 0.5%
LLY Eli Lilly and Company 0.3% 0.4%
BSV Vanguard Short-Term Bond… 0.6% 0.2%
VO Vanguard Morningstar… 0.5% 0.3%
CORO iShares International… 0.4% 0.3%
DGRO iShares Core Dividend… 0.2% 0.5%
FELG Fidelity Enhanced Large… 0.1% 0.6%
TLH iShares 10-20 Year… 0.5% 0.2%
THRO iShares U.S. Thematic… 0.4% 0.3%
IDEF iShares Defense… 0.4% 0.3%
XLF State Street Financial… 0.3% 0.4%
V Visa Inc. 0.3% 0.3%
ABBV AbbVie Inc. 0.3% 0.3%
BDVL iShares Disciplined… 0.2% 0.4%

Distinctively Envestnet Asset…

PIEQ Principal… 0.1%
TCPB 0.1%
LCAP Principal Capital… 0.0%
BCHP 0.0%
KORP 0.0%
XTWY 0.0%
IG 0.0%
FQAL Fidelity Quality… 0.0%
TUSB 0.0%
SECT Main Sector Rotation… 0.0%
IWLG 0.0%
RMOP 0.0%
EVIM 0.0%
PY 0.0%
SFTX 0.0%

Distinctively Mml Investors…

GXPC 0.0%
MIG 0.0%
SIXD 0.0%
EETH 0.0%
NIHI 0.0%
USAR USA Rare Earth Inc 0.0%
AXTI AXT, Inc. 0.0%
TE T1 Energy Inc 0.0%
DWUS 0.0%
FLLA 0.0%
CMTL 0.0%
SNDA 0.0%
IFV 0.0%
WGMI 0.0%
ORBX 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