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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 ⇄ Truist Financial Corp

60Shared positions
54.0%Name overlap (Jaccard)
15+Only Envestnet…
15+Only Truist…

Shared holdings · Q2 2026

SecurityEnvestnet Asset… weightTruist Financial… weight
IVV iShares Core S&P 500 ETF 7.3% 6.4%
NVDA NVIDIA Corporation 1.1% 2.4%
AAPL Apple Inc. 1.0% 2.4%
SPY State Street SPDR S&P 500… 0.5% 2.7%
VOO Vanguard S&P 500 ETF 1.8% 1.4%
GOVT iShares U.S. Treasury… 0.9% 2.1%
IEFA iShares Core MSCI EAFE ETF 1.1% 1.9%
MSFT Microsoft Corporation 1.0% 1.9%
IEMG iShares Core MSCI… 1.3% 1.5%
GOOG Alphabet Inc. 0.5% 1.6%
IUSB iShares Core Universal… 2.0% 0.1%
AVGO Broadcom Inc. 0.7% 1.3%
AMZN Amazon.com, Inc. 0.7% 1.2%
DYNF iShares U.S. Equity… 1.8% 0.1%
AGG iShares Core U.S.… 1.0% 0.9%
VUG Vanguard Morningstar… 1.2% 0.7%
VEA Vanguard FTSE Developed… 1.5% 0.4%
IWF iShares Russell 1000… 0.6% 1.2%
VTV Vanguard Morningstar… 1.2% 0.6%
IVW iShares S&P 500 Growth ETF 1.6% 0.2%
JPM JPMorgan Chase & Co. 0.6% 1.2%
GOOGL Alphabet Inc. 0.6% 1.1%
IJH iShares Core S&P Mid-Cap… 0.7% 1.0%
XLK State Street Technology… 0.5% 1.1%
IJR iShares Core S&P… 0.6% 1.0%
KO The Coca-Cola Company 0.1% 1.4%
QQQ Invesco QQQ Trust, Series… 0.5% 0.9%
IVE iShares S&P 500 Value ETF 1.2% 0.1%
MBB iShares MBS ETF 0.7% 0.6%
LRCX Lam Research Corporation 0.3% 0.9%
ABBV AbbVie Inc. 0.3% 0.8%
META Meta Platforms, Inc. 0.4% 0.6%
IWD iShares Russell 1000… 0.4% 0.6%
KLAC KLA Corporation 0.2% 0.8%
CSCO Cisco Systems, Inc. 0.3% 0.7%
V Visa Inc. 0.3% 0.6%
JNJ Johnson & Johnson 0.3% 0.7%
XLF State Street Financial… 0.3% 0.7%
LLY Eli Lilly and Company 0.3% 0.6%
VTI Vanguard Morningstar… 0.5% 0.4%
PM Philip Morris… 0.3% 0.6%
TLH iShares 10-20 Year… 0.5% 0.4%
EFG iShares MSCI EAFE Growth… 0.7% 0.1%
BSV Vanguard Short-Term Bond… 0.6% 0.2%
BNDX Vanguard Total… 0.7% 0.1%
RSP Invesco S&P 500 Equal… 0.1% 0.7%
ADI Analog Devices, Inc. 0.2% 0.6%
TSM Taiwan Semiconductor… 0.4% 0.3%
EFA iShares MSCI EAFE ETF 0.2% 0.6%
BAI iShares A.I. Innovation… 0.7% 0.0%
EFV iShares MSCI EAFE Value… 0.6% 0.1%
USIG iShares Broad USD… 0.1% 0.6%
MTUM iShares MSCI USA Momentum… 0.6% 0.1%
RTX RTX Corporation 0.2% 0.5%
VWO Vanguard FTSE Emerging… 0.6% 0.1%
BND Vanguard Total Bond… 0.4% 0.3%
IWR iShares Russell Mid-Cap… 0.1% 0.5%
VO Vanguard Morningstar… 0.5% 0.2%
WMT Walmart Inc. 0.1% 0.5%
SPYG State Street SPDR… 0.3% 0.4%

Distinctively Envestnet Asset…

BDYN iShares Dynamic… 0.4%
BDVL iShares Disciplined… 0.2%
LMUB iShares Long-Term… 0.2%
APIE 0.1%
GBND 0.1%
APCB 0.1%
BFLX 0.1%
PIEQ Principal… 0.1%
USMC Principal U.S.… 0.1%
LCTU 0.1%
TCPB 0.1%
GSUS Goldman Sachs… 0.1%
BBUS JPMorgan BetaBuilders… 0.1%
ACLC 0.1%
SCHR Schwab… 0.1%

Distinctively Truist Financial Corp

LQDT Liquidity Services… 0.1%
UAMY United States… 0.0%
INFO 0.0%
FTK 0.0%
MGPI MGP Ingredients, Inc. 0.0%
EOI 0.0%
QCJL 0.0%
HFGO 0.0%
GTLS Chart Industries, Inc. 0.0%
URGN UroGen Pharma Ltd. 0.0%
HTAX 0.0%
CFFI 0.0%
USAC USA Compression… 0.0%
LEE 0.0%
RPD Rapid7, Inc. 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