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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Jones Financial Companies Lllp ⇄ Envestnet Asset Management Inc

60Shared positions
54.7%Name overlap (Jaccard)
15+Only Jones…
15+Only Envestnet…

Shared holdings · Q2 2026

SecurityJones Financial… weightEnvestnet Asset… weight
IVV iShares Core S&P 500 ETF 5.7% 7.3%
VUG Vanguard Morningstar… 7.3% 1.2%
VOO Vanguard S&P 500 ETF 5.0% 1.8%
SPYM State Street SPDR… 5.8% 0.5%
IEFA iShares Core MSCI EAFE ETF 4.3% 1.1%
AGG iShares Core U.S.… 4.4% 1.0%
VTV Vanguard Morningstar… 3.9% 1.2%
IWR iShares Russell Mid-Cap… 4.4% 0.1%
VO Vanguard Morningstar… 3.5% 0.5%
IUSB iShares Core Universal… 1.6% 2.0%
VEA Vanguard FTSE Developed… 1.6% 1.5%
VV Vanguard Morningstar… 2.6% 0.1%
NVDA NVIDIA Corporation 1.2% 1.1%
IEMG iShares Core MSCI… 0.7% 1.3%
AAPL Apple Inc. 1.1% 1.0%
IJR iShares Core S&P… 1.3% 0.6%
DYNF iShares U.S. Equity… 0.1% 1.8%
MSFT Microsoft Corporation 0.9% 1.0%
IWB iShares Russell 1000 ETF 1.4% 0.4%
IVW iShares S&P 500 Growth ETF 0.2% 1.6%
SCZ iShares MSCI EAFE… 1.8% 0.0%
AMZN Amazon.com, Inc. 0.9% 0.7%
USHY iShares Broad USD High… 1.5% 0.1%
GOOGL Alphabet Inc. 0.9% 0.6%
AVDV Avantis International… 1.4% 0.1%
IVE iShares S&P 500 Value ETF 0.1% 1.2%
AVGO Broadcom Inc. 0.6% 0.7%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.5%
IJH iShares Core S&P Mid-Cap… 0.3% 0.7%
EFG iShares MSCI EAFE Growth… 0.2% 0.7%
GOVT iShares U.S. Treasury… 0.0% 0.9%
DFIS Dimensional -… 0.9% 0.0%
JPM JPMorgan Chase & Co. 0.3% 0.6%
GOOG Alphabet Inc. 0.3% 0.5%
EFV iShares MSCI EAFE Value… 0.2% 0.6%
IWF iShares Russell 1000… 0.2% 0.6%
META Meta Platforms, Inc. 0.3% 0.4%
TSM Taiwan Semiconductor… 0.3% 0.4%
SPY State Street SPDR S&P 500… 0.3% 0.5%
BNDX Vanguard Total… 0.0% 0.7%
BAI iShares A.I. Innovation… 0.0% 0.7%
QQQ Invesco QQQ Trust, Series… 0.2% 0.5%
VTI Vanguard Morningstar… 0.2% 0.5%
LLY Eli Lilly and Company 0.4% 0.3%
MBB iShares MBS ETF 0.0% 0.7%
VWO Vanguard FTSE Emerging… 0.1% 0.6%
MTUM iShares MSCI USA Momentum… 0.0% 0.6%
BSV Vanguard Short-Term Bond… 0.1% 0.6%
IWD iShares Russell 1000… 0.3% 0.4%
IUSG iShares Core S&P U.S.… 0.5% 0.1%
DGRO iShares Core Dividend… 0.4% 0.2%
V Visa Inc. 0.3% 0.3%
VB Vanguard Morningstar… 0.3% 0.3%
MUB iShares National Muni… 0.1% 0.4%
CGDV Capital Group Dividend… 0.3% 0.3%
BND Vanguard Total Bond… 0.1% 0.4%
AVEM Avantis Emerging Markets… 0.2% 0.4%
IUSV iShares Core S&P U.S.… 0.4% 0.2%
BIV Vanguard… 0.1% 0.4%
XLK State Street Technology… 0.1% 0.5%

Distinctively Jones Financial…

MFSG 0.0%
SLS 0.0%
SCYB 0.0%
HFGO 0.0%
QUVU 0.0%
ARDX Ardelyx, Inc. 0.0%
JPUS 0.0%
BFOR 0.0%
MFSM 0.0%
EOT 0.0%
PJFG 0.0%
VBF 0.0%
AWF 0.0%
NUW 0.0%
HCRB 0.0%

Distinctively Envestnet Asset…

BDYN iShares Dynamic… 0.4%
APUE ActivePassive U.S.… 0.3%
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%
GSUS Goldman Sachs… 0.1%
BBUS JPMorgan BetaBuilders… 0.1%
ACLC 0.1%
LCAP Principal Capital… 0.0%
SFLR 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