Envestnet Asset Management
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Envestnet Asset Management’s Brandes US Small-Mid Cap Value ETF BSMC Stock Holding History

Envestnet Asset Management’s Portfolio BSMC Stock Details BSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Buy
+6,161
New +$233K ﹤0.01% 4564

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NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
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Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management's BSMC Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Brandes US Small-Mid Cap Value ETF (BSMC) in Q2 2026: 6,161 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #4564 among its holdings.

9 funds tracked by Wall St. Rank hold BSMC as of Q2 2026.

  • Envestnet Asset Management held 6,161 shares of Brandes US Small-Mid Cap Value ETF worth $240K as of Q2 2026.
  • Brandes US Small-Mid Cap Value ETF was a new Envestnet Asset Management position in Q2 2026.
  • Brandes US Small-Mid Cap Value ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4564 holding.
  • 9 funds tracked by Wall St. Rank held Brandes US Small-Mid Cap Value ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.