Envestnet Portfolio Solutions, Inc.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$20.90B
13F filings
1
Latest filing
Sep 23, 2026

Top 10 holdings

IVV $1.50B
7.20% of AUM
APUE $1.14B
5.47% of AUM
IWY $1.06B
5.05% of AUM
IUSB $781.66M
3.74% of AUM
IWX $516.05M
2.47% of AUM
IVW $490.96M
2.35% of AUM
DUHP $489.85M
2.34% of AUM
APIE $471.11M
2.25% of AUM
APCB $455.23M
2.18% of AUM
DYNF $453.32M
2.17% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Envestnet Portfolio Solutions, Inc.. Reported assets under management total $20.90B.

View live Envestnet Portfolio Solutions, Inc. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Envestnet Portfolio Solutions, Inc. have under management?
Per Envestnet Portfolio Solutions, Inc.'s most recent SEC Form 13F filing dated Sep 23, 2026, total assets under management are $20.90B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Envestnet Portfolio Solutions, Inc. submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Envestnet Portfolio Solutions, Inc.. Filings are due 45 days after quarter-end.
Where does Envestnet Portfolio Solutions, Inc.'s holdings data come from?
Every position shown on this page sources back to Envestnet Portfolio Solutions, Inc.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.