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Envestnet Portfolio Solutions, Inc. - Portfolio Stock Holdings

Envestnet Portfolio Solutions, Inc. disclosed 1441 stock positions in a recent SEC 13F filing. $20,866,778,905 of stock holdings were filed, with the largest holdings including IVV, APUE, and IWY. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $17,349,359,607 and has 532 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

1441

Est. Stock Holding Value:

$20,866,778,905

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Envestnet Portfolio Solutions, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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