Institutions / Envestnet Portfolio Solutions, Inc.

Envestnet Portfolio Solutions, Inc.

CIK 1998033 · Institution · as of Dec 31, 2025

Portfolio value

$28.48B

Positions

1,482

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,482 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$2.16B	3,152,922	7.6%
iShares Tr	—	$1.32B	4,754,627	4.6%
Vanguard Index Fds	—	$1.17B	1,859,900	4.1%
Trust for Professional	—	$1.12B	26,792,150	3.9%
iShares Inc	—	$860.74M	12,804,813	3.0%
Vanguard Index Fds	—	$802.01M	2,763,453	2.8%
iShares Tr	—	$796.57M	8,904,224	2.8%
iShares Tr	—	$775.80M	7,767,348	2.7%
Vanguard Tax-Managed Fds	—	$751.46M	12,029,160	2.6%
iShares Tr	—	$581.69M	6,332,301	2.0%
iShares Tr	—	$580.24M	12,467,587	2.0%
iShares Tr	—	$538.71M	2,540,243	1.9%
iShares Tr	—	$528.45M	7,400,273	1.9%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$502.37M	8,261,259	1.8%
Vanguard Charlotte Fds	—	$493.67M	10,216,629	1.7%
Trust for Professional	—	$483.45M	16,305,253	1.7%
Trust for Professional	—	$474.39M	13,359,462	1.7%
iShares Tr	—	$455.89M	3,698,611	1.6%
iShares Tr	—	$402.91M	2,856,534	1.4%
Vanguard Bd Index Fds	—	$350.66M	4,449,447	1.2%
iShares Tr	—	$347.20M	1,012,343	1.2%
Vanguard Scottsdale Fds	—	$309.49M	3,109,825	1.1%
Vanguard Intl Equity Index	—	$305.59M	2,166,409	1.1%
Vanguard Intl Equity Index	—	$283.28M	5,269,272	1.0%
SPDR S&P 500 ETF Tr	—	$275.16M	403,527	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.