Managers / Q1 2026
Envestnet Portfolio Solutions, Inc.
CIK 0001998033 · 222 N. LASALLE ST., SUITE 625, CHICAGO, IL, 60601 · 3128272800
Reported Value
$18.1B
Q1 2026
Positions
1,286
Filings on Record
11
2019–present window
Filed
Apr 29, 2026
original filing
Summary
Envestnet Portfolio Solutions, Inc. reported $18.1B in U.S.-listed holdings across 1,286 positions for Q1 2026.
Its largest position, IWY, represents 6.5% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $18.1B | 1,286 | Apr 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $28.5B | 1,482 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $27.1B | 1,443 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $27.2B | 1,516 | Jul 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $26.1B | 1,528 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $30.6B | 1,719 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $30.8B | 1,676 | Oct 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $28.7B | 1,625 | Jul 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $26.6B | 1,596 | May 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $24.1B | 1,531 | Feb 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $21.2B | 1,478 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.