Envestnet Portfolio Solutions
$18.1B Assets Reported
1,553 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IWY | ISHARES TR | 4,738,488 | $1.2B | 6.5% |
| APUE | TRUST FOR PROFESSIONAL MANAG | 24,916,499 | $999M | 5.5% |
| IVV | ISHARES TR | 1,209,124 | $790M | 4.4% |
| IWX | ISHARES TR | 6,295,603 | $583M | 3.2% |
| IUSB | ISHARES TR | 12,537,350 | $579M | 3.2% |
| IVE | ISHARES TR | 2,148,592 | $454M | 2.5% |
| APCB | TRUST FOR PROFESSIONAL MANAG | 15,315,658 | $451M | 2.5% |
| APIE | TRUST FOR PROFESSIONAL MANAG | 12,147,990 | $428M | 2.4% |
| IVW | ISHARES TR | 3,653,783 | $413M | 2.3% |
| IEMG | ISHARES INC | 5,901,117 | $412M | 2.3% |
Track Envestnet Portfolio Solutions's 13F portfolio: $18.1B in reported holdings, 1,553 positions. Top holdings, AUM, and quarterly changes on SentiSense.