LATEST PORTFOLIO VALUE
$27.12 B
09/30/2025
TOTAL ASSETS HELD
$1,444
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
36.83%
CIK: 0001998033
CIK: 0001998033
Envestnet Portfolio Solutions, Inc. (CIK: 0001998033) is a financial institution headquartered at 1000 chesterbrook boulevard, suite 250, BERWYN, PENNSYLVANIA 19312. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $27,121,060,705, comprising 1,443 distinct securities. Over its filing history, it has submitted 9 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 3,065,138 | $2,051,496,652 | 7.56% | ▲ 40,209 | Add 1.3% | |
| 4,793,792 | $1,311,821,288 | 4.84% | ▼ 234,049 | Reduce -4.7% | |
| 1,824,955 | $1,117,565,735 | 4.12% | ▲ 9,346 | Add 0.5% | |
| 26,768,520 | $1,091,620,257 | 4.02% | ▲ 433,686 | Add 1.7% | |
| 2,659,014 | $781,058,896 | 2.88% | ▲ 94,034 | Add 3.7% | |
| 8,798,851 | $768,227,687 | 2.83% | ▼ 3,217 | Reduce 0.0% | |
| 11,416,870 | $752,600,093 | 2.77% | ▲ 492,622 | Add 4.5% | |
| 7,471,419 | $749,009,787 | 2.76% | ▼ 11,488,196 | Reduce -60.6% | |
| 11,854,360 | $710,313,274 | 2.62% | ▲ 64,854 | Add 0.6% | |
| 12,103,838 | $565,370,292 | 2.08% | ▼ 1,940,618 | Reduce -13.8% |