§ 13F · FUND PROFILE
Envestnet Portfolio Solutions, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $27189.5T (13F)Positions · 1516Turnover · 100% · Q4Filed · Feb 6, 2026
CONCENTRATION
36%
Top 10 holdings
NEW BUYS
+121
+$158.1T deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → MEDIA
-0pp · +0pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 3.15M | $2159.6T | 7.6% | +3% |
| 2 | IWY | ISHARES TR | 4.75M | $1316.7T | 4.6% | −1% |
| 3 | VOO | VANGUARD INDEX FDS | 1.86M | $1166.4T | 4.1% | +2% |
| 4 | APUE | TRUST FOR PROFESSIONAL | 26.79M | $1116.4T | 3.9% | ±0% |
| 5 | IEMG | ISHARES INC | 12.80M | $860.7T | 3.0% | +12% |
| 6 | VO | VANGUARD INDEX FDS | 2.76M | $802.0T | 2.8% | +4% |
| 7 | IEFA | ISHARES TR | 8.90M | $796.6T | 2.8% | +1% |
| 8 | AGG | ISHARES TR | 7.77M | $775.8T | 2.7% | +4% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 12.03M | $751.5T | 2.6% | +1% |
| 10 | IWX | ISHARES TR | 6.33M | $581.7T | 2.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other6.9% (±0)
Technology2.4% (±0)
Semiconductors1.7% (±0)
Media1.3% (±0)
Retail1.1% (±0)
Financial Services1.1% (±0)
§ 03 · THE ENVESTNET SIGNAL
AC read
Envestnet Portfolio Solutions, Inc. is a Other fund managing $27189524.8 trillion in assets. The fund runs a massive portfolio of 1,516 positions, broad diversification across holdings, with the top 10 accounting for 36%. Trading activity is aggressive at 100% quarterly turnover, with 121 new positions and 0 exits last quarter. Top sector allocations: Other (7%), Technology (2%), Semiconductors (2%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Busy quarter
+121 buys · −0 exits · 1354 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed