§ 13F · FUND PROFILE
Envestnet Portfolio Solutions, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $27.1B (13F)Positions · 1443Turnover · 99% · Q1Filed · Apr 29, 2026
CONCENTRATION
35%
Top 10 holdings
NEW BUYS
+72
+$255M deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-0pp · +1pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | 4.74M | $1.2B | 6.5% | ±0% |
| 2 | APUE | TRUST FOR PROFESSIONAL MANAG | 24.92M | $999M | 5.5% | −7% |
| 3 | IVV | ISHARES TR | 1.21M | $790M | 4.4% | −62% |
| 4 | IWX | ISHARES TR | 6.30M | $583M | 3.2% | −1% |
| 5 | IUSB | ISHARES TR | 12.54M | $579M | 3.2% | +1% |
| 6 | IVE | ISHARES TR | 2.15M | $454M | 2.5% | −15% |
| 7 | APCB | TRUST FOR PROFESSIONAL MANAG | 15.32M | $451M | 2.5% | −6% |
| 8 | APIE | TRUST FOR PROFESSIONAL MANAG | 12.15M | $428M | 2.4% | −9% |
| 9 | IVW | ISHARES TR | 3.65M | $413M | 2.3% | −1% |
| 10 | IEMG | ISHARES INC | 5.90M | $412M | 2.3% | −54% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other8.3% (+1pp)
Technology2.1% (±0)
Semiconductors1.9% (±0)
Media1.2% (±0)
Financial Services1.0% (±0)
Retail1.0% (±0)
§ 03 · THE ENVESTNET SIGNAL
AC read
Envestnet Portfolio Solutions, Inc. is a Other fund managing $27.1 billion in assets. The fund runs a massive portfolio of 1,443 positions, broad diversification across holdings, with the top 10 accounting for 35%. Trading activity is aggressive at 99% quarterly turnover, with 72 new positions and 0 exits last quarter. Top sector allocations: Other (8%), Technology (2%), Semiconductors (2%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Busy quarter
+72 buys · −0 exits · 1207 changed
Q4 2025
Busy quarter
+121 buys · −0 exits · 1354 changed
Q3 2025
Busy quarter
+78 buys · −0 exits · 1357 changed
Q2 2025
Busy quarter
+142 buys · −0 exits · 1368 changed