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Manager record

Envestnet Portfolio Solutions, Inc.

Berwyn, PA · CIK 1998033 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$41.77BReported 13F valueQ2 2026 · as filed
2,739Holdings listed
+131.2%vs prior quartervalue change includes market moves
5Quarters on record
Sep 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $27.2B$27.2BQ2 20251,516 holdingsQ3 2025: $27.1B$27.1BQ3 20251,443 holdingsQ4 2025: $28.5B$28.5BQ4 20251,482 holdingsQ1 2026: $18.1B$18.1BQ1 20261,286 holdingsQ2 2026: $41.8B$41.8BQ2 20262,739 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Sep 23 2026 13F-HR/A · period Q2 2026

$20.90B · 1,370 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 20 2026 13F-HR · period Q2 2026

$20.87B · 1,369 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$18.07B · 1,286 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$28.48B · 1,482 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR · period Q3 2025

$27.12B · 1,443 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$27.19B · 1,516 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Sep 23, 2026 · Change methodology