SEC Form 13F · Q2 2026

Envestnet Portfolio Solutions, Inc.

Institutional Holdings Report

13F-HRPA
$20.9B
Portfolio Value
1,369
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Envestnet Portfolio Solutions, Inc.
CIK
1998033
Accession No.
0001214659-26-008712
Location
BERWYN, PA
Form Type
13F-HR
Portfolio Value
$20.9B
Holdings Reported
1,369
Reporting Period
Q2 2026
Filed
July 20, 2026

About this Filing

Envestnet Portfolio Solutions, Inc. is an institutional investment manager based in BERWYN, PA reporting approximately $20.9B in 13(f) securities across 1,369 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.