Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Envestnet Portfolio Solutions, Inc. (CIK 1998033) reported $20.87B across 1,369 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($1.50B, 7.21%), APUE ($1.14B, 5.48%), IWY ($1.06B, 5.06%), IUSB ($781.7M, 3.75%), IWX ($516.1M, 2.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.50B | 7.21% | 2.0M | Added |
| 2 | APUE | TRUST FOR PROFESSIONAL MANAG | $1.14B | 5.48% | 24.7M | Trimmed |
| 3 | IWY | ISHARES TR | $1.06B | 5.06% | 3.6M | Trimmed |
| 4 | IUSB | ISHARES TR | $781.7M | 3.75% | 16.9M | Added |
| 5 | IWX | ISHARES TR | $516.1M | 2.47% | 4.9M | Trimmed |
| 6 | IVW | ISHARES TR | $491.0M | 2.35% | 3.6M | Trimmed |
| 7 | DFAL | DIMENSIONAL ETF TRUST | $489.9M | 2.35% | 9.7M | New |
| 8 | APIE | TRUST FOR PROFESSIONAL MANAG | $471.1M | 2.26% | 12.2M | Added |
| 9 | APCB | TRUST FOR PROFESSIONAL MANAG | $455.2M | 2.18% | 15.5M | Added |
| 10 | DYNF | BLACKROCK ETF TRUST | $453.3M | 2.17% | 6.7M | Added |
| 11 | IWS | ISHARES TR | $415.2M | 1.99% | 2.5M | Trimmed |
| 12 | IVE | ISHARES TR | $392.5M | 1.88% | 1.7M | Trimmed |
| 13 | IEMG | ISHARES INC | $342.3M | 1.64% | 4.1M | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $311.4M | 1.49% | 416,956 | Added |
| 15 | IEFA | ISHARES TR | $303.2M | 1.45% | 3.1M | Added |
| 16 | BAI | BLACKROCK ETF TRUST | $244.5M | 1.17% | 4.6M | Trimmed |
| 17 | EFG | ISHARES TR | $235.4M | 1.13% | 1.9M | Added |
| 18 | TLH | ISHARES TR | $229.6M | 1.10% | 2.3M | Trimmed |
| 19 | AGG | ISHARES TR | $216.2M | 1.04% | 2.2M | Trimmed |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $201.3M | 0.96% | 4.2M | Added |
| 21 | NVDA | NVIDIA CORPORATION | $199.5M | 0.96% | 997,308 | Added |
| 22 | MBB | ISHARES TR | $200.3M | 0.96% | 2.1M | Added |
| 23 | IWP | ISHARES TR | $198.0M | 0.95% | 1.4M | Trimmed |
| 24 | AAPL | APPLE INC | $197.8M | 0.95% | 683,492 | Added |
| 25 | GOVT | ISHARES TR | $195.5M | 0.94% | 8.6M | Added |
Source: SEC Form 13F filings · as of 2026-06-30