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 $18.07B across 1,280 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWY ($1.18B, 6.53%), APUE ($998.7M, 5.53%), IVV ($789.8M, 4.37%), IWX ($583.4M, 3.23%), IUSB ($579.1M, 3.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | $1.18B | 6.53% | 4.7M | Trimmed |
| 2 | APUE | TRUST FOR PROFESSIONAL MANAG | $998.7M | 5.53% | 24.9M | Trimmed |
| 3 | IVV | ISHARES TR | $789.8M | 4.37% | 1.2M | Trimmed |
| 4 | IWX | ISHARES TR | $583.4M | 3.23% | 6.3M | Trimmed |
| 5 | IUSB | ISHARES TR | $579.1M | 3.21% | 12.5M | Added |
| 6 | IVE | ISHARES TR | $453.7M | 2.51% | 2.1M | Trimmed |
| 7 | APCB | TRUST FOR PROFESSIONAL MANAG | $451.0M | 2.50% | 15.3M | Trimmed |
| 8 | APIE | TRUST FOR PROFESSIONAL MANAG | $428.2M | 2.37% | 12.1M | Trimmed |
| 9 | IVW | ISHARES TR | $413.3M | 2.29% | 3.7M | Trimmed |
| 10 | IEMG | ISHARES INC | $411.6M | 2.28% | 5.9M | Trimmed |
| 11 | IWS | ISHARES TR | $405.5M | 2.24% | 2.8M | Trimmed |
| 12 | DYNF | BLACKROCK ETF TRUST | $382.2M | 2.12% | 6.6M | Trimmed |
| 13 | EFV | ISHARES TR | $315.5M | 1.75% | 4.2M | Trimmed |
| 14 | TLH | ISHARES TR | $303.0M | 1.68% | 3.0M | Added |
| 15 | AGG | ISHARES TR | $303.5M | 1.68% | 3.1M | Trimmed |
| 16 | IEFA | ISHARES TR | $261.0M | 1.44% | 2.9M | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $240.4M | 1.33% | 369,712 | Trimmed |
| 18 | IWP | ISHARES TR | $211.1M | 1.17% | 1.6M | Trimmed |
| 19 | EFG | ISHARES TR | $204.9M | 1.13% | 1.8M | Added |
| 20 | QUAL | ISHARES TR | $194.7M | 1.08% | 1.0M | Trimmed |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $194.2M | 1.07% | 4.0M | Trimmed |
| 22 | BAI | BLACKROCK ETF TRUST | $184.0M | 1.02% | 5.6M | Added |
| 23 | GOVT | ISHARES TR | $182.5M | 1.01% | 8.0M | Added |
| 24 | MBB | ISHARES TR | $183.3M | 1.01% | 1.9M | Trimmed |
| 25 | MTUM | ISHARES TR | $169.5M | 0.94% | 706,374 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31