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Envestnet Portfolio Solutions, Inc.

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13F filer, CIK 1998033, BERWYN, PA

Envestnet Portfolio Solutions, Inc. reported $27,121,060,705 across 1,443 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-30. Its ten largest share positions make up 36.5% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-015609

Period
2025-09-30
Reported value
$27.1B
Holdings
1,443
Top 10 weight
36.5%
New
78
Sold out
151

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OEFadded+422,198$141M
BAIadded+3,089,073$106M
SCHPadded+3,878,917$105M
VTadded+745,623$103M
ITAadded+397,897$83.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AGGreduced-11,488,196-$1.15B
MUBreduced-3,218,833-$343M
EFGreduced-1,278,383-$146M
IYWreduced-700,209-$137M
QUALreduced-492,664-$95.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 1,443 share positions

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DMXFISHARES TR300,907$22.4Mshares
SPLBSPDR SERIES TRUST928,868$21Mshares
RWXSPDR INDEX SHS FDS515,868$14.1Mshares
UWMPROSHARES TR251,694$9.48Mshares
VCRVANGUARD WORLD FD14,683$5.32Mshares
GBILGOLDMAN SACHS ETF TR37,656$3.77Mshares
LLOEWS CORP32,760$3Mshares
FNVFRANCO NEV CORP14,767$2.42Mshares
LSAFTWO RDS SHARED TR51,115$2.17Mshares
VAWVANGUARD WORLD FD9,753$1.9Mshares
LGHNORTHERN LTS FD TR III33,048$1.8Mshares
AUSFGLOBAL X FDS40,057$1.79Mshares
FEZSPDR INDEX SHS FDS29,820$1.78Mshares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC44,326$1.77Mshares
QQHNORTHERN LTS FD TR III23,665$1.6Mshares
WSMWILLIAMS SONOMA INC9,240$1.51Mshares
LSATTWO RDS SHARED TR34,918$1.38Mshares
KHPIMANAGED PORTFOLIO SER51,716$1.31Mshares
KNGZFIRST TR EXCHANGE TRADED FD36,583$1.23Mshares
XLPSELECT SECTOR SPDR TR14,805$1.2Mshares
TWO RDS SHARED TRTWO RDS SHARED TR33,570$1.1Mshares
TCAFT ROWE PRICE EXCHANGE-TRADED29,395$1.04Mshares
CMCANADIAN IMPERIAL BANK OF CO14,212$1.01Mshares
SSOPROSHARES TR10,285$1.01Mshares
TWLOTWILIO INC7,926$986Kshares
ANSYS INCANSYS INC2,728$958Kshares
DYLDTWO RDS SHARED TR41,881$948Kshares
HUBBHUBBELL INC2,286$934Kshares
TMFCRBB FD INC14,419$930Kshares
POWIPOWER INTEGRATIONS INC16,309$912Kshares
EZUISHARES INC14,905$886Kshares
LNTALLIANT ENERGY CORP14,295$864Kshares
CCKCROWN HLDGS INC8,266$851Kshares
EUFNISHARES TR26,691$844Kshares
DOXAMDOCS LTD8,885$811Kshares
FOXAFOX CORP14,041$787Kshares
BOTZGLOBAL X FDS23,950$782Kshares
KBESPDR SERIES TRUST13,194$736Kshares
USFDUS FOODS HLDG CORP9,133$703Kshares
AFRMAFFIRM HLDGS INC10,166$703Kshares
ROUSLATTICE STRATEGIES TR12,135$652Kshares
FLHYFRANKLIN TEMPLETON ETF TR25,577$623Kshares
FRPTFRESHPET INC8,976$610Kshares
FFOGFRANKLIN TEMPLETON ETF TR13,864$610Kshares
JANWAIM ETF PRODUCTS TRUST17,411$608Kshares
HCMTDIREXION SHARES ETF TRUST18,326$597Kshares
AVLVAMERICAN CENTY ETF TR8,652$590Kshares
PPAINVESCO EXCHANGE TRADED FD T4,120$584Kshares
HIMSHIMS & HERS HEALTH INC11,451$571Kshares
FTXOFIRST TR EXCHANGE TRADED FD17,003$562Kshares
DECWAIM ETF PRODUCTS TRUST17,601$556Kshares
ACMAECOM4,884$551Kshares
OCTWAIM ETF PRODUCTS TRUST14,285$529Kshares
AMEDISYS INCAMEDISYS INC5,009$493Kshares
EWYISHARES INC6,726$483Kshares
JCPBJ P MORGAN EXCHANGE TRADED F9,843$463Kshares
SPTMSPDR SERIES TRUST6,141$460Kshares
CWANCLEARWATER ANALYTICS HLDGS I19,399$425Kshares
HACKAMPLIFY ETF TR4,904$424Kshares
VGLTVANGUARD SCOTTSDALE FDS7,501$421Kshares
ATRAPTARGROUP INC2,684$420Kshares
TMBTHORNBURG ETF TR16,246$413Kshares
PRGSPROGRESS SOFTWARE CORP6,445$411Kshares
IBITISHARES BITCOIN TRUST ETF6,521$399Kshares
FLQLFRANKLIN TEMPLETON ETF TR6,233$394Kshares
CENTACENTRAL GARDEN & PET CO12,545$393Kshares
HESS CORPHESS CORP2,808$389Kshares
OKEONEOK INC NEW4,713$385Kshares
HEGDLISTED FDS TR16,333$384Kshares
IAIISHARES TR2,213$374Kshares
VTWVVANGUARD SCOTTSDALE FDS2,680$373Kshares
OMFLINVESCO EXCH TRD SLF IDX FD6,436$372Kshares
KEYKEYCORP21,329$372Kshares
IHIISHARES TR5,868$368Kshares
MAGSLISTED FDS TR6,624$367Kshares
BKHYBNY MELLON ETF TRUST7,607$367Kshares
UTESETFIS SER TR I4,841$366Kshares
VPLVANGUARD INTL EQUITY INDEX F4,334$356Kshares
GLOBGLOBANT S A3,892$354Kshares
HFROHIGHLAND OPPS & INCOME FD66,964$348Kshares
DFEMDIMENSIONAL ETF TRUST11,658$346Kshares
PBHPRESTIGE CONSMR HEALTHCARE I4,311$344Kshares
EMHYISHARES INC8,796$343Kshares
OCIOETF SER SOLUTIONS9,519$335Kshares
RSPNINVESCO EXCHANGE TRADED FD T6,129$328Kshares
FIVEFIVE BELOW INC2,501$328Kshares
NEOGNEOGEN CORP68,349$327Kshares
CNICANADIAN NATL RY CO3,088$321Kshares
ARBALTSHARES TRUST10,701$305Kshares
WTWWILLIS TOWERS WATSON PLC LTD990$304Kshares
PODDINSULET CORP961$302Kshares
MR COOPER GROUP INCMR COOPER GROUP INC2,011$300Kshares
OSGOCTAVE SPECIALTY GROUP INC41,667$296Kshares
FNDFLOOR & DECOR HLDGS INC3,890$295Kshares
QLDPROSHARES TR2,494$294Kshares
PRVAPRIVIA HEALTH GROUP INC12,421$286Kshares
CLHCLEAN HARBORS INC1,232$285Kshares
WINGWINGSTOP INC844$284Kshares
MTNVAIL RESORTS INC1,777$279Kshares
FLSPFRANKLIN TEMPLETON ETF TR11,523$278Kshares
JJSFJ & J SNACK FOODS CORP2,443$277Kshares
ISMDNORTHERN LTS FD TR IV7,768$276Kshares
SQMSOCIEDAD QUIMICA Y MINERA DE7,793$275Kshares
BENFRANKLIN TEMPLETON INC11,357$271Kshares
JMUBJ P MORGAN EXCHANGE TRADED F5,428$269Kshares
EXPEEXPEDIA GROUP INC1,588$268Kshares
BALLBALL CORP4,751$267Kshares
IDVISHARES TR7,519$259Kshares
PFGCPERFORMANCE FOOD GROUP CO2,907$254Kshares
AVTRAVANTOR INC18,805$253Kshares
DGDOLLAR GEN CORP2,200$252Kshares
HPEHEWLETT PACKARD ENTERPRISE C12,221$250Kshares
GTLBGITLAB INC5,443$246Kshares
FBTFIRST TR EXCHANGE-TRADED FD1,511$244Kshares
EDIVSPDR INDEX SHS FDS6,378$243Kshares
RLIRLI CORP3,341$241Kshares
SLYVSPDR SERIES TRUST3,020$241Kshares
WKWORKIVA INC3,497$239Kshares
PDBCINVESCO ACTVELY MNGD ETC FD18,087$236Kshares
BWINTHE BALDWIN INSURANCE GRP IN5,444$233Kshares
MMSIMERIT MED SYS INC2,490$233Kshares
EPRFINNOVATOR ETFS TRUST13,198$233Kshares
IEXIDEX CORP1,307$230Kshares
XTENBONDBLOXX ETF TRUST4,953$229Kshares
MGYMAGNOLIA OIL & GAS CORP10,052$226Kshares
MLRGISHARES TR2,630$226Kshares
KFYKORN FERRY3,076$226Kshares
IRINGERSOLL RAND INC2,703$225Kshares
ITGARTNER INC555$224Kshares
INVHINVITATION HOMES INC6,805$223Kshares
TRGPTARGA RES CORP1,280$223Kshares
WFGWEST FRASER TIMBER CO LTD3,018$221Kshares
ATOATMOS ENERGY CORP1,433$221Kshares
RWOSPDR INDEX SHS FDS4,988$220Kshares
VIRTVIRTU FINL INC4,885$219Kshares
FRIFIRST TR EXCHANGE-TRADED FD8,077$218Kshares
PCEFINVESCO EXCH TRADED FD TR II11,180$218Kshares
IXJISHARES TR2,528$218Kshares
WBSWEBSTER FINL CORP3,946$215Kshares
ICLRICON PUB LTD CO1,454$211Kshares
RGENREPLIGEN CORP1,693$211Kshares
FLGVFRANKLIN TEMPLETON ETF TR10,021$206Kshares
USPHU S PHYSICAL THERAPY2,631$206Kshares
BLDRBUILDERS FIRSTSOURCE INC1,743$203Kshares
BIPCBROOKFIELD INFRASTRUCTURE CO4,845$202Kshares
WCCWESCO INTL INC1,087$201Kshares
FCNFTI CONSULTING INC1,245$201Kshares
FFORD MTR CO18,500$201Kshares
SIGISELECTIVE INS GROUP INC2,314$200Kshares
COLDAMERICOLD REALTY TRUST INC10,184$169Kshares
Veru IncVeru Inc10,535$6.13Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-015609 base2025-10-30acceptance time not in the bulk data set