Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. reported 1,369 positions worth $20.87B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: IVV (7.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $1.50B | 7.21% | 2,008,278 | — | — | |
| ▸ 2 | APUE | SH | $1.14B | 5.48% | 24,743,201 | — | — | |
| ▸ 3 | IWY | SH | $1.06B | 5.06% | 3,635,042 | — | — | |
| ▸ 4 | IUSB | SH | $781.7M | 3.75% | 16,937,298 | — | — | |
| ▸ 5 | IWX | SH | $516.1M | 2.47% | 4,907,301 | — | — | |
| ▸ 6 | IVW | SH | $491.0M | 2.35% | 3,569,833 | — | — | |
| ▸ 7 | DFAL | SH | $489.9M | 2.35% | 9,728,917 | — | — | |
| ▸ 8 | APIE | SH | $471.1M | 2.26% | 12,154,559 | — | — | |
| ▸ 9 | APCB | SH | $455.2M | 2.18% | 15,469,678 | — | — | |
| ▸ 10 | DYNF | SH | $453.3M | 2.17% | 6,665,461 | — | — |
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Frequently Asked Questions
What stocks does Envestnet Portfolio Solutions, Inc. hold as of Q2 2026?
Envestnet Portfolio Solutions, Inc. reported 1369 positions worth $20.87B in its Q2 2026 13F filing. Largest positions: IVV (7.2%), APUE (5.5%), IWY (5.1%), IUSB (3.7%) and IWX (2.5%).
What did Envestnet Portfolio Solutions, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Envestnet Portfolio Solutions, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.