DOSSIER · 13F-HR · Q1 2026

Envestnet Portfolio Solutions, Inc.

Envestnet Portfolio Solutions's pension fund based in London, UK — $18.1B in tracked AUM across 1,286 positions as of Q1 2026.

EP

Envestnet Portfolio Solutions·London, UK·Pension Fund

CIK 0001998033 · last filed Mar 31, 2026

Total AUM

$18.1B

▲ 15.0%

vs prior

Holdings

1,286

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

Top sector

Tech

10% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Envestnet Portfolio Solutions, Inc. 13F Filing

1. Portfolio Overview

Envestnet Portfolio Solutions, Inc. manages a massive, highly diversified portfolio valued at approximately $27.12 billion as of September 30, 2025. The portfolio consists of 1,443 holdings, indicating a strategy heavily reliant on broad diversification and risk distribution rather than concentrated stock picking. The portfolio experienced negligible volatility quarter-over-quarter, with ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ISHARES TR

$1.2B4.7M6.5%

02

TRUST FOR PROFESSIONAL MANAG

$999M24.9M5.5%

03

ISHARES TR

$790M1.2M4.4%

04

ISHARES TR

$583M6.3M3.2%

05

ISHARES TR

$579M12.5M3.2%

06

ISHARES TR

$454M2.1M2.5%

07

TRUST FOR PROFESSIONAL MANAG

$451M15.3M2.5%

08

TRUST FOR PROFESSIONAL MANAG

$428M12.1M2.4%

09

ISHARES TR

$413M3.7M2.3%

10

ISHARES INC

$412M5.9M2.3%

Filing history

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