13F Insight
DOSSIER · 13F-HR · Q1 2025

Orion Portfolio Solutions, LLC

$20.2B in tracked AUM across 3,694 positions as of Q1 2025.

OP
CIK 0001802647 · last filed Mar 31, 2025
Total AUM
$20.2B
as of Q1 2025
Holdings
3,694
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2025

Orion Portfolio Solutions, LLC filed Q1 2025 13F-HR with $20.2B in disclosed U.S. equity holdings The portfolio is led by Unknown exposure, with top positions including SECT (9.8%), ELV (2.3%), BUYW (2.1%). Quarter-over-quarter activity shows 0 new entries and 0 exits, with a net additive posture across 50 changed positions.

Orion Portfolio Solutions, LLC reports $20.2B in U.S. equity holdings for Q1 2025, anchored by a Unknown-centric allocation. The top five positions by value span SECT + ELV + BUYW + FISV + IVV, collectively representing a meaningful concentration within the disclosed book.

Core Holdings

  • SECT (NORTHERN LTS FD TR IV) — $1.0B (9.8%)
  • ELV (ELEVANCE HEALTH INC) — $0.2B (2.3%)
  • BUYW (NORTHERN LTS FD TR IV) — $0.2B (2.1%)
  • FISV (FISERV INC) — $0.2B (1.8%)
  • IVV (ISHARES TR) — $0.2B (1.5%)
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2025. Methodology

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
Loading holdings…

Filing history

2025Q1Mar 31
$20.2B▲ 101.7%
3,694 positionsLocked2024Q4Dec 31
$10.0B▼ 0.1%
1,817 positionsLocked2024Q3Sep 30
$10.0B▲ 6.0%
1,776 positionsLocked2024Q2Jun 30
$9.5B▲ 1.4%
1,711 positionsLocked2024Q1Mar 31
$9.3B▲ 8.5%
1,681 positionsLocked2023Q4Dec 31
$8.6B▲ 4.0%
1,649 positionsLocked2023Q3Sep 30
$8.3B▼ 11.9%
1,609 positionsLocked2023Q2Jun 30
$9.4B▲ 15.9%
1,619 positionsLocked2023Q1Mar 31
$8.1B▲ 183.8%
1,555 positionsLocked2022Q4Dec 31
$2.9B▲ 13.1%
795 positionsLocked2022Q3Sep 30
$2.5B▲ 1.3%
716 positionsLocked2022Q2Jun 30
$2.5B▼ 12.4%
677 positionsLocked
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