CIK: 1998033
ENVESTNET PORTFOLIO SOLUTIONS, INC.
Total: $28,480,823,677
Street: 1000 CHESTERBROOK BOULEVARD
, SUITE 250
City: BERWYN
State: PA
Information for Viewing 13F Reports:
  1. Name: The name of the company.
  2. CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
  3. Class: The investment company’s series name. A registered investment company may have multiple series, each with a separate securities portfolio.
  4. Value: The monetary value of the holdings in USD.
  5. Shares: The number of shares held.
  6. Share Price: The price of shares at the time of filing.
  7. Investment: The type of investment.
  8. % of Portfolio: The percentage that this position represents in the total portfolio.
QuarterPeriod of ReportHoldingsValueTypeFilling DateFilling ID
Q4 2531-Dec-20251482$28,480,823,67713F-HR6-Feb-20260001214659-26-001251
Q3 2530-Sep-20251443$27,121,060,70513F-HR30-Oct-20250001214659-25-015609
Q2 2530-Jun-20251516$27,189,524,84713F-HR25-Jul-20250001214659-25-010928
Q1 2531-Mar-20251528$26,138,226,18213F-HR21-Apr-20250001214659-25-006146
Q4 2431-Dec-20241719$30,573,608,58413F-HR10-Feb-20250001214659-25-002329
Q3 2430-Sep-20241676$30,782,650,81813F-HR31-Oct-20240001214659-24-018144
Q2 2430-Jun-20241625$28,661,505,58613F-HR16-Jul-20240001214659-24-012473
Q1 2431-Mar-20241596$26,607,312,59413F-HR6-May-20240001214659-24-008394
Q4 2331-Dec-20231531$24,070,904,13513F-HR7-Feb-20240001214659-24-002099
Q3 2330-Sep-20231478$21,155,816,99013F-HR13-Nov-20230001214659-23-014823
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