Envestnet Portfolio Solutions, Inc.: 13F holdings
CIK 19980332026Q2
| Positions | 1,369 |
|---|---|
| Reported value | $20.9bn |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 2,008,278 | $1.5bn | 7.2% |
| TRY=X TRUST FOR PROFESSIONAL MANAG | 24,743,201 | $1.1bn | 5.5% |
| IWY ISHARES TR | 3,635,042 | $1.1bn | 5.1% |
| IUSB ISHARES TR | 16,937,298 | $781.7m | 3.7% |
| PFBC ISHARES TR | 4,907,301 | $516.1m | 2.5% |
| IWF ISHARES TR | 3,569,833 | $491.0m | 2.4% |
| DIMENSIONAL ETF TRUST | 9,728,917 | $489.9m | 2.3% |
| TRUST FOR PROFESSIONAL MANAG | 12,154,559 | $471.1m | 2.3% |
| TRUST FOR PROFESSIONAL MANAG | 15,469,678 | $455.2m | 2.2% |
| DYNF BLACKROCK ETF TRUST | 6,665,461 | $453.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1998033")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.