Envestnet Portfolio Solutions, Inc.
Annual return '25
+19.6%
SPY '25
+17.7%
Alpha
+1.9ptsvs SPY
Invested
$36.1B
Holdings
1,285
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWY
ISHARES TR
Q1 2026: Exited (was 4.75M shares)
6.5%
02
$APUE
TRUST FOR PROFESSIONAL MANAG
Q1 2026: Exited (was 26.79M shares)
5.5%
03
$IVV
ISHARES TR
Q1 2026: Exited (was 3.15M shares)
4.4%
04
$IWX
ISHARES TR
Q1 2026: Exited (was 6.33M shares)
3.2%
05
$IUSB
ISHARES TR
Q1 2026: Exited (was 12.47M shares)
3.2%
06
$IVE
ISHARES TR
Q1 2026: Exited (was 2.54M shares)
2.5%
07
$APCB
TRUST FOR PROFESSIONAL MANAG
Q1 2026: Exited (was 16.31M shares)
2.5%
08
$APIE
TRUST FOR PROFESSIONAL MANAG
Q1 2026: Exited (was 13.36M shares)
2.4%
09
$IVW
ISHARES TR
Q1 2026: Exited (was 3.70M shares)
2.3%
10
$IEMG
ISHARES INC
Q1 2026: Exited (was 12.80M shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.