Current Market Value 10,202,186,700
Current Holdings 1877
Most Recent File Date 2025-05-15
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Orion Portfolio Solutions, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-05-15 2025-03-31 13F-HR/A 1 N 1877 10,202,187
2025-05-14 2025-03-31 13F-HR 1817 10,032,447
2025-02-12 2024-12-31 13F-HR 1817 10,032,447
2024-11-15 2024-09-30 13F-HR 1776 10,040,982
2024-08-13 2024-06-30 13F-HR 1711 9,471,709
2024-05-09 2024-03-31 13F-HR 1681 9,341,585
2024-02-09 2023-12-31 13F-HR 1649 8,608,101
2023-11-01 2023-09-30 13F-HR 1609 8,273,882
2023-08-17 2023-06-30 13F-HR/A 1 R 1619 9,391,033
2023-08-14 2023-06-30 13F-HR 1619 9,391,033
2023-08-30 2023-03-31 13F-HR/A 1 R 1555 8,104,308
2023-05-15 2023-03-31 13F-HR 1590 4,715,133
2023-02-08 2022-12-31 13F-HR 795 2,855,278
2022-11-09 2022-09-30 13F-HR 716 2,525,126
2022-07-14 2022-06-30 13F-HR 677 2,492,906
2022-05-19 2022-03-31 13F-HR 691 2,845,955
2022-02-09 2021-12-31 13F-HR 697 2,991,323
2021-11-10 2021-09-30 13F-HR 637 2,719,166
2021-08-05 2021-06-30 13F-HR 613 2,546,349
2021-05-17 2021-03-31 13F-HR 549 2,312,455
2021-02-04 2020-12-31 13F-HR 494 2,144,618
2020-11-13 2020-09-30 13F-HR 440 1,925,156
2020-08-19 2020-06-30 13F-HR/A 1 R 2453 1,847,975
2020-08-13 2020-06-30 13F-HR 2118 1,455,242
2020-05-15 2020-03-31 13F-HR 2109 1,454,873
2020-02-14 2019-12-31 13F-HR 2062 1,272,870