Envestnet Portfolio Solutions, Inc.

Position in ARES — Ares Management Corp

CIK 1998033 BERWYN, PA

Position in ARES

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$489,096

-$47,457 QoQ

Shares Held

4,394

-10.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#487

of 799 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $66,284,905 across 26 Asset Management names. ARES ranks #14 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	174,047	$19,787,403
2	BEN	Franklin Resources Inc	546,393	$18,178,495
3	BX	Blackstone Inc.	75,814	$8,921,033
4	BLK	BlackRock, Inc.	6,204	$5,965,518
5	SEIC	Sei Investments Co	20,242	$1,775,425
6	BPRE	Bluerock Private Real Estate Fund	125,957	$1,638,700
7	RJF	Raymond James Financial Inc	9,430	$1,433,642
8	STT	State Street Corp	6,859	$1,163,286

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$489,096	4,394	-10.7%	Shares	Sole	2026-07-20
2026-03-31	$536,553	4,918	-67.4%	Shares	Sole	2026-04-29
2025-12-31	$2,437,380	15,080	-5.5%	Shares	Sole	2026-02-06
2025-09-30	$2,551,044	15,955	-29.5%	Shares	Sole	2025-10-30
2025-06-30	$3,920,382	22,635	-21.6%	Shares	Sole	2025-07-25
2025-03-31	$4,230,871	28,858	-24.8%	Shares	Sole	2025-04-21
2024-12-31	$6,794,234	38,379	-3.6%	Shares	Sole	2025-02-10
2024-09-30	$6,201,496	39,794	+17.1%	Shares	Sole	2024-10-31
2024-06-30	$4,530,320	33,991	+6.6%	Shares	Sole	2024-07-16
2024-03-31	$4,240,333	31,887	-12.9%	Shares	Sole	2024-05-06
2023-12-31	$4,351,520	36,592	-9.1%	Shares	Sole	2024-02-07
2023-09-30	$4,139,283	40,238	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.