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| Orion Portfolio Solutions LLC
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|---|---|
| CRD # | 107975 |
| SEC # | 801-57265 |
| CIK # | 0001802647 |
| AUM | 64.84 B (2026-06-11) |
| Employees | 305 (15% Investors, 34% Brokers) |
| Phone | 859-426-2000 |
| Address | 17605 Wright St Omaha, NE 68130 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Wellpoint Inc | 0.2 | ||
| Apple Inc | 0.2 | ||
| Fiserv Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Facebook Inc | 0.1 | ||
| Air Products & Chemicals Inc /DE/ | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 166,226 | 19.4 |
| (b) Individuals (high net worth individuals) | 19,151 | 19.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 11 | 10.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1,154 | 2.1 |
| (h) Charitable organizations | 79 | 0.0 |
| (i) State or municipal government entities | 32 | 0.0 |
| (j) Other investment advisers | 152 | 6.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,170 | 3.7 |
| (n) Other | 0 | 2.9 |
| Total | 276,041 | 64.8 |
| By Discretionary | ||
| Discretionary | 211,361 | 53.4 |
| Non-Discretionary | 64,680 | 11.4 |
| Total | 276,041 | 64.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 64.8 | |
| Total | 276,041 | 64.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802647] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| LEI | 254900ODWR8J2X17LR62 |
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