|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Orion Portfolio Solutions LLC
✚
|
|
|---|---|
| CRD # | 107975 |
| SEC # | 801-57265 |
| CIK # | 0001802647 |
| AUM | $57.7 B (2025-06-24) |
| Employees | 350 (21% Investors, 34% Brokers) |
| Phone | 859-426-2000 |
| Address | 17605 Wright St Omaha, NE 68130 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001802647 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Wellpoint Inc | 0.2 | ||
| Apple Inc | 0.2 | ||
| Fiserv Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Facebook Inc | 0.1 | ||
| Air Products & Chemicals Inc /DE/ | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179,063 | 24.9 |
| (b) Individuals (high net worth individuals) | 7,180 | 17.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 3.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6,685 | 2.0 |
| (h) Charitable organizations | 61 | 0.0 |
| (i) State or municipal government entities | 33 | 0.1 |
| (j) Other investment advisers | 92 | 2.8 |
| (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 | 1,274 | 3.6 |
| (n) Other | 5 | 3.3 |
| Total | 203,878 | 57.7 |
| By Discretionary | ||
| Discretionary | 196,727 | 50.7 |
| Non-Discretionary | 7,151 | 7.0 |
| Total | 203,878 | 57.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 57.7 | |
| Total | 203,878 | 57.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802647] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rockefeller Financial LLC
✚
|
NY | 70.0 |
|
Sterling Capital Management LLC
✚
|
NC | 66.2 |
|
Kestra Advisory Services LLC
✚
|
TX | 60.2 |
|
Breckinridge Capital Advisors Inc
✚
|
MA | 51.0 |
|
Parnassus Investments LLC
✚
|
CA | 45.7 |
|
Kayne Anderson Rudnick Investment Management LLC
✚
|
CA | 45.5 |
|
Sands Capital Management LLC
✚
|
VA | 45.2 |
|
Causeway Capital Management LLC
✚
|
CA | 42.7 |
|
Chandler Asset Management Inc
✚
|
CA | 41.6 |
|
Mondrian Investment Partners Limited
✚
|
41.5 |