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ENVESTNET INC
ENVESTNET INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 126 Institutional holders with a total value of $1,492,133,268.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 4,400,133 215,254,000 14.43%
2 WELLINGTON MANAGEMENT GROUP LLP 4,145,878 202,816,000 13.59%
3 VANGUARD GROUP INC 1,914,517 93,658,000 6.28%
4 JPMORGAN CHASE & CO 1,036,720 50,716,000 3.40%
5 Clearbridge Investments, LLC 1,030,242 50,399,000 3.38%
6 ALLIANCEBERNSTEIN L.P. 1,002,233 49,029,000 3.29%
7 KORNITZER CAPITAL MANAGEMENT INC /KS 934,820 45,731,000 3.06%
8 WASATCH ADVISORS LP 900,547 44,055,000 2.95%
9 FMR LLC 1,120,400 43,964,000 2.95%
10 BlackRock Institutional Trust Company, N.A. 849,264 41,546,000 2.78%
11 BlackRock Fund Advisors 760,752 37,216,000 2.49%
12 COLUMBIA WANGER ASSET MANAGEMENT LLC 735,000 35,956,000 2.41%
13 NEXT CENTURY GROWTH INVESTORS LLC 694,254 33,962,000 2.28%
14 WEATHERBIE CAPITAL, LLC 642,770 31,444,000 2.11%
15 OppenheimerFunds, Inc. 607,010 29,695,000 1.99%
16 FRONTIER CAPITAL MANAGEMENT CO LLC 584,826 28,610,000 1.92%
17 FEDERATED HERMES, INC. 540,300 26,431,000 1.77%
18 STATE STREET CORP 505,689 24,738,000 1.66%
19 LOOMIS SAYLES & CO L P 501,720 24,545,000 1.64%
20 JANUS HENDERSON INVESTORS US LLC 458,363 22,423,000 1.50%
21 Cupps Capital Management, LLC 421,722 20,630,000 1.38%
22 ROYCE & ASSOCIATES LP 412,401 20,175,000 1.35%
23 PRICE T ROWE ASSOCIATES INC /MD/ 393,400 19,245,000 1.29%
24 GENEVA CAPITAL MANAGEMENT LLC 392,063 19,180,000 1.29%
25 NORTHERN TRUST CORP 340,687 16,666,000 1.12%
26 ZEVENBERGEN CAPITAL INVESTMENTS LLC 313,650 15,344,000 1.03%
27 TCW GROUP INC 296,177 14,489,000 0.97%
28 STIFEL FINANCIAL CORP 262,207 12,827,000 0.86%
29 RUSSELL FRANK CO/ 262,199 11,789,000 0.79%
30 DIMENSIONAL FUND ADVISORS LP 235,033 11,498,000 0.77%
31 Bank of New York Mellon Corp 233,502 11,422,000 0.77%
32 Robert W. Baird & Co. Inc 207,984 10,175,000 0.68%
33 Cortina Asset Management, LLC 201,025 9,834,000 0.66%
34 Stephens Investment Management Group LLC 198,440 9,708,000 0.65%
35 BAMCO INC /NY/ 172,680 8,448,000 0.57%
36 TIAA CREF INVESTMENT MANAGEMENT LLC 169,564 8,295,000 0.56%
37 GEODE CAPITAL MANAGEMENT, LLC 164,201 8,032,000 0.54%
38 Nationwide Fund Advisors 144,359 7,062,000 0.47%
39 AMERIPRISE FINANCIAL INC 126,739 6,200,000 0.42%
40 Lyon Street Capital, LLC 121,854 5,961,000 0.40%
41 AMERICAN CENTURY COMPANIES INC 108,084 5,287,000 0.35%
42 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 102,980 5,038,000 0.34%
43 OMT Capital Management LLC 94,540 4,625,000 0.31%
44 BlackRock Investment Management, LLC 92,908 4,545,000 0.30%
45 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 86,938 4,254,000 0.29%
46 ASHFORD CAPITAL MANAGEMENT INC 81,520 3,988,000 0.27%
47 VestGen Investment Management 80,000 3,914,000 0.26%
48 NORGES BANK 74,200 3,630,000 0.24%
49 BLAIR WILLIAM & CO/IL 65,471 3,202,000 0.21%
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 63,759 3,119,000 0.21%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.