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

Institutional Holders (2014Q3)
Portfolio Summary: 131 Institutional holders with a total value of $1,408,686,485.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 4,334,289 195,043,000 13.85%
2 WELLINGTON MANAGEMENT GROUP LLP 3,643,023 163,937,000 11.64%
3 VANGUARD GROUP INC 1,932,656 86,970,000 6.17%
4 ALLIANCEBERNSTEIN L.P. 1,171,245 52,706,000 3.74%
5 JANUS HENDERSON INVESTORS US LLC 1,122,456 50,511,000 3.59%
6 Clearbridge Investments, LLC 1,038,154 46,717,000 3.32%
7 JPMORGAN CHASE & CO 1,022,610 46,018,000 3.27%
8 FMR LLC 1,120,400 43,964,000 3.12%
9 WASATCH ADVISORS LP 924,706 41,612,000 2.95%
10 KORNITZER CAPITAL MANAGEMENT INC /KS 910,550 40,975,000 2.91%
11 BlackRock Institutional Trust Company, N.A. 875,539 39,399,000 2.80%
12 BlackRock Fund Advisors 741,928 33,387,000 2.37%
13 COLUMBIA WANGER ASSET MANAGEMENT LLC 735,000 33,075,000 2.35%
14 OppenheimerFunds, Inc. 733,240 32,996,000 2.34%
15 NEXT CENTURY GROWTH INVESTORS LLC 692,883 31,179,000 2.21%
16 WEATHERBIE CAPITAL, LLC 627,834 28,253,000 2.01%
17 FEDERATED HERMES, INC. 533,600 24,012,000 1.70%
18 STATE STREET CORP 516,487 23,250,000 1.65%
19 FRONTIER CAPITAL MANAGEMENT CO LLC 515,687 23,206,000 1.65%
20 Cupps Capital Management, LLC 505,618 22,752,000 1.62%
21 LOOMIS SAYLES & CO L P 488,789 21,995,000 1.56%
22 NORTHERN TRUST CORP 461,401 20,764,000 1.47%
23 Robert W. Baird & Co. Inc 432,770 19,475,000 1.38% SH
24 PRICE T ROWE ASSOCIATES INC /MD/ 424,800 19,116,000 1.36%
25 ROYCE & ASSOCIATES LP 402,301 18,104,000 1.29%
26 Stephens Investment Management Group LLC 387,166 17,422,000 1.24%
27 GENEVA CAPITAL MANAGEMENT LLC 385,350 17,341,000 1.23%
28 RUSSELL FRANK CO/ 285,019 12,826,000 0.91%
29 TCW GROUP INC 274,773 12,365,000 0.88%
30 STIFEL FINANCIAL CORP 269,002 12,105,000 0.86%
31 Bank of New York Mellon Corp 235,313 10,589,000 0.75%
32 DIMENSIONAL FUND ADVISORS LP 231,376 10,412,000 0.74%
33 Cortina Asset Management, LLC 179,410 8,073,000 0.57%
34 BAMCO INC /NY/ 177,290 7,978,000 0.57%
35 TIAA CREF INVESTMENT MANAGEMENT LLC 167,339 7,530,000 0.53%
36 GEODE CAPITAL MANAGEMENT, LLC 165,155 7,431,000 0.53%
37 Nationwide Fund Advisors 153,383 6,902,000 0.49%
38 AMERICAN CENTURY COMPANIES INC 128,758 5,794,000 0.41%
39 Lyon Street Capital, LLC 121,854 5,483,000 0.39%
40 TURNER INVESTMENTS LLC 118,820 5,347,000 0.38%
41 AMERIPRISE FINANCIAL INC 116,340 5,235,000 0.37%
42 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 93,235 4,196,000 0.30%
43 BlackRock Investment Management, LLC 93,200 4,194,000 0.30%
44 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 88,778 3,996,000 0.28%
45 ASHFORD CAPITAL MANAGEMENT INC 80,820 3,637,000 0.26%
46 VestGen Investment Management 80,000 3,600,000 0.26%
47 TFS CAPITAL LLC 75,611 3,402,000 0.24%
48 NORGES BANK 74,200 3,339,000 0.24%
49 PARAMETRIC PORTFOLIO ASSOCIATES LLC 67,812 3,052,000 0.22%
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 62,836 2,828,000 0.20%
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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.