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

Institutional Holders (2014Q4)
Portfolio Summary: 144 Institutional holders with a total value of $1,569,189,743.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 4,409,924 216,703,000 13.81%
2 WELLINGTON MANAGEMENT GROUP LLP 2,594,061 127,473,000 8.12%
3 VANGUARD GROUP INC 1,953,526 95,996,000 6.12%
4 JANUS HENDERSON INVESTORS US LLC 1,186,771 58,318,000 3.72%
5 ALLIANCEBERNSTEIN L.P. 1,084,863 53,310,000 3.40%
6 Clearbridge Investments, LLC 1,033,157 50,769,000 3.24%
7 WASATCH ADVISORS LP 906,681 44,554,000 2.84%
8 FMR LLC 1,120,400 43,964,000 2.80%
9 BlackRock Institutional Trust Company, N.A. 882,881 43,385,000 2.76%
10 BlackRock Fund Advisors 875,652 43,030,000 2.74%
11 KORNITZER CAPITAL MANAGEMENT INC /KS 862,780 42,397,000 2.70%
12 Invesco Ltd. 770,291 37,853,000 2.41%
13 COLUMBIA WANGER ASSET MANAGEMENT LLC 735,000 36,118,000 2.30%
14 JPMORGAN CHASE & CO 689,483 33,882,000 2.16%
15 NEXT CENTURY GROWTH INVESTORS LLC 601,793 29,572,000 1.88%
16 Robert W. Baird & Co. Inc 589,275 28,957,000 1.85%
17 WEATHERBIE CAPITAL, LLC 580,374 28,520,000 1.82%
18 Stephens Investment Management Group LLC 541,083 26,589,000 1.69%
19 STATE STREET CORP 533,544 26,216,000 1.67%
20 PRICE T ROWE ASSOCIATES INC /MD/ 526,700 25,882,000 1.65%
21 OppenheimerFunds, Inc. 488,090 23,985,000 1.53%
22 Cupps Capital Management, LLC 470,132 23,102,000 1.47%
23 STIFEL FINANCIAL CORP 322,414 23,057,000 1.47%
24 NORTHERN TRUST CORP 436,630 21,456,000 1.37%
25 LOOMIS SAYLES & CO L P 410,198 20,157,000 1.28%
26 ROYCE & ASSOCIATES LP 402,301 19,769,000 1.26%
27 FRONTIER CAPITAL MANAGEMENT CO LLC 390,967 19,212,000 1.22%
28 JANUS HENDERSON GROUP PLC 348,627 17,132,000 1.09%
29 DIMENSIONAL FUND ADVISORS LP 317,392 15,597,000 0.99%
30 TEACHERS ADVISORS, LLC 274,018 13,465,000 0.86%
31 RUSSELL FRANK CO/ 247,858 12,167,000 0.78%
32 TCW GROUP INC 244,174 11,999,000 0.76%
33 Bank of New York Mellon Corp 234,262 11,512,000 0.73%
34 TIAA CREF INVESTMENT MANAGEMENT LLC 229,514 11,278,000 0.72%
35 MILLENNIUM MANAGEMENT LLC 221,605 10,890,000 0.69%
36 RAINIER INVESTMENT MANAGEMENT LLC 218,040 10,714,000 0.68%
37 FEDERATED HERMES, INC. 214,287 10,530,000 0.67%
38 NORGES BANK 200,240 9,840,000 0.63%
39 CASTLEARK MANAGEMENT LLC 194,985 9,582,000 0.61%
40 GEODE CAPITAL MANAGEMENT, LLC 185,654 9,122,000 0.58%
41 BAMCO INC /NY/ 179,890 8,840,000 0.56%
42 GOLDMAN SACHS GROUP INC 152,771 7,507,000 0.48%
43 BOGLE INVESTMENT MANAGEMENT L P /DE/ 149,500 7,346,000 0.47%
44 Lyon Street Capital, LLC 142,451 7,000,000 0.45%
45 AMERICAN CENTURY COMPANIES INC 141,254 6,941,000 0.44%
46 Nationwide Fund Advisors 131,367 6,455,000 0.41%
47 AMERIPRISE FINANCIAL INC 119,674 5,881,000 0.37%
48 MORGAN STANLEY 111,269 5,467,000 0.35%
49 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 94,634 4,651,000 0.30%
50 BlackRock Investment Management, LLC 92,536 4,547,000 0.29%
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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.