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

Institutional Holders (2015Q2)
Portfolio Summary: 147 Institutional holders with a total value of $1,345,072,798.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 5,346,140 216,145,000 16.07%
2 WELLINGTON MANAGEMENT GROUP LLP 3,491,227 141,150,000 10.49%
3 VANGUARD GROUP INC 2,286,795 92,456,000 6.87%
4 PRICE T ROWE ASSOCIATES INC /MD/ 2,190,500 88,562,000 6.58%
5 JANUS HENDERSON INVESTORS US LLC 1,694,016 68,489,000 5.09%
6 WASATCH ADVISORS LP 1,256,277 50,791,000 3.78%
7 FMR LLC 1,120,400 45,298,000 3.37%
8 Clearbridge Investments, LLC 955,527 38,632,000 2.87%
9 BlackRock Institutional Trust Company, N.A. 860,436 34,787,000 2.59%
10 BlackRock Fund Advisors 857,935 34,686,000 2.58%
11 KORNITZER CAPITAL MANAGEMENT INC /KS 856,280 34,619,000 2.57%
12 Invesco Ltd. 795,741 32,172,000 2.39%
13 Stephens Investment Management Group LLC 734,393 29,692,000 2.21%
14 JPMORGAN CHASE & CO 727,638 29,418,000 2.19%
15 STATE STREET CORP 560,884 22,675,000 1.69%
16 BAIRD FINANCIAL GROUP, INC. 527,561 21,329,000 1.59%
17 DIMENSIONAL FUND ADVISORS LP 496,000 20,054,000 1.49%
18 NORTHERN TRUST CORP 399,405 16,148,000 1.20%
19 LOOMIS SAYLES & CO L P 395,284 15,982,000 1.19%
20 NEXT CENTURY GROWTH INVESTORS LLC 346,331 14,002,000 1.04%
21 JANUS HENDERSON GROUP PLC 318,253 12,867,000 0.96%
22 RUSSELL FRANK CO/ 292,185 11,813,000 0.88%
23 UBS Group AG 290,545 11,747,000 0.87%
24 Cupps Capital Management, LLC 282,124 11,406,000 0.85%
25 THRIVENT FINANCIAL FOR LUTHERANS 236,610 9,567,000 0.71%
26 Bank of New York Mellon Corp 226,915 9,174,000 0.68%
27 KING LUTHER CAPITAL MANAGEMENT CORP 221,645 8,961,000 0.67%
28 NORGES BANK 220,165 8,901,000 0.66%
29 GEODE CAPITAL MANAGEMENT, LLC 215,766 8,723,000 0.65%
30 ROYCE & ASSOCIATES LP 206,501 8,349,000 0.62%
31 FEDERATED HERMES, INC. 200,000 8,086,000 0.60%
32 BAMCO INC /NY/ 185,016 7,480,000 0.56%
33 RAINIER INVESTMENT MANAGEMENT LLC 182,140 7,363,000 0.55%
34 TCW GROUP INC 181,687 7,345,000 0.55%
35 Philadelphia Financial Management of San Francisco, LLC 180,400 7,294,000 0.54%
36 FRONTIER CAPITAL MANAGEMENT CO LLC 163,929 6,628,000 0.49%
37 TIAA CREF INVESTMENT MANAGEMENT LLC 147,062 5,946,000 0.44%
38 AMERIPRISE FINANCIAL INC 132,468 5,356,000 0.40%
39 AMERICAN CENTURY COMPANIES INC 124,919 5,050,000 0.38%
40 BlackRock Investment Management, LLC 119,112 4,816,000 0.36%
41 MILLENNIUM MANAGEMENT LLC 108,593 4,390,000 0.33%
42 BANK OF MONTREAL /CAN/ 105,210 4,254,000 0.32%
43 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 102,506 4,145,000 0.31%
44 RENAISSANCE TECHNOLOGIES LLC 102,200 4,132,000 0.31%
45 MORGAN STANLEY 92,846 3,754,000 0.28%
46 Nationwide Fund Advisors 91,986 3,719,000 0.28%
47 VestGen Investment Management 90,000 3,639,000 0.27%
48 CITADEL ADVISORS LLC 82,533 3,337,000 0.25%
49 ASHFORD CAPITAL MANAGEMENT INC 79,820 3,227,000 0.24%
50 BANK OF NOVA SCOTIA 72,896 2,947,000 0.22%
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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.