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

Institutional Holders (2015Q3)
Portfolio Summary: 138 Institutional holders with a total value of $1,142,591,620.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 5,824,339 174,556,000 15.28%
2 WASATCH ADVISORS LP 2,896,152 86,798,000 7.60%
3 JANUS HENDERSON INVESTORS US LLC 2,689,305 80,598,000 7.05%
4 WELLINGTON MANAGEMENT GROUP LLP 2,558,594 76,681,000 6.71%
5 VANGUARD GROUP INC 2,320,715 69,552,000 6.09%
6 PRICE T ROWE ASSOCIATES INC /MD/ 1,373,550 41,165,000 3.60%
7 DF DENT & CO INC 1,325,313 39,720,000 3.48%
8 TimesSquare Capital Management, LLC 1,298,200 38,907,000 3.41%
9 FMR LLC 1,120,400 33,578,000 2.94%
10 JPMORGAN CHASE & CO 951,479 28,516,000 2.50%
11 FRANKLIN RESOURCES INC 927,758 27,805,000 2.43%
12 Clearbridge Investments, LLC 921,175 27,608,000 2.42%
13 Stephens Investment Management Group LLC 871,092 26,107,000 2.28%
14 BlackRock Institutional Trust Company, N.A. 849,627 25,463,000 2.23%
15 BlackRock Fund Advisors 849,117 25,448,000 2.23%
16 KORNITZER CAPITAL MANAGEMENT INC /KS 844,845 25,320,000 2.22%
17 Invesco Ltd. 809,401 24,258,000 2.12%
18 STATE STREET CORP 568,627 17,047,000 1.49%
19 MANNING & NAPIER ADVISORS LLC 552,790 16,565,000 1.45%
20 MILLENNIUM MANAGEMENT LLC 514,599 15,423,000 1.35%
21 Whetstone Capital Advisors, LLC 496,251 14,873,000 1.30%
22 DIMENSIONAL FUND ADVISORS LP 491,963 14,744,000 1.29%
23 NORTHERN TRUST CORP 463,768 13,899,000 1.22%
24 UBS Group AG 430,595 12,905,000 1.13%
25 TIVERTON ASSET MANAGEMENT LLC 350,000 10,490,000 0.92%
26 JANUS HENDERSON GROUP PLC 327,240 9,807,000 0.86%
27 THRIVENT FINANCIAL FOR LUTHERANS 288,970 8,660,000 0.76%
28 NORGES BANK 220,165 6,598,000 0.58%
29 AMERIPRISE FINANCIAL INC 218,405 6,545,000 0.57%
30 GEODE CAPITAL MANAGEMENT, LLC 215,337 6,453,000 0.56%
31 RUSSELL FRANK CO/ 202,766 6,078,000 0.53%
32 BAMCO INC /NY/ 190,725 5,716,000 0.50%
33 Bank of New York Mellon Corp 184,605 5,533,000 0.48%
34 Cupps Capital Management, LLC 176,081 5,277,000 0.46%
35 AMERICAN CENTURY COMPANIES INC 175,199 5,251,000 0.46%
36 Lyon Street Capital, LLC 152,215 4,562,000 0.40%
37 Cortina Asset Management, LLC 143,656 4,305,000 0.38%
38 Nationwide Fund Advisors 132,545 3,972,000 0.35%
39 BANK OF NOVA SCOTIA 131,889 3,953,000 0.35%
40 BlackRock Investment Management, LLC 117,966 3,535,000 0.31%
41 TIAA CREF INVESTMENT MANAGEMENT LLC 117,730 3,528,000 0.31%
42 FRONTIER CAPITAL MANAGEMENT CO LLC 117,139 3,511,000 0.31%
43 BLACKROCK ADVISORS LLC 115,479 3,461,000 0.30%
44 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 109,651 3,287,000 0.29%
45 WADDELL & REED FINANCIAL INC 107,200 3,213,000 0.28%
46 NICHOLAS COMPANY, INC. 98,190 2,942,000 0.26%
47 TCW GROUP INC 96,008 2,877,000 0.25%
48 VestGen Investment Management 90,000 2,697,000 0.24%
49 MARSICO CAPITAL MANAGEMENT LLC 86,436 2,591,000 0.23%
50 ASHFORD CAPITAL MANAGEMENT INC 81,439 2,441,000 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.