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

Institutional Holders (2015Q4)
Portfolio Summary: 146 Institutional holders with a total value of $1,245,500,588.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 5,880,694 175,538,000 14.09%
2 WELLINGTON MANAGEMENT GROUP LLP 3,405,691 101,659,000 8.16%
3 JANUS HENDERSON INVESTORS US LLC 3,026,958 90,355,000 7.25%
4 WASATCH ADVISORS LP 2,836,029 84,655,000 6.80%
5 VANGUARD GROUP INC 2,589,913 77,309,000 6.21%
6 TimesSquare Capital Management, LLC 2,213,500 66,073,000 5.30%
7 DF DENT & CO INC 1,898,641 56,674,000 4.55%
8 PRICE T ROWE ASSOCIATES INC /MD/ 1,304,050 38,926,000 3.13%
9 FMR LLC 1,120,400 33,444,000 2.69%
10 FRANKLIN RESOURCES INC 1,067,961 31,878,000 2.56%
11 Clearbridge Investments, LLC 1,028,923 30,713,000 2.47%
12 BlackRock Institutional Trust Company, N.A. 981,940 29,311,000 2.35%
13 JPMORGAN CHASE & CO 980,392 29,264,000 2.35%
14 BlackRock Fund Advisors 967,831 28,890,000 2.32%
15 Stephens Investment Management Group LLC 849,126 25,346,000 2.04%
16 KORNITZER CAPITAL MANAGEMENT INC /KS 644,370 19,234,000 1.54%
17 STATE STREET CORP 620,668 18,529,000 1.49%
18 Three Corner Global Investors LP 581,300 17,352,000 1.39%
19 NORTHERN TRUST CORP 573,038 17,105,000 1.37%
20 MANNING & NAPIER ADVISORS LLC 552,790 16,499,000 1.32%
21 MILLENNIUM MANAGEMENT LLC 539,538 16,105,000 1.29%
22 BROWN ADVISORY INC 437,471 13,059,000 1.05%
23 UBS Group AG 418,293 12,486,000 1.00%
24 Whetstone Capital Advisors, LLC 411,716 12,290,000 0.99%
25 FRONTIER CAPITAL MANAGEMENT CO LLC 409,157 12,213,000 0.98%
26 TIVERTON ASSET MANAGEMENT LLC 400,000 11,940,000 0.96%
27 DIMENSIONAL FUND ADVISORS LP 399,533 11,926,000 0.96%
28 JANUS HENDERSON GROUP PLC 332,570 9,927,000 0.80%
29 THRIVENT FINANCIAL FOR LUTHERANS 288,970 8,625,000 0.69%
30 RUSSELL FRANK CO/ 259,668 7,758,000 0.62%
31 GEODE CAPITAL MANAGEMENT, LLC 227,175 6,781,000 0.54%
32 NORGES BANK 220,165 6,572,000 0.53%
33 Bank of New York Mellon Corp 203,165 6,065,000 0.49%
34 Lyon Street Capital, LLC 172,840 5,159,000 0.41%
35 Nationwide Fund Advisors 171,369 5,115,000 0.41%
36 AMERIPRISE FINANCIAL INC 159,545 4,763,000 0.38%
37 AMERICAN CENTURY COMPANIES INC 156,600 4,675,000 0.38%
38 Cupps Capital Management, LLC 147,128 4,391,000 0.35%
39 MORGAN STANLEY 138,234 4,126,000 0.33%
40 BlackRock Investment Management, LLC 130,068 3,883,000 0.31%
41 TIAA CREF INVESTMENT MANAGEMENT LLC 125,689 3,752,000 0.30%
42 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 122,427 3,655,000 0.29%
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 116,900 3,489,000 0.28% Call
44 NICHOLAS COMPANY, INC. 108,190 3,229,000 0.26%
45 OXFORD ASSET MANAGEMENT LLP 100,845 3,007,000 0.24%
46 VestGen Investment Management 90,000 2,686,000 0.22%
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 86,300 2,576,000 0.21% Put
48 ASHFORD CAPITAL MANAGEMENT INC 85,639 2,556,000 0.21%
49 BAMCO INC /NY/ 83,975 2,507,000 0.20%
50 MARSHALL WACE, LLP 76,406 2,281,000 0.18%
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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.