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

Institutional Holders (2016Q3)
Portfolio Summary: 146 Institutional holders with a total value of $1,555,333,242.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLINGTON MANAGEMENT GROUP LLP 5,557,101 202,555,000 13.02%
2 WELLS FARGO & COMPANY/MN 4,230,476 154,200,000 9.91%
3 JANUS HENDERSON INVESTORS US LLC 3,455,239 125,943,000 8.10%
4 VANGUARD GROUP INC 3,014,674 109,884,000 7.06%
5 WASATCH ADVISORS LP 2,283,521 83,234,000 5.35%
6 TimesSquare Capital Management, LLC 1,699,800 61,958,000 3.98%
7 DF DENT & CO INC 1,497,322 54,577,000 3.51%
8 FRANKLIN RESOURCES INC 1,175,541 42,849,000 2.75%
9 Stephens Investment Management Group LLC 1,171,716 42,709,000 2.75%
10 FMR LLC 1,120,400 40,839,000 2.63%
11 BlackRock Fund Advisors 1,064,557 38,803,000 2.49%
12 BlackRock Institutional Trust Company, N.A. 993,101 36,199,000 2.33%
13 Champlain Investment Partners, LLC 954,315 34,785,000 2.24%
14 PRICE T ROWE ASSOCIATES INC /MD/ 951,585 34,685,000 2.23%
15 Clearbridge Investments, LLC 785,482 28,631,000 1.84%
16 NORTHERN TRUST CORP 784,723 28,602,000 1.84%
17 Van Berkom & Associates Inc. 773,753 28,203,000 1.81%
18 JPMORGAN CHASE & CO 725,075 26,429,000 1.70%
19 STATE STREET CORP 689,373 25,130,000 1.62%
20 Bank of New York Mellon Corp 679,280 24,760,000 1.59%
21 BROWN ADVISORY INC 655,167 23,881,000 1.54%
22 JANUS HENDERSON GROUP PLC 505,941 18,442,000 1.19%
23 UBS Group AG 501,100 18,265,000 1.17%
24 DIMENSIONAL FUND ADVISORS LP 429,089 15,640,000 1.01%
25 PEREGRINE CAPITAL MANAGEMENT INC /MN/ 377,925 13,775,000 0.89%
26 Whetstone Capital Advisors, LLC 342,616 12,488,000 0.80%
27 THRIVENT FINANCIAL FOR LUTHERANS 293,750 10,707,000 0.69%
28 Granite Investment Partners, LLC 289,363 10,547,000 0.68%
29 GEODE CAPITAL MANAGEMENT, LLC 275,435 10,039,000 0.65%
30 CRAMER ROSENTHAL MCGLYNN LLC 271,590 9,899,000 0.64%
31 LOOMIS SAYLES & CO L P 262,598 9,572,000 0.62%
32 KING LUTHER CAPITAL MANAGEMENT CORP 228,255 8,320,000 0.53%
33 Nationwide Fund Advisors 222,545 8,112,000 0.52%
34 EMERALD ACQUISITION LTD. 216,621 7,896,000 0.51%
35 ASHFORD CAPITAL MANAGEMENT INC 211,880 7,723,000 0.50%
36 ArrowMark Colorado Holdings LLC 202,208 7,370,000 0.47%
37 GOLDMAN SACHS GROUP INC 188,485 6,870,000 0.44%
38 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 188,239 6,861,000 0.44%
39 NORGES BANK 165,427 5,759,000 0.37%
40 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 156,227 5,695,000 0.37%
41 BlackRock Investment Management, LLC 155,376 5,663,000 0.36%
42 TIVERTON ASSET MANAGEMENT LLC 131,221 4,783,000 0.31%
43 TIAA CREF INVESTMENT MANAGEMENT LLC 126,732 4,619,000 0.30%
44 AMERIPRISE FINANCIAL INC 125,488 4,574,000 0.29%
45 FEDERATED HERMES, INC. 120,000 4,374,000 0.28%
46 NICHOLAS COMPANY, INC. 99,355 3,621,000 0.23%
47 MARSHALL WACE, LLP 92,080 3,356,000 0.22%
48 BLAIR WILLIAM & CO/IL 92,030 3,354,000 0.22%
49 VestGen Investment Management 90,000 3,280,000 0.21%
50 Allianz Asset Management GmbH 89,905 3,277,000 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.