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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 JNBA Financial Advisors 11 0 0.00%
2 SIGNATUREFD, LLC 11 0 0.00%
3 FineMark National Bank & Trust 39 1,000 0.00%
4 KELMAN-LAZAROV, INC. 52 1,917 0.00%
5 Chicago Partners Investment Group LLC 66 2,000 0.00%
6 LADENBURG THALMANN FINANCIAL SERVICES INC. 85 3,000 0.00%
7 BANK OF MONTREAL /CAN/ 152 6,000 0.00%
8 CWM, LLC 162 6,000 0.00%
9 ADVISOR GROUP, INC. 175 6,000 0.00%
10 NEXT CENTURY GROWTH INVESTORS LLC 188 6,000 0.00%
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 189 7,000 0.00%
12 CUTLER GROUP LLC / CA 7,600 7,000 0.00% Call
13 Tower Research Capital LLC (TRC) 200 7,000 0.00%
14 IFP ADVISORS, INC 283 10,000 0.00%
15 GENEOS WEALTH MANAGEMENT INC. 300 10,000 0.00%
16 MSI Financial Services Inc 276 10,000 0.00%
17 Independent Portfolio Consultants, Inc. 340 12,000 0.00%
18 Walleye Trading LLC 367 13,000 0.00%
19 BRONFMAN E.L. ROTHSCHILD, L.P. 430 16,000 0.00%
20 Creative Planning 583 21,000 0.00%
21 Zurcher Kantonalbank (Zurich Cantonalbank) 908 33,000 0.00%
22 PEAK6 Group LLC 1,100 40,000 0.00% Put
23 Global X Management CO LLC 1,202 44,000 0.00%
24 SEI INVESTMENTS CO 1,566 57,000 0.00%
25 D.A. DAVIDSON & CO. 1,790 65,000 0.00%
26 ROYAL BANK OF CANADA 1,806 66,000 0.00%
27 Walleye Trading LLC 1,900 70,000 0.00% Call
28 ETF MANAGERS GROUP, LLC 2,098 76,000 0.00%
29 BNP PARIBAS FINANCIAL MARKETS 3,448 125,680 0.01%
30 CITIGROUP INC 3,653 133,000 0.01%
31 BlackRock Finance, Inc. 3,827 140,000 0.01%
32 ENVESTNET ASSET MANAGEMENT INC 4,112 150,000 0.01%
33 CANADA LIFE ASSURANCE Co 5,306 193,000 0.01%
34 SG Americas Securities, LLC 5,337 195,000 0.01%
35 PRINCIPAL FINANCIAL GROUP INC 5,602 204,000 0.01%
36 Trexquant Investment LP 5,773 210,000 0.01%
37 PINNACLE ASSOCIATES LTD 6,240 227,000 0.01%
38 A.R.T. Advisors, LLC 6,400 233,000 0.01%
39 LOS ANGELES CAPITAL MANAGEMENT LLC 6,635 242,000 0.02%
40 Virtu KCG Holdings LLC 6,707 244,000 0.02%
41 1st Global Advisors, Inc. 6,940 253,000 0.02%
42 WOLVERINE ASSET MANAGEMENT LLC 7,400 269,000 0.02% Put
43 Paloma Partners Management Co 7,469 272,000 0.02%
44 FRONT BARNETT ASSOCIATES LLC 8,008 292,000 0.02%
45 US BANCORP \DE\ 8,374 305,000 0.02%
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,700 317,000 0.02% Put
47 CITADEL ADVISORS LLC 9,300 339,000 0.02% Call
48 Legal & General Group Plc 10,613 386,000 0.02%
49 SUNTRUST BANKS INC 11,256 409,000 0.03%
50 Mariner, LLC 11,790 430,000 0.03%
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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.