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

Institutional Holders (2016Q4)
Portfolio Summary: 152 Institutional holders with a total value of $1,527,313,385.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLINGTON MANAGEMENT GROUP LLP 4,202,582 148,142,000 9.70%
2 WELLS FARGO & COMPANY/MN 3,874,882 136,589,000 8.94%
3 JANUS HENDERSON INVESTORS US LLC 3,465,055 122,143,000 8.00%
4 VANGUARD GROUP INC 3,115,552 109,823,000 7.19%
5 WASATCH ADVISORS LP 2,319,453 81,761,000 5.35%
6 TimesSquare Capital Management, LLC 1,959,060 69,057,000 4.52%
7 DF DENT & CO INC 1,423,966 50,195,000 3.29%
8 BlackRock Fund Advisors 1,251,167 44,104,000 2.89%
9 Van Berkom & Associates Inc. 1,216,556 42,884,000 2.81%
10 Stephens Investment Management Group LLC 1,207,095 42,550,000 2.79%
11 FRANKLIN RESOURCES INC 1,175,207 41,426,000 2.71%
12 FMR LLC 1,120,400 39,494,000 2.59%
13 BlackRock Institutional Trust Company, N.A. 1,073,470 37,840,000 2.48%
14 PRICE T ROWE ASSOCIATES INC /MD/ 945,715 33,336,000 2.18%
15 Champlain Investment Partners, LLC 878,680 30,973,000 2.03%
16 Clearbridge Investments, LLC 784,680 27,660,000 1.81%
17 STATE STREET CORP 715,452 25,221,000 1.65%
18 JPMORGAN CHASE & CO 705,408 24,865,000 1.63%
19 BROWN ADVISORY INC 693,419 24,444,000 1.60%
20 Bank of New York Mellon Corp 662,659 23,359,000 1.53%
21 NORTHERN TRUST CORP 561,554 19,795,000 1.30%
22 LOOMIS SAYLES & CO L P 536,630 18,916,000 1.24%
23 JANUS HENDERSON GROUP PLC 506,910 17,869,000 1.17%
24 UBS Group AG 447,445 15,772,000 1.03%
25 Three Corner Global Investors LP 399,087 14,068,000 0.92%
26 DIMENSIONAL FUND ADVISORS LP 385,955 13,605,000 0.89%
27 DKR OASIS MANAGEMENT COMPANY, L.P. 378,035 13,326,000 0.87%
28 PEREGRINE CAPITAL MANAGEMENT INC /MN/ 377,925 13,322,000 0.87%
29 Whetstone Capital Advisors, LLC 341,526 12,039,000 0.79%
30 GEODE CAPITAL MANAGEMENT, LLC 303,011 10,681,000 0.70%
31 THRIVENT FINANCIAL FOR LUTHERANS 292,820 10,322,000 0.68%
32 CRAMER ROSENTHAL MCGLYNN LLC 290,505 10,240,000 0.67%
33 Granite Investment Partners, LLC 281,315 9,916,000 0.65%
34 ArrowMark Colorado Holdings LLC 253,897 8,950,000 0.59%
35 ASHFORD CAPITAL MANAGEMENT INC 233,761 8,240,000 0.54%
36 Nationwide Fund Advisors 231,486 8,160,000 0.53%
37 KING LUTHER CAPITAL MANAGEMENT CORP 225,301 7,942,000 0.52%
38 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 184,984 6,521,000 0.43%
39 NORGES BANK 165,427 5,831,000 0.38%
40 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 165,025 5,818,000 0.38%
41 RUSSELL INVESTMENTS GROUP, LTD. 155,038 5,504,000 0.36%
42 BlackRock Investment Management, LLC 155,098 5,467,000 0.36%
43 MORGAN STANLEY 154,815 5,457,000 0.36%
44 GOLDMAN SACHS GROUP INC 145,477 5,128,000 0.34%
45 TIVERTON ASSET MANAGEMENT LLC 131,221 4,626,000 0.30%
46 MILLENNIUM MANAGEMENT LLC 126,755 4,468,000 0.29%
47 AMERIPRISE FINANCIAL INC 124,567 4,391,000 0.29%
48 FEDERATED HERMES, INC. 120,000 4,230,000 0.28%
49 TIAA CREF INVESTMENT MANAGEMENT LLC 119,762 4,222,000 0.28%
50 ANAVON CAPITAL LLP 114,335 4,031,000 0.26%
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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.