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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
101 VOYA INVESTMENT MANAGEMENT LLC 16,535 583,000 0.04%
102 Legal & General Group Plc 15,212 537,000 0.04%
103 DUPONT CAPITAL MANAGEMENT CORP 14,000 494,000 0.03%
104 NISA INVESTMENT ADVISORS, LLC 13,600 479,000 0.03%
105 Alley Co LLC 12,000 423,000 0.03%
106 FIRST MERCANTILE TRUST CO 11,966 422,000 0.03%
107 Mariner, LLC 11,790 416,000 0.03%
108 SUNTRUST BANKS INC 11,227 395,000 0.03%
109 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 10,900 384,000 0.03%
110 Dynamic Technology Lab Private Ltd 9,766 344,000 0.02%
111 US BANCORP \DE\ 8,374 295,000 0.02%
112 HSBC HOLDINGS PLC 8,023 283,000 0.02%
113 FRONT BARNETT ASSOCIATES LLC 8,008 282,000 0.02%
114 Virtu KCG Holdings LLC 7,508 265,000 0.02%
115 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,100 250,000 0.02% Put
116 1st Global Advisors, Inc. 6,892 243,000 0.02%
117 CUTLER GROUP LLC / CA 6,808 239,000 0.02%
118 Tower Research Capital LLC (TRC) 6,793 239,000 0.02%
119 ProShare Advisors LLC 6,656 235,000 0.02%
120 AMP Capital Investors Ltd 6,200 220,000 0.01%
121 TIEDEMANN ADVISORS, LLC 6,126 216,000 0.01%
122 PRINCIPAL FINANCIAL GROUP INC 5,799 204,000 0.01%
123 CANADA LIFE ASSURANCE Co 5,306 188,000 0.01%
124 ROYAL BANK OF CANADA 4,876 173,000 0.01%
125 ENVESTNET ASSET MANAGEMENT INC 3,997 141,000 0.01%
126 BLUEPORT CAPITAL, L.P. 3,680 130,000 0.01%
127 BlackRock Finance, Inc. 3,383 119,000 0.01%
128 DKR OASIS MANAGEMENT COMPANY, L.P. 1,000 100,000 0.01% Call
129 ETF MANAGERS GROUP, LLC 2,040 73,000 0.00%
130 D.A. DAVIDSON & CO. 1,931 68,000 0.00%
131 SEI INVESTMENTS CO 1,500 53,000 0.00%
132 MCKINLEY CAPITAL MANAGEMENT LLC 1,360 48,000 0.00%
133 BNP PARIBAS FINANCIAL MARKETS 1,349 47,552 0.00%
134 Global X Management CO LLC 1,202 42,000 0.00%
135 Zurcher Kantonalbank (Zurich Cantonalbank) 908 32,000 0.00%
136 First Personal Financial Services 659 23,000 0.00%
137 Independent Portfolio Consultants, Inc. 400 14,000 0.00%
138 BESSEMER GROUP INC 315 12,000 0.00%
139 Creative Planning 324 11,000 0.00%
140 IFP ADVISORS, INC 283 10,000 0.00%
141 GENEOS WEALTH MANAGEMENT INC. 300 10,000 0.00%
142 ROBLE, BELKO & COMPANY, INC 262 9,000 0.00%
143 BRONFMAN E.L. ROTHSCHILD, L.P. 245 9,000 0.00%
144 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 189 7,000 0.00%
145 CWM, LLC 162 6,000 0.00%
146 BANK OF MONTREAL /CAN/ 152 6,000 0.00%
147 ADVISOR GROUP, INC. 150 5,000 0.00%
148 LADENBURG THALMANN FINANCIAL SERVICES INC. 107 4,000 0.00%
149 Chicago Partners Investment Group LLC 66 2,000 0.00%
150 KELMAN-LAZAROV, INC. 52 1,833 0.00%
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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.