EnvestnetENV
13F holders, Q2 2024 (June 30)252holders +19
44new positions
26sold out
8famous investors
$62.59avg. 13F price*
At the end of Q2 2024, 252 institutions reported holding Envestnet Inc. (ENV) in their 13F filings, up 19 from Q1 2024. 44 opened new positions and 26 sold out. The largest holders were BlackRock Inc. ($498.7M), Vanguard Group Inc. ($383.9M) and Impactive Capital LP ($261.9M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Envestnet Inc.
- CUSIP
- 29404K106
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $86.9M |
| Exits | 26 | $118.9M |
All 13F filers, Q1 2024 → Q2 2024: 4,055,606 shares bought and 5,534,712 shares sold, net −1,479,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| BlackRock Inc. | 0.01% | Reduce -0.2% | 7,967,457 | $498.7M |
| Vanguard Group Inc. | 0.01% | Add +0.6% | 6,133,352 | $383.9M |
| Impactive Capital LP | 10.17% | No change | 4,183,865 | $261.9M |
| Morgan Stanley | 0.01% | Reduce -16.1% | 2,534,742 | $158.6M |
| State Street Corp. | 0.01% | Reduce -0.1% | 1,944,069 | $121.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -26.1% | 1,818,629 | $113.8M |
| Brown Advisory Inc. | 0.15% | Add +4.9% | 1,813,574 | $113.5M |
| Stephens Investment Management Group LLC | 1.38% | Reduce -4.7% | 1,575,284 | $98.6M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -7.3% | 1,558,206 | $97.5M |
| Van Berkom & Associates Inc. | 2.69% | Reduce -18.8% | 1,436,670 | $89.9M |
| Greenhouse Funds LLLP | 4.67% | Add +19.9% | 1,423,675 | $89.1M |
| HSBC Holdings PLC | 0.06% | Reduce -12.2% | 1,405,768 | $87.7M |
| Janus Henderson Group PLC | 0.04% | Reduce -0.1% | 1,215,631 | $76.1M |
| Clearbridge Investments, LLC | 0.06% | Reduce -0.7% | 1,194,878 | $74.8M |
| Geode Capital Management, LLC | 0.01% | Add +4.2% | 1,124,795 | $70.4M |
| FMR LLC | 0.00% | Add +0.0% | 1,120,985 | $70.2M |
| RGM Capital, LLC | 2.76% | Reduce -18.2% | 1,099,168 | $68.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +7.6% | 1,039,402 | $65.1M |
| Invesco Ltd. | 0.01% | Add +12.5% | 927,678 | $58.1M |
| Bank of America Corp. | 0.01% | Reduce -6.0% | 864,435 | $54.1M |
| Geneva Capital Management LLC | 0.98% | Reduce -19.8% | 859,356 | $53.8M |
| Schroder Investment Management Group | 0.06% | Add +6.3% | 843,665 | $52.8M |
| Fisher Asset Management | 0.02% | Add +3.6% | 788,884 | $49.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +387.4% | 754,698 | $47.2M |
| Engaged Capital LLC | 7.42% | Add +479.8% | 692,483 | $43.3M |
| Bank of Montreal | 0.01% | Add +7.9% | 629,928 | $39.6M |
| Northern Trust Corp. | 0.01% | Reduce -1.4% | 616,835 | $38.6M |
| Norges Bank | 0.01% | Add +2.8% | 596,845 | $37.4M |
| Westfield Capital Management Co. LP | 0.17% | New | 564,517 | $35.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.5% | 546,702 | $34.2M |
| Royal Bank of Canada | 0.01% | Reduce -1.8% | 508,560 | $31.8M |
| Nuveen Asset Management, LLC | 0.01% | Add +13.2% | 502,640 | $31.5M |
| Global Alpha Capital Management Ltd. | 2.26% | Add +3.7% | 494,715 | $31.0M |
| Bank of New York Mellon Corp | 0.00% | Add +2.9% | 398,959 | $25.0M |
| Cramer Rosenthal McGlynn LLC | 1.32% | Reduce -15.8% | 358,782 | $22.5M |
| Macquarie Group Ltd. | 0.02% | New | 319,808 | $20.0M |
| Franklin Resources Inc. | 0.01% | Reduce -2.5% | 306,493 | $19.2M |
| Summit Creek Advisors LLC | 2.59% | Reduce -6.5% | 302,485 | $18.9M |
| One Fin Capital Management LP | 7.51% | No change | 289,500 | $18.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +29.6% | 258,384 | $16.2M |
| Bessemer Group Inc. | 0.03% | Add +19.1% | 252,759 | $15.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.8% | 249,304 | $15.6M |
| Millennium Management | 0.01% | Add +197.2% | 219,095 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.1% | 208,061 | $13.0M |
| Fort Baker Capital Management LP | 2.87% | New | 175,000 | $11.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -11.5% | 155,000 | $9.7M |
| Rhumbline Advisers | 0.01% | Reduce -0.3% | 147,336 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.5% | 139,443 | $8.7M |
| Legal & General Group Plc | 0.00% | Add +0.0% | 131,811 | $8.3M |
| Public Sector Pension Investment Board | 0.04% | Add +8.2% | 110,347 | $6.9M |
| 13D Management LLC | 4.76% | Add +16.1% | 104,241 | $6.5M |
| Man Group plc | 0.02% | Reduce -68.3% | 102,544 | $6.4M |
| Citigroup Inc. | 0.01% | Add +180.6% | 101,698 | $6.4M |
| Frontier Capital Management Co. LLC | 0.06% | Reduce -19.2% | 100,024 | $6.3M |
| Citadel Advisors | 0.01% | Reduce -40.4% | 96,187 | $6.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +82.4% | 93,065 | $5.8M |
| Deutsche Bank AG | 0.00% | Reduce -55.2% | 91,237 | $5.7M |
| Tudor Investment Corporation | 0.06% | Reduce -31.8% | 87,135 | $5.5M |
| Scout Investments, Inc. | 0.15% | Reduce -8.7% | 86,575 | $5.4M |
| Swiss National Bank | 0.00% | Add +0.5% | 81,100 | $5.1M |
| Sei Investments Co. | 0.01% | Add +47.9% | 78,248 | $4.9M |
| AQR Arbitrage LLC | 0.22% | Add +3.9% | 76,263 | $4.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 74,966 | $4.7M |
| Alliancebernstein L.P. | 0.00% | Add +12.1% | 74,309 | $4.7M |
| VestGen Investment Management | 1.37% | No change | 74,000 | $4.6M |
| California Public Employees Retirement System | 0.00% | Reduce -10.2% | 73,853 | $4.6M |
| Jane Street Group, LLC | 0.01% | Add +397.3% | 73,568 | $4.6M |
| Comerica Bank | 0.02% | Add +123.1% | 69,288 | $4.3M |
| State of Wisconsin Investment Board | 0.01% | Add +1.8% | 60,545 | $3.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +28.0% | 58,912 | $3.7M |
| Prudential Financial Inc. | 0.01% | Reduce -4.2% | 53,792 | $3.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.0% | 50,646 | $3.2M |
| Cambiar Investors LLC | 0.12% | No change | 47,157 | $3.0M |
| First Trust Advisors LP | 0.00% | Add +78.6% | 44,589 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 42,340 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.5% | 41,631 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Add +382.3% | 41,330 | $2.6M |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 40,942 | $2.6M |
| ClariVest Asset Management LLC | 0.25% | New | 39,649 | $2.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.04% | New | 39,210 | $2.5M |
| TD Asset Management Inc | 0.00% | No change | 39,034 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +19.3% | 36,922 | $2.3M |
| Lombard Odier Asset Management (Europe) Ltd | 0.15% | Reduce -22.2% | 35,000 | $2.2M |
| New York State Common Retirement Fund | 0.00% | Add +5.2% | 34,255 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.7% | 29,643 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -5.2% | 29,424 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.9% | 29,415 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | — | 29,373 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +13.9% | 29,234 | $1.8M |
| Illinois Municipal Retirement Fund | 0.03% | Add +3.1% | 29,146 | $1.8M |
| UBS Group AG | 0.00% | Reduce -39.1% | 28,196 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +19.0% | 27,971 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 27,363 | $1.7M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 27,005 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.12% | Add +318.2% | 25,956 | $1.6M |
| Raymond James & Associates | 0.00% | Add +13.6% | 25,886 | $1.6M |
| Zions Bancorporation, N.A. | 0.13% | Reduce -3.5% | 25,712 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -65.4% | 25,438 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Add +2.4% | 25,200 | $1.6M |
| Gotham Asset Management | 0.02% | Add +38.1% | 24,925 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.0% | 23,630 | $1.5M |
| IMA Advisory Services, Inc. | 0.65% | Reduce -1.9% | 23,587 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -7.5% | 22,483 | $1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 22,323 | $1.4M |
| NINE MASTS CAPITAL Ltd | 0.62% | New | 22,000 | $1.4M |
| Barclays PLC | 0.00% | Reduce -50.4% | 21,931 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | Add +50.6% | 20,397 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -10.7% | 20,051 | $1.3M |
| Hudson Bay Capital Management LP | 0.01% | New | 20,000 | $1.3M |
| Level Four Advisory Services, LLC | 0.05% | New | 19,095 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.4% | 18,140 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,510 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -2.4% | 17,485 | $1.1M |
| Pearl River Capital, LLC | 0.17% | New | 17,377 | $1.1M |
| Baron Capital (BAMCO) | 0.00% | No change | 17,087 | $1.1M |
| Voya Investment Management LLC | 0.00% | Add +1.7% | 16,757 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 15,936 | $997K |
| Brown Capital Management LLC | 0.02% | Reduce -0.7% | 15,894 | $995K |
| D. E. Shaw & Co. | 0.00% | Reduce -54.3% | 15,800 | $989K |
| Truist Financial Corp. | 0.00% | Add +27.8% | 15,489 | $969K |
| Select Equity Group, L.P. | 0.00% | Add +25.5% | 15,458 | $968K |
| Mariner, LLC | 0.00% | Add +11.4% | 15,370 | $962K |
| Amalgamated Bank | 0.01% | Reduce -3.4% | 15,322 | $959K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -9.9% | 14,202 | $889K |
| UniSuper Management Pty Ltd | 0.01% | No change | 13,151 | $823K |
| New York State Teachers Retirement System | 0.00% | No change | 12,621 | $790K |
| Liberty One Investment Management, LLC | 0.09% | Reduce -8.1% | 12,607 | $789K |
| Corient Private Wealth LP | 0.00% | Reduce -8.8% | 12,473 | $781K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -9.0% | 12,182 | $762K |
| Alley Investment Management Company, LLC | 0.10% | No change | 12,000 | $751K |
| Cetera Investment Advisers | 0.00% | Add +27.6% | 11,907 | $745K |
| Bayesian Capital Management, LP | 0.08% | New | 11,700 | $732K |
| Arizona State Retirement System | 0.00% | Add +2.5% | 11,552 | $723K |
| Natixis Advisors, LLC | 0.00% | New | 11,477 | $718K |
| Avantax Advisory Services, Inc. | 0.01% | New | 11,434 | $716K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.8% | 11,322 | $709K |
| Greenwood Capital Associates LLC | 0.09% | Reduce -11.4% | 10,968 | $686K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.6% | 10,806 | $676K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.5% | 10,694 | $669K |
| Squarepoint Ops LLC | 0.00% | New | 10,376 | $649K |
| Argent Capital Management LLC | 0.02% | Add +61.6% | 10,240 | $641K |
| Marshall Wace, LLP | 0.00% | Reduce -44.4% | 9,800 | $613K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.8% | 9,585 | $600K |
| Cornercap Investment Counsel Inc. | 0.10% | Add +0.9% | 9,580 | $600K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +394.2% | 9,321 | $583K |
| Handelsbanken Fonder AB | 0.00% | Reduce -58.2% | 8,823 | $552K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -69.6% | 8,562 | $536K |
| Two Sigma Advisers, LP | 0.00% | Reduce -52.0% | 8,500 | $532K |
| Holocene Advisors, LP | 0.00% | Reduce -85.6% | 7,982 | $500K |
| Benjamin Edwards Inc. | 0.09% | Add +9.2% | 7,781 | $487K |
| ProShare Advisors LLC | 0.00% | Reduce -23.6% | 7,716 | $483K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 7,692 | $481K |
| Aquatic Capital Management LLC | 0.02% | New | 7,100 | $444K |
| State of Wyoming | 0.07% | Add +14.7% | 7,063 | $442K |
| Dark Forest Capital Management LP | 0.08% | New | 6,930 | $434K |
| PNC Financial Services Group, Inc. | 0.00% | Add +158.7% | 6,398 | $400K |
| Integrated Investment Consultants, LLC | 0.11% | No change | 6,879 | $398K |
| Park Avenue Securities LLC | 0.00% | Add +4.9% | 6,225 | $390K |
| Royce & Associates LP | 0.00% | No change | 6,000 | $376K |
| Stephens Inc. | 0.01% | Add +1.2% | 5,859 | $367K |
| Captrust Financial Advisors | 0.00% | Reduce -27.5% | 5,859 | $367K |
| XTX Topco Ltd | 0.03% | New | 5,283 | $331K |
| Farther Finance Advisors, LLC | 0.02% | Add +76528.6% | 5,364 | $328K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,075 | $318K |
| Sherbrooke Park Advisers LLC | 0.06% | New | 5,066 | $317K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.6% | 5,005 | $313K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -9.3% | 4,995 | $313K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,920 | $305K |
| Pathstone Holdings, LLC | 0.00% | Add +24.7% | 4,822 | $302K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.0% | 4,725 | $296K |
| Natixis | 0.00% | Reduce -1.7% | 4,686 | $293K |
| Verition Fund Management LLC | 0.00% | New | 4,562 | $286K |
| Aigen Investment Management, LP | 0.05% | New | 4,394 | $275K |
| Integrated Advisors Network LLC | 0.01% | New | 4,260 | $267K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.5% | 4,155 | $260K |
| Algert Global LLC | 0.01% | New | 4,154 | $260K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 4,108 | $257K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.4% | 4,048 | $253K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 3,927 | $246K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | No change | 3,778 | $236K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -4.9% | 3,747 | $235K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.9% | 3,608 | $226K |
| S.A. Mason LLC | 0.12% | Reduce -5.4% | 3,500 | $219K |
| AQR Capital Management | 0.00% | New | 3,486 | $218K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 3,466 | $217K |
| Glenmede Trust Co. NA | 0.00% | New | 3,430 | $215K |
| Mackenzie Financial Corp. | 0.00% | New | 3,381 | $212K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,363 | $210K |
| Garrison Point Advisors, LLC | 0.14% | Reduce -42.9% | 3,327 | $208K |
| Summit Securities Group LLC | 0.07% | New | 3,056 | $191K |
| Principal Securities, Inc. | 0.00% | Add +3.8% | 2,741 | $172K |
| Federated Hermes, Inc. | 0.00% | Add +80.0% | 2,700 | $169K |
| Osaic Holdings, Inc. | 0.00% | Add +166.7% | 2,480 | $155K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 2,340 | $146K |
| STRS Ohio | 0.00% | Add +283.3% | 2,300 | $144K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -31.1% | 2,174 | $138K |
| SG Americas Securities, LLC | 0.00% | Reduce -39.9% | 1,742 | $109K |
| NewEdge Advisors, LLC | 0.00% | Add +153.6% | 1,689 | $106K |
| AlphaQuest LLC | 0.01% | Add +6220.8% | 1,517 | $95K |
| EntryPoint Capital, LLC | 0.04% | New | 1,389 | $87K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +124.8% | 1,387 | $87K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +1.1% | 1,278 | $80K |
| Huntington National Bank | 0.00% | Reduce -41.5% | 1,275 | $80K |
| Hartford Financial Management Inc. | 0.02% | No change | 1,206 | $75K |
| KBC Group NV | 0.00% | Add +11.9% | 1,101 | $69K |
| Walleye Trading LLC | 0.00% | Reduce -84.8% | 1,017 | $64K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -20.8% | 813 | $51K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.8% | 802 | $50K |
| Innealta Capital, LLC | 0.02% | New | 741 | $46K |
| McIlrath & Eck, LLC | 0.00% | Reduce -4.2% | 454 | $28K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +20.2% | 375 | $23K |
| Cwm, LLC | 0.00% | Add +1.6% | 319 | $20K |
| Fifth Third Bancorp | 0.00% | Add +6.4% | 301 | $19K |
| Quadrant Capital Group LLC | 0.00% | New | 270 | $17K |
| Clearstead Advisors, LLC | 0.00% | New | 244 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 225 | $14K |
| Smartleaf Asset Management LLC | 0.00% | New | 196 | $12K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -99.8% | 188 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -21.4% | 154 | $10K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 135 | $8K |
| Covestor Ltd | 0.01% | No change | 129 | $8K |
| Raleigh Capital Management Inc. | 0.00% | No change | 123 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +8.0% | 121 | $8K |
| Arax Advisory Partners | 0.00% | New | 109 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +18.2% | 104 | $7K |
| Catalyst Funds Management Pty Ltd | 0.00% | No change | 100 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | New | 92 | $6K |
| Group One Trading LLC | 0.00% | New | 83 | $5K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 74 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 71 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 67 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 64 | $4K |
| UMB Bank, n.a. | 0.00% | Add +195.0% | 59 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 50 | $3K |
| WR Wealth Planners, LLC | 0.00% | Reduce -13.0% | 40 | $3K |
| Blue Trust, Inc. | 0.00% | New | 43 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 35 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 34 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 31 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 28 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 27 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 24 | $2K |
| Quarry LP | 0.00% | New | 22 | $1K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 20 | $1K |
| Signaturefd, LLC | 0.00% | New | 15 | $939 |
| Fairman Group, LLC | 0.00% | No change | 13 | $814 |
| CVA Family Office, LLC | 0.00% | New | 9 | $563 |
| Allworth Financial LP | 0.00% | No change | 9 | $555 |
| Parkside Financial Bank & Trust | 0.00% | No change | 8 | $501 |
| Larson Financial Group LLC | 0.00% | New | 7 | $438 |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 5 | $313 |
"% of holder's portfolio" is ENV's weight in each manager's 13F, not the share of Envestnet Inc. the manager owns.