EnvestnetENV
13F holders, Q3 2024 (September 30)261holders +9
69new positions
59sold out
8famous investors
$62.62avg. 13F price*
At the end of Q3 2024, 261 institutions reported holding Envestnet Inc. (ENV) in their 13F filings, up 9 from Q2 2024. 69 opened new positions and 59 sold out. The largest holders were BlackRock, Inc. ($502.9M), Vanguard Group Inc. ($400.0M) and Impactive Capital LP ($262.0M). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Envestnet Inc.
- CUSIP
- 29404K106
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $670.9M |
| Exits | 59 | $712.7M |
All 13F filers, Q2 2024 → Q3 2024: 13,950,133 shares bought and 18,035,702 shares sold, net −4,085,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| BlackRock, Inc. | 0.01% | — | 8,031,715 | $502.9M |
| Vanguard Group Inc. | 0.01% | Add +4.2% | 6,388,405 | $400.0M |
| Impactive Capital LP | 9.73% | No change | 4,183,865 | $262.0M |
| JPMorgan Chase & Co. | 0.01% | Add +25.1% | 2,274,581 | $142.4M |
| HBK Investments L P | 2.68% | New | 1,984,730 | $124.3M |
| State Street Corp. | 0.00% | Reduce -0.7% | 1,929,737 | $120.8M |
| Morgan Stanley | 0.01% | Reduce -29.4% | 1,788,951 | $112.0M |
| FIL Ltd | 0.09% | New | 1,663,000 | $104.1M |
| Brown Advisory Inc. | 0.13% | Reduce -10.4% | 1,624,831 | $101.7M |
| HSBC Holdings PLC | 0.05% | Reduce -3.7% | 1,354,151 | $84.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.9% | 1,134,530 | $71.1M |
| FMR LLC | 0.00% | Add +0.0% | 1,121,239 | $70.2M |
| Millennium Management | 0.05% | Add +343.8% | 972,271 | $60.9M |
| Bank of America Corp. | 0.01% | Add +9.6% | 947,557 | $59.3M |
| Geneva Capital Management LLC | 0.90% | Add +0.5% | 863,398 | $54.1M |
| Nexpoint Asset Management, L.P. | 5.85% | New | 770,432 | $48.2M |
| Westchester Capital Management, LLC | 2.16% | New | 730,537 | $45.7M |
| Norges Bank | 0.01% | Add +22.0% | 728,315 | $45.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -38.4% | 640,625 | $40.1M |
| Bank of Montreal | 0.02% | Add +0.9% | 635,409 | $39.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.2% | 615,756 | $38.6M |
| Van Berkom & Associates Inc. | 1.04% | Reduce -57.8% | 605,796 | $37.9M |
| Woodline Partners LP | 0.32% | New | 600,000 | $37.6M |
| First Trust Capital Management L.P. | 2.38% | New | 569,834 | $35.7M |
| Qube Research & Technologies Ltd | 0.06% | Add +16638.3% | 562,910 | $35.2M |
| Glazer Capital, LLC | 2.40% | New | 555,038 | $34.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.4% | 554,309 | $34.7M |
| AQR Arbitrage LLC | 1.20% | Add +510.1% | 465,274 | $29.1M |
| Alpine Associates Management Inc. | 1.16% | New | 402,500 | $25.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -20.0% | 401,975 | $25.2M |
| Voloridge Investment Management, LLC | 0.08% | New | 362,197 | $22.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.4% | 341,651 | $21.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +24.9% | 322,739 | $20.2M |
| Schonfeld Strategic Advisors LLC | 0.15% | New | 296,542 | $18.6M |
| TIG Advisors, LLC | 1.22% | New | 286,834 | $18.0M |
| Summit Creek Advisors LLC | 2.36% | Reduce -8.2% | 277,674 | $17.4M |
| Principal Financial Group Inc. | 0.01% | Add +9.0% | 271,766 | $17.0M |
| One Fin Capital Management LP | 6.64% | Reduce -6.9% | 269,500 | $16.9M |
| Janus Henderson Group PLC | 0.01% | Reduce -78.7% | 258,415 | $16.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -66.2% | 254,769 | $16.0M |
| Picton Mahoney Asset Management | 0.61% | New | 250,000 | $15.7M |
| Invesco Ltd. | 0.00% | Reduce -76.8% | 215,655 | $13.5M |
| Renaissance Technologies | 0.02% | New | 194,092 | $12.2M |
| Man Group plc | 0.03% | Add +65.4% | 169,617 | $10.6M |
| Chicago Capital Management, LLC | 26.58% | New | 167,428 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.0% | 160,373 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.1% | 157,896 | $9.9M |
| Rhumbline Advisers | 0.01% | Reduce -5.3% | 139,482 | $8.7M |
| Citadel Advisors | 0.01% | Add +42.7% | 137,286 | $8.6M |
| Tokio Marine Asset Management Co. Ltd. | 0.37% | New | 135,300 | $8.5M |
| Carmignac Gestion | 0.14% | New | 134,558 | $8.4M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 133,673 | $8.4M |
| Centiva Capital, LP | 0.32% | New | 111,092 | $7.0M |
| New York Life Investment Management LLC | 0.07% | New | 109,109 | $6.8M |
| Public Sector Pension Investment Board | 0.04% | Reduce -3.4% | 106,647 | $6.7M |
| Walleye Capital LLC | 0.08% | New | 102,590 | $6.4M |
| Deutsche Bank AG | 0.00% | Add +7.0% | 97,647 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.0% | 96,801 | $6.1M |
| WINTON GROUP Ltd | 0.42% | New | 95,268 | $6.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 94,460 | $5.9M |
| Two Sigma Investments, LP | 0.01% | New | 93,098 | $5.8M |
| Barclays PLC | 0.00% | Add +311.4% | 90,227 | $5.7M |
| Boussard & Gavaudan Investment Management LLP | 0.89% | New | 88,628 | $5.5M |
| Cramer Rosenthal McGlynn LLC | 0.30% | Reduce -75.6% | 87,574 | $5.5M |
| Swiss National Bank | 0.00% | Add +6.4% | 86,300 | $5.4M |
| California Public Employees Retirement System | 0.00% | Add +16.5% | 86,069 | $5.4M |
| Citigroup Inc. | 0.00% | Reduce -20.2% | 81,200 | $5.1M |
| Prelude Capital Management, LLC | 0.38% | New | 78,044 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +5.9% | 77,892 | $4.9M |
| UBS Group AG | 0.00% | Add +155.1% | 71,932 | $4.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.6% | 70,172 | $4.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -7.9% | 69,035 | $4.3M |
| Marshall Wace, LLP | 0.01% | Add +556.0% | 64,289 | $4.0M |
| Fort Baker Capital Management LP | 1.68% | Reduce -64.3% | 62,457 | $3.9M |
| Beryl Capital Management LLC | 0.84% | New | 62,299 | $3.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.2% | 55,278 | $3.5M |
| Prudential Financial Inc. | 0.00% | Add +0.1% | 53,831 | $3.4M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.55% | New | 51,450 | $3.2M |
| Moore Capital Management, LP | 0.10% | New | 50,913 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +12.8% | 50,320 | $3.2M |
| Athos Capital Ltd | 1.02% | New | 50,000 | $3.1M |
| Vazirani Asset Management LLC | 5.32% | New | 47,233 | $3.0M |
| Gabelli Funds LLC | 0.02% | New | 47,000 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -9.5% | 45,844 | $2.9M |
| Eisler Capital (US) LLC | 0.49% | New | 42,718 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 42,405 | $2.7M |
| California State Teachers Retirement System | 0.00% | Add +3.2% | 42,264 | $2.6M |
| 13D Management LLC | 1.93% | Reduce -59.7% | 42,048 | $2.6M |
| Jefferies Financial Group Inc. | 0.04% | New | 41,064 | $2.6M |
| Capula Management Ltd | 0.03% | New | 40,312 | $2.5M |
| Water Island Capital LLC | 0.27% | New | 39,845 | $2.5M |
| ClariVest Asset Management LLC | 0.25% | No change | 39,649 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.2% | 39,472 | $2.5M |
| Quantbot Technologies LP | 0.09% | New | 36,428 | $2.3M |
| Gotham Asset Management | 0.02% | Add +46.0% | 36,380 | $2.3M |
| Brevan Howard Capital Management LP | 0.11% | New | 35,159 | $2.2M |
| Sei Investments Co. | 0.00% | Reduce -55.8% | 34,605 | $2.2M |
| ClearAlpha Technologies LP | 0.91% | New | 33,973 | $2.1M |
| Scout Investments, Inc. | 0.06% | Reduce -61.3% | 33,519 | $2.1M |
| AlphaQuest LLC | 0.19% | Add +2100.6% | 33,383 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -10.0% | 33,215 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +15.4% | 31,581 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +11.9% | 31,290 | $2.0M |
| Balyasny Asset Management L.P. | 0.01% | New | 30,642 | $1.9M |
| Tudor Investment Corporation | 0.02% | Reduce -65.5% | 30,038 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | No change | 29,234 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +23.2% | 29,106 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.0% | 29,071 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.5% | 28,684 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Add +72.8% | 27,304 | $1.7M |
| Comerica Bank | 0.01% | Reduce -61.4% | 26,747 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -10.9% | 25,980 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.6% | 24,300 | $1.5M |
| IMA Advisory Services, Inc. | 0.32% | Reduce -1.7% | 23,194 | $1.5M |
| XTX Topco Ltd | 0.11% | Add +337.4% | 23,108 | $1.4M |
| Algert Global LLC | 0.04% | Add +455.4% | 23,071 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -9.7% | 22,976 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | Add +7.5% | 21,922 | $1.4M |
| Sagefield Capital LP | 0.15% | New | 21,500 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -28.0% | 21,346 | $1.3M |
| Cinctive Capital Management LP | 0.07% | New | 20,241 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.1% | 19,425 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +22.0% | 18,902 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,510 | $1.1M |
| Neo Ivy Capital Management | 0.35% | New | 17,124 | $1.1M |
| Baron Capital (BAMCO) | 0.00% | No change | 17,087 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -2.9% | 16,974 | $1.1M |
| Zions Bancorporation, N.A. | 0.07% | Reduce -36.3% | 16,390 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -2.8% | 16,294 | $1.0M |
| Intech Investment Management LLC | 0.01% | New | 16,114 | $1.0M |
| PenderFund Capital Management Ltd. | 0.52% | New | 11,800 | $999K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -17.6% | 15,738 | $988K |
| New York State Common Retirement Fund | 0.00% | Reduce -54.0% | 15,755 | $987K |
| Susquehanna International Group, LLP | 0.00% | Add +288.3% | 15,717 | $984K |
| Mariner, LLC | 0.00% | Reduce -1.8% | 15,088 | $945K |
| Amalgamated Bank | 0.01% | Reduce -3.3% | 14,816 | $928K |
| ProShare Advisors LLC | 0.00% | Add +87.8% | 14,490 | $907K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 14,202 | $889K |
| Fifth Lane Capital, LP | 2.27% | New | 14,000 | $877K |
| Natixis | 0.01% | Add +193.4% | 13,751 | $861K |
| Cetera Investment Advisers | 0.00% | Add +14.9% | 13,683 | $857K |
| HRT Financial LP | 0.00% | New | 13,561 | $849K |
| Lazard Asset Management LLC | 0.00% | New | 13,355 | $836K |
| Arizona State Retirement System | 0.01% | Add +10.1% | 12,720 | $797K |
| Royal Bank of Canada | 0.00% | Reduce -97.6% | 12,292 | $770K |
| New York State Teachers Retirement System | 0.00% | Reduce -4.0% | 12,121 | $759K |
| Alley Investment Management Company, LLC | 0.10% | No change | 12,000 | $751K |
| Liberty One Investment Management, LLC | 0.08% | Reduce -4.9% | 11,994 | $751K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.5% | 11,882 | $744K |
| BCK Capital Management LP | 0.43% | New | 11,500 | $720K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.1% | 11,445 | $717K |
| Blackstone Inc. | 0.00% | New | 11,152 | $698K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.2% | 10,852 | $680K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.6% | 10,744 | $673K |
| Osaic Holdings, Inc. | 0.00% | Add +319.3% | 10,399 | $651K |
| LMR Partners LLP | 0.02% | New | 10,270 | $643K |
| Victory Capital Management Inc. | 0.00% | Reduce -4.0% | 10,265 | $643K |
| Crystalline Management Inc. | 1.41% | New | 10,000 | $626K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,585 | $600K |
| Yakira Capital Management, Inc. | 0.23% | New | 9,295 | $582K |
| Handelsbanken Fonder AB | 0.00% | No change | 8,823 | $552K |
| GAMCO Investors | 0.01% | New | 8,800 | $551K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -81.7% | 7,560 | $473K |
| Corient Private Wealth LP | 0.00% | Reduce -39.5% | 7,550 | $473K |
| NewEdge Advisors, LLC | 0.00% | Add +345.7% | 7,528 | $471K |
| Park Avenue Securities LLC | 0.01% | Add +15.0% | 7,158 | $448K |
| Benjamin Edwards Inc. | 0.01% | Reduce -16.0% | 6,538 | $409K |
| Sherbrooke Park Advisers LLC | 0.09% | Add +22.9% | 6,226 | $390K |
| Praxis Investment Management Inc. | 0.02% | Add +25.8% | 6,190 | $388K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -76.2% | 6,179 | $387K |
| Guggenheim Capital LLC | 0.00% | New | 6,042 | $378K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +22.8% | 5,801 | $364K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.2% | 5,803 | $363K |
| Oxford Asset Management LLP | 0.29% | New | 5,473 | $343K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,075 | $318K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,005 | $313K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,995 | $313K |
| Cerity Partners LLC | 0.00% | New | 4,752 | $298K |
| Cornercap Investment Counsel Inc. | 0.09% | Reduce -51.0% | 4,690 | $294K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -51.9% | 4,488 | $281K |
| Certuity, LLC | 0.03% | New | 4,480 | $281K |
| US Bancorp \de | 0.00% | Reduce -81.2% | 4,233 | $265K |
| Graham Capital Management, L.P. | 0.01% | New | 4,189 | $262K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 4,180 | $262K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 4,108 | $257K |
| Pathstone Holdings, LLC | 0.00% | Reduce -16.6% | 4,024 | $252K |
| Brown Capital Management LLC | 0.01% | Reduce -75.7% | 3,867 | $242K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,820 | $239K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | No change | 3,778 | $237K |
| LPL Financial LLC | 0.00% | Reduce -87.2% | 3,774 | $236K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.7% | 3,721 | $233K |
| CIBC Asset Management Inc | 0.00% | Add +0.2% | 3,616 | $226K |
| State of Wisconsin Investment Board | 0.00% | Reduce -94.2% | 3,526 | $221K |
| S.A. Mason LLC | 0.12% | No change | 3,500 | $219K |
| Principal Securities, Inc. | 0.01% | Add +24.4% | 3,411 | $214K |
| Acadian Asset Management LLC | 0.00% | New | 3,406 | $213K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,381 | $212K |
| Garrison Point Advisors, LLC | 0.13% | No change | 3,327 | $208K |
| Xponance LLC | 0.00% | New | 3,327 | $208K |
| Bessemer Group Inc. | 0.00% | Reduce -98.9% | 2,725 | $171K |
| Federated Hermes, Inc. | 0.00% | No change | 2,700 | $169K |
| SG Americas Securities, LLC | 0.00% | Add +54.3% | 2,687 | $168K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 2,581 | $162K |
| STRS Ohio | 0.00% | No change | 2,300 | $144K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -64.9% | 2,243 | $140K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -17.5% | 1,794 | $112K |
| Summit Securities Group LLC | 0.06% | Reduce -50.9% | 1,500 | $94K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +6.5% | 1,361 | $85K |
| Hartford Financial Management Inc. | 0.02% | No change | 1,206 | $76K |
| Longfellow Investment Management Co. LLC | 0.02% | New | 1,140 | $71K |
| KBC Group NV | 0.00% | No change | 1,101 | $69K |
| Huntington National Bank | 0.00% | Reduce -17.4% | 1,053 | $66K |
| Asset Management One Co., Ltd. | 0.00% | Add +18.0% | 959 | $60K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.9% | 795 | $50K |
| Walleye Trading LLC | 0.00% | Reduce -29.5% | 717 | $45K |
| Catalyst Funds Management Pty Ltd | 0.01% | Add +500.0% | 600 | $38K |
| McIlrath & Eck, LLC | 0.00% | No change | 454 | $28K |
| Cwm, LLC | 0.00% | Add +27.9% | 408 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -72.8% | 377 | $24K |
| Oarsman Capital, Inc. | 0.00% | New | 332 | $21K |
| Fifth Third Bancorp | 0.00% | Add +7.3% | 323 | $20K |
| Quadrant Capital Group LLC | 0.00% | No change | 270 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +55.8% | 240 | $15K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +20.2% | 226 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 225 | $14K |
| Clearstead Advisors, LLC | 0.00% | Reduce -14.3% | 209 | $13K |
| Larson Financial Group LLC | 0.00% | Add +2785.7% | 202 | $13K |
| Blue Trust, Inc. | 0.00% | Add +300.0% | 172 | $11K |
| Quarry LP | 0.00% | Add +572.7% | 148 | $9K |
| Versant Capital Management, Inc | 0.00% | Add +164.8% | 143 | $9K |
| 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 |
| UMB Bank, n.a. | 0.00% | Add +108.5% | 123 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -38.8% | 120 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +10.6% | 115 | $7K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.4% | 112 | $7K |
| Arax Advisory Partners | 0.00% | No change | 109 | $7K |
| Elequin Capital, LP | 0.01% | New | 106 | $7K |
| Franklin Resources Inc. | 0.00% | Reduce -100.0% | 96 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 71 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 64 | $4K |
| Sterling Capital Management LLC | 0.00% | — | 52 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 50 | $3K |
| GAMMA Investing LLC | 0.00% | Add +45.2% | 45 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 44 | $3K |
| WR Wealth Planners, LLC | 0.00% | Add +7.5% | 43 | $3K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 40 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 35 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 34 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 27 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 21 | $1K |
| Signaturefd, LLC | 0.00% | No change | 15 | $939 |
| Fairman Group, LLC | 0.00% | No change | 13 | $814 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 12 | $751 |
| CVA Family Office, LLC | 0.00% | No change | 9 | $564 |
| Allworth Financial LP | 0.00% | No change | 9 | $564 |
| Parkside Financial Bank & Trust | 0.00% | No change | 8 | $501 |
| Fortitude Family Office, LLC | 0.00% | New | 7 | $438 |
| Mendota Financial Group, LLC | 0.00% | New | 4 | $251 |
| Abound Wealth Management | 0.00% | New | 3 | $188 |
"% of holder's portfolio" is ENV's weight in each manager's 13F, not the share of Envestnet Inc. the manager owns.