Envestnet, Inc.
ENVDelisted Nov 25, 2024- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001337619
Envestnet, Inc. was delisted on Nov 25, 2024; its insiders filed their last Form 4 on Nov 25, 2024; 261 institutions reported holding it in 13F filings for Q3 2024, worth $3.41B in total; no superinvestor held it.
13F holders, Q2 2024
Institutional positions in Envestnet, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 252
- +20 vs. Q1 2024
- Shares held
- 58.4M
- −1.37M (−2.3%) vs. Q1 2024
- Total value
- $3.66B
- +$194.1M (+5.6%) vs. Q1 2024
- New holders
- 46
- 86 more added
- Sold out
- 26
- 80 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ENV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 1 | $58.6K |
| Q3 2024 | 261 | $3.41B |
| Q2 2024 | 252 | $3.66B |
| Q1 2024 | 233 | $3.47B |
| Q4 2023 | 219 | $2.92B |
| Q3 2023 | 226 | $2.51B |
| Q2 2023 | 228 | $3.47B |
| Q1 2023 | 238 | $3.44B |
| Q4 2022 | 240 | $3.60B |
| Q3 2022 | 239 | $2.48B |
| Q2 2022 | 258 | $2.95B |
| Q1 2022 | 276 | $4.21B |
| Q4 2021 | 256 | $4.46B |
| Q3 2021 | 232 | $4.55B |
| Q2 2021 | 245 | $4.27B |
| Q1 2021 | 239 | $3.99B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Envestnet, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| C M Bidwell & Associates Ltd | 5 | $313 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $438 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 8 | $501 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9 | $555 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $563 | 0.00% | +9 | New |
| Fairman Group, LLC | 13 | $814 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 15 | $939 | 0.00% | +15 | New |
| Rothschild Investment LLC | 20 | $1.25K | 0.00% | +15+300.0% | Added |
| Quarry LP | 22 | $1.38K | 0.00% | +22 | New |
| Hexagon Capital Partners LLC | 24 | $1.50K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 27 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 28 | $1.75K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 31 | $1.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $2.13K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 35 | $2.19K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 43 | $2.49K | 0.00% | +43 | New |
| WR Wealth Planners, LLC | 40 | $2.50K | 0.00% | −6−13.0% | Reduced |
| Gen-Wealth Partners Inc | 50 | $3.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $3.38K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 59 | $3.69K | 0.00% | +39+195.0% | Added |
| Private Wealth Management Group, LLC | 64 | $4.01K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 67 | $4.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $4.44K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 74 | $4.63K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 83 | $5.20K | 0.00% | +83 | New |
| TD Waterhouse Canada Inc. | 92 | $5.62K | 0.00% | +92 | New |
| Catalyst Funds Management Pty Ltd | 100 | $6.26K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $6.51K | 0.00% | +16+18.2% | Added |
| SRS Capital Advisors, Inc. | 109 | $6.82K | 0.00% | +109 | New |
| Parallel Advisors, LLC | 121 | $7.57K | 0.00% | +9+8.0% | Added |
| Raleigh Capital Management Inc. | 123 | $7.70K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 129 | $8.00K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 135 | $8.45K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 154 | $9.54K | 0.00% | −42−21.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 188 | $11.8K | 0.00% | −105,350−99.8% | Reduced |
| Smartleaf Asset Management LLC | 196 | $12.2K | 0.00% | +196 | New |
| Brown, Lisle/Cummings, Inc. | 225 | $14.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 244 | $15.3K | 0.00% | +244 | New |
| Quadrant Capital Group LLC | 270 | $16.9K | 0.00% | +270 | New |
| Fifth Third Bancorp | 301 | $18.8K | 0.00% | +18+6.4% | Added |
| CWM, LLC | 319 | $20.0K | 0.00% | +5+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 375 | $23.0K | 0.00% | +63+20.2% | Added |
| McIlrath & Eck, LLC | 454 | $28.4K | 0.00% | −20−4.2% | Reduced |
| Innealta Capital, LLC | 741 | $46.4K | 0.02% | +741 | New |
| Nisa Investment Advisors, LLC | 802 | $50.2K | 0.00% | +44+5.8% | Added |
| Asset Management One Co.,Ltd. | 813 | $50.9K | 0.00% | −214−20.8% | Reduced |
| Walleye Trading LLC | 1,017 | $63.7K | 0.00% | −5,653−84.8% | Reduced |
| KBC Group NV | 1,101 | $69.0K | 0.00% | +117+11.9% | Added |
| Hartford Financial Management Inc. | 1,206 | $75.5K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,275 | $79.8K | 0.00% | −905−41.5% | Reduced |
| Proequities, Inc. | 1,278 | $80.0K | 0.01% | +14+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,387 | $86.8K | 0.00% | +770+124.8% | Added |
| EntryPoint Capital, LLC | 1,389 | $86.9K | 0.04% | +1,389 | New |
| Quest Partners LLC | 1,517 | $94.9K | 0.01% | +1,493+6,220.8% | Added |
| GWM Advisors LLC | 1,689 | $105.7K | 0.00% | +1,023+153.6% | Added |
| SG Americas Securities, LLC | 1,742 | $109.0K | 0.00% | −1,156−39.9% | Reduced |
| CIBC Private Wealth Group, LLC | 2,174 | $137.5K | 0.00% | −981−31.1% | Reduced |
| STRS Ohio | 2,300 | $144.0K | 0.00% | +1,700+283.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,340 | $146.5K | 0.00% | +22+0.9% | Added |
| Advisor Group Holdings, Inc. | 2,480 | $155.1K | 0.00% | +1,550+166.7% | Added |
| Federated Hermes, Inc. | 2,700 | $169.0K | 0.00% | +1,200+80.0% | Added |
| Principal Securities, Inc. | 2,741 | $171.6K | 0.00% | +100+3.8% | Added |
| Clear Street Markets LLC | 3,056 | $191.0K | 0.07% | +3,056 | New |
| Garrison Point Advisors, LLC | 3,327 | $208.2K | 0.14% | −2,500−42.9% | Reduced |
| Qube Research & Technologies Ltd | 3,363 | $210.5K | 0.00% | +3,363 | New |
| Mackenzie Financial Corp | 3,381 | $211.6K | 0.00% | +3,381 | New |
| Glenmede Trust Co NA | 3,430 | $214.7K | 0.00% | +3,430 | New |
| Mount Yale Investment Advisors, LLC | 3,466 | $216.9K | 0.02% | +3,466 | New |
| AQR Capital Management LLC | 3,486 | $218.2K | 0.00% | +3,486 | New |
| S.A. Mason LLC | 3,500 | $219.1K | 0.12% | −200−5.4% | Reduced |
| CIBC Asset Management Inc | 3,608 | $225.8K | 0.00% | −106−2.9% | Reduced |
| Crossmark Global Holdings, Inc. | 3,747 | $235.0K | 0.00% | −194−4.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,778 | $236.5K | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,927 | $245.8K | 0.01% | +3,927 | New |
| Susquehanna International Group, LLP | 4,048 | $253.4K | 0.00% | −15−0.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,108 | $257.1K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 4,154 | $260.0K | 0.01% | +4,154 | New |
| Janney Montgomery Scott LLC | 4,155 | $260.0K | 0.00% | −150−3.5% | Reduced |
| Integrated Advisors Network LLC | 4,260 | $266.6K | 0.01% | +4,260 | New |
| Aigen Investment Management, LP | 4,394 | $275.0K | 0.05% | +4,394 | New |
| Verition Fund Management LLC | 4,562 | $285.5K | 0.00% | +4,562 | New |
| Natixis | 4,686 | $293.3K | 0.00% | −81−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,725 | $295.7K | 0.00% | +787+20.0% | Added |
| Pathstone Holdings, LLC | 4,822 | $301.8K | 0.00% | +956+24.7% | Added |
| Everence Capital Management Inc | 4,920 | $305.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,995 | $312.6K | 0.00% | −515−9.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,005 | $313.3K | 0.01% | −185−3.6% | Reduced |
| Sherbrooke Park Advisers LLC | 5,066 | $317.1K | 0.06% | +5,066 | New |
| Public Employees Retirement Association of Colorado | 5,075 | $318.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,364 | $327.9K | 0.02% | +5,357+76,528.6% | Added |
| XTX Topco Ltd | 5,283 | $330.7K | 0.03% | +5,283 | New |
| Captrust Financial Advisors | 5,859 | $366.7K | 0.00% | −2,218−27.5% | Reduced |
| Stephens Inc | 5,859 | $366.7K | 0.01% | +70+1.2% | Added |
| Royce & Associates LP | 6,000 | $375.5K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,225 | $390.0K | 0.00% | +290+4.9% | Added |
| Integrated Investment Consultants, LLC | 6,879 | $398.4K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,398 | $400.4K | 0.00% | +3,925+158.7% | Added |
| Dark Forest Capital Management LP | 6,930 | $433.7K | 0.08% | +6,930 | New |
| State of Wyoming | 7,063 | $442.1K | 0.07% | +905+14.7% | Added |
| Aquatic Capital Management LLC | 7,100 | $444.4K | 0.02% | +7,100 | New |