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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 29404KAB2

ENVESTNET INC

26 institutions · $58.0M total · 62,063,000 shares

#ManagerSharesValue% of TotalPeriod
1FRANKLIN RESOURCES INC16,100,000$16.0M25.94%2023-06-30
2TENOR CAPITAL MANAGEMENT Co., L.P.12,901,000$12.9M20.78%2023-06-30
3BLUEFIN CAPITAL MANAGEMENT, LLC9,625,000$10.0M15.50%2023-03-31
4MACKAY SHIELDS LLC7,012,000$6.9M11.29%2023-06-30
5BANK OF AMERICA CORP /DE/4,544,000$4.5M7.32%2023-06-30
6Man Group plc2,370,000$2.5M3.81%2023-03-31
7WELLS FARGO & COMPANY/MN1,772,000$1.7M2.85%2023-06-30
8Jefferies Group LLC979,000$1.2M1.57%2023-09-30
9JPMORGAN CHASE & CO649,000$637.0K1.04%2023-06-30
10Federation des caisses Desjardins du Quebec396,000$527.7K0.63%2024-06-30
11CITIGROUP INC305,000$301.9K0.49%2023-06-30
12FIFTH THIRD BANCORP3,000$297.0K0.00%2023-06-30
13OPPENHEIMER ASSET MANAGEMENT INC.112,000$110.9K0.18%2023-06-30
14AMERICAN CENTURY COMPANIES INC58,000$60.4K0.09%2023-03-31
15GOLDMAN SACHS GROUP INC56,000$58.1K0.09%2024-03-31
16US BANCORP \DE\51,000$50.5K0.08%2023-06-30
17STEPHENS INC /AR/43,000$42.6K0.06%2023-06-30
18Balboa Wealth Partners37,000$37.7K0.05%2023-06-30
19Iron Horse Wealth Management, LLC15,000$14.8K0.02%2023-06-30
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO12,000$11.9K0.01%2023-06-30
21JANE STREET GROUP, LLC10,000$10.0K0.01%2023-06-30
22Parallel Advisors, LLC6,000$6.2K0.00%2023-03-31
23Royal Bank of Canada6,000$6.0K0.00%2023-06-30
24Nuveen Asset Management, LLC5,000,000$5.2K8.05%2023-03-31
25BARCLAYS PLC1,000$10.00%2023-06-30
26CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2023-06-30