Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ENVESTNET ASSET MANAGEMENT INC 11-10-2023 09-30-2023 4002 218,554,213,300
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DXC TECHNOLOGY CO COM 2651 $1,926,702 92,496 0.00 0.00 34,109 58.42 09-30-2023
UIPATH INC CL A 2652 $1,925,132 112,515 0.00 0.00 71,850 176.69 09-30-2023
HELIOS TECHNOLOGIES INC COM 2653 $1,924,959 34,696 0.00 0.00 14,564 72.34 09-30-2023
JACKSON FINANCIAL INC COM CL A 2654 $1,922,580 50,303 0.00 0.00 6,923 15.96 09-30-2023
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