Fund shareholders of Clarivate PLC
ISIN JE00BJJN4441 · Jersey · LEI 549300WDHIIODXFO0R55
- Fund shareholders
- 172
- Of which ETFs
- 44 128 other funds
- Value held
- 312.2M $ 107.4K € · 2.4M SEK
172 funds hold this company. This table lists the 171 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Clarkston Partners Fund ALPS SERIES TRUST | 13,800,000 | 34.9M $ | 11.15 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 10,453,130 | 24M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| First Trust Technology AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 8,416,667 | 24.2M $ | 1.63 % | as of Apr 30, 2026 ↗ |
| Clarkston Founders Fund ALPS SERIES TRUST | 8,100,000 | 20.5M $ | 12.50 % | as of Mar 31, 2026 ↗ |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 5,325,001 | 15.3M $ | 1.58 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,949,627 | 12.5M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,942,526 | 14.2M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 3,234,522 | 9.3M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 2,888,571 | 7.3M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 2,860,800 | 7.2M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 2,802,734 | 8M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 2,788,500 | 8M $ | 0.99 % | as of Apr 30, 2026 ↗ |
| Clarkston Fund ALPS SERIES TRUST | 2,745,000 | 6.9M $ | 7.09 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 2,444,332 | 5.6M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 2,389,100 | 6M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 2,281,777 | 5.2M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,271,875 | 6.5M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 2,136,669 | 4.9M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 2,093,400 | 6M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 2,063,900 | 5.2M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 1,416,701 | 3.6M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 1,413,600 | 3.6M $ | 0.30 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,360,629 | 3.9M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 1,314,000 | 3.8M $ | 0.58 % | as of Apr 30, 2026 ↗ |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 1,257,300 | 3.2M $ | 0.60 % | as of Mar 31, 2026 ↗ |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 1,022,763 | 2.6M $ | 1.24 % | as of Mar 31, 2026 ↗ |
| AST Large-Cap Equity Portfolio Advanced Series Trust | 999,100 | 2.5M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 977,409 | 2.5M $ | 1.10 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 969,285 | 2.8M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 | 932,900 | 2.7M $ | 0.26 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 930,248 | 2.4M $ | 0.37 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 814,301 | 1.9M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 806,498 | 2M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 795,000 | 2M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 779,549 | 2.2M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 645,845 | 1.5M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 593,443 | 1.7M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 577,600 | 1.5M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 558,456 | 1.4M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus Income & Growth Fund Virtus Investment Trust | 540,468 | 1.4M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 533,541 | 1.3M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 507,536 | 1.2M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Technology ETF iShares Trust | 453,663 | 1.3M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 452,880 | 1M $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 443,061 | 1M $ | 0.61 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 363,231 | 919K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 342,089 | 786.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 320,287 | 919.2K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 315,992 | 906.9K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 312,043 | 717.7K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 305,652 | 877.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 290,508 | 735K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 271,043 | 777.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 269,007 | 680.6K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 259,489 | 596.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 255,993 | 647.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 253,402 | 727.3K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 242,192 | 695.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 234,196 | 592.5K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 230,487 | 661.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Preservation Asset Allocation Portfolio Advanced Series Trust | 216,000 | 546.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 212,234 | 488.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 211,914 | 608.2K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 173,732 | 498.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 170,598 | 489.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 166,700 | 421.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 155,653 | 446.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 149,458 | 378.1K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 149,391 | 428.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 149,107 | 377.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 146,407 | 420.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 140,205 | 354.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 135,894 | 312.6K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 130,277 | 373.9K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 129,000 | 326.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 128,517 | 368.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 124,553 | 315.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 124,394 | 314.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 119,700 | 302.8K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 106,600 | 269.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 103,244 | 237.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 102,825 | 236.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 100,400 | 2.4M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco High Yield Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 100,000 | 230K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II | 98,500 | 249.2K $ | 0.95 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 92,691 | 266K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AQR Managed Futures Strategy HV Fund AQR Funds | 91,233 | 230.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 81,478 | 206.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 71,784 | 206K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 71,699 | 205.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 71,646 | 205.6K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 68,605 | 173.6K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 67,088 | 192.5K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 66,374 | 190.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 62,418 | 157.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 59,720 | 171.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 55,902 | 160.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 55,199 | 139.7K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 54,900 | 126.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 54,852 | 126.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Clarkston Founders Fund ALPS SERIES TRUST | 12.50 % | as of Mar 31, 2026 ↗ |
| Clarkston Partners Fund ALPS SERIES TRUST | 11.15 % | as of Mar 31, 2026 ↗ |
| Clarkston Fund ALPS SERIES TRUST | 7.09 % | as of Mar 31, 2026 ↗ |
| First Trust Technology AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1.63 % | as of Apr 30, 2026 ↗ |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 1.58 % | as of Apr 30, 2026 ↗ |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 1.24 % | as of Mar 31, 2026 ↗ |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 1.10 % | as of Mar 31, 2026 ↗ |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 0.99 % | as of Apr 30, 2026 ↗ |
| BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II | 0.95 % | as of Mar 31, 2026 ↗ |
| Edmond de Rothschild Fund - Big Data Edmond de Rothschild Asset Management (Luxembourg) | 0.87 % | as of Mar 31, 2025 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 167 | -1 | 119,740,311 | +9.6 % |
| 2026Q1 | 168 | -2 | 109,219,791 | +5.0 % |
| 2025Q4 | 170 | -1 | 104,043,555 | +4.3 % |
| 2025Q3 | 171 | -3 | 99,734,263 | -12.6 % |
| 2025Q2 | 174 | -16 | 114,144,064 | -7.8 % |
| 2025Q1 | 190 | -2 | 123,857,201 | +9.1 % |
| 2024Q4 | 192 | +7 | 113,536,539 | +11.0 % |
| 2024Q3 | 185 | -14 | 102,284,156 | +1.9 % |
| 2024Q2 | 199 | -18 | 100,339,651 | +4.2 % |
| 2024Q1 | 217 | -13 | 96,274,107 | +2.0 % |
| 2023Q4 | 230 | 94,377,924 |
Cite this page
Titelia. "Fund shareholders of Clarivate PLC". https://titelia.com/en/stocks/clarivate-plc-JE00BJJN4441