Fund shareholders of Clarivate PLC
ISIN JE00BJJN4441 · United Kingdom · LEI 549300WDHIIODXFO0R55
- Fund shareholders
- 173
- Of which ETFs
- 38 135 other funds
- Value held
- ≈ 254M $ 253.6M $ · 107.4K € · 2.4M SEK
173 funds hold this company. This table lists the 172 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Clarkston Partners Fund ALPS SERIES TRUST | 11,750,000 | 25.4M $ | 8.73 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 11,740,252 | 29.7M $ | 0.11 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 8,997,258 | 19.4M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,322,926 | 12.5M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 5,614,060 | 11.1M $ | 1.30 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,925,331 | 10.6M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 3,829,201 | 7.6M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Clarkston Founders Fund ALPS SERIES TRUST | 3,550,000 | 7.7M $ | 10.65 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 3,357,072 | 7.3M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 2,860,800 | 6.2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 2,571,200 | 5.6M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 2,499,116 | 4.9M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 2,448,700 | 4.8M $ | 0.63 % | as of Jul 31, 2026 ↗ |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 2,389,100 | 5.2M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 2,336,669 | 5.9M $ | 0.01 % | as of May 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,271,875 | 4.5M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 2,232,939 | 5.6M $ | 0.06 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 2,140,615 | 5.4M $ | 0.02 % | as of May 31, 2026 ↗ |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 2,040,600 | 4.4M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Clarkston Fund ALPS SERIES TRUST | 1,665,000 | 3.6M $ | 11.89 % | as of Jun 30, 2026 ↗ |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 1,442,117 | 2.9M $ | 0.44 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 1,330,079 | 2.6M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 1,198,600 | 2.6M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 1,185,261 | 2.3M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 1,098,000 | 2.4M $ | 0.42 % | as of Jun 30, 2026 ↗ |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 1,019,212 | 2.2M $ | 0.77 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 935,245 | 2M $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 859,593 | 2.2M $ | 0.00 % | as of May 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 850,681 | 1.7M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 | 829,700 | 1.6M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| AST Large-Cap Equity Portfolio Advanced Series Trust | 807,200 | 1.7M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 794,009 | 1.7M $ | 0.76 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 757,289 | 1.5M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 736,001 | 1.5M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 711,981 | 1.4M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 674,638 | 1.7M $ | 0.00 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 654,529 | 1.4M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 624,807 | 1.2M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 597,800 | 1.2M $ | 0.17 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 593,937 | 1.5M $ | 0.05 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 572,056 | 1.2M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 562,500 | 1.2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Virtus Income & Growth Fund Virtus Investment Trust | 540,468 | 1.2M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 489,326 | 1.1M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 488,200 | 1.1M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 452,880 | 1.1M $ | 0.07 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 406,295 | 804.5K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 390,628 | 773.4K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 380,081 | 821K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 352,708 | 892.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| AQR Large Cap Multi-Style Fund AQR Funds | 340,008 | 734.4K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 305,652 | 605.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| AQR Managed Futures Strategy HV Fund AQR Funds | 297,848 | 643.4K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 294,775 | 636.7K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 290,600 | 575.4K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 271,043 | 536.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 263,321 | 666.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 259,889 | 514.6K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 250,700 | 541.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 242,544 | 523.9K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 242,192 | 479.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 236,786 | 468.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 233,647 | 591.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 211,914 | 419.6K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 207,500 | 448.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 191,117 | 483.5K $ | 0.06 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 177,614 | 383.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| AST Preservation Asset Allocation Portfolio Advanced Series Trust | 170,400 | 368.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 167,623 | 331.9K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 158,620 | 314.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 149,458 | 322.8K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 128,800 | 278.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 125,700 | 271.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 124,394 | 268.7K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 123,608 | 267K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 118,319 | 255.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 110,062 | 237.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 106,600 | 230.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 106,149 | 229.3K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 105,384 | 208.7K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 103,700 | 224K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 102,825 | 260.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 101,052 | 218.3K $ | 0.02 % | as of Jun 30, 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 | 253K $ | 0.02 % | as of May 31, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 89,604 | 177.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 84,700 | 183K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 84,155 | 166.6K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 81,534 | 206.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 81,478 | 176K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II | 79,000 | 170.6K $ | 0.59 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 77,938 | 168.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 73,272 | 158.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 68,605 | 148.2K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 68,457 | 147.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 67,896 | 134.4K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 67,509 | 133.7K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 55,986 | 141.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 55,576 | 110K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 55,261 | 119.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Edmond de Rothschild Fund - Big Data Edmond de Rothschild Asset Management (Luxembourg) | 1.29 % | as of Mar 31, 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 Fund ALPS SERIES TRUST | 11.89 % | as of Jun 30, 2026 ↗ |
| Clarkston Founders Fund ALPS SERIES TRUST | 10.65 % | as of Jun 30, 2026 ↗ |
| Clarkston Partners Fund ALPS SERIES TRUST | 8.73 % | as of Jun 30, 2026 ↗ |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 1.30 % | as of Jul 31, 2026 ↗ |
| Edmond de Rothschild Fund - Big Data Edmond de Rothschild Asset Management (Luxembourg) | 1.29 % | as of Mar 31, 2026 ↗ |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 0.77 % | as of Jun 30, 2026 ↗ |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 0.76 % | as of Jun 30, 2026 ↗ |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 0.63 % | as of Jul 31, 2026 ↗ |
| BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II | 0.59 % | as of Jun 30, 2026 ↗ |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 0.44 % | as of Jul 31, 2026 ↗ |
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 |
|---|---|---|---|---|
| 2026Q3 | 168 | +1 | 116,511,343 | -2.7 % |
| 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