Funds holding Clearwater Analytics Holdings Inc
198 funds declare a position · 52 ETFs and 146 other funds · 1.8B $· 18.7M SEK· 912.9K € · US1851231068
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,345,476 | 221M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 6,813,918 | 161.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,787,076 | 160.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 6,443,046 | 150.7M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 5 | Nexpoint Merger Arbitrage Fund NexPoint Funds I | 3,978,350 | 94.1M $ | 6.76 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 3,793,758 | 89.7M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,222,807 | 76.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 8 | BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. | 2,943,466 | 68.8M $ | 1.40 % | as of Feb 27, 2026 · Original filing |
| 9 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 2,758,509 | 66.8M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 10 | iShares Russell 2000 Growth ETF iShares Trust | 2,276,381 | 53.8M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 11 | The Merger Fund Merger Fund | 2,157,153 | 51M $ | 2.07 % | as of Mar 31, 2026 · Original filing |
| 12 | First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II | 1,795,770 | 42.5M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| 13 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,513,408 | 35.4M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 14 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 1,399,725 | 32.7M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 15 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,383,072 | 32.4M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 16 | Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 1,334,967 | 32.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 17 | iShares Expanded Tech-Software Sector ETF iShares Trust | 1,281,760 | 30.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 18 | SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 1,260,099 | 29.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 19 | AQR Diversified Arbitrage Fund AQR Funds | 1,033,148 | 24.4M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 20 | Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 786,287 | 19M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 21 | Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust | 700,000 | 16.9M $ | 2.97 % | as of Apr 30, 2026 · Original filing |
| 22 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 612,161 | 14.8M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 23 | Nomura Small Cap Core Fund Delaware Group Equity Funds V | 590,015 | 13.8M $ | 0.24 % | as of Feb 27, 2026 · Original filing |
| 24 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 538,009 | 12.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 25 | Master Small Cap Index Series Quantitative Master Series LLC | 453,675 | 10.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 26 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 424,042 | 9.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 27 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 406,716 | 9.5M $ | 0.21 % | as of Feb 27, 2026 · Original filing |
| 28 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 367,512 | 8.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 29 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 330,069 | 8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 30 | Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 303,651 | 7.2M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| 31 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 291,608 | 6.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 32 | First Trust Multi-Strategy Fund INVESTMENT MANAGERS SERIES TRUST II | 286,980 | 6.8M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 33 | Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 281,690 | 6.8M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 34 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 255,841 | 6M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| 35 | Nuveen Equity Index Fund TIAA-CREF Funds | 235,573 | 5.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 36 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 214,022 | 5.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 37 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 212,241 | 5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 38 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 185,439 | 4.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 39 | THE ARBITRAGE FUND ARBITRAGE FUNDS | 173,724 | 4.1M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| 40 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 170,112 | 4.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 41 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 169,137 | 4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 42 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 165,694 | 3.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 43 | Mast Multialternative Strategy Fund Investment Managers Series Trust III | 162,004 | 3.9M $ | 1.90 % | as of Apr 30, 2026 · Original filing |
| 44 | EQ/Small Company Index Portfolio EQ Advisors Trust | 152,228 | 3.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 45 | Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust | 150,774 | 3.6M $ | 2.76 % | as of Mar 31, 2026 · Original filing |
| 46 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 149,481 | 3.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 47 | iShares Expanded Tech Sector ETF iShares Trust | 146,034 | 3.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 48 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 141,888 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 49 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 136,536 | 3.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 50 | Small Cap Index Fund Northern Funds | 129,287 | 3.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 51 | State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST | 126,680 | 3M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 52 | AltShares Merger Arbitrage ETF AltShares Trust | 124,638 | 2.9M $ | 2.82 % | as of Feb 28, 2026 · Original filing |
| 53 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 124,083 | 2.9M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 54 | CONESTOGA SMID CAP FUND Conestoga Funds | 121,170 | 2.9M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 55 | Global X Russell 2000 ETF GLOBAL X FUNDS | 121,021 | 2.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 56 | JNL Multi-Manager Alternative Fund JNL Series Trust | 119,162 | 2.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 57 | Small Cap Index Fund VALIC Co I | 112,203 | 2.6M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 58 | iShares Future Exponential Technologies ETF iShares Trust | 106,862 | 2.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 59 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 103,481 | 2.5M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 60 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 102,705 | 2.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 61 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 101,393 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 62 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 97,348 | 2.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 63 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 96,683 | 2.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 64 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 92,039 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 65 | Chase Growth Fund Advisors Series Trust | 90,730 | 2.1M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| 66 | JNL/Mellon Information Technology Sector Fund JNL Series Trust | 88,874 | 2.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 67 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 88,198 | 2.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 68 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 85,305 | 2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 69 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 84,408 | 2M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 70 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 83,200 | 18.7M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 71 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 83,077 | 2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 72 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 76,680 | 1.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 73 | iShares Russell 3000 ETF iShares Trust | 74,822 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 74 | Diversified Equity Master Portfolio Master Investment Portfolio | 74,183 | 1.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 75 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 72,189 | 1.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 76 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 65,667 | 1.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 77 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 62,519 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 78 | Global Multi-Strategy Fund Principal Funds, Inc | 61,130 | 1.4M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 79 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 55,688 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 80 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 54,951 | 1.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 81 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 53,235 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 82 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 52,734 | 1.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 83 | JNL/Westchester Capital Event Driven Fund JNL Series Trust | 51,718 | 1.2M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| 84 | Small Cap Index Trust John Hancock Variable Insurance Trust | 50,442 | 1.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 85 | RBC SMID Cap Growth Fund RBC Funds Trust | 47,540 | 1.1M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 86 | AB All Market Total Return Portfolio AB PORTFOLIOS | 46,488 | 1.1M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 87 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 44,158 | 1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 88 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 43,905 | 1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 89 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 43,654 | 1.1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 90 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 43,356 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 91 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 39,073 | 924.1K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 92 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 37,736 | 892.5K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 93 | iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 36,269 | 877.7K $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 94 | First Trust Merger Arbitrage ETF First Trust Exchange-Traded Fund III | 35,111 | 849.7K $ | 3.39 % | as of Apr 30, 2026 · Original filing |
| 95 | Timothy Plan US Small Cap Core ETF Timothy Plan | 33,989 | 803.8K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 96 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 33,877 | 801.2K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 97 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 33,427 | 790.5K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 98 | Victory Extended Market Index Fund Victory Portfolios III | 32,255 | 780.6K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 99 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 30,363 | 718.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 100 | State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 30,115 | 712.2K $ | 1.35 % | as of Mar 31, 2026 · Original filing |
Institutional managers
318 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 28,270,108 | 668.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 14,735,354 | 348.5M $ | as of Mar 31, 2026 |
| HBK INVESTMENTS L P | 13,875,000 | 328.1M $ | as of Mar 31, 2026 |
| FIL Ltd | 11,774,123 | 278.5M $ | as of Mar 31, 2026 |
| Pentwater Capital Management LP | 11,385,000 | 269.3M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 9,294,096 | 219.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 8,441,416 | 199.6M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 7,313,635 | 173M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,894,143 | 163M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 6,801,369 | 160.9M $ | as of Mar 31, 2026 |
| Starboard Value LP | 5,459,031 | 129.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 5,258,445 | 124.4M $ | as of Mar 31, 2026 |
| TIG Advisors, LLC | 5,017,185 | 118.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 4,443,464 | 104.6M $ | as of Mar 31, 2026 |
| Blackstone Inc. | 4,067,360 | 96.2M $ | as of Mar 31, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 4,004,230 | 94.7M $ | as of Mar 31, 2026 |
| Kryger Capital LLC | 3,817,188 | 90.3M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 3,625,230 | 85.7M $ | as of Mar 31, 2026 |
| Polar Asset Management Partners Inc. | 3,622,500 | 85.7M $ | as of Mar 31, 2026 |
| Man Group plc | 3,577,912 | 84.6M $ | as of Mar 31, 2026 |
| AQR Arbitrage LLC | 3,295,740 | 77.9M $ | as of Mar 31, 2026 |
| SOROS FUND MANAGEMENT LLC | 2,941,405 | 69.6M $ | as of Mar 31, 2026 |
| Verition Fund Management LLC | 2,855,891 | 67.5M $ | as of Mar 31, 2026 |
| Capula Management Ltd | 2,677,322 | 63.3M $ | as of Mar 31, 2026 |
| Westchester Capital Management, LLC | 2,617,694 | 61.9M $ | as of Mar 31, 2026 |