As of the latest SEC filings, CLARIVATE PLC (CLVT) is held by 184 institutional funds. The largest fund shareholder is Clarkston Partners Fund (CFSMX), holding an estimated $34,914,000.00 in market value, representing 11.15% of its portfolio.
Funds holding CLARIVATE PLC (CLVT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CLVT
- CIK:
- 0001764046
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CFSMX
Clarkston Partners Fund
|
MF | Independent / Boutique | 11.15% | $34,914,000.00 | 13,800,000 | Mar 31, 2026 | May 29, 2026 |
|
FXL
First Trust Technology AlphaDEX Fund
|
ETF | First Trust | 1.63% | $24,155,834.29 | 8,416,667 | Apr 30, 2026 | Jun 23, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.10% | $24,042,199.00 | 10,453,130 | Feb 28, 2026 | Apr 29, 2026 |
|
CIMDX
Clarkston Founders Fund
|
MF | Independent / Boutique | 12.50% | $20,493,000.00 | 8,100,000 | Mar 31, 2026 | May 29, 2026 |
|
BIVIX
Invenomic Fund
|
MF | Independent / Boutique | 1.58% | $15,282,752.87 | 5,325,001 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.08% | $14,185,049.62 | 4,942,526 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $12,522,556.31 | 4,949,627 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $9,283,078.14 | 3,234,522 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.11% | $8,043,846.58 | 2,802,734 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Transamerica Mid Cap Value Opportunities
|
ETF | Transamerica | 0.99% | $8,002,995.00 | 2,788,500 | Apr 30, 2026 | Jun 18, 2026 |
|
-
AST PGIM Aggressive Multi-Asset Portfolio
|
ETF | Independent / Boutique | 0.06% | $7,308,084.63 | 2,888,571 | Mar 31, 2026 | May 27, 2026 |
|
-
PSF PGIM Flexible Managed Portfolio
|
ETF | PGIM / Prudential | 0.14% | $7,237,824.00 | 2,860,800 | Mar 31, 2026 | May 27, 2026 |
|
CILGX
Clarkston Fund
|
MF | Independent / Boutique | 7.09% | $6,944,850.00 | 2,745,000 | Mar 31, 2026 | May 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.04% | $6,520,281.25 | 2,271,875 | Apr 30, 2026 | Jun 24, 2026 |
|
-
AST Balanced Asset Allocation Portfolio
|
ETF | Independent / Boutique | 0.03% | $6,044,423.00 | 2,389,100 | Mar 31, 2026 | May 27, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $6,008,058.00 | 2,093,400 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $5,621,963.60 | 2,444,332 | Feb 28, 2026 | Apr 24, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.05% | $5,248,087.10 | 2,281,777 | Feb 28, 2026 | Apr 24, 2026 |
|
-
AST Aggressive Asset Allocation Portfolio
|
ETF | Independent / Boutique | 0.05% | $5,221,667.00 | 2,063,900 | Mar 31, 2026 | May 27, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.24% | $4,994,189.64 | 1,973,988 | Mar 31, 2026 | Jun 1, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,914,338.70 | 2,136,669 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.01% | $3,905,005.23 | 1,360,629 | Apr 30, 2026 | Jun 26, 2026 |
|
TSVIX
Transamerica Small/Mid Cap Value
|
MF | Transamerica | 0.58% | $3,771,180.00 | 1,314,000 | Apr 30, 2026 | Jun 18, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $3,584,253.53 | 1,416,701 | Mar 31, 2026 | May 28, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.30% | $3,576,408.00 | 1,413,600 | Mar 31, 2026 | May 21, 2026 |
Advertisement (320x50)