Filing Research | CLARIVATE PLC Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Range Financial Group LLC	Shares	701.1KSH	$1.5M
2	Robeco Institutional Asset Management B.V.	Shares	420.1KSH	$907.4K
3	Police & Firemen's Retirement System of New Jersey	Shares	104.1KSH	$224.8K
4	Sequoia Financial Advisors, LLC	Shares	90.0KSH	$194.4K
5	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	86.2KSH	$186.2K
6	Abel Hall, LLC	Shares	76.7KSH	$165.6K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	60.8KSH	$135.5K
8	PFG Investments, LLC	Shares	38.1KSH	$82.2K
9	Apella Capital, LLC	Shares	15.9KSH	$40.0K
10	Merit Financial Group, LLC	Shares	14.9KSH	$32.3K
11	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	11.5KSH	$24.8K
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	11.1KSH	$24.0K
13	Composition Wealth, LLC	Shares	10.8KSH	$23.3K
14	SIGNATUREFD, LLC	Shares	10.0KSH	$21.6K
15	GAMMA Investing LLC	Shares	9.3KSH	$20.0K
16	LRI Investments, LLC	Shares	5.5KSH	$12.0K
17	SBI Securities Co., Ltd.	Shares	3.6KSH	$7.9K
18	EverSource Wealth Advisors, LLC	Shares	2.9KSH	$6.3K
19	IFP Advisors, Inc	Shares	2.5KSH	$5.4K
20	Wealth Enhancement Trust Services, Inc.	Shares	1.7KSH	$3.6K
21	MassMutual Private Wealth & Trust, FSB	Shares	568SH	$1.2K
22	SJS Investment Consulting Inc.	Shares	555SH	$1.2K
23	Versant Capital Management, Inc	Shares	389SH	$840
24	FIRST HORIZON CORP	Shares	345SH	$745
25	Farther Finance Advisors, LLC	Shares	341SH	$740
26	WEST PACES ADVISORS INC.	Shares	308SH	$665
27	CoreCap Advisors, LLC	Shares	257SH	$555
28	Allied Private Wealth LLC	Shares	190SH	$419
29	True Wealth Design, LLC	Shares	180SH	$389
30	JFS WEALTH ADVISORS, LLC	Shares	117SH	$253
31	Creative Capital Management Investments LLC	Shares	106SH	$229
32	Activest Wealth Management	Shares	89SH	$192
33	State of Alaska, Department of Revenue	Shares	46.8KSH	$101
34	MARYLAND CAPITAL ADVISORS INC.	Shares	5SH	$11

Manager changes2026-06-30 vs 2026-03-31

46 / 46 loaded

#		Instrument
1	Range Financial Group LLC added	Shares	+586.0K	+$1.2M	$1.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+35.2K	+$70.8K	$135.5K
3	Merit Financial Group, LLC new	Shares	+14.9K	+$32.3K	$32.3K
4	Abel Hall, LLC added	Shares	+22.4K	+$28.2K	$165.6K
5	PFG Investments, LLC added	Shares	+13.7K	+$20.7K	$82.2K
6	LRI Investments, LLC added	Shares	+2.6K	+$4.4K	$12.0K
7	Wealth Enhancement Trust Services, Inc. new	Shares	+1.7K	+$3.6K	$3.6K
8	EverSource Wealth Advisors, LLC added	Shares	+1.3K	+$2.1K	$6.3K
9	SJS Investment Consulting Inc. new	Shares	+555	+$1.2K	$1.2K
10	WEST PACES ADVISORS INC. new	Shares	+308	+$665	$665
11	True Wealth Design, LLC new	Shares	+180	+$389	$389
12	SIGNATUREFD, LLC added	Shares	+1.6K	+$359	$21.6K
13	Creative Capital Management Investments LLC new	Shares	+106	+$229	$229
14	Activest Wealth Management new	Shares	+89	+$192	$192
15	Vermillion Wealth Management, Inc. exited	Shares	-3	-$8	$0
16	State of Alaska, Department of Revenue unchanged	Shares	0	-$17	$101
17	Hughes Financial Services, LLC exited	Shares	-7	-$18	$0
18	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$44	$253
19	AMALGAMATED BANK exited	Shares	-18.0K	-$46	$0
20	CoreCap Advisors, LLC unchanged	Shares	0	-$95	$555
21	FIRST HORIZON CORP unchanged	Shares	0	-$128	$745
22	VISION FINANCIAL MARKETS LLC exited	Shares	-100	-$253	$0
23	Handelsbanken Fonder AB exited	Shares	-100.4K	-$254	$0
24	Physician Wealth Advisors, Inc. exited	Shares	-343	-$868	$0
25	SBI Securities Co., Ltd. added	Shares	+100	-$1.1K	$7.9K
26	Versant Capital Management, Inc trimmed	Shares	-385	-$1.1K	$840
27	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-789	-$2.2K	$1.2K
28	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-913	-$2.3K	$0
29	Farther Finance Advisors, LLC trimmed	Shares	-1.2K	-$3.1K	$740
30	Apella Capital, LLC trimmed	Shares	-157	-$3.1K	$40.0K
31	ELEVATION WEALTH PARTNERS, LLC exited	Shares	-3.4K	-$8.7K	$0
32	GAMMA Investing LLC trimmed	Shares	-3.9K	-$13.3K	$20.0K
33	Composition Wealth, LLC trimmed	Shares	-6.6K	-$20.6K	$23.3K
34	Cypress Point Wealth Management, LLC exited	Shares	-12.3K	-$31.0K	$0
35	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed	Shares	-11.0K	-$32.1K	$24.8K
36	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-11.7K	-$33.7K	$24.0K
37	Affinity Capital Advisors, LLC exited	Shares	-16.0K	-$40.6K	$0
38	BIRCH FINANCIAL GROUP, LLC exited	Shares	-18.6K	-$47.1K	$0
39	IFP Advisors, Inc trimmed	Shares	-36.6K	-$93.6K	$5.4K
40	Oak Thistle LLC exited	Shares	-39.0K	-$98.6K	$0
41	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-27.8K	-$102.3K	$186.2K
42	ARQ WEALTH ADVISORS, LLC exited	Shares	-60.4K	-$152.8K	$0
43	Robeco Institutional Asset Management B.V. unchanged	Shares	0	-$155.4K	$907.4K
44	Sequoia Financial Advisors, LLC trimmed	Shares	-48.7K	-$156.6K	$194.4K
45	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-57.5K	-$184.0K	$224.8K
46	Y-Intercept (Hong Kong) Ltd exited	Shares	-162.9K	-$412.0K	$0