Funds holding agilon health Inc
ISIN US00857U2069 · United States
- Fund holders
- 96
- Of which ETFs
- 8 88 other funds
- Value held
- 27.9M $
- Share of capital
- 16.3 % of 16.8M shares on Jul 30, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 384,839 | 3M $ | 0.00 % | 2.29 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I | 328,886 | 2.6M $ | 0.23 % | 1.96 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Insight Fund Morgan Stanley Insight Fund | 321,845 | 2.5M $ | 0.23 % | 1.92 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 303,702 | 2.4M $ | 0.00 % | 1.81 % | as of Mar 31, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 237,879 | 1.9M $ | 0.25 % | 1.42 % | as of Mar 31, 2026 ↗ |
| Inception Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 171,749 | 1.4M $ | 0.57 % | 1.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 139,851 | 1.1M $ | 0.00 % | 0.83 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 130,927 | 1M $ | 0.27 % | 0.78 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 122,243 | 3.4M $ | 0.01 % | 0.73 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 103,693 | 820.2K $ | 0.01 % | 0.62 % | as of Mar 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 58,196 | 460.3K $ | 0.00 % | 0.35 % | as of Mar 31, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 50,783 | 401.7K $ | 0.23 % | 0.30 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 47,090 | 1.3M $ | 0.06 % | 0.28 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 37,426 | 1M $ | 0.04 % | 0.22 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 26,989 | 754.3K $ | 0.01 % | 0.16 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 20,807 | 164.6K $ | 0.00 % | 0.12 % | as of Mar 31, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 15,601 | 436K $ | 0.17 % | 0.09 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 15,349 | 121.4K $ | 0.00 % | 0.09 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 14,671 | 116K $ | 0.00 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 11,697 | 326.9K $ | 0.00 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 10,574 | 295.5K $ | 0.01 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 9,669 | 270.2K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 9,570 | 75.7K $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,344 | 66K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 8,326 | 65.9K $ | 0.04 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,672 | 60.7K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Global Insight Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 7,211 | 57K $ | 0.11 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 7,059 | 55.8K $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 6,930 | 54.8K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 6,546 | 51.8K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Simplify Health Care ETF Simplify Exchange Traded Funds | 6,429 | 50.9K $ | 0.02 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,218 | 173.8K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,176 | 48.9K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 5,845 | 46.2K $ | 0.02 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,359 | 149.8K $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,714 | 37.3K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,442 | 124.2K $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 4,304 | 120.3K $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,230 | 33.5K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,145 | 32.8K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,012 | 31.7K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 3,922 | 31K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 3,710 | 29.3K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,190 | 25.2K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 3,065 | 24.2K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 2,420 | 19.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,374 | 18.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,301 | 18.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,905 | 53.2K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,885 | 52.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 1,850 | 14.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,680 | 13.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,594 | 12.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,550 | 12.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,420 | 39.7K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,410 | 39.4K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,410 | 11.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 1,261 | 10K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 1,236 | 9.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,208 | 9.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 1,148 | 9.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,121 | 31.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,049 | 29.3K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,022 | 8.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,009 | 8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 1,008 | 8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 840 | 6.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 822 | 23K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 790 | 6.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 782 | 21.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 744 | 5.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 712 | 19.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 457 | 3.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 437 | 3.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 402 | 3.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 372 | 2.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 319 | 2.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 317 | 2.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 309 | 2.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 295 | 2.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 292 | 2.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 223 | 1.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 192 | 1.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 176 | 1.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 139 | 3.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 67 | 530 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 66 | 1.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 63 | 498 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 59 | 466.7 $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| PROFUND VP ULTRA SMALL CAP ProFunds | 41 | 326.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 31 | 246.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 28 | 220.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 23 | 642.9 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 17 | 135.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7 | 57 $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 25.3 $ | 0.00 % | 0.00 % | 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 | |
|---|---|---|
| Inception Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 0.57 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 0.27 % | as of Mar 31, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 0.25 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I | 0.23 % | as of Mar 31, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 0.23 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Insight Fund Morgan Stanley Insight Fund | 0.23 % | as of Mar 31, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 0.17 % | as of Apr 30, 2026 ↗ |
| Global Insight Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 0.11 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 0.06 % | as of Apr 30, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 0.04 % | as of Mar 31, 2026 ↗ |
Institutional managers
89 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Clayton, Dubilier & Rice, LLC | 4,000,000 | 31.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,099,451 | 16.6M $ | as of Mar 31, 2026 |
| North Peak Capital Management, LLC | 1,545,537 | 12.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,062,236 | 8.4M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 974,897 | 7.7M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 873,164 | 6.9M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 742,218 | 5.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 364,499 | 2.9M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 296,552 | 2.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 266,112 | 2.1M $ | as of Mar 31, 2026 |
| Rock Springs Capital Management LP | 260,000 | 2.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 253,704 | 2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 221,893 | 1.6M $ | as of Mar 31, 2026 |
| Eversept Partners, LP | 176,588 | 1.4M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 149,043 | 1.2M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 99,352 | 785.9K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 96,100 | 760.2K $ | as of Mar 31, 2026 |
| GSA CAPITAL PARTNERS LLP | 72,798 | 576 $ | as of Mar 31, 2026 |
| IEQ CAPITAL, LLC | 68,011 | 538K $ | as of Mar 31, 2026 |
| UBS Group AG | 58,120 | 459.7K $ | as of Mar 31, 2026 |
| Invesco Ltd. | 40,536 | 320.6K $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 37,896 | 296 $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 32,262 | 255.2K $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 32,230 | 254.9K $ | as of Mar 31, 2026 |
| Nuveen, LLC | 31,996 | 253.1K $ | as of Mar 31, 2026 |
Declared shareholders of agilon health Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| THE GOLDMAN SACHS GROUP, INC. and 1 other | 6.10 % | 1,018,303 | as of Mar 31, 2026 · SCHEDULE 13G |
| AQR Capital Management, LLC and 1 other | 5.87 % | 974,897 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding agilon health Inc". https://titelia.com/en/stocks/agilon-health-inc-US00857U2069