Titelia

Fund shareholders of BrightSpring Health Services Inc

ISIN US10950A1060 · United States

Fund shareholders
421
Of which ETFs
85 336 other funds
Value held
4.3B $ 149.2M SEK
Share of capital
49.8 % of 197.9M shares on Jul 28, 2026
FundSharesValueWeight in fundShare of capital
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 43,0032.1M $0.29 %0.02 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 41,7891.7M $0.02 %0.02 %as of Feb 28, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 41,3931.8M $0.53 %0.02 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 41,1961.7M $0.44 %0.02 %as of Feb 28, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 40,7811.7M $0.18 %0.02 %as of Mar 31, 2026 ↗
Carillon Chartwell Small Cap Fund Carillon Series Trust 40,5171.7M $0.91 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 40,1871.7M $2.08 %0.02 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 39,2311.6M $0.07 %0.02 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 39,0641.7M $1.38 %0.02 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 38,7301.6M $1.05 %0.02 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 38,2311.6M $0.17 %0.02 %as of Mar 31, 2026 ↗
EQ/T.Rowe Price Health Sciences Portfolio EQ Advisors Trust 37,7641.6M $1.01 %0.02 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 37,5001.6M $0.01 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 37,4621.8M $0.02 %0.02 %as of Apr 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 36,9701.6M $0.37 %0.02 %as of Mar 31, 2026 ↗
LKCM Small-Mid Cap Equity Fund LKCM Funds 36,8931.6M $3.75 %0.02 %as of Mar 31, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 36,0001.5M $0.18 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 35,1691.7M $0.02 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 34,6511.5M $0.01 %0.02 %as of Mar 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 34,6401.4M $0.21 %0.02 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 33,8161.4M $0.19 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 33,1681.4M $0.02 %0.02 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 32,9471.4M $0.15 %0.02 %as of Mar 31, 2026 ↗
Allspring VT Discovery SMID Cap Growth Fund Allspring VARIABLE TRUST 32,0631.4M $1.06 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 31,7361.5M $0.03 %0.02 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 31,7191.4M $0.05 %0.02 %as of Mar 31, 2026 ↗
CANTOR FITZGERALD EQUITY OPPORTUNITY FUND Cantor Select Portfolios Trust 30,6301.3M $1.94 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 30,6211.3M $0.03 %0.02 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 29,7621.3M $0.14 %0.02 %as of Mar 31, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 29,6001.3M $1.20 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 28,5601.2M $0.13 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon Healthcare Sector Fund JNL Series Trust 28,5291.2M $0.05 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 27,6201.3M $0.23 %0.01 %as of Apr 30, 2026 ↗
Carillon Chartwell Small Cap Growth Fund Carillon Series Trust 26,7401.1M $0.89 %0.01 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 26,2781.3M $0.17 %0.01 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 26,2041.3M $0.00 %0.01 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 26,20010.6M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 26,1561.1M $0.16 %0.01 %as of Feb 28, 2026 ↗
THRIVENT HEALTHCARE PORTFOLIO Thrivent Series Fund, Inc. 25,9701.1M $0.50 %0.01 %as of Mar 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 25,6661.1M $0.25 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 25,6481.1M $0.01 %0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 25,4101.1M $0.19 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 25,2411M $0.05 %0.01 %as of Feb 28, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 25,0621.1M $0.77 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 24,9051.1M $0.14 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 23,9911M $0.12 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 23,8241M $0.04 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 23,383996.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 23,320993.7K $0.18 %0.01 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 23,085983.7K $0.15 %0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 22,935977.3K $0.36 %0.01 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 22,888975.3K $0.22 %0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 22,581962.2K $0.22 %0.01 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds 22,5211.1M $1.41 %0.01 %as of Apr 30, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 22,494958.5K $0.74 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 22,1221.1M $0.22 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 22,0151.1M $0.87 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 21,3901M $0.11 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 21,090898.6K $0.09 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 21,073897.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 20,700993K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 20,483982.6K $0.08 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 19,959957.4K $0.23 %0.01 %as of Apr 30, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 19,000809.6K $0.51 %0.01 %as of Mar 31, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 18,807779.2K $0.07 %0.01 %as of Feb 27, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 18,783778.2K $0.35 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 18,073770.1K $0.18 %0.01 %as of Mar 31, 2026 ↗
AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 17,878761.8K $1.58 %0.01 %as of Mar 31, 2026 ↗
Smart Earnings Growth 30 ETF Tidal Trust I 17,492745.3K $3.38 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 17,454743.7K $0.19 %0.01 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 17,440743.1K $0.21 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 17,345832K $0.03 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 17,300716.7K $0.06 %0.01 %as of Feb 28, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 16,664710.1K $0.24 %0.01 %as of Mar 31, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 16,602687.8K $0.50 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 16,502683.7K $0.03 %0.01 %as of Feb 28, 2026 ↗
Penn Series SMID Cap Growth Fund Penn Series Funds Inc 16,376697.8K $1.09 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 15,661667.3K $0.19 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 15,443658K $0.19 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 15,149645.5K $0.36 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 15,023720.7K $0.03 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 14,080599.9K $0.18 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 14,060674.5K $0.09 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 13,914667.5K $0.19 %0.01 %as of Apr 30, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,800588K $0.09 %0.01 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,600652.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 13,506575.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 13,160560.7K $0.34 %0.01 %as of Mar 31, 2026 ↗
LKCM Balanced Fund LKCM Funds 12,000511.3K $0.50 %0.01 %as of Mar 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 11,503551.8K $1.01 %0.01 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 11,284541.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL 10,693512.9K $0.03 %0.01 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 10,593451.4K $0.18 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,348440.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 10,195489.1K $0.19 %0.01 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 10,126431.5K $0.06 %0.01 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 10,034427.5K $0.31 %0.01 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 9,942423.6K $0.35 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 9,900421.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 9,719414.1K $0.18 %0.00 %as of Mar 31, 2026 ↗

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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.

FundWeight in fund
Hennessy Cornerstone Growth Fund Hennessy Funds Trust 4.68 %as of Apr 30, 2026 ↗
LKCM Small-Mid Cap Equity Fund LKCM Funds 3.75 %as of Mar 31, 2026 ↗
Smart Earnings Growth 30 ETF Tidal Trust I 3.38 %as of Mar 31, 2026 ↗
Select Health Care Services Portfolio Fidelity Select Portfolios 2.99 %as of Feb 28, 2026 ↗
Chase Growth Fund Advisors Series Trust 2.97 %as of Mar 31, 2026 ↗
Quantified Common Ground Fund Advisors Preferred Trust 2.90 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 2.80 %as of Feb 28, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 2.77 %as of Mar 31, 2026 ↗
Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 2.76 %as of Mar 31, 2026 ↗
AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions 2.67 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2419+6598,107,145+11.2 %
2026Q1354+5988,262,899+18.6 %
2025Q4295+3574,422,767+15.0 %
2025Q3260+5464,707,226+26.1 %
2025Q2206+2951,294,854+15.4 %
2025Q1177+1844,463,667+6.7 %
2024Q4159+2041,672,733+19.3 %
2024Q3139+2934,940,136+17.3 %
2024Q2110+10129,776,825+342.7 %
2024Q196,726,608

Institutional managers

327 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Kohlberg Kravis Roberts & Co. L.P.41,824,2591.8B $as of Mar 31, 2026
FMR LLC20,978,533893.9M $as of Mar 31, 2026
BlackRock, Inc.19,602,159835.2M $as of Mar 31, 2026
Invesco Ltd.11,482,156489.3M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/10,673,661454.8K $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.7,629,151325.1K $as of Mar 31, 2026
STATE STREET CORP4,933,941210.2M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE4,259,265181.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,564,953151.9M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.3,550,434133M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.3,251,391138.5M $as of Mar 31, 2026
CITADEL ADVISORS LLC3,087,924131.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,892,779123.2M $as of Mar 31, 2026
MARSHALL WACE, LLP2,654,358113.1M $as of Mar 31, 2026
BROWN ADVISORY INC2,166,72592.3M $as of Mar 31, 2026
VOYA INVESTMENT MANAGEMENT LLC2,038,12286.8M $as of Mar 31, 2026
FARALLON CAPITAL MANAGEMENT LLC1,617,00068.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,587,59667.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,562,69066.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,534,15465.4M $as of Mar 31, 2026
Nuveen, LLC1,525,16965M $as of Mar 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1,500,00063.9M $as of Mar 31, 2026
ALTA FOX CAPITAL MANAGEMENT, LLC1,423,40060.7M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,370,44058.4M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC1,360,22358M $as of Mar 31, 2026

Declared shareholders of BrightSpring Health Services Inc

There are 3 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.

ShareholderDeclared stakeShares
KKR Phoenix Aggregator L.P. and 11 others13.70 %26,916,102as of Jun 3, 2026 · SCHEDULE 13D
FMR LLC and 1 other10.90 %21,200,805as of Mar 31, 2026 · SCHEDULE 13G
BlackRock, Inc. 10.60 %20,564,901as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of BrightSpring Health Services Inc". https://titelia.com/en/stocks/brightspring-health-services-inc-US10950A1060