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
Putnam VT Small Cap Growth Fund Putnam Variable Trust 9,655411.4K $1.11 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 9,546406.8K $0.35 %0.00 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 9,538406.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,955371K $0.01 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 8,954381.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 8,598412.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 8,487361.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 8,177392.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 8,034342.3K $0.18 %0.00 %as of Mar 31, 2026 ↗
LISANTI SMALL CAP GROWTH FUND FORUM FUNDS 7,890336.2K $2.41 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 7,872326.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 7,709328.5K $0.33 %0.00 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 7,603324K $0.07 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 7,433307.9K $0.11 %0.00 %as of Feb 28, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 7,257300.7K $0.41 %0.00 %as of Feb 28, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 7,180297.5K $0.35 %0.00 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 7,054300.6K $0.09 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 6,891285.5K $0.10 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 6,869284.6K $0.08 %0.00 %as of Feb 28, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 6,715322.1K $0.09 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 6,600273.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,544278.8K $0.14 %0.00 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 6,400272.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 6,237265.8K $0.37 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,998255.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 5,990255.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 5,948285.3K $0.24 %0.00 %as of Apr 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 5,484263.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 5,326255.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 5,285225.2K $0.93 %0.00 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 5,284253.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 5,220222.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 5,140219K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 5,132218.7K $0.17 %0.00 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 5,027241.1K $0.10 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 4,824199.9K $0.13 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 4,648192.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 4,291182.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 4,258181.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 4,211179.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 4,191178.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 4,162199.7K $0.25 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,034171.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 3,984169.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions 3,928188.4K $2.67 %0.00 %as of Apr 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 3,870160.3K $0.30 %0.00 %as of Feb 28, 2026 ↗
Fidelity Sustainable U.S. Equity Fund Fidelity Summer Street Trust 3,869160.3K $0.50 %0.00 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 3,860164.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,705157.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Healthy Future Fund Fidelity Summer Street Trust 3,693177.2K $1.19 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 3,569152.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 3,506149.4K $0.19 %0.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 3,344160.4K $0.88 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 3,251156K $0.02 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3,090131.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,007144.2K $0.05 %0.00 %as of Apr 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 3,000127.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,841121.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,817135.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,796119.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 2,738131.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,714115.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 2,640112.5K $0.75 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 2,632109K $0.03 %0.00 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2,612108.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,451104.4K $0.11 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 2,442104.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calamos Timpani SMID Growth Fund CALAMOS INVESTMENT TRUST/IL 2,436116.9K $0.25 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 2,20093.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,10589.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,02283.8K $0.08 %0.00 %as of Feb 28, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 1,88590.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 1,86779.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,80576.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
KraneShares Man Buyout Beta Index ETF Krane Shares Trust 1,79176.3K $0.61 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,78075.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,60677K $0.10 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Innovation Leaders ETF T. Rowe Price Exchange-Traded Funds, Inc. 1,59668K $0.45 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,59267.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 1,59067.7K $0.25 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,47162.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1,45569.8K $0.12 %0.00 %as of Apr 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 1,43161K $0.04 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 1,43068.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,30554.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 1,24551.6K $0.21 %0.00 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,23259.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Dynamic Allocation Fund Meeder Funds 1,22952.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,19050.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust 1,18750.6K $0.84 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,04744.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,04243.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1,04043.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 1,00248.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Series Funds 96941.3K $0.83 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 94245.2K $0.29 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 75036K $0.01 %0.00 %as of Apr 30, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 73831.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
American Century Small Cap Growth Insights ETF American Century ETF Trust 73130.3K $0.34 %0.00 %as of Feb 28, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 71634.3K $0.75 %0.00 %as of Apr 30, 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