Funds holding Guardian Pharmacy Services Inc
ISIN US40145W1018 · United States
- Fund holders
- 209
- Of which ETFs
- 38 171 other funds
- Value held
- ≈ 424.7M $ 424.2M $ · 393.9K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 921,813 | 34.7M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 551,202 | 20.8M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds | 535,769 | 20.2M $ | 1.87 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 521,828 | 19.7M $ | 1.02 % | as of Mar 31, 2026 ↗ |
| Putnam Core Equity Fund Putnam Funds Trust | 508,135 | 18.9M $ | 0.31 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 476,800 | 17.7M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 348,932 | 13.1M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 341,484 | 12.9M $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Templeton Global Smaller Companies Fund Templeton Global Smaller Companies Fund | 331,693 | 11.1M $ | 1.35 % | as of Feb 28, 2026 ↗ |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 323,336 | 12.2M $ | 0.38 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 320,023 | 12.1M $ | 0.65 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 274,806 | 10.3M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 249,725 | 9.3M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 248,700 | 9.2M $ | 0.72 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 241,711 | 9M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 223,184 | 8.3M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 212,786 | 7.1M $ | 0.92 % | as of Feb 28, 2026 ↗ |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 192,813 | 7.2M $ | 0.98 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 186,548 | 7M $ | 0.16 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 185,364 | 7M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 176,944 | 6.6M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 174,476 | 6.5M $ | 0.97 % | as of Apr 30, 2026 ↗ |
| First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 154,792 | 5.7M $ | 0.55 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 154,305 | 5.7M $ | 0.35 % | as of Apr 30, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 146,100 | 5.4M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 143,609 | 5.3M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 121,500 | 4.6M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 119,011 | 4.4M $ | 0.96 % | as of Apr 30, 2026 ↗ |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 112,527 | 4.2M $ | 1.09 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 111,798 | 3.7M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 102,718 | 3.4M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Driehaus Micro Cap Growth Fund Driehaus Mutual Funds | 93,919 | 3.5M $ | 0.77 % | as of Mar 31, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 92,174 | 3.4M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund | 88,637 | 3.3M $ | 0.29 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 84,071 | 3.2M $ | 1.00 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 72,197 | 2.7M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | 71,646 | 2.7M $ | 1.09 % | as of Mar 31, 2026 ↗ |
| Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | 71,562 | 2.7M $ | 2.55 % | as of Mar 31, 2026 ↗ |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 65,200 | 2.5M $ | 0.34 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 64,368 | 2.2M $ | 0.05 % | as of Feb 27, 2026 ↗ |
| Carillon Eagle Small Cap Growth Fund Carillon Series Trust | 63,340 | 2.4M $ | 0.59 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 62,039 | 2.3M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Royce Smaller-Companies Growth Fund ROYCE FUND | 61,596 | 2.3M $ | 1.29 % | as of Mar 31, 2026 ↗ |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 59,909 | 2M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 58,705 | 2.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 58,531 | 2.2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 51,900 | 2M $ | 2.09 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 49,108 | 1.8M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 47,000 | 1.8M $ | 0.34 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 46,834 | 1.7M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 45,952 | 1.7M $ | 0.31 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 45,799 | 1.5M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | 41,904 | 1.6M $ | 1.38 % | as of Mar 31, 2026 ↗ |
| Buffalo Early Stage Growth Fund Buffalo Funds | 41,603 | 1.6M $ | 2.56 % | as of Mar 31, 2026 ↗ |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 40,088 | 1.5M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 39,381 | 1.5M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 37,681 | 1.3M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 37,490 | 1.4M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 36,106 | 1.2M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 35,761 | 1.3M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 33,616 | 1.2M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 28,732 | 1.1M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 28,566 | 957.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 28,386 | 1.1M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST | 27,428 | 1M $ | 1.26 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 27,303 | 1M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 26,696 | 990.4K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 25,967 | 963.4K $ | 0.32 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 24,263 | 900.2K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 24,158 | 909.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 23,340 | 879K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 21,845 | 822.7K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Old Westbury Total Equity Fund Old Westbury Funds Inc | 21,562 | 800K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 21,372 | 716.2K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Allspring Special Global Small Cap Fund ALLSPRING FUNDS TRUST | 20,682 | 767.3K $ | 0.71 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 20,655 | 692.1K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 20,000 | 753.2K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 19,187 | 722.6K $ | 0.54 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 17,858 | 662.5K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 17,149 | 645.8K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 17,098 | 573K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 16,928 | 628K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 16,700 | 619.6K $ | 0.18 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 16,334 | 615.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 15,911 | 599.2K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Putnam VT Core Equity Fund Putnam Variable Trust | 15,255 | 574.5K $ | 0.35 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 14,442 | 535.8K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 14,339 | 480.5K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 13,937 | 524.9K $ | 1.62 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,200 | 497.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 12,767 | 473.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 12,475 | 418K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 12,438 | 468.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 11,737 | 435.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 11,348 | 380.3K $ | 1.23 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 11,338 | 427K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 11,248 | 417.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,102 | 418.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 10,097 | 380.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 9,808 | 363.9K $ | 0.03 % | as of Apr 30, 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 | |
|---|---|---|
| Buffalo Early Stage Growth Fund Buffalo Funds | 2.56 % | as of Mar 31, 2026 ↗ |
| Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | 2.55 % | as of Mar 31, 2026 ↗ |
| AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions | 2.26 % | as of Apr 30, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 2.09 % | as of Mar 31, 2026 ↗ |
| LISANTI SMALL CAP GROWTH FUND FORUM FUNDS | 1.98 % | as of Mar 31, 2026 ↗ |
| Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 1.90 % | as of Apr 30, 2026 ↗ |
| Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds | 1.87 % | as of Mar 31, 2026 ↗ |
| Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC | 1.64 % | as of Mar 31, 2026 ↗ |
| Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 1.62 % | as of Mar 31, 2026 ↗ |
| Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | 1.38 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 208 | +46 | 11,455,058 | +49.1 % |
| 2026Q1 | 162 | +30 | 7,685,046 | +16.2 % |
| 2025Q4 | 132 | +17 | 6,614,586 | +11.9 % |
| 2025Q3 | 115 | +14 | 5,910,998 | +45.8 % |
| 2025Q2 | 101 | +28 | 4,053,451 | +4.7 % |
| 2025Q1 | 73 | +51 | 3,869,898 | +108.8 % |
| 2024Q4 | 22 | 1,853,376 |
Institutional managers
163 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 2,359,357 | 88.9M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,765,119 | 66.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,756,374 | 66.1M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 1,306,318 | 49.2M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 1,259,174 | 47.4M $ | as of Mar 31, 2026 |
| Valiant Capital Management, L.P. | 1,186,658 | 44.7M $ | as of Mar 31, 2026 |
| TimesSquare Capital Management, LLC | 1,077,474 | 40.6M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 1,028,389 | 38.7K $ | as of Mar 31, 2026 |
| Boston Partners | 1,017,683 | 38.4M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 952,952 | 35.9M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 931,689 | 35.1M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 822,784 | 31M $ | as of Mar 31, 2026 |
| BOONE CAPITAL MANAGEMENT LLC | 631,193 | 23.8M $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 589,121 | 22.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 579,121 | 21.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 559,035 | 21.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 537,451 | 20.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 509,018 | 19.2M $ | as of Mar 31, 2026 |
| Aristotle Capital Boston, LLC | 495,856 | 18.7M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 417,710 | 15.7M $ | as of Mar 31, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 374,946 | 14.1M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 358,181 | 13.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 312,675 | 11.8M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 275,000 | 10.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 261,019 | 9.7M $ | as of Mar 31, 2026 |
Declared shareholders of Guardian Pharmacy Services Inc
There is 1 beneficial ownership filing. 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 | |
|---|---|---|---|
| FMR LLC and 1 other | 6.50 % | 2,359,357 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Guardian Pharmacy Services Inc". https://titelia.com/en/stocks/guardian-pharmacy-services-inc-US40145W1018