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 | |
|---|---|---|---|---|
| Gotham Absolute Return Fund FundVantage Trust | 9,313 | 350.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 9,293 | 311.4K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 9,237 | 342.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 8,781 | 325.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 8,389 | 315.9K $ | 0.43 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 7,900 | 297.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 7,850 | 291.2K $ | 0.24 % | as of Apr 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 7,800 | 293.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust | 7,800 | 293.7K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,800 | 293.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 7,507 | 251.6K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| LISANTI SMALL CAP GROWTH FUND FORUM FUNDS | 7,325 | 275.9K $ | 1.98 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 7,310 | 275.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 7,157 | 265.5K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,092 | 267.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 7,026 | 264.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 6,449 | 239.3K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 6,040 | 227.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 5,920 | 219.6K $ | 1.90 % | as of Apr 30, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,843 | 195.8K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 5,784 | 217.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,707 | 214.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 5,595 | 187.5K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,495 | 203.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,340 | 178.9K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 5,257 | 176.2K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,420 | 166.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 4,330 | 163.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions | 4,300 | 159.5K $ | 2.26 % | as of Apr 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,300 | 144.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 4,299 | 161.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC | 4,153 | 156.4K $ | 1.16 % | as of Mar 31, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 4,128 | 138.3K $ | 0.16 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 4,113 | 154.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 3,880 | 146.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,879 | 146.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC | 3,840 | 144.6K $ | 1.64 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,763 | 139.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,740 | 138.8K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 3,516 | 130.4K $ | 0.71 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 3,367 | 112.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,231 | 119.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,171 | 119.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 3,158 | 117.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 3,113 | 117.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,954 | 99K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 2,928 | 108.6K $ | 0.20 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,758 | 103.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,742 | 103.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,574 | 95.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,447 | 90.8K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,371 | 89.3K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust | 2,366 | 89.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Momentum Style Fund AQR Funds | 2,211 | 83.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,022 | 76.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,977 | 73.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 1,944 | 73.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,838 | 61.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,831 | 67.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,680 | 63.3K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 1,679 | 56.3K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,676 | 63.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,647 | 62K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,605 | 59.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,581 | 59.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,562 | 58K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Gotham Enhanced Return Fund FundVantage Trust | 1,524 | 57.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 1,450 | 53.8K $ | 0.43 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,397 | 46.8K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 1,396 | 51.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,390 | 46.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,375 | 51.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,316 | 48.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,219 | 45.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 1,169 | 44K $ | 0.77 % | as of Mar 31, 2026 ↗ |
| Gotham Neutral Fund FundVantage Trust | 1,097 | 41.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,086 | 40.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust | 1,000 | 37.7K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 977 | 32.7K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 960 | 35.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 860 | 28.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 814 | 30.7K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 673 | 25K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 669 | 25.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 615 | 23.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 598 | 22.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 522 | 19.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 520 | 19.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 492 | 18.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 474 | 17.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 395 | 14.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 378 | 14.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 352 | 13.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 345 | 12.8K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 336 | 12.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 326 | 12.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 272 | 9.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 254 | 9.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 124 | 4.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 99 | 3.7K $ | 0.01 % | 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 | |
|---|---|---|
| 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