Titelia

Funds holding Privia Health Group Inc

ISIN US74276R1023 · United States

Fund holders
288
Of which ETFs
70 218 other funds
Value held
1.2B $ 20.2M SEK
Share of capital
43.9 % of 127.7M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
FundX Future Fund Opportunities ETF FundX Investment Trust 65,5381.3M $0.69 %0.05 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 63,8761.6M $0.22 %0.05 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 60,9331.3M $0.00 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 59,4271.5M $0.00 %0.05 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 59,1761.2M $0.08 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 57,4631.4M $0.17 %0.04 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 57,2731.2M $0.04 %0.04 %as of Mar 31, 2026 ↗
SEB Nordamerikafond Småbolag SEB Funds AB 56,93011.2M SEK0.54 %0.04 %as of Mar 31, 2026 ↗
Meridian Small Cap Growth Fund Meridian Fund Inc 55,4321.1M $0.48 %0.04 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 54,0491.1M $0.15 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 53,9271.1M $0.00 %0.04 %as of Mar 31, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 53,5131.1M $0.48 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 53,3811.1M $0.08 %0.04 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 53,1611.1M $0.05 %0.04 %as of Mar 31, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 53,1001.1M $0.43 %0.04 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 50,9651.3M $0.44 %0.04 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 50,4941.3M $0.09 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 46,9831.1M $0.09 %0.04 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 46,0531.1M $0.18 %0.04 %as of Apr 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 45,717940.4K $0.18 %0.04 %as of Mar 31, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 45,1581.1M $0.04 %0.04 %as of Apr 30, 2026 ↗
Fidelity Disruptive Medicine ETF Fidelity Covington Trust 45,0001.1M $1.75 %0.04 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 44,7591.1M $0.05 %0.04 %as of Apr 30, 2026 ↗
Global X HealthTech ETF GLOBAL X FUNDS 43,1751M $2.89 %0.03 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 42,5211.1M $0.14 %0.03 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 41,867861.2K $0.05 %0.03 %as of Mar 31, 2026 ↗
DWS Health and Wellness Fund DEUTSCHE DWS SECURITIES TRUST 41,332981.6K $0.38 %0.03 %as of Feb 28, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 40,945842.2K $0.08 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 40,6621M $0.04 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 40,500833.1K $0.03 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 40,272828.4K $0.15 %0.03 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 39,606940.6K $0.01 %0.03 %as of Feb 28, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 39,542813.4K $0.15 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 36,910759.2K $0.08 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 35,134722.7K $0.08 %0.03 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 34,591859.6K $0.09 %0.03 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 33,658836.4K $0.07 %0.03 %as of Apr 30, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 32,059796.7K $0.51 %0.03 %as of Apr 30, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 31,763754.4K $0.62 %0.02 %as of Feb 28, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 31,524648.4K $0.15 %0.02 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 30,787633.3K $0.18 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 30,208750.7K $0.00 %0.02 %as of Apr 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 29,799613K $0.20 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 29,707611.1K $0.08 %0.02 %as of Mar 31, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 29,693737.9K $0.26 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 29,514607.1K $0.00 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 27,867692.5K $0.57 %0.02 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 27,427651.4K $0.01 %0.02 %as of Feb 28, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 27,422651.3K $0.09 %0.02 %as of Feb 28, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 27,061642.7K $0.10 %0.02 %as of Feb 28, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 26,998641.2K $0.09 %0.02 %as of Feb 28, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 25,390522.3K $0.33 %0.02 %as of Mar 31, 2026 ↗
SEB Världenfond SEB Funds AB 24,5284.8M SEK0.01 %0.02 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 23,874491.1K $0.07 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 23,111475.4K $0.02 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 23,016571.9K $0.01 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 22,680466.5K $0.08 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 22,163455.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 22,098454.6K $0.07 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 21,7004.3M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 21,522511.1K $0.06 %0.02 %as of Feb 28, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 21,329530K $2.18 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 21,182435.7K $0.23 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 21,149435K $0.08 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 21,080433.6K $0.06 %0.02 %as of Mar 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 20,357418.7K $0.22 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,092499.3K $0.01 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 19,879494K $0.04 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 19,180455.5K $0.20 %0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 18,967390.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 18,114372.6K $0.30 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 17,472434.2K $0.11 %0.01 %as of Apr 30, 2026 ↗
Dunham Small Cap Growth Fund Dunham Funds 17,130425.7K $0.49 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 16,800399K $0.03 %0.01 %as of Feb 28, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 16,656413.9K $0.12 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 16,250334.3K $0.08 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 16,100331.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 15,632321.6K $0.08 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 15,582387.2K $0.08 %0.01 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 14,774303.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 14,200292.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 14,088289.8K $0.08 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,998287.9K $0.08 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 13,232272.2K $0.15 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 13,203328.1K $0.04 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 12,788263K $0.08 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 12,449309.4K $0.09 %0.01 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 12,262252.2K $0.18 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,894295.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 10,618218.4K $0.18 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 10,525250K $0.09 %0.01 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 10,479215.6K $0.06 %0.01 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,290211.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 9,793243.4K $0.01 %0.01 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 9,611197.7K $0.08 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 9,551196.5K $0.13 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,449224.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 9,182218.1K $0.16 %0.01 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 9,117226.6K $0.09 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 8,858182.2K $0.08 %0.01 %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
Global X HealthTech ETF GLOBAL X FUNDS 2.89 %as of Feb 28, 2026 ↗
Select Health Care Services Portfolio Fidelity Select Portfolios 2.42 %as of Feb 28, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 2.18 %as of Apr 30, 2026 ↗
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 2.09 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 1.88 %as of Mar 31, 2026 ↗
Fidelity Disruptive Medicine ETF Fidelity Covington Trust 1.75 %as of Feb 28, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 1.68 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 1.64 %as of Feb 28, 2026 ↗
Riverbridge Growth Fund INVESTMENT MANAGERS SERIES TRUST 1.64 %as of Feb 28, 2026 ↗
Quantified Common Ground Fund Advisors Preferred Trust 1.44 %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.

QuarterHoldersChangeSharesChange
2026Q2285+655,925,297+1.4 %
2026Q1279+355,127,010+0.4 %
2025Q4276+854,931,010-3.8 %
2025Q3268+157,122,441-2.5 %
2025Q2267+1158,583,472-4.0 %
2025Q1256+661,046,428+0.8 %
2024Q4250-260,554,928-4.5 %
2024Q3252-1163,405,973+0.5 %
2024Q2263-463,108,600+6.8 %
2024Q1267059,118,065-2.6 %
2023Q426760,707,517

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.19,057,910392M $as of Mar 31, 2026
FMR LLC13,045,542268.3M $as of Mar 31, 2026
Durable Capital Partners LP12,087,843248.6M $as of Mar 31, 2026
Rubicon Founders LLC5,948,664122.4M $as of Mar 31, 2026
STATE STREET CORP4,489,90092.4M $as of Mar 31, 2026
Van Berkom & Associates Inc.4,053,04383.4K $as of Mar 31, 2026
RIVERBRIDGE PARTNERS LLC3,917,94880.6M $as of Mar 31, 2026
Bank of New York Mellon Corp2,943,49360.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,895,53459.6M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC2,723,07356M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,406,71749.5M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,051,65942.2M $as of Mar 31, 2026
BlackBarn Capital Partners LP1,585,00032.6M $as of Mar 31, 2026
FRANKLIN RESOURCES INC1,478,75830.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,339,95027.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,319,10627.1M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,256,17825.8M $as of Mar 31, 2026
NORTHERN TRUST CORP1,177,71024.2M $as of Mar 31, 2026
LOOMIS SAYLES & CO L P1,042,10021.4M $as of Mar 31, 2026
MORGAN STANLEY981,91920.2M $as of Mar 31, 2026
Nuveen, LLC948,13619.5M $as of Mar 31, 2026
Freestone Grove Partners LP839,47417.3M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC776,50016M $as of Mar 31, 2026
ArrowMark Colorado Holdings LLC775,36915.9M $as of Mar 31, 2026
EVENTIDE ASSET MANAGEMENT, LLC737,69415.2M $as of Mar 31, 2026

Declared shareholders of Privia Health Group 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.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.16 %6,382,685as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Privia Health Group Inc". https://titelia.com/en/stocks/privia-health-group-inc-US74276R1023