Funds holding Surgery Partners Inc
187 funds declare a position · 43 ETFs and 144 other funds · 503M $ · US86881A1007
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Janus Henderson Contrarian Fund JANUS INVESTMENT FUND | 12,979,640 | 154.7M $ | 3.61 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,451,334 | 29.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,887,955 | 22.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,603,036 | 22.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Select Fund Legg Mason Partners Investment Trust | 1,594,774 | 22.4M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,794,027 | 21.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 1,404,408 | 19.7M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,139,775 | 13.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 765,209 | 10.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 861,921 | 10.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 847,443 | 10.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 659,076 | 9.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 663,568 | 7.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Select Health Care Services Portfolio Fidelity Select Portfolios | 496,957 | 7.7M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 471,293 | 6.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Focused Growth Portfolio PACIFIC SELECT FUND | 525,075 | 6.3M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 400,773 | 6.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 383,197 | 5.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 412,681 | 5.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 371,289 | 5.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 364,600 | 5.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 471,749 | 5.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 389,513 | 5.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 293,107 | 4.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 279,653 | 3.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 307,298 | 3.7M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 232,138 | 3.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Victory Integrity Small-Cap Value Fund Victory Portfolios | 300,000 | 3.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity High Income Fund Fidelity Summer Street Trust | 225,900 | 3.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI High Income Fund Fidelity Summer Street Trust | 196,000 | 2.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 172,027 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 168,759 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Select Health Care Portfolio Fidelity Select Portfolios | 145,113 | 2.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 157,099 | 2.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 139,210 | 2.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 153,045 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 130,597 | 1.8M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 149,022 | 1.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 113,047 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 137,060 | 1.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 116,173 | 1.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 125,066 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST | 123,052 | 1.5M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| WesMark Small Company Fund WesMark Funds | 120,000 | 1.4M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 94,933 | 1.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 105,213 | 1.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 88,567 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 78,273 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 95,818 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Healthcare Providers ETF iShares Trust | 88,877 | 1.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 82,797 | 986.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series High Income Fund Fidelity Summer Street Trust | 67,800 | 951.2K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 63,450 | 890.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 57,107 | 885.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 56,275 | 872.3K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 62,086 | 871.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 49,254 | 763.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 50,336 | 706.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 50,225 | 704.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 44,206 | 685.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 48,170 | 675.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 45,305 | 635.6K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 53,200 | 634.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 46,618 | 555.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 38,560 | 541K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 45,373 | 540.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 33,656 | 521.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 43,130 | 514.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 35,045 | 491.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 31,073 | 481.6K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 30,728 | 476.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 33,855 | 475K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 33,483 | 469.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dunham Small Cap Growth Fund Dunham Funds | 32,434 | 455K $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| VIP High Income Portfolio Variable Insurance Products Fund | 36,300 | 432.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 35,825 | 427K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 34,867 | 415.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 26,659 | 413.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 33,984 | 405.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 27,824 | 390.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 32,524 | 387.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 26,652 | 373.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 26,469 | 371.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 29,100 | 346.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 27,716 | 330.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 26,795 | 319.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 22,340 | 313.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 23,336 | 278.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Camelot Event Driven Fund FRANK FUNDS | 22,000 | 262.2K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 21,607 | 257.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 17,875 | 250.8K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 20,129 | 239.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 20,013 | 238.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,481 | 232.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| The Gabelli ABC Fund Gabelli Investor Funds Inc | 17,500 | 208.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,928 | 195.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 15,691 | 187K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,000 | 186K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 11,987 | 185.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 15,415 | 183.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |