Funds holding Surgery Partners Inc
189 funds declare a position · 43 ETFs and 146 other funds · 503M $· 16.4M SEK · US86881A1007
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Janus Henderson Contrarian Fund JANUS INVESTMENT FUND | 12,979,640 | 154.7M $ | 3.61 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,451,334 | 29.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 1,887,955 | 22.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,794,027 | 21.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 5 | 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 |
| 6 | ClearBridge Select Fund Legg Mason Partners Investment Trust | 1,594,774 | 22.4M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 7 | ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 1,404,408 | 19.7M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| 8 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,139,775 | 13.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 9 | 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 |
| 10 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 847,443 | 10.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 11 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 765,209 | 10.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 12 | iShares Russell 2000 Value ETF iShares Trust | 663,568 | 7.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 13 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 659,076 | 9.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 14 | Focused Growth Portfolio PACIFIC SELECT FUND | 525,075 | 6.3M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 15 | Select Health Care Services Portfolio Fidelity Select Portfolios | 496,957 | 7.7M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| 16 | 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 |
| 17 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 471,293 | 6.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 18 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 412,681 | 5.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 19 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 400,773 | 6.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 20 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 389,513 | 5.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 21 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 383,197 | 5.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 22 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 371,289 | 5.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 23 | 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 |
| 24 | 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 |
| 25 | Victory Integrity Small-Cap Value Fund Victory Portfolios | 300,000 | 3.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 26 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 293,107 | 4.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 27 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 279,653 | 3.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 28 | VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 232,138 | 3.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 29 | Fidelity High Income Fund Fidelity Summer Street Trust | 225,900 | 3.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 30 | Fidelity SAI High Income Fund Fidelity Summer Street Trust | 196,000 | 2.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 31 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 172,027 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 32 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 168,759 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 33 | 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 |
| 34 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 153,045 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 35 | EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 149,022 | 1.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 36 | Select Health Care Portfolio Fidelity Select Portfolios | 145,113 | 2.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 37 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 139,210 | 2.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 38 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 137,060 | 1.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 39 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 130,597 | 1.8M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 40 | SEB Nordamerikafond Småbolag SEB Funds AB | 126,585 | 14.4M SEK | 0.70 % | as of Mar 31, 2026 · Original filing |
| 41 | Master Small Cap Index Series Quantitative Master Series LLC | 125,066 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 42 | 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 |
| 43 | WesMark Small Company Fund WesMark Funds | 120,000 | 1.4M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 44 | 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 |
| 45 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 113,047 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 46 | 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 |
| 47 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 95,818 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 48 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 94,933 | 1.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 49 | iShares U.S. Healthcare Providers ETF iShares Trust | 88,877 | 1.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 50 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 88,567 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 51 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 82,797 | 986.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 52 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 78,273 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 53 | Fidelity Series High Income Fund Fidelity Summer Street Trust | 67,800 | 951.2K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 54 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 63,450 | 890.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 55 | Nuveen Equity Index Fund TIAA-CREF Funds | 62,086 | 871.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 56 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 57,107 | 885.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 57 | Adara Smaller Companies Fund RBB Fund, Inc. | 56,275 | 872.3K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 58 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 53,200 | 634.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 59 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 50,336 | 706.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 60 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 50,225 | 704.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 61 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 49,254 | 763.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 62 | Victory Small Cap Stock Fund Victory Portfolios III | 48,170 | 675.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 63 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 46,618 | 555.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 64 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 45,373 | 540.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | 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 |
| 66 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 44,206 | 685.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 67 | EQ/Small Company Index Portfolio EQ Advisors Trust | 43,130 | 514.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 68 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 38,560 | 541K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 69 | VIP High Income Portfolio Variable Insurance Products Fund | 36,300 | 432.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 70 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 35,825 | 427K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 71 | Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 35,045 | 491.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 72 | Small Cap Index Fund Northern Funds | 34,867 | 415.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 73 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 33,984 | 405.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 74 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 33,855 | 475K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 75 | 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 |
| 76 | Global X Russell 2000 ETF GLOBAL X FUNDS | 33,483 | 469.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 77 | Small Cap Value Fund Northern Funds | 32,524 | 387.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 78 | Dunham Small Cap Growth Fund Dunham Funds | 32,434 | 455K $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 79 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 31,073 | 481.6K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 80 | Small Cap Index Fund VALIC Co I | 30,728 | 476.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 81 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 29,100 | 346.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 82 | 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 |
| 83 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 27,716 | 330.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 84 | 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 |
| 85 | 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 |
| 86 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 26,652 | 373.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 87 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 26,469 | 371.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 88 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 23,336 | 278.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 89 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 22,340 | 313.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 90 | Camelot Event Driven Fund FRANK FUNDS | 22,000 | 262.2K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 91 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 21,607 | 257.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 92 | iShares Russell 3000 ETF iShares Trust | 20,129 | 239.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 93 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 20,013 | 238.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 94 | 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 |
| 95 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 18,100 | 2.1M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 96 | 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 |
| 97 | The Gabelli ABC Fund Gabelli Investor Funds Inc | 17,500 | 208.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 98 | AST Small-Cap Equity Portfolio Advanced Series Trust | 15,691 | 187K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 99 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 15,415 | 183.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 100 | Small Cap Index Trust John Hancock Variable Insurance Trust | 14,115 | 168.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
Institutional managers
174 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | 595.4M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 13,540,385 | 161.4M $ | as of Mar 31, 2026 |
| Pentwater Capital Management LP | 12,655,000 | 150.8M $ | as of Mar 31, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 10,229,730 | 121.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 10,191,781 | 121.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 5,660,788 | 67.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 5,296,411 | 63.1M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 4,118,056 | 49.1M $ | as of Mar 31, 2026 |
| Davidson Kempner Capital Management LP | 3,336,464 | 39.8M $ | as of Mar 31, 2026 |
| FMR LLC | 2,191,465 | 26.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,002,374 | 23.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,953,778 | 23.3M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 1,915,668 | 22.6M $ | as of Mar 31, 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 1,800,000 | 21.5M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,589,368 | 18.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,280,552 | 15.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,239,982 | 14.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,107,250 | 13.2M $ | as of Mar 31, 2026 |
| LMR Partners LLP | 1,100,000 | 13.1M $ | as of Mar 31, 2026 |
| Sea Cliff Partners Management, LP | 1,039,799 | 12.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,012,177 | 12.1M $ | as of Mar 31, 2026 |
| Man Group plc | 946,519 | 11.3M $ | as of Mar 31, 2026 |
| Whitefort Capital Management, LP | 911,136 | 10.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 797,794 | 9.5M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 760,341 | 9.1M $ | as of Mar 31, 2026 |