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.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| 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 |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 11,440 | 177.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 14,115 | 168.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 11,769 | 165.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 11,459 | 160.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,137 | 144.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 11,835 | 141.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 11,525 | 137.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 10,754 | 128.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,700 | 127.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 8,220 | 127.4K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 8,863 | 124.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 8,589 | 120.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. | 10,000 | 119.2K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 7,541 | 116.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 9,722 | 115.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 8,024 | 112.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 9,251 | 110.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 8,885 | 105.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Sustainable High Yield ETF Fidelity Covington Trust | 6,765 | 104.9K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 8,602 | 102.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 7,945 | 94.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 6,697 | 94K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,990 | 92.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 6,360 | 89.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 7,474 | 89.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 5,625 | 87.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 6,043 | 84.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,815 | 81.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 6,710 | 80K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 6,462 | 77K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 6,369 | 75.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,251 | 74.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 4,788 | 74.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 4,774 | 74K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 5,884 | 70.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 5,408 | 64.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 5,297 | 63.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 5,230 | 62.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 4,335 | 60.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 4,986 | 59.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,969 | 59.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 3,352 | 52K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 3,238 | 50.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 3,095 | 43.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 3,605 | 43K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,649 | 41.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,926 | 41.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 3,434 | 40.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,354 | 40K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,781 | 39K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 2,531 | 35.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,745 | 32.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 2,030 | 31.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,602 | 31K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,459 | 29.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 2,300 | 27.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,065 | 24.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 1,557 | 21.8K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,824 | 21.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,542 | 21.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,811 | 21.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,532 | 21.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,791 | 21.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 1,706 | 20.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,007 | 15.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 1,235 | 14.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 872 | 12.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 987 | 11.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 798 | 9.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 572 | 6.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 468 | 6.6K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 376 | 5.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 454 | 5.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 422 | 5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 418 | 5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 394 | 4.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 342 | 4.1K $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP ULTRA SMALL CAP ProFunds | 259 | 3.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 195 | 2.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 181 | 2.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 141 | 2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 106 | 1.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 79 | 1.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 86 | 1.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 23 | 356.5 $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 21 | 250.3 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Longview Advantage ETF RBB Fund Trust | 4 | 62 $ | as of Feb 28, 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 |