Skip to main content
Equibles
SGRY logo

SGRY · Surgery Partners, Inc. · Held by Funds

Track SGRY — free

Use SGRY with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research SGRY.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$14.38 +0.26 (+1.84%) At close · Sep 11
Russell 2000 member Rebalance outlook locked
Market Cap
$1.88B
Shares
130.92M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding SGRY

211 fund positions
Fund Balance Value % of Fund Open
Janus Henderson Contrarian Fund 13,258,236 $222,738,365 4.06%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,481,034 $41,681,371 0.00%
T. Rowe Price Small-Cap Stock Fund, Inc. 2,097,590 $35,239,512 0.38%
iShares Russell 2000 ETF 2,084,803 $35,024,690 0.04%
VANGUARD SMALL-CAP INDEX FUND 1,798,439 $30,213,775 0.02%
U.S. SMALL CAP VALUE PORTFOLIO 1,603,036 $22,490,595 0.12%
ClearBridge Select Fund 1,594,774 $22,374,679 0.70%
ClearBridge Small Cap Growth Fund 1,404,408 $19,703,844 0.98%
VANGUARD SMALL-CAP VALUE INDEX FUND 1,140,030 $19,152,504 0.03%
T. Rowe Price Institutional Small-Cap Stock Fund 1,128,078 $18,951,710 0.38%
VANGUARD EXTENDED MARKET INDEX FUND 883,040 $14,835,072 0.02%
Select Health Care Services Portfolio 1,056,357 $14,112,930 1.75%
iShares Russell 2000 Value ETF 738,268 $12,402,902 0.09%
T. Rowe Price Small-Cap Value Fund, Inc. 701,256 $11,781,101 0.11%
Fidelity Small Cap Index Fund 765,209 $10,735,882 0.03%
Focused Growth Portfolio 586,356 $9,850,781 1.89%
Dimensional US Small Cap Value ETF 659,076 $9,246,836 0.12%
Dimensional U.S. Targeted Value ETF 471,293 $6,612,241 0.05%
Dimensional U.S. Small Cap ETF 412,681 $5,789,914 0.04%
U.S. SMALL CAP PORTFOLIO 389,513 $5,464,867 0.03%
Victory Integrity Small-Cap Value Fund 320,630 $5,386,584 0.47%
VANGUARD RUSSELL 2000 INDEX FUND 397,113 $5,305,430 0.03%
Fidelity Extended Market Index Fund 395,334 $5,281,662 0.01%
Schwab U.S. Small-Cap ETF 366,209 $4,892,552 0.02%
Strategic Advisers Fidelity U.S. Total Stock Fund 364,600 $4,871,056 0.00%
ClearBridge Variable Small Cap Growth Portfolio 271,498 $4,561,166 0.99%
Schwab Fundamental U.S. Small Company ETF 333,020 $4,449,147 0.05%
U.S. Targeted Value Portfolio 279,653 $3,923,532 0.02%
Fidelity High Income Fund 225,900 $3,169,377 0.11%
VANGUARD HEALTH CARE INDEX FUND 234,128 $3,127,950 0.02%
Fidelity SAI High Income Fund 196,000 $2,749,880 0.10%
State Street(R) SPDR(R) S&P(R) Health Care Services ETF 159,191 $2,674,409 1.91%
Master Small Cap Index Series 149,427 $2,510,374 0.04%
EQ/ClearBridge Select Equity Managed Volatility Portfolio 149,022 $2,503,570 0.39%
Principal U.S. Small-Cap ETF 147,562 $2,479,042 0.11%
U.S. MICRO CAP PORTFOLIO 172,027 $2,413,539 0.03%
Schwab Small-Cap Index Fund 168,759 $2,367,689 0.03%
iShares U.S. Healthcare Providers ETF 138,432 $2,325,658 0.20%
Invesco RAFI US 1500 Small-Mid ETF 157,099 $2,204,099 0.08%
U.S. CORE EQUITY 2 PORTFOLIO 153,045 $2,147,221 0.01%
Fidelity Small Cap Value Index Fund 111,617 $1,875,166 0.09%
Fidelity Total Market Index Fund 139,210 $1,859,846 0.00%
Dimensional U.S. Core Equity 2 ETF 130,597 $1,832,276 0.00%
iShares Core S&P Total U.S. Stock Market ETF 107,661 $1,808,705 0.00%
First Trust Small Cap Core AlphaDEX Fund 116,173 $1,629,907 0.13%
Fidelity Series Total Market Index Fund 115,417 $1,541,971 0.00%
EQ/2000 Managed Volatility Portfolio 87,043 $1,462,322 0.04%
Nuveen Small Cap Blend Index Fund 94,933 $1,331,910 0.03%
Schwab Fundamental U.S. Small Company Index Fund 88,567 $1,242,595 0.05%
Fidelity Nasdaq Composite Index Fund 78,273 $1,045,727 0.00%
Showing 1–50 of 211 positions
Key facts CIK 1638833 CUSIP 86881A100 13F (30d) 72 filings 72 filers Visit website Investor relations