HF
BTSGU icon

HRT Financial’s BrightSpring Health Services Unit BTSGU Stock Holding History

HRT Financial’s Portfolio BTSGU Stock Details BTSGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
+4,751
New +$872K ﹤0.01% 2116
2025
Q1 		– Sell
-4,427
Closed -$277K – 3530
2024
Q4 		$277K Buy
+4,427
New +$284K ﹤0.01% 1763

Other funds holding BTSGU

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.72B AUM 7.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

HRT Financial's BTSGU Position: Q2 2026 in Review

HRT Financial opened a new position in BrightSpring Health Services Unit (BTSGU) in Q2 2026: 4,751 shares worth $1.09M. The stake represents ﹤0.01% of the portfolio and ranks #2116 among its holdings. This is a return to the name: HRT Financial previously reported a position in BTSGU as recently as Q4 2024.

HRT Financial first reported a position in BTSGU in Q4 2024 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold BTSGU as of Q2 2026.

  • HRT Financial held 4,751 shares of BrightSpring Health Services Unit worth $1.09M as of Q2 2026.
  • BrightSpring Health Services Unit was a new HRT Financial position in Q2 2026.
  • BrightSpring Health Services Unit made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2116 holding.
  • HRT Financial first reported a position in BrightSpring Health Services Unit in Q4 2024 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held BrightSpring Health Services Unit as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.