Titelia

Funds holding Ardent Health Inc

ISIN US03980N1072 · United States

Fund holders
135
Of which ETFs
25 110 other funds
Value held
59M $
Share of capital
4.6 % of 141M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 965,6219.4M $0.43 %0.68 %as of Apr 30, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 710,4906.1M $0.00 %0.50 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 570,9634.9M $0.01 %0.40 %as of Mar 31, 2026
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 452,3804.2M $0.51 %0.32 %as of Feb 28, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 405,5194M $0.33 %0.29 %as of Apr 30, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 394,8333.4M $0.28 %0.28 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 272,6882.3M $0.00 %0.19 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 230,3502.2M $0.01 %0.16 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 189,2441.6M $0.01 %0.13 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 174,4911.5M $0.24 %0.12 %as of Mar 31, 2026
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 159,0641.4M $0.34 %0.11 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 129,1421.2M $0.00 %0.09 %as of Feb 28, 2026
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 127,6531.2M $0.68 %0.09 %as of Apr 30, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 124,0001.1M $0.13 %0.09 %as of Mar 31, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 116,9611.1M $0.01 %0.08 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 114,6591.1M $0.01 %0.08 %as of Feb 28, 2026
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 85,780805.5K $0.00 %0.06 %as of Feb 28, 2026
SmallCap Value Fund II Principal Funds, Inc 72,693709.5K $0.06 %0.05 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 60,061586.2K $0.02 %0.04 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 50,694494.8K $0.01 %0.04 %as of Apr 30, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 48,500415.2K $0.02 %0.03 %as of Mar 31, 2026
AQR Small Cap Multi-Style Fund AQR Funds 47,917410.2K $0.27 %0.03 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 47,307444.2K $0.00 %0.03 %as of Feb 28, 2026
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 42,102360.4K $0.10 %0.03 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 40,589347.4K $0.01 %0.03 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 40,543380.7K $0.02 %0.03 %as of Feb 28, 2026
Barrons 400 ETF ALPS ETF TRUST 37,195349.3K $0.17 %0.03 %as of Feb 28, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 36,525343K $0.00 %0.03 %as of Feb 28, 2026
VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 36,340311.1K $0.49 %0.03 %as of Mar 31, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 34,530295.6K $0.10 %0.02 %as of Mar 31, 2026
Nuveen ESG Small-Cap ETF NuShares ETF Trust 31,898311.3K $0.02 %0.02 %as of Apr 30, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 31,700297.7K $0.02 %0.02 %as of Feb 28, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 26,779229.2K $0.01 %0.02 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 26,070254.4K $0.01 %0.02 %as of Apr 30, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 24,000205.4K $0.04 %0.02 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 23,974205.2K $0.01 %0.02 %as of Mar 31, 2026
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 19,732192.6K $0.14 %0.01 %as of Apr 30, 2026
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 19,391182.1K $0.07 %0.01 %as of Feb 28, 2026
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 18,149170.4K $0.03 %0.01 %as of Feb 28, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,400140.4K $0.01 %0.01 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 16,359140K $0.00 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,878149.1K $0.01 %0.01 %as of Feb 28, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 15,000140.9K $0.00 %0.01 %as of Feb 28, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,686117.2K $0.00 %0.01 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 13,502115.6K $0.03 %0.01 %as of Mar 31, 2026
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 13,112128K $0.00 %0.01 %as of Apr 30, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 12,819125.1K $0.00 %0.01 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,542122.4K $0.00 %0.01 %as of Apr 30, 2026
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 12,230104.7K $0.04 %0.01 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,57499.1K $0.00 %0.01 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 10,886102.2K $0.01 %0.01 %as of Feb 28, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,56790.5K $0.00 %0.01 %as of Mar 31, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 10,35888.7K $0.00 %0.01 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 10,00897.7K $0.01 %0.01 %as of Apr 30, 2026
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 9,89896.6K $0.01 %0.01 %as of Apr 30, 2026
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 9,68582.9K $0.02 %0.01 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 9,40180.5K $0.01 %0.01 %as of Mar 31, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,99987.8K $0.01 %0.01 %as of Apr 30, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,55583.5K $0.00 %0.01 %as of Apr 30, 2026
Adara Smaller Companies Fund RBB Fund, Inc. 8,30778K $0.01 %0.01 %as of Feb 28, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 8,19370.1K $0.01 %0.01 %as of Mar 31, 2026
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 8,03578.4K $0.14 %0.01 %as of Apr 30, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 8,00278.1K $0.01 %0.01 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,70065.9K $0.00 %0.01 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,31462.6K $0.01 %0.01 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,10060.8K $0.00 %0.01 %as of Mar 31, 2026
GMO U.S. Small Cap Value Fund GMO TRUST 6,95165.3K $0.15 %0.00 %as of Feb 28, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 6,46855.4K $0.00 %0.00 %as of Mar 31, 2026
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 6,30053.9K $0.00 %0.00 %as of Mar 31, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 6,20060.5K $0.01 %0.00 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 6,20053.1K $0.00 %0.00 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,83650K $0.01 %0.00 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,23844.8K $0.00 %0.00 %as of Mar 31, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 4,87747.6K $0.01 %0.00 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,82341.3K $0.01 %0.00 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,50042.3K $0.00 %0.00 %as of Feb 28, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 4,44038K $0.01 %0.00 %as of Mar 31, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,31242.1K $0.00 %0.00 %as of Apr 30, 2026
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,25936.5K $0.01 %0.00 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,90638.1K $0.00 %0.00 %as of Apr 30, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,69836.1K $0.01 %0.00 %as of Apr 30, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,43529.4K $0.01 %0.00 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,36431.6K $0.01 %0.00 %as of Feb 28, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,19627.4K $0.01 %0.00 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,98625.6K $0.01 %0.00 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,93325.1K $0.01 %0.00 %as of Mar 31, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,82824.2K $0.01 %0.00 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,63525.7K $0.01 %0.00 %as of Apr 30, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,57825.2K $0.00 %0.00 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,41320.7K $0.01 %0.00 %as of Mar 31, 2026
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,35920.2K $0.00 %0.00 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,33021.9K $0.02 %0.00 %as of Feb 28, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,10018K $0.01 %0.00 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,94118.9K $0.01 %0.00 %as of Apr 30, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,92016.4K $0.01 %0.00 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,83917.3K $0.00 %0.00 %as of Feb 28, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,77615.2K $0.01 %0.00 %as of Mar 31, 2026
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1,64516.1K $0.14 %0.00 %as of Apr 30, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,52913.1K $0.01 %0.00 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,51614.2K $0.00 %0.00 %as of Feb 28, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.68 %as of Apr 30, 2026
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 0.51 %as of Feb 28, 2026
VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 0.49 %as of Mar 31, 2026
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 0.43 %as of Apr 30, 2026
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 0.34 %as of Mar 31, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.33 %as of Apr 30, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.28 %as of Mar 31, 2026
AQR Small Cap Multi-Style Fund AQR Funds 0.27 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 0.24 %as of Mar 31, 2026
Barrons 400 ETF ALPS ETF TRUST 0.17 %as of Feb 28, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q2135+116,479,309+2.1 %
2026Q1124-66,348,660-5.8 %
2025Q4130+136,736,120+2.0 %
2025Q3117+26,605,369-5.2 %
2025Q2115+216,970,470+78.8 %
2025Q194+203,899,041+31.6 %
2024Q474+692,963,687+198.7 %
2024Q35992,071

Institutional managers

128 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
CHAI TRUST CO LLC77,246,499661.2M $as of Mar 31, 2026
Ventas, Inc.9,342,50180M $as of Mar 31, 2026
GOLDENTREE ASSET MANAGEMENT LP2,303,11319.7M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC1,776,72615.2M $as of Mar 31, 2026
BlackRock, Inc.1,758,21515.1M $as of Mar 31, 2026
CastleKnight Management LP1,076,9679.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC942,3538.1M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC930,6688M $as of Mar 31, 2026
STATE STREET CORP586,0585M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC561,4434.8M $as of Mar 31, 2026
Empowered Funds, LLC535,8354.6M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP478,7954.1M $as of Mar 31, 2026
UBS Group AG450,6803.9M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC442,5963.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/361,0383.1M $as of Mar 31, 2026
MORGAN STANLEY292,0312.5M $as of Mar 31, 2026
DENALI ADVISORS LLC249,4502.1M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP246,3072.1M $as of Mar 31, 2026
NORTHERN TRUST CORP245,5162.1M $as of Mar 31, 2026
Bank of New York Mellon Corp241,0522.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC219,0111.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC195,5711.7M $as of Mar 31, 2026
JANE STREET GROUP, LLC194,0211.7M $as of Mar 31, 2026
LSV ASSET MANAGEMENT186,4001.6K $as of Mar 31, 2026
CITADEL ADVISORS LLC168,9211.4M $as of Mar 31, 2026
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Titelia. "Funds holding Ardent Health Inc". https://titelia.com/en/stocks/ardent-health-inc-US03980N1072