Titelia

Fund shareholders of HealthStream Inc

ISIN US42222N1037 · United States · LEI 529900OJ88H8635JNH64

Fund shareholders
244
Of which ETFs
67 177 other funds
Value held
≈ 273.6M $ 273.5M $ · 96.6K €
Share of capital
34.4 % of 29.2M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,408,41138.4M $0.03 %4.82 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 751,13820.5M $0.00 %2.57 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 628,06117.1M $0.02 %2.15 %as of Jun 30, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 537,45615.1M $0.52 %1.84 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 296,9768.3M $0.05 %1.02 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 268,9447.3M $0.01 %0.92 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 259,8377.3M $0.02 %0.89 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 240,0906.5M $0.23 %0.82 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 223,7696.1M $0.04 %0.77 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 215,4625.9M $0.19 %0.74 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 210,3305.7M $0.03 %0.72 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 188,8175.3M $0.04 %0.65 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 183,3835.1M $0.03 %0.63 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 158,9014.3M $0.04 %0.54 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 157,7934.4M $0.02 %0.54 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 138,1703.8M $0.07 %0.47 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 133,3023.7M $0.05 %0.46 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 129,6433.2M $0.01 %0.44 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 122,0213M $0.02 %0.42 %as of May 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 120,4213.3M $0.29 %0.41 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 113,6062.8M $0.01 %0.39 %as of May 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 107,5872.9M $0.04 %0.37 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 99,2532.7M $0.03 %0.34 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 96,0882.7M $0.02 %0.33 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 95,5672.7M $0.03 %0.33 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 91,8162.6M $0.19 %0.31 %as of Jul 31, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 89,3532.4M $0.64 %0.31 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 82,6972.1M $0.04 %0.28 %as of May 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 79,9582.2M $0.14 %0.27 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 74,8532M $0.09 %0.26 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 74,0382.1M $0.21 %0.25 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 72,8841.8M $0.00 %0.25 %as of May 31, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 71,5241.8M $0.01 %0.24 %as of May 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 71,5092M $0.01 %0.24 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 66,1761.9M $0.00 %0.23 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 65,5671.8M $0.04 %0.22 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 64,0541.7M $0.03 %0.22 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 58,2191.6M $0.04 %0.20 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 58,0921.6M $0.02 %0.20 %as of Jul 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 56,0191.5M $0.09 %0.19 %as of Jun 30, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 55,6001.6M $2.25 %0.19 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 54,1331.4M $0.00 %0.19 %as of May 31, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 53,8861.5M $1.95 %0.18 %as of Jun 30, 2026 ↗
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 47,4621.2M $0.31 %0.16 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 47,3011.2M $0.04 %0.16 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 45,1701.1M $0.00 %0.15 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 42,2661.2M $0.02 %0.14 %as of Jun 30, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 41,5291.1M $0.10 %0.14 %as of Jun 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 40,0851.1M $0.17 %0.14 %as of Jul 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 39,4491.1M $0.05 %0.13 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,4821.1M $0.00 %0.13 %as of Jul 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 37,7061M $0.04 %0.13 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 36,691999.8K $0.50 %0.13 %as of Jun 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 36,000981K $1.07 %0.12 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 35,890896.2K $0.00 %0.12 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 35,430884.7K $0.03 %0.12 %as of May 31, 2026 ↗
SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 35,190958.9K $0.17 %0.12 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 33,111902.3K $0.04 %0.11 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 33,087927.8K $0.03 %0.11 %as of Jul 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 31,799794K $0.11 %0.11 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 30,326850.3K $0.02 %0.10 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 30,066819.3K $0.00 %0.10 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 29,580806.1K $0.32 %0.10 %as of Jun 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 28,839720.1K $0.17 %0.10 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,192790.5K $0.00 %0.10 %as of Jul 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 26,060710.1K $0.29 %0.09 %as of Jun 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 25,936647.6K $0.20 %0.09 %as of May 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 25,639698.7K $0.02 %0.09 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 25,553638.1K $0.03 %0.09 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 23,243580.4K $0.05 %0.08 %as of May 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 22,298556.8K $0.06 %0.08 %as of May 31, 2026 ↗
SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 21,714591.7K $0.13 %0.07 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 21,500585.9K $0.25 %0.07 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 20,371555.1K $0.03 %0.07 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 20,340570.3K $0.00 %0.07 %as of Jul 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 20,286552.8K $0.25 %0.07 %as of Jun 30, 2026 ↗
Formidable ETF ETF Opportunities Trust 19,479530.8K $2.69 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 19,219479.9K $0.00 %0.07 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,758511.2K $0.05 %0.06 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 18,675508.9K $0.07 %0.06 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 17,220482.8K $0.04 %0.06 %as of Jul 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 17,182468.2K $0.15 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 16,829471.9K $0.00 %0.06 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 16,625415.1K $0.32 %0.06 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 16,481411.5K $0.02 %0.06 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,545423.6K $0.02 %0.05 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 15,348418.2K $0.03 %0.05 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,850416.4K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 14,414359.9K $0.04 %0.05 %as of May 31, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 13,674341.4K $0.26 %0.05 %as of May 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 13,520368.4K $0.05 %0.05 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,268372K $0.04 %0.05 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 13,210360K $0.08 %0.05 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,200359.7K $0.03 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,147358.3K $0.00 %0.04 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 13,072356.2K $0.03 %0.04 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 13,000354.3K $0.02 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 12,649354.7K $0.00 %0.04 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,523312.7K $0.00 %0.04 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 12,167331.6K $0.00 %0.04 %as of Jun 30, 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
Formidable ETF ETF Opportunities Trust 2.69 %as of Jun 30, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 2.25 %as of Jul 31, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 1.95 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1.82 %as of Jun 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 1.07 %as of Jun 30, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 0.64 %as of Jun 30, 2026 ↗
First Eagle Small Cap Equity ETF First Eagle ETF Trust 0.60 %as of Jul 31, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 0.52 %as of Jul 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 0.50 %as of Jun 30, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 0.33 %as of Jul 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3242-1210,051,662+4.2 %
2026Q2254-59,649,232-2.5 %
2026Q1259-59,892,000-6.0 %
2025Q4264-410,517,831-2.2 %
2025Q3268-310,751,242-2.3 %
2025Q2271+710,999,797-2.8 %
2025Q1264-111,316,434-0.8 %
2024Q4265+1511,404,194+2.3 %
2024Q3250-911,147,821-3.3 %
2024Q2259+1011,527,829+1.4 %
2024Q1249-911,371,792-0.2 %
2023Q425811,393,624

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.3,851,92979.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,456,04330.2M $as of Mar 31, 2026
Copeland Capital Management, LLC1,276,73926.4M $as of Mar 31, 2026
STATE STREET CORP995,55720.6M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP844,42017.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC714,74714.8M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC477,8489.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO453,7389.6M $as of Mar 31, 2026
First Eagle Investment Management, LLC425,6988.8M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP377,9457.8M $as of Mar 31, 2026
MORGAN STANLEY368,9867.6M $as of Mar 31, 2026
NORTHERN TRUST CORP361,6777.5M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC348,7307.2K $as of Mar 31, 2026
Robeco Institutional Asset Management B.V.313,3596.5M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC288,1796M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC274,4585.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC265,6445.5M $as of Mar 31, 2026
Invenomic Capital Management LP240,3705M $as of Mar 31, 2026
Bank of New York Mellon Corp223,6374.6M $as of Mar 31, 2026
Creative Planning218,1864.5M $as of Mar 31, 2026
PANAGORA ASSET MANAGEMENT INC215,2294.5M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC199,6314.1M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC195,2414M $as of Mar 31, 2026
HRT FINANCIAL LP195,0234K $as of Mar 31, 2026
Invesco Ltd.177,6793.7M $as of Mar 31, 2026

Declared shareholders of HealthStream Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Dimensional Fund Advisors LP 5.30 %1,557,981as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of HealthStream Inc". https://titelia.com/en/stocks/healthstream-inc-US42222N1037