Titelia

Fund shareholders of HealthStream Inc

ISIN US42222N1037 · United States · LEI 529900OJ88H8635JNH64

Fund shareholders
256
Of which ETFs
74 182 other funds
Value held
≈ 200.8M $ 200.7M $ · 96.6K €
Share of capital
33.0 % of 29.2M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,423,63929.5M $0.03 %4.87 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 751,13815.6M $0.00 %2.57 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 588,45012.2M $0.02 %2.01 %as of Mar 31, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 375,0207.8M $0.35 %1.28 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 296,9766.2M $0.04 %1.02 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 271,2915.6M $0.01 %0.93 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 234,1054.9M $0.01 %0.80 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 230,5334.8M $0.20 %0.79 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 218,9534.5M $0.03 %0.75 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 215,4624.5M $0.18 %0.74 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 188,2203.9M $0.03 %0.64 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 158,9013.3M $0.03 %0.54 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 157,7933.3M $0.02 %0.54 %as of Apr 30, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 138,0132.9M $0.07 %0.47 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 136,8532.8M $0.02 %0.47 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 133,3022.8M $0.04 %0.46 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 123,6272.6M $0.01 %0.42 %as of Feb 28, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 123,5362.6M $0.02 %0.42 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 118,0232.5M $0.02 %0.40 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 115,3502.4M $0.01 %0.39 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 114,9472.4M $0.03 %0.39 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 105,1322.2M $0.03 %0.36 %as of Mar 31, 2026 ↗
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 94,4742M $0.20 %0.32 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 94,3672M $0.01 %0.32 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 90,1371.9M $0.02 %0.31 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 85,5441.8M $0.75 %0.29 %as of Feb 28, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 84,1571.7M $0.01 %0.29 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 83,1831.7M $0.13 %0.28 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 80,7011.7M $0.03 %0.28 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 75,2031.6M $0.08 %0.26 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 71,5091.5M $0.01 %0.24 %as of Apr 30, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 70,6481.5M $0.01 %0.24 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 68,4051.5M $0.00 %0.23 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 66,1761.4M $0.00 %0.23 %as of Apr 30, 2026 ↗
Global X Cloud Computing ETF GLOBAL X FUNDS 65,2761.4M $0.67 %0.22 %as of Feb 28, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 63,9001.3M $1.91 %0.22 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 63,8941.3M $0.03 %0.22 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 63,6371.3M $0.03 %0.22 %as of Mar 31, 2026 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 63,4411.3M $0.80 %0.22 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 60,0181.2M $0.10 %0.21 %as of Mar 31, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 55,7111.2M $1.88 %0.19 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 52,6371.1M $0.03 %0.18 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 52,5101.1M $0.12 %0.18 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 51,3691.1M $0.01 %0.18 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 51,0201.1M $0.00 %0.17 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 50,6191.1M $0.04 %0.17 %as of Feb 28, 2026 ↗
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 48,7541M $0.35 %0.17 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 45,170959K $0.00 %0.15 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,482798.9K $0.00 %0.13 %as of Apr 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 37,779802K $0.03 %0.13 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 37,706780.9K $0.03 %0.13 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 37,697780.7K $0.02 %0.13 %as of Mar 31, 2026 ↗
SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 37,082768K $0.16 %0.13 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 36,617758.3K $0.04 %0.13 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 35,190728.8K $0.13 %0.12 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 34,719737.1K $0.00 %0.12 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 32,797679.2K $0.00 %0.11 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 32,176668K $0.02 %0.11 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 30,326629.6K $0.02 %0.10 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 29,510611.2K $0.23 %0.10 %as of Mar 31, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 28,792611.3K $0.16 %0.10 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,192585.3K $0.00 %0.10 %as of Apr 30, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 27,835576.5K $0.09 %0.10 %as of Mar 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 27,593585.8K $0.29 %0.09 %as of Feb 28, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 25,873549.3K $0.12 %0.09 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 25,693532.1K $0.02 %0.09 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 25,583543.1K $0.03 %0.09 %as of Feb 28, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 24,075498.6K $0.30 %0.08 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 23,243493.4K $0.04 %0.08 %as of Feb 28, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 22,296461.8K $0.09 %0.08 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 22,003467.1K $0.05 %0.08 %as of Feb 28, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 20,879443.3K $0.17 %0.07 %as of Feb 28, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 20,400422.5K $0.61 %0.07 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 20,371421.9K $0.03 %0.07 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 20,340422.3K $0.00 %0.07 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 19,757419.4K $0.30 %0.07 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 19,219408K $0.00 %0.07 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 18,675386.8K $0.06 %0.06 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 18,655387.3K $0.03 %0.06 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 17,725367.1K $0.03 %0.06 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 16,837348.7K $0.04 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 16,829349.4K $0.00 %0.06 %as of Apr 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 16,740346.7K $0.10 %0.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 16,722346.3K $0.02 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,345338.5K $0.02 %0.06 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 15,842328.1K $0.03 %0.05 %as of Mar 31, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 15,566322.4K $0.09 %0.05 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,351317.9K $0.04 %0.05 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,850308.3K $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 13,534287.3K $0.03 %0.05 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,268275.4K $0.03 %0.05 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,200273.4K $0.03 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,147272.3K $0.00 %0.04 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 13,048277K $0.02 %0.04 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 13,000269.2K $0.02 %0.04 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 12,553260K $0.14 %0.04 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,523265.9K $0.00 %0.04 %as of Feb 28, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 12,206253.4K $0.03 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 12,167252K $0.00 %0.04 %as of Mar 31, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 11,802250.6K $0.21 %0.04 %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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 1.91 %as of Apr 30, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 1.88 %as of Mar 31, 2026 ↗
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1.35 %as of Mar 31, 2026 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 0.80 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.75 %as of Feb 28, 2026 ↗
Global X Cloud Computing ETF GLOBAL X FUNDS 0.67 %as of Feb 28, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 0.61 %as of Mar 31, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 0.35 %as of Apr 30, 2026 ↗
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.35 %as of Feb 28, 2026 ↗
GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. 0.33 %as of Dec 31, 2025 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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