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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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