Funds holding HealthStream Inc
256 funds declare a position · 74 ETFs and 182 other funds · 200.7M $· 96.6K € · US42222N1037
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 1,423,639 | 29.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 751,138 | 15.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 588,450 | 12.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 4 | First Eagle Small Cap Opportunity Fund First Eagle Funds | 375,020 | 7.8M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 5 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 296,976 | 6.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 271,291 | 5.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 234,105 | 4.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 8 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 230,533 | 4.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 9 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 218,953 | 4.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 10 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 215,462 | 4.5M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 11 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 188,220 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 12 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 158,901 | 3.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 13 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 157,793 | 3.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 14 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 138,013 | 2.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 15 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 136,853 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 16 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 133,302 | 2.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 17 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 123,627 | 2.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 18 | iShares Russell 2000 Value ETF iShares Trust | 123,536 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 19 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 118,023 | 2.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 20 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 115,350 | 2.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 21 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 114,947 | 2.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 22 | iShares S&P Small-Cap 600 Growth ETF iShares Trust | 105,132 | 2.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 23 | Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 94,474 | 2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 24 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 94,367 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 25 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 90,137 | 1.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 26 | Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 85,544 | 1.8M $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| 27 | iShares Russell 2000 Growth ETF iShares Trust | 84,157 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 28 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 83,183 | 1.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 29 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 80,701 | 1.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 30 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 75,203 | 1.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 31 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 71,509 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 32 | VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 70,648 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 33 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 68,405 | 1.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 34 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 66,176 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 35 | Global X Cloud Computing ETF GLOBAL X FUNDS | 65,276 | 1.4M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| 36 | Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND | 63,900 | 1.3M $ | 1.91 % | as of Apr 30, 2026 · Original filing |
| 37 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 63,894 | 1.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 38 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 63,637 | 1.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 39 | Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 63,441 | 1.3M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| 40 | iShares Micro-Cap ETF iShares Trust | 60,018 | 1.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 41 | Buffalo Early Stage Growth Fund Buffalo Funds | 55,711 | 1.2M $ | 1.88 % | as of Mar 31, 2026 · Original filing |
| 42 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 52,637 | 1.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 43 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 52,510 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 44 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 51,369 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 45 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 51,020 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 46 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 50,619 | 1.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 47 | SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 48,754 | 1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 48 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 45,170 | 959K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 49 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 38,482 | 798.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 37,779 | 802K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 51 | JNL Small Cap Index Fund JNL Series Trust | 37,706 | 780.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 52 | Master Small Cap Index Series Quantitative Master Series LLC | 37,697 | 780.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 53 | SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 37,082 | 768K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 54 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 36,617 | 758.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 55 | SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 35,190 | 728.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 56 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 34,719 | 737.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 57 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 32,797 | 679.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 58 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 32,176 | 668K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 59 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 30,326 | 629.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 60 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 29,510 | 611.2K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 61 | VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 28,792 | 611.3K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 62 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 28,192 | 585.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 63 | iShares U.S. Healthcare Providers ETF iShares Trust | 27,835 | 576.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 64 | ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 27,593 | 585.8K $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 65 | VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 25,873 | 549.3K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 66 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 25,693 | 532.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 67 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 25,583 | 543.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 68 | iShares US Small Cap Value Factor ETF iShares Trust | 24,075 | 498.6K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 69 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 23,243 | 493.4K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 70 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 22,296 | 461.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 71 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 22,003 | 467.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 72 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 20,879 | 443.3K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 73 | Victory Integrity Discovery Fund Victory Portfolios | 20,400 | 422.5K $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 74 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 20,371 | 421.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 75 | Nuveen Equity Index Fund TIAA-CREF Funds | 20,340 | 422.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 76 | Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II | 19,757 | 419.4K $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 77 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 19,219 | 408K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 78 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 18,675 | 386.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 79 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 18,655 | 387.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 80 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 17,725 | 367.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 81 | SMALL CAP EQUITY FUND GuideStone Funds | 16,837 | 348.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 82 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 16,829 | 349.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 83 | VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 16,740 | 346.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 84 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 16,722 | 346.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 85 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,345 | 338.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 86 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 15,842 | 328.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 87 | NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 15,566 | 322.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 88 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,351 | 317.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 89 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,850 | 308.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 90 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 13,534 | 287.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 91 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,268 | 275.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 92 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 13,200 | 273.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 93 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 13,147 | 272.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 94 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 13,048 | 277K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 95 | EQ/Small Company Index Portfolio EQ Advisors Trust | 13,000 | 269.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 96 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 12,553 | 260K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 97 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 12,523 | 265.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 98 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 12,206 | 253.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 99 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 12,167 | 252K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 100 | SGI Small Cap Core Fund RBB Fund, Inc. | 11,802 | 250.6K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
Institutional managers
190 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,851,929 | 79.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,456,043 | 30.2M $ | as of Mar 31, 2026 |
| Copeland Capital Management, LLC | 1,276,739 | 26.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 995,557 | 20.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 844,420 | 17.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 714,747 | 14.8M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 477,848 | 9.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 453,738 | 9.6M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 425,698 | 8.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 377,945 | 7.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 368,986 | 7.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 361,677 | 7.5M $ | as of Mar 31, 2026 |
| Robeco Institutional Asset Management B.V. | 313,359 | 6.5M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 288,179 | 6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 274,458 | 5.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 265,644 | 5.5M $ | as of Mar 31, 2026 |
| Invenomic Capital Management LP | 240,370 | 5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 223,637 | 4.6M $ | as of Mar 31, 2026 |
| Creative Planning | 218,186 | 4.5M $ | as of Mar 31, 2026 |
| PANAGORA ASSET MANAGEMENT INC | 215,229 | 4.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 199,631 | 4.1M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 195,241 | 4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 177,679 | 3.7M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 175,630 | 3.6M $ | as of Mar 31, 2026 |
| FMR LLC | 175,150 | 3.6M $ | as of Mar 31, 2026 |