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
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,580240.4K $0.00 %0.04 %as of Apr 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,546239.1K $0.12 %0.04 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,265233.9K $0.00 %0.04 %as of Apr 30, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 11,068229.8K $0.08 %0.04 %as of Apr 30, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 11,039229.2K $0.01 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 10,538218.2K $0.02 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 10,302213.9K $0.02 %0.04 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,991212.1K $0.02 %0.03 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 9,941211K $0.02 %0.03 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 9,731202K $0.00 %0.03 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 9,718206.3K $0.03 %0.03 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 9,624199.3K $0.03 %0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,384194.8K $0.03 %0.03 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,080192.8K $0.01 %0.03 %as of Feb 28, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 9,041187.2K $0.26 %0.03 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 8,965186.1K $0.03 %0.03 %as of Apr 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 8,929184.9K $0.19 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 8,897184.3K $0.02 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 8,253170.9K $0.01 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,202170.3K $0.01 %0.03 %as of Apr 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,161169K $0.03 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 8,101167.8K $0.03 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,799161.5K $0.01 %0.03 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 7,642158.3K $0.01 %0.03 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 7,572156.8K $0.06 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,430153.9K $0.01 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,261150.4K $0.02 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 7,218149.8K $0.02 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 6,979144.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 6,806141K $0.03 %0.02 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 6,734139.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 6,663138.3K $0.25 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,662138K $0.00 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,474134.4K $0.00 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,450133.6K $0.00 %0.02 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 5,888122.2K $0.16 %0.02 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,863121.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,700118K $0.02 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,585115.7K $0.02 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 5,518114.6K $0.00 %0.02 %as of Apr 30, 2026 ↗
Virtus Small-Cap Fund Virtus Investment Trust 5,015103.9K $0.10 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,72497.8K $0.02 %0.02 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 4,59895.2K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,57794.8K $0.02 %0.02 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 4,47492.7K $0.01 %0.02 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 4,19786.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
Small Cap Value Fund Northern Funds 4,10285K $0.01 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,02585.5K $0.04 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 3,98784.6K $0.00 %0.01 %as of Feb 28, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,96484.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
Spectrum Fund Meeder Funds 3,92581.3K $0.03 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 3,85479.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,58074.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 3,54073.5K $0.03 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,50572.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 3,50072.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 3,47072K $0.28 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,37070K $0.00 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,28268K $0.02 %0.01 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 3,18365.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,97861.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,96861.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,90160.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,89161.4K $0.02 %0.01 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,79858.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,77157.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 2,71656.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,71356.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,71156.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,60654K $0.00 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,57953.5K $0.02 %0.01 %as of Apr 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 2,57053.2K $0.22 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,56253.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,37550.4K $0.01 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,16844.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,12844.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,04842.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 2,00641.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,00342.5K $0.00 %0.01 %as of Feb 28, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,99941.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,96140.7K $0.02 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,88539K $0.02 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,85638.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,82537.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,73335.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,71035.5K $0.02 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,61933.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1,61033.3K $1.35 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,54532K $0.02 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,54432.8K $0.03 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,50831.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,47331.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,46831.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
M3Sixty Small Cap Growth Fund 360 Funds 1,46531.1K $0.31 %0.01 %as of Feb 28, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1,36928.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,35728.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 1,33227.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,21025.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,10623.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,09822.7K $0.02 %0.00 %as of Mar 31, 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