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 | |
|---|---|---|---|---|---|
| 101 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,580 | 240.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 102 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,546 | 239.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 103 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,265 | 233.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 104 | iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 11,068 | 229.8K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 105 | Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 11,039 | 229.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 106 | Small Cap Index Fund Northern Funds | 10,538 | 218.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 107 | Global X Russell 2000 ETF GLOBAL X FUNDS | 10,302 | 213.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 108 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,991 | 212.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 109 | Small Cap Index Fund VALIC Co I | 9,941 | 211K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 110 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 9,731 | 202K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 111 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 9,718 | 206.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 112 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 9,624 | 199.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 113 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,384 | 194.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 114 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,080 | 192.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 115 | Acuitas Small Cap Active ETF Series Portfolios Trust | 9,041 | 187.2K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 116 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 8,965 | 186.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 117 | ACUITAS US MICROCAP FUND FORUM FUNDS II | 8,929 | 184.9K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 118 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 8,897 | 184.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 119 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 8,253 | 170.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 120 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 8,202 | 170.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 121 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 8,161 | 169K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 122 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 8,101 | 167.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 123 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,799 | 161.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 124 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 7,642 | 158.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 125 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 7,572 | 156.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 126 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 7,430 | 153.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 127 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,261 | 150.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 128 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 7,218 | 149.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 129 | iShares Russell 3000 ETF iShares Trust | 6,979 | 144.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 130 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 6,806 | 141K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 131 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 6,734 | 139.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 132 | Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 6,663 | 138.3K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 133 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,662 | 138K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 134 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 6,474 | 134.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 135 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 6,450 | 133.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 136 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 5,888 | 122.2K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 137 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,863 | 121.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 138 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 5,700 | 118K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 139 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,585 | 115.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 140 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 5,518 | 114.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 141 | Virtus Small-Cap Fund Virtus Investment Trust | 5,015 | 103.9K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 142 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,724 | 97.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 143 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 4,598 | 95.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 144 | Small Cap Index Trust John Hancock Variable Insurance Trust | 4,577 | 94.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 145 | AST Small-Cap Equity Portfolio Advanced Series Trust | 4,474 | 92.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 146 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 4,197 | 86.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 147 | Small Cap Value Fund Northern Funds | 4,102 | 85K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 148 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 4,025 | 85.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 149 | Avantis U.S. Equity ETF American Century ETF Trust | 3,987 | 84.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 150 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,964 | 84.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 151 | Spectrum Fund Meeder Funds | 3,925 | 81.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 152 | Small Cap Core Fund Northern Funds | 3,854 | 79.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 153 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,580 | 74.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 154 | PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 3,540 | 73.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 155 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,505 | 72.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 156 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 3,500 | 72.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 157 | Eventide Small Cap ETF Strategy Shares | 3,470 | 72K $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 158 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,370 | 70K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 159 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,282 | 68K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 160 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 3,183 | 65.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 161 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,978 | 61.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 162 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,968 | 61.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 163 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,901 | 60.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 164 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,891 | 61.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 165 | Victory Extended Market Index Fund Victory Portfolios III | 2,798 | 58.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 166 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,771 | 57.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 167 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 2,716 | 56.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 168 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,713 | 56.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 169 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 2,711 | 56.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 170 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,606 | 54K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 171 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,579 | 53.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 172 | Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 2,570 | 53.2K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 173 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,562 | 53.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 174 | iShares MSCI World Small-Cap ETF iShares Trust | 2,375 | 50.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 175 | iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 2,168 | 44.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 176 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,128 | 44.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 177 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,048 | 42.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 178 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 2,006 | 41.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 179 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,003 | 42.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 180 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,999 | 41.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 181 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,961 | 40.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 182 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,885 | 39K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 183 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,856 | 38.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 184 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,825 | 37.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 185 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,733 | 35.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 186 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,710 | 35.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 187 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,619 | 33.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 188 | Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents | 1,610 | 33.3K $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 189 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,545 | 32K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 190 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,544 | 32.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 191 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,508 | 31.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 192 | ProShares Ultra Russell2000 ProShares Trust | 1,473 | 31.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 193 | ProShares UltraPro Russell2000 ProShares Trust | 1,468 | 31.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 194 | M3Sixty Small Cap Growth Fund 360 Funds | 1,465 | 31.1K $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 195 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,369 | 28.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 196 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,357 | 28.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 197 | Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 1,332 | 27.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 198 | Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 1,210 | 25.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 199 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,106 | 23.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 200 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,098 | 22.7K $ | 0.02 % | as of Mar 31, 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 |