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 | |
|---|---|---|---|---|---|
| 201 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,095 | 22.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 202 | Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 1,070 | 22.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 203 | Applied Finance IVS US SMID ETF ETF Opportunities Trust | 1,032 | 21.4K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 204 | ProShares Russell 2000 High Income ETF ProShares Trust | 1,029 | 21.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 205 | iShares Morningstar Small-Cap ETF iShares Trust | 1,026 | 21.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 206 | S&P SmallCap Index Fund SHELTON FUNDS | 938 | 19.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 207 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 924 | 19.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 208 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 762 | 15.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 209 | SmallCap Growth Fund I Principal Funds, Inc | 755 | 15.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 210 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 726 | 15K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 211 | Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 718 | 14.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 212 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 671 | 13.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 213 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 649 | 13.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 214 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 611 | 13K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 215 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 587 | 12.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 216 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 556 | 11.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 217 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 541 | 11.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 218 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 540 | 11.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 219 | SmallCap Value Fund II Principal Funds, Inc | 476 | 9.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 220 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 457 | 9.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 221 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 430 | 8.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 222 | Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 425 | 9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 223 | Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 409 | 8.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 224 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 400 | 8.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 225 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 399 | 8.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 226 | SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 351 | 7.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 227 | WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 320 | 6.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 228 | PROFUND VP SMALLCAP VALUE ProFunds | 293 | 6.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 229 | ULTRA SMALL CAP PROFUND ProFunds | 268 | 5.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 230 | ProShares Ultra SmallCap600 ProShares Trust | 260 | 5.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 231 | Avantis U.S. Equity Fund American Century ETF Trust | 242 | 5.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 232 | PROFUND VP SMALLCAP GROWTH ProFunds | 240 | 5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 233 | Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 224 | 4.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 234 | Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 215 | 4.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 235 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 210 | 4.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 236 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 146 | 3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 237 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 128 | 2.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 238 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 125 | 2.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 239 | Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF Pacer Funds Trust | 121 | 2.5K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 240 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 106 | 2.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 241 | SMALL-CAP VALUE PROFUND ProFunds | 80 | 1.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 242 | PROFUND VP ULTRA SMALL CAP ProFunds | 80 | 1.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 243 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 70 | 1.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 244 | SMALL-CAP GROWTH PROFUND ProFunds | 66 | 1.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 245 | PROFUND VP SMALL CAP ProFunds | 60 | 1.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 246 | Russell 2000 Fund Rydex Series Funds | 57 | 1.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 247 | SMALL-CAP PROFUND ProFunds | 43 | 892.7 $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 248 | Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 36 | 745.6 $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 249 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 34 | 704.1 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 250 | ProShares Hedge Replication ETF ProShares Trust | 24 | 509.5 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 251 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 11 | 228.4 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 252 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 9 | 191.1 $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 253 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 9 | 186.4 $ | as of Mar 31, 2026 · Original filing | |
| 254 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 145 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 255 | COMPROMISO MEDIOLANUM, FI MEDIOLANUM GESTION, S.G.I.I.C., S.A. | 54K € | 0.13 % | as of Dec 31, 2025 · Original filing | |
| 256 | GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 42.6K € | 0.33 % | as of Dec 31, 2025 · 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 |