Funds holding Joint Corp/The
ISIN US47973J1025 · United States
- Fund holders
- 66
- Of which ETFs
- 16 50 other funds
- Value held
- 14.9M $
- Share of capital
- 12.1 % of 14.1M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 390,221 | 3.4M $ | 0.00 % | 2.76 % | as of Jun 30, 2026 ↗ |
| Fundamental Family Office Allocation Fund ADVISORS' INNER CIRCLE III | 304,421 | 2.7M $ | 4.00 % | 2.15 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 156,473 | 1.4M $ | 0.00 % | 1.11 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 81,335 | 674.3K $ | 0.00 % | 0.58 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 70,219 | 624.9K $ | 0.00 % | 0.50 % | as of May 31, 2026 ↗ |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 66,951 | 587.8K $ | 0.00 % | 0.47 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 65,019 | 539K $ | 0.06 % | 0.46 % | as of Jul 31, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 54,332 | 477K $ | 0.03 % | 0.38 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 47,142 | 390.8K $ | 0.01 % | 0.33 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 45,452 | 404.5K $ | 0.00 % | 0.32 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 45,335 | 375.8K $ | 0.00 % | 0.32 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 36,391 | 319.5K $ | 0.01 % | 0.26 % | as of Jun 30, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 27,925 | 245.2K $ | 0.21 % | 0.20 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 27,638 | 242.7K $ | 0.02 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 27,167 | 241.8K $ | 0.00 % | 0.19 % | as of May 31, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 26,120 | 216.5K $ | 0.23 % | 0.18 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,937 | 206.7K $ | 0.00 % | 0.18 % | as of Jul 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 24,441 | 214.6K $ | 0.09 % | 0.17 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 22,260 | 184.5K $ | 0.00 % | 0.16 % | as of Jul 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 22,122 | 194.2K $ | 0.01 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 21,386 | 190.3K $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 21,091 | 187.7K $ | 0.02 % | 0.15 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,221 | 142.8K $ | 0.00 % | 0.12 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 11,143 | 92.4K $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 8,305 | 73.9K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,084 | 71.9K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,230 | 59.9K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,059 | 62K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 6,965 | 57.7K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,245 | 46.1K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 5,050 | 44.9K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,526 | 37.5K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 4,120 | 36.7K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,000 | 26.7K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,400 | 19.9K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,321 | 19.2K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 2,102 | 18.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,858 | 16.3K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,384 | 11.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 1,337 | 11.9K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 1,133 | 10.1K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,064 | 9.5K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 446 | 3.9K $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 429 | 3.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 421 | 3.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 413 | 3.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 396 | 3.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 339 | 3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 334 | 3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 328 | 2.9K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 300 | 2.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 118 | 1K $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 46 | 381.3 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 41 | 364.9 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 21 | 184.4 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 16 | 132.6 $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 13 | 114.1 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| ProShares Hedge Replication ETF ProShares Trust | 8 | 71.2 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 8 | 70.2 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4 | 35.1 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4 | 35.1 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3 | 26.3 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 17.8 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2 | 17.6 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 2 | 17.6 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1 | 8.8 $ | 0.00 % | as of Jun 30, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Fundamental Family Office Allocation Fund ADVISORS' INNER CIRCLE III | 4.00 % | as of Jun 30, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 0.23 % | as of Jul 31, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 0.21 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 0.09 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 0.06 % | as of Jul 31, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 0.03 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 0.02 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 0.01 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 66 | -37 | 1,713,620 | -29.7 % |
| 2026Q2 | 103 | -1 | 2,438,159 | -8.1 % |
| 2026Q1 | 104 | -8 | 2,653,001 | -1.7 % |
| 2025Q4 | 112 | -2 | 2,699,358 | -2.2 % |
| 2025Q3 | 114 | -11 | 2,760,962 | +3.8 % |
| 2025Q2 | 125 | 0 | 2,660,739 | +0.4 % |
| 2025Q1 | 125 | -1 | 2,649,655 | -1.9 % |
| 2024Q4 | 126 | -5 | 2,702,349 | -4.3 % |
| 2024Q3 | 131 | +5 | 2,823,860 | +0.9 % |
| 2024Q2 | 126 | -2 | 2,798,979 | -1.0 % |
| 2024Q1 | 128 | -6 | 2,827,169 | -3.0 % |
| 2023Q4 | 134 | 2,913,616 |
Institutional managers
81 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Bandera Partners LLC | 3,937,296 | 34.8M $ | as of Mar 31, 2026 |
| Skylands Capital, LLC | 893,195 | 7.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 754,521 | 6.7M $ | as of Mar 31, 2026 |
| JCP Investment Management, LLC | 593,906 | 5.3M $ | as of Mar 31, 2026 |
| FIRST FOUNDATION ADVISORS | 337,851 | 3M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 321,858 | 2.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 287,411 | 2.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 285,611 | 2.5M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 228,578 | 2M $ | as of Mar 31, 2026 |
| Clayton Partners LLC | 200,000 | 1.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 153,754 | 1.4M $ | as of Mar 31, 2026 |
| Douglass Winthrop Advisors, LLC | 149,100 | 1.3M $ | as of Mar 31, 2026 |
| VERUS CAPITAL PARTNERS, LLC | 130,705 | 1.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 121,380 | 1.1M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 106,759 | 944.8K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 101,645 | 899.6K $ | as of Mar 31, 2026 |
| Boston Partners | 101,056 | 894.4K $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 89,046 | 788.1K $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 77,834 | 688.8K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 61,826 | 547.2K $ | as of Mar 31, 2026 |
| ADELL HARRIMAN & CARPENTER INC | 50,000 | 442.5K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 41,574 | 367.9K $ | as of Mar 31, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | 32,760 | 289.9K $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 31,904 | 283 $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 31,002 | 274.4K $ | as of Mar 31, 2026 |
Declared shareholders of Joint Corp/The
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 1.90 % | 267,616 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Joint Corp/The". https://titelia.com/en/stocks/joint-corp-the-US47973J1025