Titelia

Fund shareholders of National HealthCare Corp

ISIN US6359061008 · United States · LEI 254900PTS11LS1JS2752

Fund shareholders
256
Of which ETFs
80 176 other funds
Value held
933.4M $
Share of capital
36.4 % of 15.7M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 745,004119M $0.13 %4.76 %as of Mar 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 492,75778.7M $0.78 %3.15 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 397,85863.5M $0.00 %2.54 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 310,87049.6M $0.07 %1.98 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 286,33345.7M $0.03 %1.83 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 203,65535.3M $0.19 %1.30 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 182,53729.2M $0.05 %1.17 %as of Mar 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 161,67826.4M $2.83 %1.03 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 138,22722.1M $0.03 %0.88 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 128,62722.3M $0.14 %0.82 %as of Apr 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 125,75721.8M $0.07 %0.80 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 112,10817.9M $0.13 %0.72 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 108,68817.4M $0.14 %0.69 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 107,00617.1M $0.26 %0.68 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 94,03216.3M $0.12 %0.60 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 92,56616M $0.21 %0.59 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 88,90615.4M $0.56 %0.57 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 78,19112.5M $0.13 %0.50 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,68312.9M $0.07 %0.48 %as of Apr 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 69,80812.1M $0.01 %0.45 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 65,51610.5M $0.26 %0.42 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 64,86210.6M $0.03 %0.41 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 62,93510.3M $0.07 %0.40 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 60,2729.9M $0.05 %0.38 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 55,9279.1M $0.09 %0.36 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 52,1009M $0.12 %0.33 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 50,9558.8M $0.06 %0.33 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 48,1927.9M $0.03 %0.31 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 42,5016.9M $0.13 %0.27 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 41,0416.6M $0.34 %0.26 %as of Mar 31, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 39,5126.5M $0.03 %0.25 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 38,0916.6M $0.01 %0.24 %as of Apr 30, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 37,9206.6M $0.79 %0.24 %as of Apr 30, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 36,5026.3M $0.60 %0.23 %as of Apr 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 34,2635.9M $0.91 %0.22 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,2074.9M $0.01 %0.18 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 27,9124.8M $0.07 %0.18 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 27,3554.5M $0.19 %0.17 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 23,6393.9M $0.00 %0.15 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 23,2984M $0.04 %0.15 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 22,3223.9M $0.01 %0.14 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 21,7373.8M $0.31 %0.14 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 20,7563.3M $0.07 %0.13 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 19,7573.2M $0.13 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 19,5823.1M $0.00 %0.13 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 19,2003.1M $0.13 %0.12 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 18,2283M $0.00 %0.12 %as of Feb 28, 2026 ↗
Hood River New Opportunities Fund Manager Directed Portfolios 17,6912.8M $0.43 %0.11 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 15,9942.8M $0.12 %0.10 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 15,7362.5M $0.14 %0.10 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 15,7002.7M $0.66 %0.10 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 15,2622.6M $0.07 %0.10 %as of Apr 30, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 14,5572.3M $0.36 %0.09 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 13,8542.3M $0.25 %0.09 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 13,3012.1M $0.06 %0.08 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 12,5872.1M $0.12 %0.08 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 12,5202.2M $0.02 %0.08 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 11,3252M $0.08 %0.07 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 11,0571.8M $0.75 %0.07 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 10,5601.7M $0.13 %0.07 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 10,3321.7M $1.21 %0.07 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 9,8361.7M $0.00 %0.06 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 9,7571.7M $0.13 %0.06 %as of Apr 30, 2026 ↗
LIVE OAK HEALTH SCIENCES FUND Oak Associates Funds 9,6121.7M $3.36 %0.06 %as of Apr 30, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 9,5521.7M $0.83 %0.06 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,3381.6M $0.03 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,3351.5M $0.14 %0.06 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 9,1901.6M $0.06 %0.06 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 9,1441.5M $0.13 %0.06 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 8,9421.4M $0.53 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,6751.4M $0.07 %0.06 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 8,3411.3M $0.37 %0.05 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 8,2851.3M $0.13 %0.05 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 8,2531.3M $1.60 %0.05 %as of Mar 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 8,2381.3M $0.20 %0.05 %as of Feb 28, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 7,8951.3M $1.06 %0.05 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 7,4781.3M $0.00 %0.05 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 7,3001.2M $0.07 %0.05 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,1591.2M $0.13 %0.05 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,1501.2M $0.00 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,9071.1M $0.00 %0.04 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 6,8501.2M $0.18 %0.04 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 6,7411.1M $0.06 %0.04 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,5051.1M $0.19 %0.04 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,4571.1M $0.00 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,256999.1K $0.00 %0.04 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,2421.1M $0.13 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 6,2091.1M $0.13 %0.04 %as of Apr 30, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 6,1691.1M $0.04 %0.04 %as of Apr 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 5,950950.2K $0.18 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 5,827930.6K $0.07 %0.04 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,741916.8K $0.01 %0.04 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 5,714912.5K $0.03 %0.04 %as of Mar 31, 2026 ↗
Small Cap Value Fund Northern Funds 5,606895.3K $0.15 %0.04 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 5,544885.4K $0.10 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 5,518956.2K $0.07 %0.04 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 5,457871.5K $0.14 %0.03 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,454871K $0.10 %0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,192899.7K $0.15 %0.03 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 5,178897.3K $0.09 %0.03 %as of Apr 30, 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
LIVE OAK HEALTH SCIENCES FUND Oak Associates Funds 3.36 %as of Apr 30, 2026 ↗
Saratoga Health & Biotechnology Fund SARATOGA ADVANTAGE TRUST 2.97 %as of Feb 28, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 2.83 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 1.60 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 1.21 %as of Feb 28, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 1.06 %as of Feb 28, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 1.01 %as of Apr 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 0.91 %as of Apr 30, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 0.90 %as of Mar 31, 2026 ↗
M3Sixty Small Cap Growth Fund 360 Funds 0.87 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2256+115,698,687+7.2 %
2026Q1245+25,318,322+1.8 %
2025Q4243-45,226,018+1.1 %
2025Q3247+15,170,416-0.6 %
2025Q2246+65,203,564-2.1 %
2025Q1240-95,314,626-2.0 %
2024Q4249+135,421,713-2.7 %
2024Q3236-15,571,172+0.7 %
2024Q2237+225,532,439+2.9 %
2024Q1215+175,374,549+27.3 %
2023Q41984,222,022

Institutional managers

230 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.1,895,250302.7M $as of Mar 31, 2026
Morgan Stanley Institutional Investment Advisors LLC1,038,804165.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP946,977151.2M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP530,30284.7M $as of Mar 31, 2026
STATE STREET CORP491,57578.8M $as of Mar 31, 2026
M Holdings Securities, Inc.462,41173.8K $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC335,51753.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC323,26751.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC178,59828.5M $as of Mar 31, 2026
ALPS ADVISORS INC157,84025.2M $as of Mar 31, 2026
Invesco Ltd.150,19624M $as of Mar 31, 2026
NORTHERN TRUST CORP136,71121.8M $as of Mar 31, 2026
Bank of New York Mellon Corp119,95319.2M $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP116,24818.6M $as of Mar 31, 2026
MORGAN STANLEY107,81217.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC98,34815.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC89,61614.3M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP82,79713.2M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP75,25712M $as of Mar 31, 2026
JPMORGAN CHASE & CO70,87411.5M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC67,08910.7M $as of Mar 31, 2026
Manatuck Hill Partners, LLC60,4009.6M $as of Mar 31, 2026
Hood River Capital Management LLC55,8748.9M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC49,5357.8M $as of Mar 31, 2026
Public Sector Pension Investment Board44,4087.1M $as of Mar 31, 2026

Declared shareholders of National HealthCare Corp

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.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.11 %794,305as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of National HealthCare Corp". https://titelia.com/en/stocks/national-healthcare-corp-US6359061008