Titelia

Fund shareholders of National HealthCare Corp

ISIN US6359061008 · United States · LEI 254900PTS11LS1JS2752

Fund shareholders
270
Of which ETFs
86 184 other funds
Value held
1.3B $
Share of capital
38.8 % of 15.7M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 752,952159.1M $0.14 %4.81 %as of Jun 30, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 636,492134.5M $1.19 %4.06 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 396,17283.7M $0.00 %2.53 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 333,53170.5M $0.09 %2.13 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 286,33660.5M $0.03 %1.83 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 193,38843.7M $0.22 %1.23 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 181,53538.4M $0.06 %1.16 %as of Jun 30, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 153,39728.3M $3.23 %0.98 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 143,03030.2M $0.03 %0.91 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 142,17732.1M $0.09 %0.91 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 128,62729.1M $0.17 %0.82 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 115,00824.3M $0.14 %0.73 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 112,29323.7M $0.29 %0.72 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 111,57525.2M $0.83 %0.71 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 93,92421.2M $0.15 %0.60 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 92,56620.9M $0.27 %0.59 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 84,94518M $0.12 %0.54 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 78,19116.5M $0.14 %0.50 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,68316.9M $0.09 %0.48 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 71,88015.2M $0.29 %0.46 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 70,68416M $0.01 %0.45 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 65,24912M $0.07 %0.42 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 64,22311.8M $0.03 %0.41 %as of May 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 62,27513.2M $0.12 %0.40 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 59,39011M $0.05 %0.38 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 52,33811.8M $0.08 %0.33 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 51,18811.6M $0.14 %0.33 %as of Jul 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 50,17311.3M $1.25 %0.32 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 47,9248.8M $0.03 %0.31 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 42,9417.9M $0.13 %0.27 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 42,6167.9M $0.09 %0.27 %as of May 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 41,5249.4M $0.72 %0.27 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 40,8518.6M $0.40 %0.26 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 40,5349.2M $0.02 %0.26 %as of Jul 31, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 39,5177.3M $0.04 %0.25 %as of May 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 37,9208.6M $0.21 %0.24 %as of Jul 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 36,1958.2M $1.23 %0.23 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 36,1147.6M $0.05 %0.23 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 31,5047.1M $0.09 %0.20 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 28,7225.3M $0.19 %0.18 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,2076.4M $0.02 %0.18 %as of Jul 31, 2026 ↗
Hood River New Opportunities Fund Manager Directed Portfolios 23,8965.1M $0.40 %0.15 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 23,7165M $0.08 %0.15 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 23,6394.4M $0.00 %0.15 %as of May 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 23,2985.3M $0.06 %0.15 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,2515.3M $0.01 %0.15 %as of Jul 31, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 22,2754.7M $0.40 %0.14 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 20,6364.7M $0.34 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 20,1264.3M $0.00 %0.13 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 19,4324.1M $0.14 %0.12 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 19,1243.5M $0.00 %0.12 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 18,5283.4M $0.13 %0.12 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 17,1593.9M $0.10 %0.11 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 16,4903.7M $0.15 %0.11 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 15,7003.5M $0.82 %0.10 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 14,7612.7M $0.27 %0.09 %as of May 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 14,2223M $0.08 %0.09 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 12,8042.7M $0.12 %0.08 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 12,5702.8M $0.02 %0.08 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 11,7942.5M $1.78 %0.08 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright Healthcare Momentum ETF Invesco Exchange-Traded Fund Trust 11,6352.6M $1.12 %0.07 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 10,7512M $0.11 %0.07 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 10,7332.4M $0.10 %0.07 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 10,5602.2M $0.14 %0.07 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 10,0802.3M $0.08 %0.06 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,0191.8M $0.15 %0.06 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 9,8362.2M $0.00 %0.06 %as of Jul 31, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 9,6992.2M $1.09 %0.06 %as of Jul 31, 2026 ↗
LIVE OAK HEALTH SCIENCES FUND Oak Associates Funds 9,6122.2M $3.87 %0.06 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,3382.1M $0.04 %0.06 %as of Jul 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 9,3371.7M $0.23 %0.06 %as of May 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 9,2082.1M $0.16 %0.06 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,1751.9M $0.09 %0.06 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 8,7701.9M $0.15 %0.06 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 8,6941.6M $1.22 %0.06 %as of May 31, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 8,5291.6M $0.38 %0.05 %as of May 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 8,4411.8M $0.42 %0.05 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 8,2061.7M $0.14 %0.05 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 7,4781.7M $0.00 %0.05 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 7,3001.5M $0.08 %0.05 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,2551.3M $0.14 %0.05 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,2481.3M $0.00 %0.05 %as of May 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 7,2131.5M $0.07 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,8051.5M $0.00 %0.04 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,7461.4M $0.00 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 6,5521.4M $0.08 %0.04 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 6,3491.2M $0.01 %0.04 %as of May 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,3201.4M $0.24 %0.04 %as of Jul 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 6,2751.4M $0.22 %0.04 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 6,2181.4M $0.09 %0.04 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,1011.4M $0.15 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,0861.3M $0.00 %0.04 %as of Jun 30, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 5,9071.3M $0.04 %0.04 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 5,8361.3M $0.16 %0.04 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 5,8001.2M $0.01 %0.04 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,7411.2M $0.01 %0.04 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 5,7141.2M $0.03 %0.04 %as of Jun 30, 2026 ↗
Small Cap Value Fund Northern Funds 5,6061.2M $0.17 %0.04 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 5,6001.2M $0.21 %0.04 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 5,5111.2M $0.16 %0.04 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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 3.87 %as of Jul 31, 2026 ↗
Saratoga Health & Biotechnology Fund SARATOGA ADVANTAGE TRUST 3.72 %as of May 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 3.23 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 1.78 %as of Jun 30, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 1.25 %as of Jul 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 1.24 %as of Jul 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 1.23 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 1.22 %as of May 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 1.19 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright Healthcare Momentum ETF Invesco Exchange-Traded Fund Trust 1.12 %as of Jul 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3270+146,077,260+6.6 %
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
First Trust Portfolios L.P. and 2 others5.09 %795,771as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of National HealthCare Corp". https://titelia.com/en/stocks/national-healthcare-corp-US6359061008