Titelia

Fund shareholders of TRUBRIDGE INC

ISIN US2053061030 · United States · LEI 5493005Q6CJC78TGL805

Fund shareholders
99
Of which ETFs
20 79 other funds
Value held
40.3M $
Share of capital
10.3 % of 14.9M shares on Mar 26, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 446,26611.7M $0.00 %2.99 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 283,1077.4M $0.01 %1.90 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 113,7403M $0.00 %0.76 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 97,5252.6M $0.02 %0.65 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 54,7601.4M $0.00 %0.37 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 48,3051.3M $0.01 %0.32 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 47,3831.2M $0.01 %0.32 %as of May 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 36,211949.1K $0.06 %0.24 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 29,638776.8K $0.39 %0.20 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 28,579741.9K $0.03 %0.19 %as of May 31, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 21,895568.4K $0.55 %0.15 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 21,783570.9K $0.01 %0.15 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 21,239556.7K $0.01 %0.14 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 20,099521.8K $0.00 %0.13 %as of May 31, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 17,500458.7K $0.11 %0.12 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 15,274396.5K $0.00 %0.10 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 14,877389.9K $0.02 %0.10 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 14,484376K $0.04 %0.10 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 12,014314.9K $0.04 %0.08 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 11,729307.4K $0.01 %0.08 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 10,618275.6K $0.00 %0.07 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,884230.6K $0.01 %0.06 %as of May 31, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 8,603223.3K $0.68 %0.06 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 8,348216.7K $0.00 %0.06 %as of May 31, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 8,029210.4K $0.05 %0.05 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 7,900207.1K $0.00 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 7,701201.8K $0.00 %0.05 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,600173K $0.01 %0.04 %as of Jun 30, 2026 ↗
Multi-Hedge Strategies Fund Rydex Variable Trust 6,098159.8K $0.59 %0.04 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,616147.2K $0.00 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 5,556145.6K $0.01 %0.04 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 5,396141.4K $0.04 %0.04 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 5,000131.1K $0.01 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 4,596120.5K $0.01 %0.03 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 4,110107.7K $0.02 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 4,062105.4K $0.01 %0.03 %as of May 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 3,927102.9K $0.03 %0.03 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 3,877101.6K $0.06 %0.03 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 3,70097K $0.01 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,56093.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,10081.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
Comstock Capital Value Fund Comstock Funds, Inc. 3,00078.6K $0.74 %0.02 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2,96777.8K $0.01 %0.02 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,81373.7K $0.07 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,69470.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. 2,50065.5K $0.11 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,41163.2K $0.03 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,40863.1K $0.01 %0.02 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,33061.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,27459.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds 2,22358.3K $0.63 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,18556.7K $0.04 %0.01 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 2,17556.5K $0.02 %0.01 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,85048.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,69644.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,66743.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,63642.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,62442.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,45338.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,25632.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,06728K $0.01 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,03027K $0.02 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,02026.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 97125.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 86722.5K $0.00 %0.01 %as of May 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 86022.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 85222.1K $0.01 %0.01 %as of May 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 80020.8K $0.00 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 74219.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 73019.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 72118.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 56414.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 55914.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 54614.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust 46712.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 44311.5K $0.01 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3499.1K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3469K $0.00 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 3439K $0.00 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3398.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 3298.5K $0.00 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3138.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 3007.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2727.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2636.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2546.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1002.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 962.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 581.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 441.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Langar Global Health Tech ETF SPINNAKER ETF SERIES 401K $0.04 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 29760.1 $0.01 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 27707.7 $0.00 %0.00 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 23602.8 $0.02 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 16419.4 $0.01 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 14363.4 $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 9233.6 $0.00 %0.00 %as of May 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 378.6 $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 377.9 $0.01 %0.00 %as of May 31, 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
Comstock Capital Value Fund Comstock Funds, Inc. 0.74 %as of Jun 30, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 0.68 %as of May 31, 2026 ↗
Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds 0.63 %as of Jun 30, 2026 ↗
Multi-Hedge Strategies Fund Rydex Variable Trust 0.59 %as of Jun 30, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 0.55 %as of May 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 0.39 %as of Jun 30, 2026 ↗
Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. 0.11 %as of Jun 30, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 0.11 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.07 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 0.06 %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.

QuarterShareholdersChangeSharesChange
2026Q399-371,538,660-39.4 %
2026Q2136-42,540,943-7.3 %
2026Q1140-52,741,031+0.2 %
2025Q4145+272,736,881+6.6 %
2025Q3118+542,568,380+30.0 %
2025Q264+41,976,073-15.7 %
2025Q160-52,345,289-18.3 %
2024Q465-452,870,231-26.2 %
2024Q3110-383,889,320-12.7 %
2024Q2148-74,455,419-5.3 %
2024Q1155-314,702,634+2.1 %
2023Q41864,603,939

Institutional managers

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

ManagerSharesValue
Nellore Capital Management LLC988,44614.5M $as of Mar 31, 2026
BlackRock, Inc.732,87110.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP562,8498.2M $as of Mar 31, 2026
MARTIN & CO INC /TN/448,6506.6M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC295,4754.3M $as of Mar 31, 2026
FEDERATED HERMES, INC.292,4144.3M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC283,8394.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC250,9683.7M $as of Mar 31, 2026
STATE STREET CORP195,2182.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC158,4672.3M $as of Mar 31, 2026
MORGAN STANLEY107,0471.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC101,2621.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC95,3811.4M $as of Mar 31, 2026
SEGALL BRYANT & HAMILL, LLC94,4721.4M $as of Mar 31, 2026
NORTHERN TRUST CORP90,7651.3M $as of Mar 31, 2026
Kestra Advisory Services, LLC60,448885K $as of Mar 31, 2026
D. E. Shaw & Co., Inc.56,110821.5K $as of Mar 31, 2026
UBS Group AG52,150763.5K $as of Mar 31, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY52,062762.2K $as of Mar 31, 2026
LAZARD ASSET MANAGEMENT LLC51,977760.9K $as of Mar 31, 2026
Creative Planning49,789728.9K $as of Mar 31, 2026
TRUSTMARK BANK TRUST DEPARTMENT46,800685.2K $as of Mar 31, 2026
MARSHALL WACE, LLP44,182646.8K $as of Mar 31, 2026
SEI INVESTMENTS CO43,422635.7K $as of Mar 31, 2026
JANE STREET GROUP, LLC37,122543.5K $as of Mar 31, 2026

Declared shareholders of TRUBRIDGE INC

There are 5 beneficial ownership filings. 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
Glazer Capital, LLC and 1 other8.03 %1,204,554as of Jun 30, 2026 · SCHEDULE 13G
BlackRock, Inc. 5.60 %841,784as of Jun 30, 2026 · SCHEDULE 13G
Camac Partners, LLC and 3 others2.70 %404,743as of Jun 5, 2025 · SCHEDULE 13G
L6 Holdings Inc. and 1 other0.00 %0as of Jul 9, 2026 · SCHEDULE 13D
Ocho Investments LLC and 1 other0.00 %0as of Jul 9, 2026 · SCHEDULE 13D
Cite this page

Titelia. "Fund shareholders of TRUBRIDGE INC". https://titelia.com/en/stocks/trubridge-inc-US2053061030