Titelia

Fund shareholders of US Physical Therapy Inc

ISIN US90337L1089 · United States · LEI 529900KL1UXQYFIOMY96

Fund shareholders
258
Of which ETFs
64 194 other funds
Value held
575.5M $ 1.9M € · 2.1M SEK
Share of capital
51.3 % of 14.9M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 911,99668.4M $0.07 %6.11 %as of Mar 31, 2026
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 563,08842.2M $5.11 %3.77 %as of Mar 31, 2026
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 557,16241.8M $3.36 %3.73 %as of Mar 31, 2026
Calvert Small Cap Fund Calvert Impact Fund, Inc. 511,62138.4M $2.53 %3.43 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 477,39135.8M $0.00 %3.20 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 365,67027.4M $0.04 %2.45 %as of Mar 31, 2026
Small Cap Growth Fund American Century Mutual Funds, Inc. 255,07918.2M $0.36 %1.71 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 170,89012.8M $0.02 %1.15 %as of Mar 31, 2026
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 155,93511.7M $1.18 %1.04 %as of Mar 31, 2026
SouthernSun Small Cap Fund ADVISORS' INNER CIRCLE III 151,43011.4M $4.73 %1.01 %as of Mar 31, 2026
Select Health Care Services Portfolio Fidelity Select Portfolios 151,40812.6M $1.55 %1.01 %as of Feb 28, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 149,50710.6M $0.03 %1.00 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 139,03110.4M $0.08 %0.93 %as of Mar 31, 2026
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 130,5229.8M $0.99 %0.87 %as of Mar 31, 2026
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 101,1047.6M $0.08 %0.68 %as of Mar 31, 2026
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 92,4456.9M $2.02 %0.62 %as of Mar 31, 2026
AMG GW&K Small Cap Core Fund AMG Funds 84,4156.3M $0.94 %0.57 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 80,0826.6M $0.02 %0.54 %as of Feb 28, 2026
iShares S&P Small-Cap 600 Value ETF iShares Trust 78,6395.9M $0.08 %0.53 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 75,4935.7M $0.05 %0.51 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 74,7146.2M $0.04 %0.50 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 73,6716.1M $0.03 %0.49 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 67,5594.8M $0.03 %0.45 %as of Apr 30, 2026
Victory Market Neutral Income Fund Victory Portfolios II 66,5365M $0.17 %0.45 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 63,1864.5M $0.03 %0.42 %as of Apr 30, 2026
iShares S&P Small-Cap 600 Growth ETF iShares Trust 62,0644.7M $0.07 %0.42 %as of Mar 31, 2026
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 56,8614.3M $0.21 %0.38 %as of Mar 31, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 55,7854M $0.03 %0.37 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 53,2853.8M $0.05 %0.36 %as of Apr 30, 2026
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 52,3293.9M $0.84 %0.35 %as of Mar 31, 2026
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 52,1514.3M $0.08 %0.35 %as of Feb 28, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 50,3123.6M $0.03 %0.34 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 49,6893.7M $0.03 %0.33 %as of Mar 31, 2026
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 47,5183.4M $1.85 %0.32 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 46,1223.5M $0.18 %0.31 %as of Mar 31, 2026
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 45,3593.8M $0.02 %0.30 %as of Feb 28, 2026
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 43,7643.3M $2.43 %0.29 %as of Mar 31, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 42,0593.2M $0.08 %0.28 %as of Mar 31, 2026
Column Small Cap Fund Trust for Professional Managers 41,5113.4M $0.67 %0.28 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 40,9352.9M $0.01 %0.27 %as of Apr 30, 2026
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 38,2442.9M $2.30 %0.26 %as of Mar 31, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 37,6672.8M $0.07 %0.25 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 33,0222.4M $0.03 %0.22 %as of Apr 30, 2026
AMG GW&K Small Cap Growth Fund AMG Funds IV 32,7342.3M $1.12 %0.22 %as of Apr 30, 2026
Virtus KAR Health Sciences Fund Virtus Investment Trust 32,0202.4M $2.67 %0.21 %as of Mar 31, 2026
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 31,6132.4M $5.25 %0.21 %as of Mar 31, 2026
JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust 30,6002.3M $1.39 %0.21 %as of Mar 31, 2026
Small Cap Growth Fund VALIC Co I 28,2672.3M $0.43 %0.19 %as of Feb 28, 2026
SouthernSun U.S. Equity Fund ADVISORS' INNER CIRCLE III 28,0372.1M $4.60 %0.19 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 27,9362.3M $0.00 %0.19 %as of Feb 28, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 27,6412M $0.01 %0.19 %as of Apr 30, 2026
Sovereign's Capital Flourish Fund Elevation Series Trust 25,8151.8M $1.95 %0.17 %as of Apr 30, 2026
Hodges Small Cap Fund NORTHERN LIGHTS FUND TRUST II 25,0001.9M $1.16 %0.17 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 24,5331.8M $0.04 %0.16 %as of Mar 31, 2026
Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 24,4151.7M $0.98 %0.16 %as of Apr 30, 2026
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 24,2012M $0.08 %0.16 %as of Feb 28, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 23,7841.7M $0.08 %0.16 %as of Apr 30, 2026
JNL Small Cap Index Fund JNL Series Trust 23,7601.8M $0.07 %0.16 %as of Mar 31, 2026
Rockefeller US Small Cap Core Fund Trust for Professional Managers 23,7262M $2.01 %0.16 %as of Feb 28, 2026
Copeland SMID Cap Dividend Growth Fund Copeland Trust 23,3691.9M $1.31 %0.16 %as of Feb 28, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 22,6811.9M $0.00 %0.15 %as of Feb 28, 2026
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 21,4521.8M $0.20 %0.14 %as of Feb 28, 2026
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 20,8021.6M $1.90 %0.14 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 20,4471.5M $0.05 %0.14 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 20,3811.5M $0.00 %0.14 %as of Mar 31, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 19,6791.5M $0.16 %0.13 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,5701.4M $0.00 %0.13 %as of Apr 30, 2026
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 18,9761.4M $0.08 %0.13 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 18,5371.3M $0.03 %0.12 %as of Apr 30, 2026
iShares U.S. Healthcare Providers ETF iShares Trust 17,8281.3M $0.21 %0.12 %as of Mar 31, 2026
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 17,7241.5M $0.09 %0.12 %as of Feb 28, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 15,8561.2M $0.04 %0.11 %as of Mar 31, 2026
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 14,1601M $0.14 %0.09 %as of Apr 30, 2026
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,258944.2K $0.05 %0.09 %as of Apr 30, 2026
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 13,174987.5K $0.07 %0.09 %as of Mar 31, 2026
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 12,6571.1M $0.75 %0.08 %as of Feb 28, 2026
SmallCap S&P 600 Index Fund Principal Funds, Inc 11,950851.1K $0.06 %0.08 %as of Apr 30, 2026
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 11,329849.2K $0.19 %0.08 %as of Mar 31, 2026
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 11,301847.1K $0.08 %0.08 %as of Mar 31, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 10,720889.3K $0.05 %0.07 %as of Feb 28, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 10,432743K $0.00 %0.07 %as of Apr 30, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,349775.8K $0.04 %0.07 %as of Mar 31, 2026
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 10,149760.8K $0.07 %0.07 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 9,887741.1K $0.05 %0.07 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 9,843701K $0.00 %0.07 %as of Apr 30, 2026
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,586682.7K $0.12 %0.06 %as of Apr 30, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,235657.7K $0.05 %0.06 %as of Apr 30, 2026
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 9,068645.8K $0.00 %0.06 %as of Apr 30, 2026
Embark Small Cap Equity Fund Harbor Funds II 8,755623.5K $0.11 %0.06 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,665649.5K $0.00 %0.06 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 8,652717.8K $0.00 %0.06 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,371694.5K $0.05 %0.06 %as of Feb 28, 2026
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 7,995599.3K $0.47 %0.05 %as of Mar 31, 2026
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 7,975661.6K $0.07 %0.05 %as of Feb 28, 2026
iShares US Small Cap Value Factor ETF iShares Trust 7,964597K $0.35 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 7,890561.9K $0.00 %0.05 %as of Apr 30, 2026
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 7,880561.2K $0.03 %0.05 %as of Apr 30, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 7,546537.4K $0.06 %0.05 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 7,368552.3K $0.03 %0.05 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,028526.8K $0.00 %0.05 %as of Mar 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 5.25 %as of Mar 31, 2026
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 5.11 %as of Mar 31, 2026
SouthernSun Small Cap Fund ADVISORS' INNER CIRCLE III 4.73 %as of Mar 31, 2026
SouthernSun U.S. Equity Fund ADVISORS' INNER CIRCLE III 4.60 %as of Mar 31, 2026
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 3.36 %as of Mar 31, 2026
Virtus KAR Health Sciences Fund Virtus Investment Trust 2.67 %as of Mar 31, 2026
Calvert Small Cap Fund Calvert Impact Fund, Inc. 2.53 %as of Mar 31, 2026
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 2.43 %as of Mar 31, 2026
CONESTOGA DISCOVERY FUND Conestoga Funds 2.33 %as of Mar 31, 2026
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 2.30 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2252+87,651,708+0.3 %
2026Q124407,632,508-0.9 %
2025Q4244+37,705,097+2.0 %
2025Q3241+27,552,968+6.2 %
2025Q2239+97,114,848+0.1 %
2025Q1230-77,105,159-5.4 %
2024Q4237-57,514,201+0.2 %
2024Q3242-77,502,695-8.8 %
2024Q2249+98,227,662+1.2 %
2024Q1240-68,127,966-0.4 %
2023Q42468,160,255

Institutional managers

220 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.2,208,511165.5M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,065,85679.9M $as of Mar 31, 2026
MORGAN STANLEY1,002,46875.1M $as of Mar 31, 2026
BAHL & GAYNOR INC845,38863.4M $as of Mar 31, 2026
Copeland Capital Management, LLC836,83162.7M $as of Mar 31, 2026
STATE STREET CORP648,38748.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/554,62141.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP507,39438M $as of Mar 31, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC439,90433M $as of Mar 31, 2026
Boston Trust Walden Corp400,10930M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC377,86328.3M $as of Mar 31, 2026
GW&K Investment Management, LLC368,67827.6K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC365,95527.4M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC336,44725.2M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC273,10920.5M $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP256,51519.2M $as of Mar 31, 2026
Point72 Asset Management, L.P.241,40218.1M $as of Mar 31, 2026
NORTHERN TRUST CORP210,92815.8M $as of Mar 31, 2026
CRAWFORD INVESTMENT COUNSEL INC151,87711.4M $as of Mar 31, 2026
FMR LLC148,03411.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC146,96811M $as of Mar 31, 2026
Rockefeller Capital Management L.P.134,14010.1M $as of Mar 31, 2026
ROYAL BANK OF CANADA133,77710M $as of Mar 31, 2026
Bank of New York Mellon Corp131,6769.9M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN126,1689.5M $as of Mar 31, 2026

Declared shareholders of US Physical Therapy Inc

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Copeland Capital Management 5.50 %836,831as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.14 %777,590as of Mar 31, 2026 · SCHEDULE 13G
BAHL & GAYNOR INC 5.10 %653,986as of Jan 15, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of US Physical Therapy Inc". https://titelia.com/en/stocks/us-physical-therapy-inc-US90337L1089