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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 3 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
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
Cite this page

Titelia. "Fund shareholders of US Physical Therapy Inc". https://titelia.com/en/stocks/us-physical-therapy-inc-US90337L1089