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
SmallCap Growth Fund I Principal Funds, Inc 55039.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 54240.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 51738.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 48636.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 46835.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 46533.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 46232.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 42832.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 38732.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 38727.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 37726.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 36427.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 36327.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 36227.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 36029.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 35426.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
American Century Small Cap Growth Insights ETF American Century ETF Trust 34628.7K $0.32 %0.00 %as of Feb 28, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 33224.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 30823.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 29721.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 25118.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 24618.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 20515.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 19313.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 19013.5K $0.09 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 18714K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 17012.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 16713.9K $0.06 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 14310.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 1229.1K $0.13 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1198.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 1107.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 937K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 896.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 846K $0.08 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 815.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 806.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 765.4K $0.05 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 745.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 553.9K $0.06 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 503.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares Texas Equity ETF iShares Trust 483.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 463.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 392.8K $0.06 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 382.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 362.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 352.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 282K $0.03 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 211.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 151.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 8599.7 $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 5414.8 $0.04 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 4299.8 $0.01 %0.00 %as of Mar 31, 2026 ↗
CAIXABANK SI IMPACTO 0/60 RV, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. 664.5K €0.19 %as of Dec 31, 2025 ↗
CAIXABANK SI IMPACTO 0/30 RV, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. 412K €0.09 %as of Dec 31, 2025 ↗
CAIXABANK SI IMPACTO 50/100 RV, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. 392.1K €0.34 %as of Dec 31, 2025 ↗
AZVALOR MANAGERS, FI AZVALOR ASSET MANAGEMENT, SGIIC, S.A. 262.3K €0.15 %as of Dec 31, 2025 ↗
MICROBANK SI IMPACTO RENTA VARIABLE, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. 136K €0.55 %as of Dec 31, 2025 ↗

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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