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HSTM · Healthstream Inc · Held by Funds

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$29.11 +0.23 (+0.80%) At close · Sep 11
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$851.18M
Shares
29.24M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding HSTM

265 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 1,408,411 $38,379,200 0.03%
VANGUARD TOTAL STOCK MARKET INDEX FUND 751,138 $20,468,511 0.00%
iShares Russell 2000 ETF 628,061 $17,114,662 0.02%
First Eagle Small Cap Opportunity Fund 375,020 $7,785,415 0.35%
VANGUARD EXTENDED MARKET INDEX FUND 268,944 $7,328,724 0.01%
JPMorgan Small & Mid Cap Enhanced Equity ETF 240,090 $6,542,453 0.23%
U.S. Targeted Value Portfolio 296,976 $6,165,222 0.04%
iShares Russell 2000 Value ETF 223,769 $6,097,705 0.04%
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND 215,462 $5,871,340 0.19%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 210,330 $5,731,493 0.03%
Fidelity Small Cap Index Fund 234,105 $4,860,020 0.01%
VANGUARD TAX-MANAGED SMALL-CAP FUND 158,901 $4,330,052 0.04%
Dimensional U.S. Targeted Value ETF 188,220 $3,907,447 0.03%
Fidelity Enhanced Small Cap Core ETF 138,170 $3,765,133 0.07%
JPMorgan U.S. Small Company Fund 120,421 $3,281,472 0.29%
U.S. SMALL CAP PORTFOLIO 157,793 $3,275,783 0.02%
Fidelity Extended Market Index Fund 129,643 $3,237,186 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 122,021 $3,046,864 0.02%
iShares S&P Small-Cap 600 Growth ETF 107,587 $2,931,746 0.04%
U.S. SMALL CAP VALUE PORTFOLIO 136,853 $2,841,068 0.02%
Schwab U.S. Small-Cap ETF 113,606 $2,836,742 0.01%
U.S. MICRO CAP PORTFOLIO 133,302 $2,767,350 0.04%
iShares S&P Small-Cap 600 Value ETF 99,253 $2,704,644 0.03%
CRAWFORD SMALL CAP DIVIDEND FUND 89,353 $2,434,869 0.64%
iShares Micro-Cap ETF 79,958 $2,178,856 0.14%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 82,697 $2,064,944 0.04%
WisdomTree U.S. SmallCap Dividend Fund 74,853 $2,039,744 0.09%
Invenomic Fund 94,474 $1,961,280 0.20%
Dimensional U.S. Small Cap ETF 94,367 $1,959,059 0.01%
Dimensional US Small Cap Value ETF 90,137 $1,871,244 0.02%
Strategic Advisers Fidelity U.S. Total Stock Fund 72,884 $1,819,913 0.00%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 65,567 $1,786,701 0.04%
VANGUARD HEALTH CARE INDEX FUND 71,524 $1,785,954 0.01%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF 64,054 $1,745,472 0.03%
SMALL COMPANY GROWTH PORTFOLIO 56,019 $1,526,518 0.09%
VANGUARD EXPLORER FUND 71,509 $1,484,527 0.01%
Buffalo Early Stage Growth Fund 53,886 $1,468,394 1.95%
Dimensional U.S. Core Equity 2 ETF 66,176 $1,373,814 0.00%
Strategic Advisers U.S. Total Stock Fund 54,133 $1,351,701 0.00%
Cambiar Small Cap Fund 63,900 $1,326,564 1.91%
SPDR(R) S & P 600 Small Cap ETF 45,303 $1,227,711 0.07%
SIIT U.S. MANAGED VOLATILITY FUND 47,462 $1,185,126 0.31%
Avantis U.S. Small Cap Equity ETF 47,301 $1,181,106 0.04%
Master Small Cap Index Series 42,266 $1,151,749 0.02%
iShares U.S. Healthcare Providers ETF 41,529 $1,131,665 0.10%
Fidelity Total Market Index Fund 45,170 $1,127,895 0.00%
iShares U.S. Small-Cap Equity Factor ETF 52,637 $1,092,744 0.03%
Principal U.S. Small-Cap ETF 39,449 $1,074,985 0.05%
Schwab Small-Cap Index Fund 51,369 $1,066,420 0.01%
JNL Small Cap Index Fund 37,706 $1,027,489 0.04%
Showing 1–50 of 265 positions
Key facts CIK 1095565 CUSIP 42222N103 13F (30d) 54 filings 54 filers Visit website Investor relations