HSTM · Healthstream Inc · Shareholders & Ownership

$33.63 -0.55 (-1.60%) Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$999.42M

29.24M

Volume · Oct 28 175.71K Avg daily vol (3M) 195.33K

Every disclosed holder of HSTM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns HSTM

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	224	22,160,041	75.79%	Yes
Insiders (Forms 3, 4, 5)	19	5,966,296	20.40%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,113,618	3.81%	Rest
Registered funds (N-PORT, not summed)	242	10,071,495	34.44%	No

Shares outstanding: 29,239,955, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of HSTM

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	FRIST ROBERT A JR Insider CIK 1217273 · Sep 29, 2026 Director, CEO and Chairman, 10% Owner, issuer-wide	5,006,853	17.12%	+1,478	Sep 29, 2026	Director, CEO and Chairman, 10% Owner, issuer-wide
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,080,144	13.95%	+228,215	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,408,411	4.82%	-15,228	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	628,061	2.15%	+39,611	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	223,769	0.77%	+100,233	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	107,587	0.37%	+2,455	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	99,253	0.34%	-15,694	Jun 30, 2026	iShares Trust, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,557,981	5.33%	+101,938	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,557,981	5.33%	+103,239	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	296,976	1.02%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	188,817	0.65%	+597	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	183,383	0.63%	+46,530	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	157,793	0.54%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	1,217,236	4.16%	-31,148	Sep 30, 2026
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,045,298	3.57%	-2,629	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,004,170	3.43%	+8,613	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	210,330	0.72%	-8,623	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	65,567	0.22%	+1,930	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	64,054	0.22%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	29,580	0.10%	+70	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	9,375	0.03%	+1,122	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	880,543	3.01%	-41,303	Jun 30, 2026	carried, not yet filed for the newest quarter
8	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	805,584	2.76%	-38,836	Jun 30, 2026	carried, not yet filed for the newest quarter
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	779,219	2.66%	+64,472	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	751,138	2.57%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	665,917	2.28%	+391,459	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	91,816	0.31%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
11.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	74,038	0.25%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
11.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	23,837	0.08%	+1,539	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
11.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	21,500	0.07%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
11.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	8,520	0.03%	+592	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
12	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	635,565	2.17%	+181,827	Jun 30, 2026	carried, not yet filed for the newest quarter
13	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	591,898	2.02%	+166,200	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	537,456	1.84%	+162,436	Jul 31, 2026	First Eagle Funds, not summed
14	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	571,823	1.96%	+223,093	Jun 30, 2026	carried, not yet filed for the newest quarter
15	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	433,651	1.48%	+55,706	Jun 30, 2026	carried, not yet filed for the newest quarter
16	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	423,000	1.45%	-54,848	Jun 30, 2026	carried, not yet filed for the newest quarter
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	382,954	1.31%	+13,968	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	11	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	379,711	1.30%	+18,034	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,844	0.04%	+1,306	Jun 30, 2026	Northern Funds, not summed
18.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,102	0.01%	0	Jun 30, 2026	Northern Funds, not summed
18.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,677	0.01%	-177	Jun 30, 2026	Northern Funds, not summed
19	GORDON FRANK Insider CIK 1059231 · Jun 8, 2026 Director, issuer-wide	336,356	1.15%	+3,148	Jun 8, 2026	Director, issuer-wide
20	Creative Planning 13F CIK 1540235 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	285,852	0.98%	+67,666	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	268,944	0.92%	-2,347	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	240,950	0.82%	+83,742	Jun 30, 2026	carried, not yet filed for the newest quarter
23	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	240,232	0.82%	+181,390	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,785	0.04%	—	Jun 30, 2026	AQR Funds, not summed
24	JPMorgan Small & Mid Cap Enhanced Equity ETF Fund S000074055 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	240,090	0.82%	+9,557	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	237,710	0.81%	-27,934	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	112,184	0.38%	-1,422	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	58,092	0.20%	+6,723	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.3	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,085	0.14%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	16,829	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	12,523	0.04%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	227,493	0.78%	+3,856	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD STRATEGIC SMALL-CAP EQUITY FUND Fund S000012432 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	215,462	0.74%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
28	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	191,504	0.65%	-3,737	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	189,904	0.65%	+138,153	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	30,326	0.10%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
29.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	20,340	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
29.3	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	399	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
29.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	9	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
30	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,539	0.65%	-10,092	Jun 30, 2026	carried, not yet filed for the newest quarter
31	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	166,812	0.57%	-8,338	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	259,837	0.89%	+25,732	Jul 31, 2026	Fidelity Salem Street Trust, not summed
31.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	138,170	0.47%	+157	Jun 30, 2026	Fidelity Covington Trust, not summed
31.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	117,518	0.40%	-12,125	Aug 31, 2026	Fidelity Concord Street Trust, not summed
31.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	86,622	0.30%	+13,738	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
31.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	67,443	0.23%	+13,310	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
32	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	158,901	0.54%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
33	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	157,794	0.54%	+11,394	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	SIIT U.S. MANAGED VOLATILITY FUND Fund S000013605 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	47,462	0.16%	-1,292	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
33.2	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,964	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	156,225	0.53%	-5,069	Jun 30, 2026	carried, not yet filed for the newest quarter
35	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	152,870	0.52%	+488	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	39,449	0.13%	+2,832	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
35.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	17,220	0.06%	-1,435	Jul 31, 2026	Principal Funds, Inc, not summed
35.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,568	0.01%	+1,092	Jul 31, 2026	Principal Funds, Inc, not summed
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	150,118	0.51%	+38,298	Jun 30, 2026	carried, not yet filed for the newest quarter
37	HERALD INVESTMENT MANAGEMENT Ltd 13F CIK 1512022 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	150,000	0.51%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	142,907	0.49%	+132,015	Jun 30, 2026	carried, not yet filed for the newest quarter
39	DENT THOMPSON Insider CIK 1217277 · Jun 8, 2026 Director, issuer-wide	139,975	0.48%	+3,148	Jun 8, 2026	Director, issuer-wide
40	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,688	0.47%	-151,491	Jun 30, 2026	carried, not yet filed for the newest quarter
41	CRAWFORD INVESTMENT COUNSEL INC 13F CIK 837592 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	127,003	0.43%	+127,003	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	CRAWFORD SMALL CAP DIVIDEND FUND Fund S000038330 · Registered fund · Jun 30, 2026 Unified Series Trust, not summed	89,353	0.31%	—	Jun 30, 2026	Unified Series Trust, not summed
42	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	122,914	0.42%	-8,649	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	122,021	0.42%	+3,998	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
44	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	121,342	0.42%	-54,288	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JPMorgan U.S. Small Company Fund Fund S000002795 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	120,421	0.41%	+67,911	Jun 30, 2026	JPMorgan Trust I, not summed
46	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	104,374	0.36%	-3,062	Jun 30, 2026	carried, not yet filed for the newest quarter
47	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,152	0.34%	-117,077	Jun 30, 2026	carried, not yet filed for the newest quarter
48	CONNORS INVESTOR SERVICES INC 13F CIK 884548 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	97,391	0.33%	-728	Jun 30, 2026	carried, not yet filed for the newest quarter
49	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	95,127	0.33%	-1,852	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	35,430	0.12%	-2,349	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
49.2	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	40	0.00%	+4	Jun 30, 2026	Columbia ETF Trust I, not summed
50	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,476	0.29%	-93,203	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	33,087	0.11%	+911	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50.2	Invesco S&P SmallCap Health Care ETF Fund S000028299 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	16,625	0.06%	-3,132	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	16,481	0.06%	+3,433	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	3,754	0.01%	-271	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	3,241	0.01%	+350	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed

51 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1095565 CUSIP 42222N103 13F (30d) 44 filings 39 filers Visit website Investor relations