As of the latest SEC filings, Ardent Health, Inc. (ARDT) is held by 138 institutional funds. The largest fund shareholder is Columbia Small Cap Value Discovery Fund (CSMIX), holding an estimated $9,424,460.96 in market value, representing 0.43% of its portfolio.
Funds holding Ardent Health, Inc. (ARDT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ARDT
- CIK:
- 0001756655
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.43% | $9,424,460.96 | 965,621 | Apr 30, 2026 | Jun 25, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $6,081,794.40 | 710,490 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $4,887,443.28 | 570,963 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.22% | $4,586,747.60 | 535,835 | Mar 31, 2026 | Jun 1, 2026 |
|
COVAX
Columbia Small Cap Value and Inflection Fund
|
MF | Columbia Threadneedle | 0.51% | $4,247,848.20 | 452,380 | Feb 28, 2026 | Apr 27, 2026 |
|
FYX
First Trust Small Cap Core AlphaDEX Fund
|
ETF | First Trust | 0.33% | $3,957,865.44 | 405,519 | Apr 30, 2026 | Jun 23, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.28% | $3,379,770.48 | 394,833 | Mar 31, 2026 | May 21, 2026 |
|
JFIHX
Floating Rate Income Fund
|
MF | John Hancock | 0.29% | $2,627,257.83 | 2,628,572 | Feb 28, 2026 | Apr 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,334,209.28 | 272,688 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,248,216.00 | 230,350 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,619,928.64 | 189,244 | Mar 31, 2026 | May 28, 2026 |
|
EES
WisdomTree U.S. SmallCap Fund
|
ETF | WisdomTree | 0.24% | $1,493,642.96 | 174,491 | Mar 31, 2026 | Jun 1, 2026 |
|
-
Columbia Variable Portfolio - Small Cap Value Fund
|
ETF | Columbia Threadneedle | 0.34% | $1,361,587.84 | 159,064 | Mar 31, 2026 | May 28, 2026 |
|
FYT
First Trust Small Cap Value AlphaDEX Fund
|
ETF | First Trust | 0.68% | $1,245,893.28 | 127,653 | Apr 30, 2026 | Jun 23, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,212,643.38 | 129,142 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,098,263.79 | 116,961 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,076,648.01 | 114,659 | Feb 28, 2026 | Apr 28, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.13% | $1,061,440.00 | 124,000 | Mar 31, 2026 | Jun 1, 2026 |
|
VHCIX
VANGUARD HEALTH CARE INDEX FUND
|
ETF | Vanguard | 0.00% | $805,474.20 | 85,780 | Feb 28, 2026 | Apr 28, 2026 |
|
PSTWX
SmallCap Value Fund II
|
MF | Independent / Boutique | 0.06% | $709,483.68 | 72,693 | Apr 30, 2026 | Jun 25, 2026 |
|
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
ETF | Invesco | 0.02% | $586,195.36 | 60,061 | Apr 30, 2026 | Jun 26, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $494,773.44 | 50,694 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $444,212.73 | 47,307 | Feb 28, 2026 | Apr 24, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.02% | $415,160.00 | 48,500 | Mar 31, 2026 | May 27, 2026 |
|
QSMNX
AQR Small Cap Multi-Style Fund
|
MF | Independent / Boutique | 0.27% | $410,169.52 | 47,917 | Mar 31, 2026 | May 22, 2026 |
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