As of the latest SEC filings, HEALTHSTREAM INC (HSTM) is held by 255 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $29,483,563.69 in market value, representing 0.03% of its portfolio.
Funds holding HEALTHSTREAM INC (HSTM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HSTM
- CIK:
- 0001095565
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $29,483,563.69 | 1,423,639 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $15,556,067.98 | 751,138 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $12,186,799.50 | 588,450 | Mar 31, 2026 | May 28, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.35% | $7,785,415.20 | 375,020 | Apr 30, 2026 | Jun 25, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.04% | $6,165,221.76 | 296,976 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,618,436.61 | 271,291 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $4,860,019.80 | 234,105 | Apr 30, 2026 | Jun 26, 2026 |
|
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
|
ETF | JPMorgan | 0.20% | $4,774,338.43 | 230,533 | Mar 31, 2026 | May 29, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.03% | $4,534,516.63 | 218,953 | Mar 31, 2026 | May 28, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.18% | $4,462,218.02 | 215,462 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $3,907,447.20 | 188,220 | Apr 30, 2026 | Jun 29, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.03% | $3,290,839.71 | 158,901 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,275,782.68 | 157,793 | Apr 30, 2026 | Jun 24, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.07% | $2,858,249.23 | 138,013 | Mar 31, 2026 | May 26, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $2,841,068.28 | 136,853 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $2,767,349.52 | 133,302 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,624,601.21 | 123,627 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,558,430.56 | 123,536 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,505,628.29 | 118,023 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,448,880.50 | 115,350 | Feb 28, 2026 | Apr 24, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $2,380,552.37 | 114,947 | Mar 31, 2026 | May 26, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.03% | $2,177,283.72 | 105,132 | Mar 31, 2026 | May 28, 2026 |
|
BIVIX
Invenomic Fund
|
MF | Independent / Boutique | 0.20% | $1,961,280.24 | 94,474 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,959,058.92 | 94,367 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $1,871,244.12 | 90,137 | Apr 30, 2026 | Jun 29, 2026 |
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