Titelia

Fonds mit Loar Holdings Inc

ISIN US53947R1059 · Vereinigte Staaten

Haltende Fonds
274
Davon ETFs
52 222 weitere Fonds
Gehaltener Wert
≈ 1,5 Mrd. € 1,8 Mrd. $
Anteil am Kapital
32,5 % von 93,7 Mio. Aktien am 31.07.2026
FondsStückeWertAnteil am FondsAnteil am Kapital
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 21.1751,2 Mio. $0,00 %0,02 %zum 30.04.2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20.6001,5 Mio. $0,00 %0,02 %zum 28.02.2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 20.2911,2 Mio. $0,00 %0,02 %zum 31.03.2026 ↗
Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS 20.2731,2 Mio. $0,97 %0,02 %zum 31.03.2026 ↗
AMG TimesSquare Small Cap Growth Fund AMG Funds 20.0061,1 Mio. $1,23 %0,02 %zum 31.03.2026 ↗
GRANDEUR PEAK GLOBAL STALWARTS FUND Grandeur Peak Global Trust 19.8851,1 Mio. $1,29 %0,02 %zum 30.04.2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 19.5731,1 Mio. $0,00 %0,02 %zum 31.03.2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 19.4401,1 Mio. $0,02 %0,02 %zum 31.03.2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 19.3971,1 Mio. $0,06 %0,02 %zum 31.03.2026 ↗
Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series 18.7021,1 Mio. $1,14 %0,02 %zum 31.03.2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 18.5741 Mio. $0,00 %0,02 %zum 30.04.2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 17.8471 Mio. $0,19 %0,02 %zum 31.03.2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 17.8141 Mio. $0,00 %0,02 %zum 31.03.2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 17.523983.390,8 $0,01 %0,02 %zum 30.04.2026 ↗
Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios 17.371995.184,6 $0,53 %0,02 %zum 31.03.2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 16.331935.603 $0,38 %0,02 %zum 31.03.2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 15.8631,1 Mio. $0,05 %0,02 %zum 28.02.2026 ↗
iShares Russell 2500 ETF iShares Trust 15.835907.187,2 $0,04 %0,02 %zum 31.03.2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 15.652896.703,1 $0,03 %0,02 %zum 31.03.2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 15.645877.997,4 $0,05 %0,02 %zum 30.04.2026 ↗
Alger Small Cap Growth Portfolio ALGER PORTFOLIOS 15.578892.463,6 $0,68 %0,02 %zum 31.03.2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 15.100865.079 $0,03 %0,02 %zum 31.03.2026 ↗
SFT Nomura Small Cap Growth Fund Securian Funds Trust 14.804848.121,2 $0,53 %0,02 %zum 31.03.2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 14.768828.780,2 $0,33 %0,02 %zum 30.04.2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 14.212814.205,5 $0,11 %0,02 %zum 31.03.2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 13.508758.069 $0,25 %0,01 %zum 30.04.2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 13.069748.723 $2,10 %0,01 %zum 31.03.2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 13.058748.092,8 $0,11 %0,01 %zum 31.03.2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12.463699.423,6 $0,03 %0,01 %zum 30.04.2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 12.371694.260,5 $0,20 %0,01 %zum 30.04.2026 ↗
Baron SMID Cap ETF Baron ETF Trust 11.670668.574,3 $2,56 %0,01 %zum 31.03.2026 ↗
iShares Russell 3000 ETF iShares Trust 11.657667.829,5 $0,00 %0,01 %zum 31.03.2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 11.330635.839,6 $0,00 %0,01 %zum 30.04.2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 11.266645.429,1 $0,05 %0,01 %zum 31.03.2026 ↗
Penn Series SMID Cap Growth Fund Penn Series Funds Inc 11.115636.778,4 $0,99 %0,01 %zum 31.03.2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 10.879610.529,5 $0,00 %0,01 %zum 30.04.2026 ↗
iShares U.S. Industrials ETF iShares Trust 10.772604.524,6 $0,03 %0,01 %zum 30.04.2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 10.529603.206,4 $0,11 %0,01 %zum 31.03.2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 10.394735.791,3 $0,04 %0,01 %zum 28.02.2026 ↗
iShares Russell 1000 Value ETF iShares Trust 10.304590.316,2 $0,00 %0,01 %zum 31.03.2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 9.655541.838,6 $0,03 %0,01 %zum 30.04.2026 ↗
Penn Series Small Cap Growth Fund Penn Series Funds Inc 9.550547.119,5 $0,62 %0,01 %zum 31.03.2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9.335523.880,2 $0,03 %0,01 %zum 30.04.2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 9.230528.786,7 $0,04 %0,01 %zum 31.03.2026 ↗
ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 8.650485.438 $0,68 %0,01 %zum 30.04.2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 8.647485.269,6 $0,06 %0,01 %zum 30.04.2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 8.474475.560,9 $0,02 %0,01 %zum 30.04.2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8.414482.038,1 $0,07 %0,01 %zum 31.03.2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 8.073453.056,8 $0,02 %0,01 %zum 30.04.2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 7.755444.284 $0,00 %0,01 %zum 31.03.2026 ↗
Direxion Daily Aerospace & Defense Bull 3X Shares Direxion Shares ETF Trust 7.751434.986,1 $0,12 %0,01 %zum 30.04.2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7.730433.807,6 $0,01 %0,01 %zum 30.04.2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7.335519.244,7 $0,00 %0,01 %zum 28.02.2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 7.283417.243,1 $0,00 %0,01 %zum 31.03.2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 7.259407.375,1 $0,02 %0,01 %zum 30.04.2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 7.221405.242,5 $0,04 %0,01 %zum 30.04.2026 ↗
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 7.145409.337,1 $0,16 %0,01 %zum 31.03.2026 ↗
GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust 6.763379.539,6 $2,15 %0,01 %zum 30.04.2026 ↗
Capital Group U.S. Large Growth ETF Capital Group Equity ETF Trust I 6.715475.354,9 $0,71 %0,01 %zum 28.02.2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6.558368.035 $0,03 %0,01 %zum 30.04.2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6.400453.056 $0,04 %0,01 %zum 28.02.2026 ↗
Wasatch U.S. Select Fund WASATCH FUNDS TRUST 6.196354.968,8 $2,20 %0,01 %zum 31.03.2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 6.157352.734,5 $0,00 %0,01 %zum 31.03.2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6.000343.740 $0,01 %0,01 %zum 31.03.2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 5.802325.608,2 $0,01 %0,01 %zum 30.04.2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5.639316.460,7 $0,01 %0,01 %zum 30.04.2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 5.393302.655,2 $0,07 %0,01 %zum 30.04.2026 ↗
LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5.185297.048,7 $0,02 %0,01 %zum 31.03.2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4.994280.263,3 $0,00 %0,01 %zum 30.04.2026 ↗
Alger Dynamic Opportunities Fund ALGER FUNDS II 4.862272.855,4 $0,12 %0,01 %zum 30.04.2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 4.807340.287,5 $0,04 %0,01 %zum 28.02.2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4.743266.177,2 $0,01 %0,01 %zum 30.04.2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4.726270.752,5 $0,03 %0,01 %zum 31.03.2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 4.413252.820,8 $0,19 %0,00 %zum 31.03.2026 ↗
Wasatch Global Select Fund WASATCH FUNDS TRUST 4.187239.873,2 $2,09 %0,00 %zum 31.03.2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 4.091289.601,9 $0,04 %0,00 %zum 28.02.2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 3.819218.790,5 $0,00 %0,00 %zum 31.03.2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3.518201.546,2 $0,05 %0,00 %zum 31.03.2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3.484246.632,4 $0,00 %0,00 %zum 28.02.2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 3.452197.765,1 $0,02 %0,00 %zum 31.03.2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 3.446197.421,3 $0,01 %0,00 %zum 31.03.2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3.324190.432 $0,09 %0,00 %zum 31.03.2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 3.294184.859,3 $0,01 %0,00 %zum 30.04.2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 3.280232.191,2 $0,01 %0,00 %zum 28.02.2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 3.262186.880 $0,04 %0,00 %zum 31.03.2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 3.145176.497,4 $0,00 %0,00 %zum 30.04.2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3.090173.410,8 $0,00 %0,00 %zum 30.04.2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 2.967169.979,4 $0,00 %0,00 %zum 31.03.2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 2.957169.406,5 $0,00 %0,00 %zum 31.03.2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 2.956165.890,7 $0,03 %0,00 %zum 30.04.2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 2.653187.805,9 $0,00 %0,00 %zum 28.02.2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2.536179.523,4 $0,02 %0,00 %zum 28.02.2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 2.516144.141,6 $0,00 %0,00 %zum 31.03.2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2.344134.287,8 $0,03 %0,00 %zum 31.03.2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 2.289131.136,8 $0,02 %0,00 %zum 31.03.2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 2.201126.095,3 $0,06 %0,00 %zum 31.03.2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2.198155.596,4 $0,00 %0,00 %zum 28.02.2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2.129121.970,4 $0,02 %0,00 %zum 31.03.2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 2.079119.105,9 $0,01 %0,00 %zum 31.03.2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 1.860131.669,4 $0,01 %0,00 %zum 28.02.2026 ↗

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Die am stärksten exponierten Fonds

Das Gewicht ist der Anteil am Nettovermögen des Fonds. Die Halterliste ordnet die Fonds nach Stückzahl. Diese Liste ordnet sie nach dem Gewicht des Unternehmens in jedem Fonds.

FondsAnteil am Fonds
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2,80 %zum 31.03.2026 ↗
Baron SMID Cap ETF Baron ETF Trust 2,56 %zum 31.03.2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 2,39 %zum 31.03.2026 ↗
Spyglass Growth Fund Manager Directed Portfolios 2,35 %zum 31.03.2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 2,30 %zum 31.03.2026 ↗
Wasatch U.S. Select Fund WASATCH FUNDS TRUST 2,20 %zum 31.03.2026 ↗
GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust 2,15 %zum 30.04.2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 2,10 %zum 31.03.2026 ↗
Wasatch Global Select Fund WASATCH FUNDS TRUST 2,09 %zum 31.03.2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 1,95 %zum 31.03.2026 ↗

Quartal für Quartal

Jede Zeile ist ein Quartal mit Meldungen bei der SEC, das jüngste zuerst. Die Veränderung vergleicht jedes Quartal mit dem vorherigen.

QuartalHalterVeränderungStückeVeränderung
2026Q2274-130.449.360+4,4 %
2026Q1275-329.160.669+13,4 %
2025Q4278-825.715.684+25,6 %
2025Q3286+5820.480.299+43,7 %
2025Q2228+214.249.118+9,4 %
2025Q1226+1913.025.511+31,9 %
2024Q4207+199.873.722+16,4 %
2024Q3188+1488.479.271+330,6 %
2024Q2401.969.256

Institutionelle Verwalter

241 Verwalter melden diese Gesellschaft der SEC (Formular 13F). Die Tabelle zeigt die 25 größten.

VerwalterStückeWert
ABRAMS CAPITAL MANAGEMENT, L.P.32.050.2401,8 Mrd. $zum 31.03.2026
Capital International Investors8.813.395504,9 Mio. $zum 31.03.2026
T. Rowe Price Investment Management, Inc.3.702.626212.124 $zum 31.03.2026
WELLINGTON MANAGEMENT GROUP LLP3.549.278203,3 Mio. $zum 31.03.2026
WASATCH ADVISORS LP3.509.014201 Mio. $zum 31.03.2026
BlackRock, Inc.2.420.003138,6 Mio. $zum 31.03.2026
STATE STREET CORP2.381.603136,4 Mio. $zum 31.03.2026
BAMCO INC /NY/2.366.299135,6 Mio. $zum 31.03.2026
UBS Group AG1.835.387105,1 Mio. $zum 31.03.2026
FEDERATED HERMES, INC.1.533.60287,9 Mio. $zum 31.03.2026
JPMORGAN CHASE & CO1.164.69464,4 Mio. $zum 31.03.2026
Alyeska Investment Group, L.P.1.087.16262,3 Mio. $zum 31.03.2026
Bank of New York Mellon Corp933.21653,5 Mio. $zum 31.03.2026
TimesSquare Capital Management, LLC925.88753 Mio. $zum 31.03.2026
Artisan Partners Limited Partnership836.37647,9 Mio. $zum 31.03.2026
Capital World Investors782.76944,8 Mio. $zum 31.03.2026
DIMENSIONAL FUND ADVISORS LP747.35142,8 Mio. $zum 31.03.2026
GEODE CAPITAL MANAGEMENT, LLC711.56140,8 Mio. $zum 31.03.2026
One Madison Group LLC695.00039,8 Mio. $zum 31.03.2026
MORGAN STANLEY679.39038,9 Mio. $zum 31.03.2026
GENEVA CAPITAL MANAGEMENT LLC662.11837,9 Mio. $zum 31.03.2026
CITADEL ADVISORS LLC636.70136,5 Mio. $zum 31.03.2026
GOLDMAN SACHS GROUP INC602.00334,5 Mio. $zum 31.03.2026
Spyglass Capital Management LLC584.13333,5 Mio. $zum 31.03.2026
FRED ALGER MANAGEMENT, LLC580.88033,3 Mio. $zum 31.03.2026

Gemeldete Aktionäre von Loar Holdings Inc

1 Beteiligungsmeldung liegt bei der SEC vor (Schedule 13D/13G). Diese Anteile addieren sich nicht. Eine meldende Verwaltungsgesellschaft fasst ihre eigenen Fonds zusammen, und diese stehen bereits unter den Fonds dieser Seite.

AktionärGemeldeter AnteilStücke
Capital International Investors 9,50 %8.928.972zum 31.03.2026 · SCHEDULE 13G
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