Titelia

Funds holding Latham Group Inc

ISIN US51819L1070 · United States

Fund holders
152
Of which ETFs
32 120 other funds
Value held
81.2M $
Share of capital
11.9 % of 117.6M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,738,0769.3M $0.00 %1.48 %as of Mar 31, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 1,207,3146.5M $1.16 %1.03 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,182,2616.3M $0.01 %1.00 %as of Mar 31, 2026 ↗
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 763,5084.1M $1.28 %0.65 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 745,1314.5M $0.02 %0.63 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 722,8004.4M $0.27 %0.61 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 510,0472.7M $0.00 %0.43 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 489,9243M $0.01 %0.42 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 439,3492.7M $0.02 %0.37 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 421,1002.8M $0.00 %0.36 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 381,2392.3M $0.02 %0.32 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 373,0872.3M $0.02 %0.32 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 352,4021.9M $0.02 %0.30 %as of Mar 31, 2026 ↗
Emerald Growth Fund FINANCIAL INVESTORS TRUST 351,6542.1M $0.15 %0.30 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 293,8561.8M $0.08 %0.25 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 285,2681.7M $0.02 %0.24 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 254,5671.5M $0.01 %0.22 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 232,5261.6M $0.00 %0.20 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 226,8171.5M $0.01 %0.19 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 222,1611.5M $0.01 %0.19 %as of Feb 28, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 184,9431.2M $0.02 %0.16 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 184,8171.1M $0.00 %0.16 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 152,507925.7K $0.01 %0.13 %as of Apr 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 125,084671.7K $0.06 %0.11 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 109,701665.9K $0.01 %0.09 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 105,378707.1K $0.03 %0.09 %as of Feb 28, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 93,210500.5K $0.04 %0.08 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 81,137544.4K $0.00 %0.07 %as of Feb 28, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 81,040491.9K $0.14 %0.07 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 77,534470.6K $0.02 %0.07 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 75,217504.7K $0.00 %0.06 %as of Feb 28, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 70,400378K $0.55 %0.06 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 66,765448K $0.00 %0.06 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 66,379356.5K $0.01 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 61,667374.3K $0.01 %0.05 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 53,484287.2K $0.01 %0.05 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 52,296317.4K $0.01 %0.04 %as of Apr 30, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 47,530288.5K $0.02 %0.04 %as of Apr 30, 2026 ↗
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust 46,000247K $1.12 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 45,355243.6K $0.00 %0.04 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 37,344226.7K $0.09 %0.03 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 37,290200.2K $0.01 %0.03 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 35,986241.5K $0.02 %0.03 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 33,970206.2K $0.07 %0.03 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 33,369179.2K $0.02 %0.03 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 31,422168.7K $0.00 %0.03 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 29,900160.6K $0.01 %0.03 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 29,303177.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 26,857163K $0.02 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 26,834162.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 25,271169.6K $0.00 %0.02 %as of Feb 28, 2026 ↗
Small Cap Index Fund Northern Funds 25,241135.5K $0.01 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 24,401148.1K $0.00 %0.02 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 23,834128K $0.00 %0.02 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,235141K $0.00 %0.02 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 22,774138.2K $0.00 %0.02 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,247135K $0.02 %0.02 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 21,693131.7K $0.01 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,733125.8K $0.02 %0.02 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,202122.6K $0.01 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 19,446104.4K $0.01 %0.02 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 17,40093.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 16,958113.8K $0.01 %0.01 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 15,86085.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 15,75995.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 13,94574.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 13,67673.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 13,29180.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 12,70385.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 11,43061.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
Columbia Global Opportunities Fund Columbia Funds Series Trust II 10,40963.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 10,30655.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 10,26262.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 10,01253.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 9,45650.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,39857K $0.00 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 9,13855.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 8,83653.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 8,72046.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 7,83952.6K $0.02 %0.01 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 7,69146.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 7,42939.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,30049K $0.00 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,14643.4K $0.01 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,89037K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,82341.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 6,36834.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,94831.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,64934.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,35928.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 5,34528.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,26331.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 5,05227.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 5,02927K $0.01 %0.00 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,58824.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,37529.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 4,02227K $0.02 %0.00 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,96424.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,95426.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,93721.1K $0.01 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 1.28 %as of Mar 31, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 1.16 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust 1.12 %as of Mar 31, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 0.55 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 0.27 %as of Apr 30, 2026 ↗
Emerald Growth Fund FINANCIAL INVESTORS TRUST 0.15 %as of Apr 30, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 0.14 %as of Apr 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 0.09 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 0.08 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 0.07 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q2152-113,966,911-5.4 %
2026Q1153-914,760,690-4.8 %
2025Q4162-315,498,359+0.6 %
2025Q3165-215,402,703+1.8 %
2025Q2167+515,132,758+8.6 %
2025Q1162+1813,934,511+28.5 %
2024Q4144+1510,842,827+0.7 %
2024Q3129+510,765,765+2.5 %
2024Q2124+810,504,565+9.0 %
2024Q1116+29,633,638+2.0 %
2023Q41149,447,802

Institutional managers

135 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Pamplona Capital Management, LLC51,845,685278.4M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP9,162,20649.2M $as of Mar 31, 2026
ACK Asset Management LLC5,160,00027.7M $as of Mar 31, 2026
KEYBANK NATIONAL ASSOCIATION/OH4,092,90122M $as of Mar 31, 2026
FMR LLC3,669,59019.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,370,14618.1M $as of Mar 31, 2026
BlackRock, Inc.3,268,90817.6M $as of Mar 31, 2026
WASATCH ADVISORS LP2,571,48813.8M $as of Mar 31, 2026
FORMULA GROWTH LTD1,255,0826.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,163,1296.2M $as of Mar 31, 2026
Onex Canada Asset Management Inc.1,124,9266M $as of Mar 31, 2026
EMERALD ADVISERS, LLC1,006,7955.4M $as of Mar 31, 2026
STATE STREET CORP948,1645.1M $as of Mar 31, 2026
CAS Investment Partners, LLC928,5455M $as of Mar 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC915,0844.9M $as of Mar 31, 2026
CenterBook Partners LP832,7094.5M $as of Mar 31, 2026
CITADEL ADVISORS LLC828,5454.4M $as of Mar 31, 2026
Roubaix Capital, LLC661,0373.5M $as of Mar 31, 2026
EMERALD MUTUAL FUND ADVISERS TRUST642,5543.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC590,9373.2M $as of Mar 31, 2026
Ewing Morris & Co. Investment Partners Ltd.579,6583.1M $as of Mar 31, 2026
RICE HALL JAMES & ASSOCIATES, LLC522,6712.8M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC497,5002.7M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC439,1292.4M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP431,2392.3M $as of Mar 31, 2026

Declared shareholders of Latham Group Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Wellington Management Group LLP and 3 others7.80 %9,162,206as of Mar 31, 2026 · SCHEDULE 13G
WYNNCHURCH CAPITAL PARTNERS IV, L.P. and 7 others0.00 %0as of Feb 24, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Latham Group Inc". https://titelia.com/en/stocks/latham-group-inc-US51819L1070