Titelia

Funds holding Loar Holdings Inc

ISIN US53947R1059 · United States

Fund holders
268
Of which ETFs
54 214 other funds
Value held
2.4B $
Share of capital
33.9 % of 93.7M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
American Funds Fundamental Investors American Funds Fundamental Investors 2,870,001231.4M $0.13 %3.06 %as of Jun 30, 2026 ↗
Growth Fund of America Growth Fund of America 2,650,504170.9M $0.05 %2.83 %as of May 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,840,381148.4M $0.16 %1.96 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 1,695,616136.7M $1.47 %1.81 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF SPDR SERIES TRUST 1,625,313131M $2.03 %1.73 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,487,331119.9M $0.01 %1.59 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,074,01586.6M $0.05 %1.15 %as of Jun 30, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 939,92075.8M $2.54 %1.00 %as of Jun 30, 2026 ↗
Federated Hermes Kaufmann Fund Federated Hermes Equity Funds 924,50063.3M $1.28 %0.99 %as of Jul 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 904,72472.9M $1.45 %0.97 %as of Jun 30, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 881,21571M $0.12 %0.94 %as of Jun 30, 2026 ↗
New Perspective Fund New Perspective Fund 832,96867.1M $0.04 %0.89 %as of Jun 30, 2026 ↗
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 799,00064.4M $3.52 %0.85 %as of Jun 30, 2026 ↗
Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds 676,50046.3M $1.63 %0.72 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 619,16949.9M $0.11 %0.66 %as of Jun 30, 2026 ↗
BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 575,00046.4M $1.15 %0.61 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 527,19142.5M $1.48 %0.56 %as of Jun 30, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 481,07538.8M $3.29 %0.51 %as of Jun 30, 2026 ↗
Invesco Aerospace & Defense ETF Invesco Exchange-Traded Fund Trust 430,34529.5M $0.36 %0.46 %as of Jul 31, 2026 ↗
MidCap Fund Principal Funds, Inc 418,21528.6M $0.12 %0.45 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 408,81233M $0.03 %0.44 %as of Jun 30, 2026 ↗
Baron Global Opportunity Fund BARON SELECT FUNDS 406,94632.8M $2.36 %0.43 %as of Jun 30, 2026 ↗
iShares U.S. Aerospace & Defense ETF iShares Trust 359,99229M $0.20 %0.38 %as of Jun 30, 2026 ↗
Janus Henderson Venture Fund Janus Investment Fund 339,78427.4M $0.76 %0.36 %as of Jun 30, 2026 ↗
Spyglass Growth Fund Manager Directed Portfolios 329,11326.5M $2.64 %0.35 %as of Jun 30, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 285,16823M $0.16 %0.30 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 239,88516.4M $0.11 %0.26 %as of Jul 31, 2026 ↗
Artisan Small Cap Fund Artisan Partners Funds Inc. 237,22919.1M $2.00 %0.25 %as of Jun 30, 2026 ↗
ALGER SMALL CAP FOCUS FUND ALGER FUNDS 221,84915.2M $1.78 %0.24 %as of Jul 31, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 202,73513.9M $1.59 %0.22 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 201,78016.3M $0.15 %0.22 %as of Jun 30, 2026 ↗
AMG TimesSquare Mid Cap Growth Fund AMG Funds 186,19815M $0.88 %0.20 %as of Jun 30, 2026 ↗
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 186,17112M $0.96 %0.20 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 183,96111.9M $0.03 %0.20 %as of May 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 183,51514.8M $0.03 %0.20 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 180,54411.6M $0.01 %0.19 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 179,49812.3M $0.06 %0.19 %as of Jul 31, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 178,45014.4M $0.54 %0.19 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 170,41811M $0.05 %0.18 %as of May 31, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 167,97613.5M $2.93 %0.18 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 166,92711.4M $0.02 %0.18 %as of Jul 31, 2026 ↗
Nomura Small Cap Growth Fund IVY FUNDS 158,62912.8M $1.09 %0.17 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 158,50012.8M $0.50 %0.17 %as of Jun 30, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 151,23412.2M $1.83 %0.16 %as of Jun 30, 2026 ↗
Osterweis Opportunity Fund Professionally Managed Portfolios 144,33511.6M $3.04 %0.15 %as of Jun 30, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 121,3119.8M $0.38 %0.13 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 118,4688.1M $0.02 %0.13 %as of Jul 31, 2026 ↗
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 107,3188.7M $1.00 %0.11 %as of Jun 30, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 99,1788M $0.55 %0.11 %as of Jun 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 98,5917.9M $0.01 %0.11 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 96,3696.2M $0.04 %0.10 %as of May 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 85,8876.9M $0.14 %0.09 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 82,1236.6M $0.31 %0.09 %as of Jun 30, 2026 ↗
First Trust Indxx Aerospace & Defense ETF First Trust Exchange-Traded Fund 78,0596.3M $0.78 %0.08 %as of Jun 30, 2026 ↗
JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust 71,6825.8M $0.13 %0.08 %as of Jun 30, 2026 ↗
Small-Cap Growth Portfolio PACIFIC SELECT FUND 69,3745.6M $0.94 %0.07 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 67,9304.4M $0.00 %0.07 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 67,7605.5M $0.03 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 63,7404.1M $0.01 %0.07 %as of May 31, 2026 ↗
Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds 60,1624.8M $1.51 %0.06 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 58,5243.8M $0.82 %0.06 %as of May 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 57,7093.7M $0.09 %0.06 %as of May 31, 2026 ↗
ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS 56,6563.9M $1.63 %0.06 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 54,0893.5M $0.00 %0.06 %as of May 31, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 51,7684.2M $1.98 %0.06 %as of Jun 30, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 50,9394.1M $0.16 %0.05 %as of Jun 30, 2026 ↗
Carillon Eagle Small Cap Growth Fund Carillon Series Trust 49,9524M $0.81 %0.05 %as of Jun 30, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 48,4673.9M $1.24 %0.05 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,1123.3M $0.01 %0.05 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 46,8923.2M $0.08 %0.05 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 46,0563.7M $0.00 %0.05 %as of Jun 30, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 41,6273.4M $0.55 %0.04 %as of Jun 30, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 39,2792.7M $0.40 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 38,6822.5M $0.03 %0.04 %as of May 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 38,3342.6M $0.19 %0.04 %as of Jul 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 37,2963M $0.33 %0.04 %as of Jun 30, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 37,0293M $0.24 %0.04 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 36,3372.5M $0.00 %0.04 %as of Jul 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 35,6522.4M $0.13 %0.04 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 34,8232.4M $0.00 %0.04 %as of Jul 31, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 34,1592.3M $0.40 %0.04 %as of Jul 31, 2026 ↗
JNL/WMC Value Fund JNL Series Trust 32,7582.6M $0.28 %0.03 %as of Jun 30, 2026 ↗
Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios 31,2882.5M $1.10 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 29,7602.4M $0.01 %0.03 %as of Jun 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 28,9242M $0.10 %0.03 %as of Jul 31, 2026 ↗
Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II 28,8512.3M $0.94 %0.03 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 28,7742.3M $0.73 %0.03 %as of Jun 30, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 27,2832.2M $0.10 %0.03 %as of Jun 30, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 26,4952.1M $0.32 %0.03 %as of Jun 30, 2026 ↗
SFT Nomura Small Cap Growth Fund Securian Funds Trust 26,3472.1M $1.09 %0.03 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 25,6342.1M $0.11 %0.03 %as of Jun 30, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 25,4112M $0.44 %0.03 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 25,2752M $0.19 %0.03 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,8731.7M $0.00 %0.03 %as of Jul 31, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,8352M $0.14 %0.03 %as of Jun 30, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 24,6412M $0.01 %0.03 %as of Jun 30, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 24,4532M $0.00 %0.03 %as of Jun 30, 2026 ↗
ALGER SMALL CAP GROWTH FUND ALGER FUNDS 23,5441.6M $0.79 %0.03 %as of Jul 31, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 23,5441.5M $0.22 %0.03 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 23,3371.9M $0.00 %0.02 %as of Jun 30, 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
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 3.52 %as of Jun 30, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 3.29 %as of Jun 30, 2026 ↗
Wasatch U.S. Select Fund WASATCH FUNDS TRUST 3.20 %as of Jun 30, 2026 ↗
Wasatch Global Select Fund WASATCH FUNDS TRUST 3.17 %as of Jun 30, 2026 ↗
Baron SMID Cap ETF Baron ETF Trust 3.12 %as of Jun 30, 2026 ↗
Osterweis Opportunity Fund Professionally Managed Portfolios 3.04 %as of Jun 30, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 2.93 %as of Jun 30, 2026 ↗
GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust 2.91 %as of Jul 31, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 2.74 %as of Jun 30, 2026 ↗
Spyglass Growth Fund Manager Directed Portfolios 2.64 %as of Jun 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
2026Q3268-631,734,329+4.2 %
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

Institutional managers

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

ManagerSharesValue
ABRAMS CAPITAL MANAGEMENT, L.P.32,050,2401.8B $as of Mar 31, 2026
Capital International Investors8,813,395504.9M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.3,702,626212.1K $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP3,549,278203.3M $as of Mar 31, 2026
WASATCH ADVISORS LP3,509,014201M $as of Mar 31, 2026
BlackRock, Inc.2,420,003138.6M $as of Mar 31, 2026
STATE STREET CORP2,381,603136.4M $as of Mar 31, 2026
BAMCO INC /NY/2,366,299135.6M $as of Mar 31, 2026
UBS Group AG1,835,387105.1M $as of Mar 31, 2026
FEDERATED HERMES, INC.1,533,60287.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,164,69464.4M $as of Mar 31, 2026
Alyeska Investment Group, L.P.1,087,16262.3M $as of Mar 31, 2026
Bank of New York Mellon Corp933,21653.5M $as of Mar 31, 2026
TimesSquare Capital Management, LLC925,88753M $as of Mar 31, 2026
Artisan Partners Limited Partnership836,37647.9M $as of Mar 31, 2026
Capital World Investors782,76944.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP747,35142.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC711,56140.8M $as of Mar 31, 2026
One Madison Group LLC695,00039.8M $as of Mar 31, 2026
MORGAN STANLEY679,39038.9M $as of Mar 31, 2026
GENEVA CAPITAL MANAGEMENT LLC662,11837.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC636,70136.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC602,00334.5M $as of Mar 31, 2026
Spyglass Capital Management LLC584,13333.5M $as of Mar 31, 2026
FRED ALGER MANAGEMENT, LLC580,88033.3M $as of Mar 31, 2026
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Titelia. "Funds holding Loar Holdings Inc". https://titelia.com/en/stocks/loar-holdings-inc-US53947R1059