Funds holding Loar Holdings Inc
274 funds declare a position · 52 ETFs and 222 other funds · 1.8B $ · US53947R1059
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | American Funds Fundamental Investors American Funds Fundamental Investors | 2,870,001 | 164.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 2 | Growth Fund of America Growth Fund of America | 1,993,322 | 141.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 3 | SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 1,840,381 | 105.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 4 | State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF SPDR SERIES TRUST | 1,711,156 | 98M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| 5 | T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 1,523,302 | 87.3M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,350,144 | 77.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 7 | Wasatch Core Growth Fund WASATCH FUNDS TRUST | 1,015,422 | 58.2M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 972,497 | 55.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 9 | Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 885,800 | 49.7M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| 10 | Growth Fund AMERICAN FUNDS INSURANCE SERIES | 881,215 | 50.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 11 | New Perspective Fund New Perspective Fund | 832,968 | 47.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 12 | T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 823,746 | 47.2M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 13 | BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 799,000 | 45.8M $ | 2.80 % | as of Mar 31, 2026 · Original filing |
| 14 | JPMorgan Small Cap Equity Fund JPMorgan Trust I | 659,846 | 37.8M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 15 | Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 629,100 | 35.3M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| 16 | BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 550,000 | 31.5M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 17 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 543,151 | 31.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 18 | Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | 484,986 | 27.8M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| 19 | Invesco Aerospace & Defense ETF Invesco Exchange-Traded Fund Trust | 418,593 | 23.5M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 20 | iShares U.S. Aerospace & Defense ETF iShares Trust | 404,393 | 23.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 21 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 396,461 | 22.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 22 | Spyglass Growth Fund Manager Directed Portfolios | 343,272 | 19.7M $ | 2.35 % | as of Mar 31, 2026 · Original filing |
| 23 | Voya Small Cap Growth Fund Voya Equity Trust | 332,365 | 23.5M $ | 1.27 % | as of Feb 28, 2026 · Original filing |
| 24 | Janus Henderson Venture Fund JANUS INVESTMENT FUND | 328,054 | 18.8M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 25 | Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 302,557 | 21.4M $ | 1.75 % | as of Feb 28, 2026 · Original filing |
| 26 | Artisan Small Cap Fund Artisan Partners Funds Inc. | 278,642 | 16M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| 27 | Baron Global Opportunity Fund BARON SELECT FUNDS | 277,268 | 15.9M $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| 28 | iShares Russell Mid-Cap Growth ETF iShares Trust | 258,418 | 14.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 29 | BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I | 254,780 | 14.6M $ | 1.91 % | as of Mar 31, 2026 · Original filing |
| 30 | ALGER SMALL CAP FOCUS FUND ALGER FUNDS | 221,849 | 12.5M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| 31 | JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 205,467 | 11.8M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 32 | T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 193,055 | 11.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 33 | Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds | 190,658 | 10.7M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| 34 | First Trust Indxx Aerospace & Defense ETF First Trust Exchange-Traded Fund | 186,212 | 10.7M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 35 | AMG TimesSquare Mid Cap Growth Fund AMG Funds | 186,198 | 10.7M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 36 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 185,788 | 13.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 37 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 175,454 | 9.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 38 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 172,748 | 12.2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 39 | Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | 167,976 | 9.6M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| 40 | iShares Russell Mid-Cap ETF iShares Trust | 164,290 | 9.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 41 | iShares Russell 1000 Growth ETF iShares Trust | 158,783 | 9.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 42 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 157,961 | 8.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 43 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 137,478 | 7.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 44 | T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 126,117 | 7.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 45 | LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 125,921 | 7.2M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 46 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 119,541 | 8.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 47 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 115,984 | 6.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 48 | Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 104,893 | 6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 49 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 100,050 | 5.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 50 | Small-Cap Growth Portfolio PACIFIC SELECT FUND | 98,008 | 5.6M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 51 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 95,658 | 6.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 52 | Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 94,600 | 5.3M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 53 | AST Small-Cap Equity Portfolio Advanced Series Trust | 92,623 | 5.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 54 | Osterweis Opportunity Fund Professionally Managed Portfolios | 92,560 | 5.3M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| 55 | Nomura Small Cap Growth Fund IVY FUNDS | 92,377 | 5.3M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 56 | Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust | 91,062 | 6.4M $ | 1.52 % | as of Feb 28, 2026 · Original filing |
| 57 | ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 77,794 | 4.4M $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| 58 | JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 67,097 | 3.8M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 59 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 66,354 | 4.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 60 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 63,690 | 4.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 61 | Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 54,865 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 62 | Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 54,478 | 3.1M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| 63 | Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 53,824 | 3.1M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 64 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 52,935 | 3.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 65 | SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 49,017 | 2.8M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 66 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 48,112 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 67 | Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 47,093 | 2.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 68 | VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 46,184 | 2.6M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 69 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 44,968 | 2.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 70 | T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 43,776 | 3.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 71 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 42,926 | 2.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 72 | THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 39,279 | 2.2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 73 | Putnam Sustainable Future Fund Putnam Investment Funds | 38,900 | 2.2M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 74 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 37,498 | 2.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 75 | Fidelity Contrafund Fidelity Contrafund | 36,664 | 2.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 76 | Nuveen Equity Index Fund TIAA-CREF Funds | 36,337 | 2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 33,273 | 1.9M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 78 | Morningstar U.S. Equity Fund Morningstar Funds Trust | 33,139 | 1.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 79 | AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 32,792 | 1.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 80 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 32,784 | 1.9M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 81 | Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 31,706 | 1.8M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 82 | NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 31,645 | 1.8M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 83 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 30,975 | 1.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 84 | Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 30,566 | 1.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 85 | iShares Russell 1000 ETF iShares Trust | 30,267 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 86 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 28,610 | 1.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 87 | SMALL CAP EQUITY FUND GuideStone Funds | 27,975 | 1.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 88 | Mercer US Small/Mid Cap Equity Fund Mercer Funds | 25,634 | 1.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 89 | HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 25,411 | 1.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 90 | Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 25,393 | 1.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 91 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,873 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 92 | Fidelity Advisor New Insights Fund Fidelity Contrafund | 24,641 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 93 | ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 24,287 | 1.4M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 94 | AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 23,648 | 1.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 95 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 23,337 | 1.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 96 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 22,755 | 1.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 97 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 22,640 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 98 | Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 21,691 | 1.2M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 99 | VIP Contrafund Portfolio Variable Insurance Products Fund II | 21,598 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 100 | Baron Technology ETF Baron ETF Trust | 21,565 | 1.2M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
Institutional managers
241 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. | 32,050,240 | 1.8B $ | as of Mar 31, 2026 |
| Capital International Investors | 8,813,395 | 504.9M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 3,549,278 | 203.3M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 3,509,014 | 201M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,420,003 | 138.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,381,603 | 136.4M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 2,366,299 | 135.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,835,387 | 105.1M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 1,533,602 | 87.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,164,694 | 64.4M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 1,087,162 | 62.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 933,216 | 53.5M $ | as of Mar 31, 2026 |
| TimesSquare Capital Management, LLC | 925,887 | 53M $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 836,376 | 47.9M $ | as of Mar 31, 2026 |
| Capital World Investors | 782,769 | 44.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 747,351 | 42.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 711,561 | 40.8M $ | as of Mar 31, 2026 |
| One Madison Group LLC | 695,000 | 39.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 679,390 | 38.9M $ | as of Mar 31, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | 662,118 | 37.9M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 636,701 | 36.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 602,003 | 34.5M $ | as of Mar 31, 2026 |
| Spyglass Capital Management LLC | 584,133 | 33.5M $ | as of Mar 31, 2026 |
| FRED ALGER MANAGEMENT, LLC | 580,880 | 33.3M $ | as of Mar 31, 2026 |
| Zimmer Partners, LP | 572,500 | 32.8M $ | as of Mar 31, 2026 |