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
Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS 22,4731.8M $1.00 %0.02 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 22,1941.8M $0.01 %0.02 %as of Jun 30, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 21,6511.7M $0.46 %0.02 %as of Jun 30, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 21,5981.7M $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 21,1951.7M $0.05 %0.02 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 21,1751.4M $0.00 %0.02 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20,6001.3M $0.00 %0.02 %as of May 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 20,5311.7M $0.03 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 20,2451.3M $0.06 %0.02 %as of May 31, 2026 ↗
Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series 19,8891.6M $1.42 %0.02 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 19,5731.6M $0.00 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 19,2281.3M $0.00 %0.02 %as of Jul 31, 2026 ↗
GRANDEUR PEAK GLOBAL STALWARTS FUND Grandeur Peak Global Trust 19,1741.3M $1.66 %0.02 %as of Jul 31, 2026 ↗
Wasatch Global Opportunities Fund WASATCH FUNDS TRUST 19,0091.5M $1.02 %0.02 %as of Jun 30, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 18,3821.5M $0.04 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 18,3271.3M $0.01 %0.02 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 18,2101.5M $0.00 %0.02 %as of Jun 30, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 17,9851.4M $0.15 %0.02 %as of Jun 30, 2026 ↗
AMG TimesSquare Small Cap Growth Fund AMG Funds 17,8061.4M $1.28 %0.02 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 17,4321.2M $0.01 %0.02 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 16,1261.1M $0.01 %0.02 %as of Jul 31, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 16,0341.3M $0.43 %0.02 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 15,7001.3M $0.04 %0.02 %as of Jun 30, 2026 ↗
Alger Small Cap Growth Portfolio ALGER PORTFOLIOS 15,5781.3M $0.76 %0.02 %as of Jun 30, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 15,0461.2M $0.06 %0.02 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 14,8361M $0.01 %0.02 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 14,2121.1M $0.13 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 14,089908.5K $0.70 %0.02 %as of May 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 13,684936.7K $0.36 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 13,221852.5K $0.04 %0.01 %as of May 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 13,1511.1M $0.03 %0.01 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 13,144899.7K $0.03 %0.01 %as of Jul 31, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 13,0691.1M $2.74 %0.01 %as of Jun 30, 2026 ↗
Baron SMID Cap ETF Baron ETF Trust 12,8221M $3.12 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 12,699869.2K $0.09 %0.01 %as of Jul 31, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 12,385998.4K $0.08 %0.01 %as of Jun 30, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 12,050824.8K $0.30 %0.01 %as of Jul 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 11,930961.7K $0.14 %0.01 %as of Jun 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 11,592934.4K $0.26 %0.01 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 11,566932.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 11,330775.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 11,079893.1K $0.12 %0.01 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 10,965750.6K $0.11 %0.01 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 10,946749.3K $0.03 %0.01 %as of Jul 31, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 10,623727.1K $0.03 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 10,613726.5K $0.10 %0.01 %as of Jul 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,257702.1K $0.12 %0.01 %as of Jul 31, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 10,170696.1K $0.04 %0.01 %as of Jul 31, 2026 ↗
MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II 10,110815K $0.55 %0.01 %as of Jun 30, 2026 ↗
Penn Series Small Cap Growth Fund Penn Series Funds Inc 9,471763.5K $0.77 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 8,993615.6K $0.05 %0.01 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 8,824604K $0.02 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 8,732597.7K $0.07 %0.01 %as of Jul 31, 2026 ↗
ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 8,650592.1K $0.73 %0.01 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,408575.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 8,239664.1K $0.03 %0.01 %as of Jun 30, 2026 ↗
AAM Transformers ETF ETF Series Solutions 8,194560.9K $0.23 %0.01 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 8,081553.1K $0.02 %0.01 %as of Jul 31, 2026 ↗
Penn Series SMID Cap Growth Fund Penn Series Funds Inc 7,907637.4K $0.82 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,897540.5K $0.04 %0.01 %as of Jul 31, 2026 ↗
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 7,777626.9K $0.24 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7,730529.1K $0.02 %0.01 %as of Jul 31, 2026 ↗
Capital Group U.S. Large Growth ETF Capital Group Equity ETF Trust I 7,667494.4K $0.60 %0.01 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 7,283587.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust 7,195492.5K $2.91 %0.01 %as of Jul 31, 2026 ↗
Wasatch U.S. Select Fund WASATCH FUNDS TRUST 6,774546.1K $3.20 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,685431K $0.00 %0.01 %as of May 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,400412.7K $0.03 %0.01 %as of May 31, 2026 ↗
Direxion Daily Aerospace & Defense Bull 3X Shares Direxion Shares ETF Trust 6,348434.5K $0.11 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6,000483.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,639386K $0.02 %0.01 %as of Jul 31, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,538446.4K $0.06 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 5,528356.4K $0.04 %0.01 %as of May 31, 2026 ↗
Putnam VT Sustainable Future Fund Putnam Variable Trust 5,349431.2K $1.44 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 5,347366K $0.09 %0.01 %as of Jul 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 5,215357K $0.06 %0.01 %as of Jul 31, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 5,069408.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,994341.8K $0.00 %0.01 %as of Jul 31, 2026 ↗
Wasatch Global Select Fund WASATCH FUNDS TRUST 4,873392.8K $3.17 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,743324.7K $0.01 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,726381K $0.03 %0.01 %as of Jun 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 4,509290.7K $0.03 %0.00 %as of May 31, 2026 ↗
MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 4,332349.2K $0.22 %0.00 %as of Jun 30, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 4,250290.9K $0.24 %0.00 %as of Jul 31, 2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 4,190337.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,870312K $0.06 %0.00 %as of Jun 30, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 3,819307.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,640234.7K $0.00 %0.00 %as of May 31, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 3,586289.1K $0.26 %0.00 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,572287.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 3,500239.6K $0.67 %0.00 %as of Jul 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 3,452278.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Alger Dynamic Opportunities Fund ALGER FUNDS II 3,322227.4K $0.10 %0.00 %as of Jul 31, 2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 3,280211.5K $0.00 %0.00 %as of May 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 3,099199.8K $0.00 %0.00 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,090211.5K $0.00 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 3,011242.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,894233.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 2,516202.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,408194.1K $0.01 %0.00 %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