Titelia

Fund shareholders of OrthoPediatrics Corp

ISIN US68752L1008 · United States · LEI 5493000KUTPFGOPAT717

Fund shareholders
149
Of which ETFs
28 121 other funds
Value held
102.8M $
Share of capital
20.5 % of 26.1M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 534,29710.2M $0.00 %2.05 %as of Jun 30, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 511,1339.8M $1.45 %1.96 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 444,3538.5M $0.01 %1.70 %as of Jun 30, 2026 ↗
Brown Advisory Small-Cap Growth Fund Brown Advisory Funds 351,1326.7M $1.13 %1.34 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 274,8395.3M $0.21 %1.05 %as of Jun 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 259,0645.2M $0.21 %0.99 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 204,3913.9M $0.00 %0.78 %as of Jun 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 196,3964M $0.63 %0.75 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 193,0363.9M $0.01 %0.74 %as of Jul 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 191,2113.9M $0.40 %0.73 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 157,9723M $0.00 %0.61 %as of Jun 30, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 141,1032.7M $0.54 %0.54 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 117,9312.3M $0.02 %0.45 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 112,4562.3M $0.01 %0.43 %as of Jul 31, 2026 ↗
Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds 93,7401.8M $0.56 %0.36 %as of Jun 30, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NYLIM VP FUNDS TRUST 92,0121.8M $0.41 %0.35 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 88,9301.5M $0.00 %0.34 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 86,9701.5M $0.01 %0.33 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 80,4381.4M $0.01 %0.31 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 66,6931.3M $0.02 %0.26 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 61,3331.2M $0.09 %0.23 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 60,9321.2M $0.00 %0.23 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 59,1671.1M $0.07 %0.23 %as of Jun 30, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 52,143895.3K $0.00 %0.20 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 42,883865.8K $0.01 %0.16 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 42,225807.8K $0.01 %0.16 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 38,647663.6K $0.02 %0.15 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 34,348657.1K $0.01 %0.13 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 33,449675.3K $0.00 %0.13 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 30,363521.3K $0.00 %0.12 %as of May 31, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 27,106518.5K $0.44 %0.10 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 25,538438.5K $0.00 %0.10 %as of May 31, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 24,874475.8K $0.63 %0.10 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 24,488420.5K $0.04 %0.09 %as of May 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 22,519454.7K $0.00 %0.09 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 22,218448.6K $0.02 %0.09 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 21,406432.2K $0.04 %0.08 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 20,885421.7K $0.01 %0.08 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 20,524392.6K $0.00 %0.08 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 19,217367.6K $0.01 %0.07 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 18,318350.4K $0.02 %0.07 %as of Jun 30, 2026 ↗
Harbor Active Small Cap Growth ETF Harbor ETF Trust 18,262368.7K $1.38 %0.07 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,633356K $0.00 %0.07 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 16,689319.3K $0.13 %0.06 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,400331.1K $0.00 %0.06 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 15,250261.8K $0.00 %0.06 %as of May 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 13,978282.2K $0.11 %0.05 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 12,082243.9K $0.00 %0.05 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 11,589199K $0.00 %0.04 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,405218.2K $0.01 %0.04 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 10,471211.4K $0.00 %0.04 %as of Jul 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 9,959190.5K $0.08 %0.04 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,859169.3K $0.01 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 9,035182.4K $0.00 %0.03 %as of Jul 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 8,978171.7K $0.08 %0.03 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 8,850169.3K $0.01 %0.03 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,645165.4K $0.00 %0.03 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,457170.7K $0.00 %0.03 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 8,414169.9K $0.01 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 8,311159K $0.01 %0.03 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 8,300167.6K $0.00 %0.03 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,291158.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 7,277124.9K $0.38 %0.03 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 7,240138.5K $0.00 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,160137K $0.01 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,758129.3K $0.01 %0.03 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,700135.3K $0.00 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 6,393109.8K $0.01 %0.02 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 6,360128.4K $0.00 %0.02 %as of Jul 31, 2026 ↗
CONESTOGA DISCOVERY FUND Conestoga Funds 6,221119K $2.09 %0.02 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,168118K $0.00 %0.02 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 6,133117.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 5,853118.2K $0.00 %0.02 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,617107.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,507105.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund 5,234100.1K $0.01 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,13698.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 4,47585.6K $0.03 %0.02 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 4,28081.9K $0.02 %0.02 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 4,26681.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,11678.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
Invesco NASDAQ Future Gen 200 ETF Invesco Exchange-Traded Fund Trust II 4,00768.8K $0.36 %0.02 %as of May 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,94875.5K $0.03 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,92967.5K $0.00 %0.02 %as of May 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,84977.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,79972.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,45966.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,10062.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 2,87254.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,80048.1K $0.00 %0.01 %as of May 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,79453.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,66350.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,59852.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 2,59452.4K $0.01 %0.01 %as of Jul 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,57349.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,37948K $0.00 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,35745.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,32546.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,06841.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,98340K $0.00 %0.01 %as of Jul 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
CONESTOGA DISCOVERY FUND Conestoga Funds 2.09 %as of Jun 30, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 1.45 %as of Jun 30, 2026 ↗
Harbor Active Small Cap Growth ETF Harbor ETF Trust 1.38 %as of Jul 31, 2026 ↗
Brown Advisory Small-Cap Growth Fund Brown Advisory Funds 1.13 %as of Jun 30, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 0.63 %as of Jun 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 0.63 %as of Jul 31, 2026 ↗
Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds 0.56 %as of Jun 30, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 0.54 %as of Jun 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.44 %as of Jun 30, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NYLIM VP FUNDS TRUST 0.41 %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.

QuarterShareholdersChangeSharesChange
2026Q3149-55,342,919+5.2 %
2026Q2154+35,078,856+5.8 %
2026Q1151-54,798,745-8.7 %
2025Q4156+25,253,673-9.8 %
2025Q3154+15,825,750-1.8 %
2025Q2153+45,931,967-1.6 %
2025Q1149-56,030,236-3.5 %
2024Q4154-56,250,561+6.4 %
2024Q3159+55,877,328+1.6 %
2024Q2154-45,782,092-10.5 %
2024Q1158+36,459,596+0.4 %
2023Q41556,436,803

Institutional managers

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

ManagerSharesValue
BROWN ADVISORY INC1,518,01824.1M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,236,89919.6M $as of Mar 31, 2026
BlackRock, Inc.1,174,04618.6M $as of Mar 31, 2026
MORGAN STANLEY1,141,11818.1M $as of Mar 31, 2026
BRAIDWELL LP1,100,37017.5M $as of Mar 31, 2026
Granahan Investment Management, LLC896,74114.2M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP887,44414.1M $as of Mar 31, 2026
Soleus Capital Management, L.P.615,4479.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP546,6268.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC432,6686.9M $as of Mar 31, 2026
STATE STREET CORP414,0416.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC342,4435.4M $as of Mar 31, 2026
WASATCH ADVISORS LP329,3205.2M $as of Mar 31, 2026
BROWN CAPITAL MANAGEMENT LLC310,5484.9M $as of Mar 31, 2026
Prosight Management, LP302,3994.8M $as of Mar 31, 2026
Roubaix Capital, LLC290,0474.6M $as of Mar 31, 2026
RIVERBRIDGE PARTNERS LLC263,4394.2M $as of Mar 31, 2026
AWM Investment Company, Inc.237,1693.8M $as of Mar 31, 2026
Nantahala Capital Management, LLC199,4493.2M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC186,3213M $as of Mar 31, 2026
CITADEL ADVISORS LLC185,3932.9M $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL168,9832.7M $as of Mar 31, 2026
Nuveen, LLC163,9872.6M $as of Mar 31, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC153,1232.4M $as of Mar 31, 2026
NORTHERN TRUST CORP150,4312.4M $as of Mar 31, 2026

Declared shareholders of OrthoPediatrics Corp

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
Squadron Capital LLC and 3 others23.90 %6,246,148as of Sep 10, 2026 · SCHEDULE 13D
Integrated Core Strategies (US) LLC and 3 others3.20 %816,830as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of OrthoPediatrics Corp". https://titelia.com/en/stocks/orthopediatrics-corp-US68752L1008