Loar HoldingsLOAR
13F holders, Q2 2026 (June 30)284holders +36
71new positions
37sold out
8famous investors
$80.60avg. 13F price*
At the end of Q2 2026, 284 institutions reported holding Loar Holdings Inc. (LOAR) in their 13F filings, up 36 from Q1 2026. 71 opened new positions and 37 sold out. The largest holders were Abrams Capital Management ($2.6B), Capital International Investors ($709.7M) and T. Rowe Price Investment Management, Inc. ($334.4M). 8 famous investors held it, including David Abrams (47.1% of Abrams Capital Management's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Loar Holdings Inc.
- CUSIP
- 53947R105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $70.8M |
| Exits | 37 | $48.3M |
All 13F filers, Q1 2026 → Q2 2026: 5,149,300 shares bought and 6,341,990 shares sold, net −1,192,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| Abrams Capital Management | 47.15% | No change | 32,050,240 | $2.6B |
| Capital International Investors | 0.15% | Reduce -0.1% | 8,803,898 | $709.7M |
| T. Rowe Price Investment Management, Inc. | 0.22% | Add +12.0% | 4,148,370 | $334.4M |
| Wellington Management Group LLP | 0.06% | Add +14.5% | 4,063,339 | $327.5M |
| Wasatch Advisors LP | 1.71% | Reduce -7.6% | 3,241,786 | $261.3M |
| Baron Capital (BAMCO) | 0.31% | Add +6.6% | 2,523,332 | $203.4M |
| State Street Corp. | 0.01% | Reduce -1.9% | 2,336,798 | $188.4M |
| BlackRock, Inc. | 0.00% | Reduce -9.1% | 2,198,873 | $177.3M |
| Vanguard Capital Management LLC | 0.00% | Add +8.5% | 1,979,244 | $159.5M |
| Vanguard Portfolio Management LLC | 0.01% | Add +5.7% | 1,772,282 | $142.9M |
| Federated Hermes, Inc. | 0.19% | Add +5.7% | 1,620,889 | $130.7M |
| UBS Group AG | 0.02% | Reduce -23.8% | 1,399,163 | $112.8M |
| Morgan Stanley | 0.00% | Add +69.5% | 1,151,679 | $92.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.1% | 954,332 | $76.3M |
| Invesco Ltd. | 0.01% | Add +93.0% | 883,388 | $71.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +15.7% | 864,595 | $69.7M |
| Capital World Investors | 0.01% | Add +6.3% | 831,853 | $67.1M |
| TimesSquare Capital Management, LLC | 0.95% | Reduce -13.8% | 798,575 | $64.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +24.0% | 746,596 | $60.2M |
| Artisan Partners Limited Partnership | 0.10% | Reduce -11.8% | 737,570 | $59.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +36.2% | 729,329 | $58.8M |
| Geneva Capital Management LLC | 1.33% | Add +8.6% | 719,088 | $58.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -24.2% | 707,403 | $57.0M |
| One Madison Group LLC | 5.35% | Reduce -0.7% | 690,000 | $55.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -7.5% | 658,166 | $53.1M |
| Spyglass Capital Management LLC | 2.67% | Add +4.7% | 611,657 | $49.3M |
| Norges Bank | 0.00% | — | 558,181 | $45.0M |
| Bank of America Corp. | 0.00% | Add +101.6% | 453,466 | $36.6M |
| Fred Alger Management, LLC | 0.12% | Reduce -23.1% | 446,598 | $36.0M |
| Jupiter Topco LLC | 0.01% | — | 426,043 | $34.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.9% | 366,604 | $29.6M |
| Gilder Gagnon Howe & Co. LLC | 0.30% | Reduce -16.9% | 366,256 | $29.5M |
| Select Equity Group, L.P. | 0.15% | Add +67.0% | 339,976 | $27.4M |
| Silvercrest Asset Management Group LLC | 0.17% | Reduce -7.8% | 312,799 | $25.2M |
| Alyeska Investment Group, L.P. | 0.06% | Reduce -72.1% | 303,776 | $24.5M |
| ONE Advisory Partners, LLC | 6.44% | No change | 293,319 | $23.6M |
| New York State Common Retirement Fund | 0.03% | Reduce -2.6% | 263,758 | $21.3M |
| Nomura Asset Management International Inc. | 0.03% | Add +73.6% | 235,556 | $19.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.4% | 235,448 | $19.0M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.6% | 216,773 | $17.5M |
| Raymond James Financial Inc. | 0.00% | Add +1803.2% | 203,696 | $16.4M |
| Daiwa Securities Group Inc. | 0.04% | No change | 203,400 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +22.7% | 200,191 | $16.1M |
| Zimmer Partners, LP | 0.38% | Reduce -65.1% | 200,000 | $16.1M |
| Cerity Partners LLC | 0.02% | Reduce -13.7% | 196,529 | $15.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 190,949 | $15.4M |
| Sei Investments Co. | 0.01% | Reduce -11.6% | 189,976 | $15.3M |
| Osterweis Capital Management Inc. | 0.83% | Add +36.5% | 188,865 | $15.2M |
| Citadel Advisors | 0.01% | Reduce -73.5% | 168,394 | $13.6M |
| Susquehanna International Group, LLP | 0.01% | Add +41.4% | 155,435 | $12.5M |
| Riverbridge Partners LLC | 0.34% | Reduce -40.8% | 153,080 | $12.3M |
| First Manhattan Co. Llc. | 0.03% | Add +100.9% | 144,955 | $11.7M |
| Jane Street Group, LLC | 0.01% | New | 137,922 | $11.1M |
| Blackstone Inc. | 0.04% | New | 133,293 | $10.7M |
| Woodline Partners LP | 0.03% | No change | 130,445 | $10.5M |
| TD Asset Management Inc | 0.01% | Add +9.7% | 126,716 | $10.2M |
| Burkett Financial Services, LLC | 2.98% | Reduce -5.6% | 118,000 | $9.5M |
| Millennium Management | 0.01% | Reduce -29.8% | 117,944 | $9.5M |
| Next Century Growth Investors LLC | 0.50% | Reduce -6.5% | 116,817 | $9.4M |
| Seven Grand Managers, LLC | 0.33% | No change | 100,000 | $8.1M |
| Ghisallo Capital Management LLC | 0.20% | Reduce -50.0% | 100,000 | $8.1M |
| FMR LLC | 0.00% | Reduce -19.1% | 99,406 | $8.0M |
| Nuveen, LLC | 0.00% | Add +2.6% | 91,424 | $7.4M |
| Jain Global LLC | 0.09% | Reduce -68.4% | 91,253 | $7.4M |
| Neuberger Berman Group LLC | 0.00% | Add +38.2% | 90,300 | $7.3M |
| First Trust Advisors LP | 0.00% | Reduce -56.3% | 86,031 | $6.9M |
| Chilton Investment Co. Inc. | 0.16% | New | 85,093 | $6.9M |
| Brown Capital Management LLC | 1.37% | Add +14.3% | 84,816 | $6.8M |
| Prospera Financial Services Inc | 0.10% | Add +28.0% | 81,687 | $6.6M |
| HRT Financial LP | 0.01% | New | 75,906 | $6.1M |
| Squarepoint Ops LLC | 0.01% | New | 73,548 | $5.9M |
| Capricorn Fund Managers Ltd | 0.46% | Add +58.8% | 71,999 | $5.8M |
| Gotham Asset Management | 0.01% | Add +275.5% | 67,770 | $5.5M |
| Franklin Resources Inc. | 0.00% | New | 67,712 | $5.5M |
| Moody Aldrich Partners LLC | 0.96% | Add +23.8% | 65,974 | $5.3M |
| Swiss National Bank | 0.00% | Add +1.6% | 65,700 | $5.3M |
| Jump Financial, LLC | 0.05% | Add +1045.1% | 61,834 | $5.0M |
| Grandeur Peak Global Advisors, LLC | 1.12% | Add +28.1% | 60,027 | $4.8M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +3.6% | 58,212 | $4.7M |
| Pathstone Holdings, LLC | 0.01% | Add +412.4% | 57,439 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.4% | 55,297 | $4.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.6% | 53,502 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.5% | 52,497 | $4.2M |
| Capital International Sarl | 0.06% | Add +6.9% | 51,114 | $4.1M |
| XTX Topco Ltd | 0.05% | Reduce -33.4% | 50,374 | $4.1M |
| Aquatic Capital Management LLC | 0.14% | New | 49,784 | $4.0M |
| Capital International Ltd. | 0.13% | No change | 48,044 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +124.2% | 44,583 | $3.6M |
| Odyssean, LLC | 0.57% | Add +111.3% | 43,660 | $3.5M |
| Rhumbline Advisers | 0.00% | Reduce -17.8% | 39,127 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -3.3% | 39,011 | $3.1M |
| Marshall Wace, LLP | 0.00% | Reduce -54.1% | 38,128 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -34.0% | 38,005 | $3.1M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +7.6% | 36,176 | $2.9M |
| Thrive Wealth Management, LLC | 0.37% | Reduce -0.7% | 35,814 | $2.9M |
| Linden Thomas Advisory Services, LLC | 0.22% | Reduce -0.7% | 34,274 | $2.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | No change | 33,703 | $2.7M |
| Dark Forest Capital Management LP | 0.16% | Reduce -37.7% | 30,364 | $2.4M |
| Legal & General Group Plc | 0.00% | Reduce -58.1% | 29,139 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +527.9% | 29,021 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +233.7% | 28,056 | $2.3M |
| Clearview Wealth Management LLC | 1.40% | No change | 27,001 | $2.2M |
| Beck Mack & Oliver LLC | 0.04% | No change | 27,000 | $2.2M |
| State of Wisconsin Investment Board | 0.00% | Reduce -32.1% | 26,008 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +5.4% | 26,390 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.0% | 25,817 | $2.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 25,806 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +2.4% | 25,182 | $2.0M |
| Longaeva Partners L.P. | 0.06% | New | 24,454 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -58.7% | 22,860 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +35.3% | 22,716 | $1.8M |
| Renaissance Capital LLC | 1.00% | Add +10.4% | 22,473 | $1.8M |
| Stifel Financial Corp. | 0.00% | New | 22,380 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -60.4% | 21,800 | $1.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 21,729 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +6.9% | 21,206 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +3.7% | 20,761 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Add +135.9% | 20,402 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.6% | 19,918 | $1.6M |
| SummitTX Capital, L.P. | 0.04% | Add +12.0% | 19,042 | $1.5M |
| Empowered Funds, LLC | 0.01% | Reduce -17.8% | 18,985 | $1.5M |
| Treasurer of the State of North Carolina | 0.00% | Add +2.8% | 18,767 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +127.4% | 18,725 | $1.5M |
| WINTON GROUP Ltd | 0.05% | New | 18,600 | $1.5M |
| Sterling Capital Management LLC | 0.03% | Add +5.2% | 18,337 | $1.5M |
| PDT Partners, LLC | 0.08% | No change | 17,811 | $1.4M |
| Creative Planning | 0.00% | Add +23.8% | 17,555 | $1.4M |
| US Bancorp \de | 0.00% | Add +19.5% | 15,654 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Add +67.3% | 15,598 | $1.3M |
| AQR Capital Management | 0.00% | New | 14,802 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | Add +5.0% | 14,800 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -87.8% | 14,515 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +2.5% | 14,270 | $1.2M |
| Capital International, Inc. | 0.01% | Reduce -4.8% | 13,893 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Add +28.9% | 13,668 | $1.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.2% | 13,619 | $1.1M |
| Nomura Holdings Inc. | 0.00% | New | 13,438 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +6.0% | 12,574 | $1.0M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -81.3% | 12,559 | $1.0M |
| LPL Financial LLC | 0.00% | Add +51.2% | 12,008 | $968K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 11,650 | $939K |
| Allstate Corp. | 0.01% | New | 11,127 | $897K |
| PEAK6 LLC | 0.02% | New | 10,900 | $879K |
| GoodHaven Capital Management, LLC | 0.26% | No change | 10,000 | $806K |
| Bridgefront Capital, LLC | 0.20% | New | 9,497 | $766K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 9,042 | $729K |
| NewEdge Advisors, LLC | 0.00% | Add +55.2% | 9,001 | $726K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -36.8% | 8,854 | $714K |
| D. E. Shaw & Co. | 0.00% | Add +0.2% | 8,830 | $712K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 8,108 | $654K |
| Alliancebernstein L.P. | 0.00% | Add +39.2% | 11,334 | $649K |
| Vident Advisory, LLC | 0.00% | New | 8,022 | $647K |
| Barclays PLC | 0.00% | Reduce -96.8% | 7,122 | $574K |
| Connable Office Inc. | 0.05% | No change | 7,056 | $569K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -26.6% | 6,646 | $536K |
| Fieldview Capital Management, LLC | 0.14% | New | 6,012 | $485K |
| Brevan Howard Capital Management LP | 0.01% | New | 5,849 | $471K |
| Fourth Dimension Wealth, LLC | 0.15% | Add +33.1% | 5,841 | $471K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +38.3% | 5,631 | $454K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,262 | $424K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,247 | $423K |
| Capital Group Investment Management Pte. LTD. | 0.06% | No change | 5,120 | $413K |
| Virtu Financial LLC | 0.01% | New | 4,974 | $401K |
| Inspire Investing, LLC | 0.02% | New | 4,775 | $385K |
| Waverly Advisors, LLC | 0.00% | Add +16.2% | 4,719 | $380K |
| Ethic Inc. | 0.00% | New | 4,674 | $377K |
| Integrated Wealth Concepts LLC | 0.00% | Add +14.1% | 4,653 | $375K |
| Summitry LLC | 0.01% | New | 4,426 | $357K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 4,162 | $332K |
| Fox Run Management, L.L.C. | 0.05% | New | 4,017 | $324K |
| Huntleigh Advisors, Inc. | 0.04% | Reduce -0.4% | 3,864 | $311K |
| HSBC Holdings PLC | 0.00% | New | 3,839 | $309K |
| SG Americas Securities, LLC | 0.00% | Reduce -28.1% | 3,779 | $305K |
| Planning Directions Inc. | 0.13% | No change | 3,572 | $288K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -27.1% | 3,444 | $278K |
| Axq Capital, LP | 0.03% | Reduce -86.7% | 3,382 | $273K |
| Voya Investment Management LLC | 0.00% | Reduce -99.4% | 3,371 | $272K |
| Laurel Oak Wealth Management, LLC | 0.04% | New | 3,346 | $270K |
| Gerald Baker Financial Group LLC | 0.08% | New | 3,300 | $266K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,622 | $265K |
| Quent Capital, LLC | 0.02% | No change | 3,171 | $256K |
| Xponance LLC | 0.00% | Reduce -54.2% | 3,163 | $255K |
| Bourne Lent Asset Management Inc. | 0.09% | New | 3,100 | $250K |
| Evolve Private Wealth, LLC | 0.01% | New | 2,988 | $241K |
| Knollwood Investment Advisory, LLC | 0.02% | New | 2,877 | $232K |
| Associated Banc-Corp | 0.01% | New | 2,866 | $231K |
| M&T Bank Corp | 0.00% | New | 2,817 | $227K |
| CIBC Asset Management Inc | 0.00% | New | 2,774 | $224K |
| Oak Thistle LLC | 0.02% | New | 2,730 | $220K |
| Frec Markets, Inc. | 0.02% | New | 2,658 | $214K |
| Atria Investments, Inc | 0.00% | New | 2,633 | $212K |
| Qsemble Capital Management, LP | 0.03% | Reduce -49.5% | 2,503 | $202K |
| Deutsche Bank AG | 0.00% | Reduce -8.3% | 2,345 | $189K |
| Farther Finance Advisors, LLC | 0.00% | Add +34.3% | 1,595 | $128K |
| RiverPark Advisors, LLC | 0.06% | Reduce -1.2% | 1,540 | $124K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.0% | 1,533 | $124K |
| KBC Group NV | 0.00% | No change | 1,447 | $117K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Add +26.8% | 1,445 | $116K |
| Fifth Third Bancorp | 0.00% | Add +13.4% | 1,264 | $102K |
| Neo Ivy Capital Management | 0.02% | New | 1,247 | $101K |
| PNC Financial Services Group, Inc. | 0.00% | Add +34.0% | 1,148 | $93K |
| Covestor Ltd | 0.05% | Reduce -4.8% | 1,139 | $92K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 1,003 | $81K |
| STRS Ohio | 0.00% | Reduce -8.9% | 929 | $75K |
| MetLife Investment Management, LLC | 0.00% | Reduce -70.5% | 719 | $58K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | New | 708 | $57K |
| Danske Bank A/S | 0.00% | Add +6.8% | 686 | $55K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +83.3% | 660 | $53K |
| Global Retirement Partners, LLC | 0.00% | — | 463 | $37K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -1.3% | 454 | $37K |
| Osaic Holdings, Inc. | 0.00% | Add +126.0% | 452 | $36K |
| Arax Advisory Partners | 0.00% | New | 443 | $36K |
| Allworth Financial LP | 0.00% | Add +428.4% | 428 | $35K |
| Natixis | 0.00% | New | 419 | $34K |
| Nykredit A/S | 0.00% | — | 415 | $33K |
| Parallel Advisors, LLC | 0.00% | Add +28.9% | 392 | $32K |
| State of Wyoming | 0.00% | Reduce -67.5% | 369 | $30K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 301 | $24K |
| Roxbury Financial LLC | 0.02% | No change | 300 | $24K |
| Quantbot Technologies LP | 0.00% | New | 296 | $24K |
| GAMMA Investing LLC | 0.00% | Reduce -42.1% | 294 | $24K |
| Silicon Valley Capital Partners | 0.00% | Add +114.3% | 285 | $23K |
| Bessemer Group Inc. | 0.00% | Reduce -83.0% | 270 | $22K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -90.5% | 259 | $21K |
| Salomon & Ludwin, LLC | 0.00% | New | 260 | $21K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.2% | 251 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +70.1% | 233 | $19K |
| Whittier Trust Co. | 0.00% | No change | 224 | $18K |
| Quarry LP | 0.00% | New | 222 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1011.8% | 189 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 150 | $12K |
| MCF Advisors LLC | 0.00% | No change | 132 | $11K |
| International Assets Investment Management, LLC | 0.00% | Add +13.2% | 120 | $10K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -88.0% | 109 | $9K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 100 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -29.8% | 99 | $8K |
| Planning Strategies Inc. | 0.00% | — | 96 | $8K |
| Signaturefd, LLC | 0.00% | Reduce -18.7% | 74 | $6K |
| Fulcrum Asset Management LLP | 0.00% | New | 60 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +41.5% | 58 | $5K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 55 | $4K |
| TD Private Client Wealth LLC | 0.00% | Add +23.1% | 48 | $4K |
| Assetmark, Inc. | 0.00% | Add +6.9% | 31 | $2K |
| Zions Bancorporation, National Association | 0.00% | Add +300.0% | 28 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | Add +19.1% | 25 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.1% | 24 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 23 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -16.0% | 21 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 16 | $1K |
| Cromwell Holdings LLC | 0.00% | Add +366.7% | 14 | $1K |
| MV Capital Management, Inc. | 0.00% | New | 14 | $1K |
| CVA Family Office, LLC | 0.00% | Reduce -58.8% | 14 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -7.7% | 12 | $967 |
| Rothschild Investment LLC | 0.00% | New | 12 | $967 |
| Principia Wealth Advisory, LLC | 0.00% | New | 11 | $887 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -26.7% | 11 | $887 |
| True Wealth Design, LLC | 0.00% | New | 11 | $887 |
| Acumen Wealth Advisors, LLC | 0.00% | New | 10 | $807 |
| Fortitude Family Office, LLC | 0.00% | Reduce -41.2% | 10 | $806 |
| Rossby Financial, LCC | 0.00% | Reduce -61.5% | 10 | $806 |
| Marquette Asset Management, LLC | 0.00% | New | 8 | $645 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 8 | $645 |
| AdvisorNet Financial, Inc | 0.00% | New | 8 | $645 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +133.3% | 7 | $564 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 6 | $484 |
| Activest Wealth Management | 0.00% | New | 6 | $484 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 5 | $403 |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $323 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -42.9% | 4 | $323 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +300.0% | 4 | $323 |
| Creative Capital Management Investments LLC | 0.00% | New | 4 | $322 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 4 | $322 |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3 | $242 |
| SJS Investment Consulting Inc. | 0.00% | Add +50.0% | 3 | $242 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 3 | $242 |
| SHP Wealth Management | 0.00% | Reduce -71.4% | 2 | $161 |
| LRI Investments, LLC | 0.00% | New | 2 | $161 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 1 | $81 |
| 3 Factor Indexing, LLC | 0.00% | Reduce -66.7% | 1 | $81 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $81 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $81 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $81 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 2 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is LOAR's weight in each manager's 13F, not the share of Loar Holdings Inc. the manager owns.