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SWIM · Latham Group, Inc.

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$7.32 -0.24 (-3.17%) At close · Aug 14
Market Cap
$921.17M
Shares
117.65M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding SWIM

216 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,738,076 $11,036,783 0.00%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,738,076 $9,333,468 0.00%
Wasatch Micro Cap Fund 1,405,375 $8,924,131 1.49%
iShares Russell 2000 ETF 1,153,652 $7,325,690 0.01%
Wasatch Micro Cap Fund 1,207,314 $6,483,276 1.16%
iShares Russell 2000 ETF 1,182,261 $6,348,742 0.01%
Wasatch Micro Cap Value Fund 763,508 $4,848,276 1.43%
U.S. SMALL CAP VALUE PORTFOLIO 745,131 $4,522,945 0.02%
Fidelity Series Small Cap Core Fund 722,800 $4,387,396 0.27%
Wasatch Micro Cap Value Fund 763,508 $4,100,038 1.28%
VANGUARD EXTENDED MARKET INDEX FUND 517,946 $3,288,957 0.00%
Fidelity Small Cap Index Fund 489,924 $2,973,839 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 510,047 $2,738,952 0.00%
Fidelity Small Cap Index Fund 428,696 $2,696,498 0.01%
U.S. Targeted Value Portfolio 439,349 $2,666,848 0.02%
Invesco Dorsey Wright SmallCap Momentum ETF 341,420 $2,441,153 0.33%
Dimensional U.S. Small Cap ETF 381,239 $2,314,121 0.02%
Dimensional U.S. Targeted Value ETF 367,079 $2,308,927 0.02%
Dimensional U.S. Targeted Value ETF 373,087 $2,264,638 0.02%
iShares Russell 2000 Growth ETF 349,993 $2,222,456 0.02%
Emerald Growth Fund 351,654 $2,211,904 0.18%
Emerald Growth Fund 351,654 $2,134,540 0.15%
iShares Russell 2000 Growth ETF 352,402 $1,892,399 0.02%
SmallCap Growth Fund I 293,856 $1,783,706 0.08%
Dimensional US Small Cap Value ETF 285,268 $1,731,577 0.02%
Dimensional U.S. Small Cap ETF 259,466 $1,632,041 0.01%
Schwab U.S. Small-Cap ETF 224,449 $1,604,810 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 221,177 $1,581,416 0.01%
U.S. SMALL CAP PORTFOLIO 254,567 $1,545,222 0.01%
Strategic Advisers Fidelity U.S. Total Stock Fund 277,700 $1,466,256 0.00%
VANGUARD CONSUMER DISCRETIONARY INDEX FUND 192,382 $1,375,531 0.02%
VANGUARD RUSSELL 2000 INDEX FUND 255,209 $1,347,504 0.01%
EA Bridgeway Omni Small-Cap Value ETF 210,972 $1,339,672 0.07%
Fidelity Extended Market Index Fund 231,911 $1,224,490 0.00%
Schwab U.S. Small-Cap ETF 223,329 $1,179,177 0.01%
Dimensional U.S. Core Equity 2 ETF 179,402 $1,128,439 0.00%
Dimensional U.S. Core Equity 2 ETF 184,817 $1,121,839 0.00%
Adara Smaller Companies Fund 152,328 $1,089,145 0.15%
Dimensional US Small Cap Value ETF 169,754 $1,067,753 0.02%
VANGUARD CONSUMER DISCRETIONARY INDEX FUND 184,465 $973,975 0.01%
U.S. MICRO CAP PORTFOLIO 152,507 $925,717 0.01%
VANGUARD U.S. MOMENTUM FACTOR ETF 108,068 $772,686 0.07%
Avantis U.S. Small Cap Equity ETF 106,196 $759,301 0.04%
iShares Micro-Cap ETF 125,084 $671,701 0.06%
iShares Micro-Cap ETF 104,985 $666,655 0.06%
Schwab Small-Cap Index Fund 109,701 $665,885 0.01%
Avantis U.S. Small Cap Equity ETF 105,281 $555,884 0.02%
EA Bridgeway Omni Small-Cap Value ETF 100,972 $542,220 0.03%
TIFF MULTI-ASSET FUND 93,210 $500,538 0.04%
Multi-Manager U.S. Small Cap Equity Fund 81,040 $491,913 0.14%
Showing 1–50 of 216 positions
Key facts CIK 1833197 CUSIP 51819L107 13F (30d) 129 filings 127 filers Visit website Investor relations

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