As of the latest SEC filings, Latham Group, Inc. (SWIM) is held by 154 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $9,333,468.12 in market value, representing a significant portion of its portfolio.
Funds holding Latham Group, Inc. (SWIM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SWIM
- CIK:
- 0001833197
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $9,333,468.12 | 1,738,076 | Mar 31, 2026 | May 28, 2026 |
|
WGICX
Wasatch Micro Cap Fund
|
MF | Independent / Boutique | 1.16% | $6,483,276.18 | 1,207,314 | Mar 31, 2026 | May 5, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $6,348,741.57 | 1,182,261 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $4,522,945.17 | 745,131 | Apr 30, 2026 | Jun 24, 2026 |
|
FSSLX
Fidelity Series Small Cap Core Fund
|
MF | Fidelity | 0.27% | $4,387,396.00 | 722,800 | Apr 30, 2026 | Jun 26, 2026 |
|
WGMVX
Wasatch Micro Cap Value Fund
|
MF | Independent / Boutique | 1.28% | $4,100,037.96 | 763,508 | Mar 31, 2026 | May 5, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,973,838.68 | 489,924 | Apr 30, 2026 | Jun 26, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $2,825,581.00 | 421,100 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,738,952.39 | 510,047 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $2,666,848.43 | 439,349 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,314,120.73 | 381,239 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,264,638.09 | 373,087 | Apr 30, 2026 | Jun 29, 2026 |
|
FFGRX
Emerald Growth Fund
|
MF | Independent / Boutique | 0.15% | $2,134,539.78 | 351,654 | Apr 30, 2026 | Jun 22, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.02% | $1,892,398.74 | 352,402 | Mar 31, 2026 | May 28, 2026 |
|
PGRTX
SmallCap Growth Fund I
|
MF | Independent / Boutique | 0.08% | $1,783,705.92 | 293,856 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $1,731,576.76 | 285,268 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,560,249.46 | 232,526 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,545,221.69 | 254,567 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,521,942.07 | 226,817 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,490,700.31 | 222,161 | Feb 28, 2026 | Apr 28, 2026 |
|
VCDAX
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
|
ETF | Vanguard | 0.02% | $1,240,967.53 | 184,943 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $1,121,839.19 | 184,817 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $925,717.49 | 152,507 | Apr 30, 2026 | Jun 24, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.03% | $707,086.38 | 105,378 | Feb 28, 2026 | Apr 29, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.06% | $671,701.08 | 125,084 | Mar 31, 2026 | May 28, 2026 |
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