Fund shareholders of Capital City Bank Group Inc
ISIN US1396741050 · United States · LEI 254900NVLVUJQZKTQE82
- Fund shareholders
- 173
- Of which ETFs
- 41 132 other funds
- Value held
- 182.3M $
- Share of capital
- 24.2 % of 17.1M shares on Jul 27, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,192 | 95.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,088 | 96.4K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,088 | 90.7K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 2,000 | 86.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,959 | 85.1K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,928 | 83.8K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| GMO U.S. Equity Fund GMO TRUST | 1,900 | 81.4K $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,890 | 82.1K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,886 | 82K $ | 0.17 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,804 | 83.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,779 | 77.3K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,683 | 73.1K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,570 | 72.5K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,534 | 66.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,474 | 68.1K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 1,360 | 59.1K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 1,334 | 58K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,232 | 53.5K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,229 | 53.4K $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Momentum Style Fund AQR Funds | 1,214 | 52.8K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,195 | 51.9K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,190 | 51.7K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,165 | 49.9K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,111 | 51.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,082 | 46.4K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,075 | 46.7K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,073 | 49.5K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,029 | 44.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,017 | 44.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,005 | 43.1K $ | 0.03 % | 0.01 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,000 | 43.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 881 | 38.3K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 860 | 36.8K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 856 | 36.7K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 856 | 36.7K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 802 | 37K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 800 | 34.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 631 | 27.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 630 | 27.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 618 | 26.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 606 | 26K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 603 | 25.8K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 600 | 27.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 600 | 25.7K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 562 | 25.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 561 | 24.4K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 494 | 21.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 489 | 21.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 480 | 22.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 447 | 19.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 438 | 19K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 434 | 20K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 430 | 19.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 379 | 16.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 375 | 16.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 330 | 14.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 324 | 13.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 168 | 7.8K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 157 | 7.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 156 | 6.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 104 | 4.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 73 | 3.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 71 | 3.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 66 | 3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 46 | 2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 35 | 1.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 33 | 1.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 25 | 1.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 19 | 825.7 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Yieldmax U.S.Stocks Target Double Distribution ETF Tidal Trust II | 14 | 646.4 $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 14 | 599.8 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 5 | 214.2 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 173.8 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Heartland Value Fund HEARTLAND GROUP INC. | 2.23 % | as of Mar 31, 2026 ↗ |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 1.62 % | as of Mar 31, 2026 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 1.38 % | as of Feb 28, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.84 % | as of Mar 31, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 0.59 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 0.38 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.36 % | as of Mar 31, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 0.19 % | as of Apr 30, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 0.19 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 0.17 % | as of Feb 27, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 173 | -14 | 4,136,473 | +1.9 % |
| 2026Q1 | 187 | -6 | 4,059,998 | +1.0 % |
| 2025Q4 | 193 | +3 | 4,017,929 | -1.9 % |
| 2025Q3 | 190 | +1 | 4,096,517 | -0.9 % |
| 2025Q2 | 189 | +9 | 4,131,936 | +2.3 % |
| 2025Q1 | 180 | +1 | 4,039,703 | +2.8 % |
| 2024Q4 | 179 | +1 | 3,928,884 | +3.8 % |
| 2024Q3 | 178 | -4 | 3,785,225 | +1.5 % |
| 2024Q2 | 182 | -7 | 3,729,613 | -4.7 % |
| 2024Q1 | 189 | +3 | 3,914,507 | -0.0 % |
| 2023Q4 | 186 | 3,916,247 |
Institutional managers
129 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,650,887 | 71.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 882,114 | 38.3M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 527,917 | 22.9M $ | as of Mar 31, 2026 |
| HEARTLAND ADVISORS INC | 500,000 | 21.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 417,183 | 18.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 414,083 | 18M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 354,835 | 15.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 332,602 | 14.5M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 278,804 | 12.1M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 174,871 | 7.6M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 166,032 | 7.2K $ | as of Mar 31, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 144,279 | 6.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 133,454 | 5.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 123,378 | 5.4M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 88,303 | 3.8M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 87,486 | 3.8M $ | as of Mar 31, 2026 |
| ISTHMUS PARTNERS, LLC | 87,424 | 3.8M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 78,888 | 3.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 76,112 | 3.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 74,687 | 3.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 72,534 | 3.2M $ | as of Mar 31, 2026 |
| Teton Advisors, LLC | 67,500 | 2.9M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 50,011 | 2.2M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 46,809 | 2M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 45,312 | 2M $ | as of Mar 31, 2026 |
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Titelia. "Fund shareholders of Capital City Bank Group Inc". https://titelia.com/en/stocks/capital-city-bank-group-inc-US1396741050