Titelia

Funds holding Lakeland Financial Corp

ISIN US5116561003 · United States

Fund holders
241
Of which ETFs
71 170 other funds
Value held
667.6M $ 3.3M SEK
Share of capital
46.4 % of 24.9M shares on Jul 29, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,513,24786.8M $0.09 %6.09 %as of Mar 31, 2026 ↗
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 1,336,77877.7M $0.91 %5.38 %as of Feb 28, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 791,64346M $0.05 %3.18 %as of Feb 28, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 789,52545.3M $0.00 %3.18 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 601,87334.5M $0.05 %2.42 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 312,91218M $0.16 %1.26 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 282,35216.2M $0.02 %1.14 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 246,35214.9M $0.05 %0.99 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 227,49613.1M $0.09 %0.92 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 225,69313M $0.35 %0.91 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 224,96412.9M $0.14 %0.91 %as of Mar 31, 2026 ↗
Columbia Acorn Fund COLUMBIA ACORN TRUST 214,22912.3M $0.55 %0.86 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 203,48611.7M $0.28 %0.82 %as of Mar 31, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 181,47710.4M $2.00 %0.73 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 156,8579M $0.70 %0.63 %as of Mar 31, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 155,6299.4M $1.38 %0.63 %as of Apr 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 141,5218.6M $0.01 %0.57 %as of Apr 30, 2026 ↗
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 132,4217.6M $0.99 %0.53 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 131,1427.6M $0.02 %0.53 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 128,7997.4M $0.08 %0.52 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 128,0617.3M $0.10 %0.52 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 124,6137.2M $0.05 %0.50 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 124,2097.2M $0.03 %0.50 %as of Feb 28, 2026 ↗
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 119,0456.8M $0.69 %0.48 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 115,6547M $0.04 %0.47 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 111,8266.4M $0.05 %0.45 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 109,3276.3M $0.07 %0.44 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 104,0066M $0.09 %0.42 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 102,4075.9M $0.90 %0.41 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 95,8515.8M $0.08 %0.39 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 93,1115.3M $0.04 %0.37 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 87,2935.1M $0.09 %0.35 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 85,7125.2M $0.04 %0.34 %as of Apr 30, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 81,4064.7M $0.97 %0.33 %as of Mar 31, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 76,6254.4M $1.81 %0.31 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 68,4333.9M $0.10 %0.28 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 63,8213.7M $0.09 %0.26 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 56,5793.4M $0.01 %0.23 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 54,5453.3M $0.05 %0.22 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 51,9343M $0.13 %0.21 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 51,8763M $0.03 %0.21 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 47,2902.7M $0.00 %0.19 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,4112.8M $0.01 %0.19 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 42,7232.5M $0.02 %0.17 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 42,6892.4M $0.13 %0.17 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 42,2832.4M $0.00 %0.17 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST 40,9682.4M $0.54 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 40,6352.4M $0.09 %0.16 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 40,3252.3M $0.05 %0.16 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 38,8962.2M $0.09 %0.16 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 37,1502.2M $0.00 %0.15 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 36,7282.2M $0.01 %0.15 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 35,4452.1M $0.01 %0.14 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 30,7171.8M $0.74 %0.12 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 30,2971.8M $0.05 %0.12 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 29,2011.7M $0.10 %0.12 %as of Feb 28, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 28,8421.7M $0.07 %0.12 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 26,5081.5M $0.00 %0.11 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 25,5761.5M $0.04 %0.10 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 25,0281.5M $0.05 %0.10 %as of Apr 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 23,9781.4M $0.08 %0.10 %as of Feb 28, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 22,6031.3M $0.25 %0.09 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 21,2781.2M $0.09 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 20,0991.2M $0.00 %0.08 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 19,8231.2M $0.09 %0.08 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 19,2781.2M $0.24 %0.08 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 18,6191.1M $0.01 %0.07 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 18,0891M $0.07 %0.07 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 18,0281M $0.09 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,917970.7K $0.05 %0.07 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 16,834965.9K $0.09 %0.07 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 16,287985.7K $0.00 %0.07 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 15,804956.5K $0.01 %0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 15,450897.5K $0.00 %0.06 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,924903.2K $0.02 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 14,570846.4K $0.00 %0.06 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 14,458839.9K $0.34 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 14,363824.1K $0.00 %0.06 %as of Mar 31, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 14,016804.2K $0.11 %0.06 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 13,900797.6K $0.05 %0.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 13,864795.5K $0.04 %0.06 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 13,677794.5K $0.09 %0.06 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 13,443813.6K $0.03 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 13,214799.7K $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,694737.4K $0.05 %0.05 %as of Feb 28, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 12,647765.4K $0.09 %0.05 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 12,066730.2K $0.06 %0.05 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 11,297648.2K $0.05 %0.05 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 11,285647.5K $0.24 %0.05 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 11,148647.6K $0.01 %0.04 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,997631K $0.00 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 10,782652.5K $0.05 %0.04 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 10,459600.1K $0.05 %0.04 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,455599.9K $0.03 %0.04 %as of Mar 31, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 10,025575.2K $0.58 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 9,907575.5K $0.05 %0.04 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,689586.4K $0.08 %0.04 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,554578.2K $0.00 %0.04 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 9,482573.9K $0.09 %0.04 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,967542.7K $0.02 %0.04 %as of Apr 30, 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
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 2.00 %as of Mar 31, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 1.81 %as of Mar 31, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 1.38 %as of Apr 30, 2026 ↗
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 0.99 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II 0.98 %as of Feb 28, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 0.97 %as of Mar 31, 2026 ↗
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 0.91 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.90 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.74 %as of Feb 28, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.70 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q2240+1111,518,691+4.0 %
2026Q1229-911,076,992-7.2 %
2025Q4238+311,931,956+0.9 %
2025Q3235+111,831,105+1.8 %
2025Q2234+711,620,485-4.5 %
2025Q1227-412,163,926+1.7 %
2024Q4231+211,964,425-0.9 %
2024Q3229-512,076,714+3.5 %
2024Q2234+811,664,713+0.9 %
2024Q1226-611,557,237-0.6 %
2023Q423211,630,102

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.3,536,366202.9M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC2,165,397124.3M $as of Mar 31, 2026
STATE STREET CORP1,378,69979.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC869,26849.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP672,17138.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC636,78836.5M $as of Mar 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC636,11736.5M $as of Mar 31, 2026
Copeland Capital Management, LLC606,36434.8M $as of Mar 31, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC478,16427.4M $as of Mar 31, 2026
NFJ INVESTMENT GROUP, LLC453,23226M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP356,64120.5M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.328,08218.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/321,41018.4M $as of Mar 31, 2026
NORTHERN TRUST CORP318,93318.3M $as of Mar 31, 2026
Boston Trust Walden Corp303,94217.4M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC296,58516.8M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC294,84816.9M $as of Mar 31, 2026
FMR LLC230,02713.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC224,84312.9M $as of Mar 31, 2026
MORGAN STANLEY224,21012.9M $as of Mar 31, 2026
TIMUCUAN ASSET MANAGEMENT INC/FL210,41112.1M $as of Mar 31, 2026
Bank of New York Mellon Corp204,49011.7M $as of Mar 31, 2026
Qube Research & Technologies Ltd195,09311.2M $as of Mar 31, 2026
CITADEL ADVISORS LLC189,87510.9M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC156,7459M $as of Mar 31, 2026

Declared shareholders of Lakeland Financial 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
BlackRock, Inc. 13.50 %3,513,643as of Mar 31, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.30 %1,378,699as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Funds holding Lakeland Financial Corp". https://titelia.com/en/stocks/lakeland-financial-corp-US5116561003