Titelia

Funds holding Lakeland Financial Corp

ISIN US5116561003 · United States

Fund holders
245
Of which ETFs
73 172 other funds
Value held
≈ 726.7M $ 726.3M $ · 3.3M SEK
Share of capital
47.5 % of 24.9M shares on Jul 29, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,498,73292.5M $0.08 %6.03 %as of Jun 30, 2026 ↗
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 1,274,42777.3M $1.05 %5.13 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 752,62246.5M $0.00 %3.03 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 651,53740.2M $0.32 %2.62 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 634,44639.2M $0.05 %2.55 %as of Jun 30, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 598,61136.3M $0.04 %2.41 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 287,01817.7M $0.02 %1.15 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 272,57517.1M $0.05 %1.10 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 248,15015.3M $0.32 %1.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 228,82914.1M $0.08 %0.92 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 226,15914M $0.24 %0.91 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 224,96413.9M $0.13 %0.91 %as of Jun 30, 2026 ↗
Columbia Acorn Fund COLUMBIA ACORN TRUST 214,22913.2M $0.48 %0.86 %as of Jun 30, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 165,04210.3M $1.46 %0.66 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 156,2479.6M $0.09 %0.63 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 154,8479.6M $0.65 %0.62 %as of Jun 30, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 150,2099.3M $1.65 %0.60 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 140,9118.8M $0.01 %0.57 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 140,0688.6M $0.06 %0.56 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 137,7308.4M $0.03 %0.55 %as of May 31, 2026 ↗
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 131,4448.1M $1.04 %0.53 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 130,9717.9M $0.02 %0.53 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 127,6727.7M $0.04 %0.51 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 121,5237.4M $0.03 %0.49 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 115,6547.2M $0.04 %0.47 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 111,4256.9M $0.09 %0.45 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 109,8006.7M $1.02 %0.44 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 109,3276.7M $0.06 %0.44 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 108,1736.7M $0.08 %0.44 %as of Jun 30, 2026 ↗
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 107,3156.6M $0.63 %0.43 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 96,3436M $0.08 %0.39 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 95,5415.9M $0.04 %0.38 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 87,4655.3M $0.09 %0.35 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 85,7125.4M $0.04 %0.34 %as of Jul 31, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 76,6254.7M $1.83 %0.31 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 67,6814.2M $0.08 %0.27 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 65,8064.1M $0.08 %0.26 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 60,3853.8M $0.05 %0.24 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 57,7013.6M $0.01 %0.23 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 49,8963M $0.03 %0.20 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 48,3362.9M $0.11 %0.19 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 47,2902.9M $0.00 %0.19 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,4112.9M $0.01 %0.19 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 46,3932.9M $0.05 %0.19 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 42,4912.6M $0.12 %0.17 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 42,2832.6M $0.00 %0.17 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 41,2522.5M $0.02 %0.17 %as of May 31, 2026 ↗
Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST 40,9682.5M $0.47 %0.16 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 39,1972.4M $0.08 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 38,5122.3M $0.00 %0.15 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 37,6482.3M $0.09 %0.15 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 36,7282.3M $0.01 %0.15 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 35,3512.2M $0.01 %0.14 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 33,4192.1M $0.00 %0.13 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 32,8462.1M $0.01 %0.13 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 30,7501.9M $0.05 %0.12 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 30,0221.9M $0.06 %0.12 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 29,9821.8M $0.78 %0.12 %as of May 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 29,0421.8M $0.09 %0.12 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 28,7851.7M $0.09 %0.12 %as of May 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 28,2671.8M $0.13 %0.11 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 26,9711.7M $0.04 %0.11 %as of Jun 30, 2026 ↗
WesMark Small Company Fund WesMark Funds 23,3001.4M $0.77 %0.09 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 22,6031.4M $0.21 %0.09 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 21,2781.3M $0.08 %0.09 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 21,0721.3M $0.05 %0.08 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 20,0991.3M $0.00 %0.08 %as of Jul 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 18,3561.2M $0.09 %0.07 %as of Jul 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 18,2271.1M $0.08 %0.07 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 18,0281.1M $0.09 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,6171.1M $0.05 %0.07 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 16,3601M $0.08 %0.07 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 16,2871M $0.00 %0.07 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 15,810958.6K $0.05 %0.06 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 15,450936.7K $0.00 %0.06 %as of May 31, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 14,987908.7K $0.38 %0.06 %as of May 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 14,967937.7K $0.22 %0.06 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,924935K $0.02 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 14,570883.4K $0.00 %0.06 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 14,487907.6K $0.04 %0.06 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 14,396872.8K $0.09 %0.06 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 14,136872.5K $0.06 %0.06 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 13,900857.9K $0.05 %0.06 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 13,815852.7K $0.04 %0.06 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,573837.7K $0.00 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 13,214827.9K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,975786.7K $0.05 %0.05 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 12,555774.9K $0.05 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 11,851742.5K $0.05 %0.05 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 11,786738.4K $0.09 %0.05 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 11,756725.6K $0.28 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,670720.3K $0.00 %0.05 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 11,333687.1K $0.01 %0.05 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 10,946663.7K $0.01 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 9,907600.7K $0.04 %0.04 %as of May 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 9,363567.7K $0.18 %0.04 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 9,360577.7K $0.08 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,272580.9K $0.02 %0.04 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 9,169565.9K $0.15 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,928551K $0.02 %0.04 %as of Jun 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 Small-Cap Value Fund Virtus Investment Trust 1.83 %as of Jun 30, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 1.65 %as of Jun 30, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 1.46 %as of Jul 31, 2026 ↗
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 1.05 %as of May 31, 2026 ↗
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 1.04 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II 1.02 %as of May 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 1.02 %as of May 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.78 %as of May 31, 2026 ↗
WesMark Small Company Fund WesMark Funds 0.77 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 0.65 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterHoldersChangeSharesChange
2026Q3244+411,801,121+2.5 %
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 is 1 beneficial ownership filing. 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
Vanguard Capital Management 5.03 %1,253,444as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Lakeland Financial Corp". https://titelia.com/en/stocks/lakeland-financial-corp-US5116561003