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 counts shares; this one measures what the company weighs inside 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 SEC quarterly data set, newest first. The change is read against the quarter before it.

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 25 largest follow.

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

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

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