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
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 8,908511.1K $0.70 %0.04 %as of Mar 31, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 8,762502.8K $0.09 %0.04 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 8,749508.2K $0.00 %0.04 %as of Feb 28, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,630495.2K $0.09 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,628495.1K $0.02 %0.03 %as of Mar 31, 2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 8,484492.8K $0.19 %0.03 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,262479.9K $0.04 %0.03 %as of Feb 28, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 8,159468.2K $0.07 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 8,143467.2K $0.05 %0.03 %as of Mar 31, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 7,879457.7K $0.03 %0.03 %as of Feb 28, 2026
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 7,625437.5K $0.62 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,441427K $0.04 %0.03 %as of Mar 31, 2026
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 6,972400.1K $0.09 %0.03 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,891417K $0.01 %0.03 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,768409.6K $0.00 %0.03 %as of Apr 30, 2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 6,657402.9K $0.02 %0.03 %as of Apr 30, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,657382K $0.04 %0.03 %as of Mar 31, 2026
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 6,643381.2K $0.08 %0.03 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,529374.6K $0.05 %0.03 %as of Mar 31, 2026
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 6,199375.2K $0.00 %0.02 %as of Apr 30, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 6,0303.3M SEK0.01 %0.02 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 5,963342.2K $0.00 %0.02 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 5,895342.4K $0.04 %0.02 %as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 5,234300.3K $0.00 %0.02 %as of Mar 31, 2026
Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust 5,037292.6K $0.12 %0.02 %as of Feb 28, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,836277.5K $0.05 %0.02 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,557275.8K $0.01 %0.02 %as of Apr 30, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 4,487257.5K $0.05 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,487257.5K $0.03 %0.02 %as of Mar 31, 2026
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 4,236256.4K $0.04 %0.02 %as of Apr 30, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,157241.5K $0.02 %0.02 %as of Feb 28, 2026
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,119239.3K $0.11 %0.02 %as of Feb 28, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,825231.5K $0.02 %0.02 %as of Apr 30, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,817231K $0.06 %0.02 %as of Apr 30, 2026
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,749215.1K $0.01 %0.02 %as of Mar 31, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 3,729225.7K $0.03 %0.02 %as of Apr 30, 2026
Column Small Cap Fund Trust for Professional Managers 3,671213.2K $0.04 %0.01 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 3,665210.3K $0.01 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,477199.5K $0.05 %0.01 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,400205.8K $0.03 %0.01 %as of Apr 30, 2026
Clearwater Select Equity Fund Clearwater Investment Trust 3,400195.1K $0.04 %0.01 %as of Mar 31, 2026
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 3,185185K $0.04 %0.01 %as of Feb 28, 2026
AQR Small Cap Momentum Style Fund AQR Funds 3,172182K $0.11 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,080176.7K $0.05 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,022173.4K $0.05 %0.01 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 3,012172.8K $0.05 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,994181.2K $0.01 %0.01 %as of Apr 30, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,905166.7K $0.05 %0.01 %as of Mar 31, 2026
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 2,886165.6K $0.09 %0.01 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,866166.5K $0.06 %0.01 %as of Feb 28, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,784168.5K $0.02 %0.01 %as of Apr 30, 2026
iShares Morningstar Small-Cap Growth ETF iShares Trust 2,745166.1K $0.02 %0.01 %as of Apr 30, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,739165.8K $0.05 %0.01 %as of Apr 30, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,713155.7K $0.00 %0.01 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,447140.4K $0.04 %0.01 %as of Mar 31, 2026
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,312132.7K $0.01 %0.01 %as of Mar 31, 2026
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,303132.1K $0.11 %0.01 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,269131.8K $0.11 %0.01 %as of Feb 28, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,127123.6K $0.00 %0.01 %as of Feb 28, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,101120.6K $0.05 %0.01 %as of Mar 31, 2026
iShares MSCI World Small-Cap ETF iShares Trust 2,053119.3K $0.01 %0.01 %as of Feb 28, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,993114.4K $0.01 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,938117.3K $0.04 %0.01 %as of Apr 30, 2026
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1,918110.1K $0.03 %0.01 %as of Mar 31, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,868107.2K $0.05 %0.01 %as of Mar 31, 2026
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,791108.4K $0.03 %0.01 %as of Apr 30, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,758100.9K $0.01 %0.01 %as of Mar 31, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,73699.6K $0.02 %0.01 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,72599K $0.00 %0.01 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,68696.7K $0.01 %0.01 %as of Mar 31, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,68196.5K $0.05 %0.01 %as of Mar 31, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,666100.8K $0.00 %0.01 %as of Apr 30, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,61692.7K $0.02 %0.01 %as of Mar 31, 2026
ProShares Ultra Russell2000 ProShares Trust 1,55690.4K $0.03 %0.01 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 1,55290.2K $0.03 %0.01 %as of Feb 28, 2026
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,55290.2K $0.38 %0.01 %as of Feb 28, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,47889.4K $0.00 %0.01 %as of Apr 30, 2026
Avantis Total Equity Markets ETF American Century ETF Trust 1,28874.8K $0.01 %0.01 %as of Feb 28, 2026
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 1,13164.9K $0.04 %0.00 %as of Mar 31, 2026
iShares Morningstar Small-Cap ETF iShares Trust 1,12468K $0.03 %0.00 %as of Apr 30, 2026
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,11964.2K $0.06 %0.00 %as of Mar 31, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 1,09163.4K $0.04 %0.00 %as of Feb 28, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,07462.4K $0.01 %0.00 %as of Feb 28, 2026
M3Sixty Small Cap Growth Fund 360 Funds 99757.9K $0.58 %0.00 %as of Feb 28, 2026
S&P SmallCap Index Fund SHELTON FUNDS 99657.9K $0.11 %0.00 %as of Feb 28, 2026
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 96958.6K $0.08 %0.00 %as of Apr 30, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 94654.3K $0.04 %0.00 %as of Mar 31, 2026
Adasina Social Justice All Cap Global ETF Tidal Trust I 93254.1K $0.02 %0.00 %as of Feb 28, 2026
SmallCap Growth Fund I Principal Funds, Inc 86352.2K $0.00 %0.00 %as of Apr 30, 2026
Avantis U.S. Equity Fund American Century ETF Trust 83248.3K $0.01 %0.00 %as of Feb 28, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 82850.1K $0.01 %0.00 %as of Apr 30, 2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 82647.4K $0.02 %0.00 %as of Mar 31, 2026
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 78845.2K $0.01 %0.00 %as of Mar 31, 2026
BANKS ULTRASECTOR PROFUND ProFunds 71443.2K $0.54 %0.00 %as of Apr 30, 2026
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 70742.8K $0.01 %0.00 %as of Apr 30, 2026
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 69239.7K $0.03 %0.00 %as of Mar 31, 2026
Penn Series Small Cap Index Fund Penn Series Funds Inc 69139.6K $0.05 %0.00 %as of Mar 31, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 65237.9K $0.01 %0.00 %as of Feb 28, 2026
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 64839.2K $0.00 %0.00 %as of Apr 30, 2026
VIP Total Market Index Portfolio Variable Insurance Products Fund II 61935.5K $0.00 %0.00 %as of Mar 31, 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
Cite this page

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