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
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 59334K $0.00 %0.00 %as of Mar 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 58633.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 57933.6K $0.38 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 57534.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 52530.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 52030.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 50629K $0.01 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 49928.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II 47927.8K $0.98 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP BANKS ProFunds 47527.3K $0.68 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 46228K $0.00 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 42824.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 41023.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 36721.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 34620.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 32818.8K $0.10 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 31518.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 29917.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 28117K $0.03 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 28016.3K $0.07 %0.00 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 27716.8K $0.11 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 24213.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 21912.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 16910.2K $0.09 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1639.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1358.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 1227K $0.01 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 985.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 905.4K $0.09 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 834.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 664K $0.09 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 633.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 563.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 452.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 342K $0.03 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 261.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Yieldmax U.S.Stocks Target Double Distribution ETF Tidal Trust II 251.5K $0.04 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 8464.7 $0.04 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 8459 $0.00 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 7423.6 $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 7401.7 $0.01 %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
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Titelia. "Funds holding Lakeland Financial Corp". https://titelia.com/en/stocks/lakeland-financial-corp-US5116561003