Titelia

Fund shareholders of Limoneira Co

ISIN US5327461043 · United States · LEI 549300UCPZVJGYHI7550

Fund shareholders
126
Of which ETFs
28 98 other funds
Value held
41.1M $
Share of capital
17.0 % of 18.1M shares on May 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 573,9257.7M $0.00 %3.17 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 393,1945.3M $0.01 %2.17 %as of Mar 31, 2026
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 290,0003.9M $0.10 %1.60 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 195,8952.6M $0.00 %1.08 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 163,8162.1M $0.01 %0.90 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 134,0711.8M $0.01 %0.74 %as of Mar 31, 2026
TETON Westwood Mighty Mites Fund Teton Westwood Funds 113,0001.5M $0.84 %0.62 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 86,5261.2M $0.00 %0.48 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 82,2251.2M $0.01 %0.45 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 76,120969K $0.01 %0.42 %as of Apr 30, 2026
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 64,000858.9K $0.05 %0.35 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 60,239766.8K $0.01 %0.33 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 57,754735.2K $0.01 %0.32 %as of Apr 30, 2026
The Adirondack Small Cap Fund Adirondack Funds 46,460623.5K $1.25 %0.26 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 41,924562.6K $0.05 %0.23 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 41,759531.6K $0.00 %0.23 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 35,899457K $0.01 %0.20 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 34,513486.3K $0.02 %0.19 %as of Feb 28, 2026
Acuitas Small Cap Active ETF Series Portfolios Trust 28,820386.8K $0.53 %0.16 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 28,068395.5K $0.00 %0.15 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 27,723372K $0.01 %0.15 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 25,834328.9K $0.00 %0.14 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 23,415298.1K $0.01 %0.13 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 23,263327.8K $0.00 %0.13 %as of Feb 28, 2026
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust 20,995281.8K $1.28 %0.12 %as of Mar 31, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 20,657277.2K $0.02 %0.11 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 19,119256.6K $0.01 %0.11 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,665224.9K $0.00 %0.10 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,416221.7K $0.00 %0.10 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 16,975216.1K $0.00 %0.09 %as of Apr 30, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 15,000201.3K $0.16 %0.08 %as of Mar 31, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 13,651183.2K $0.00 %0.08 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,300165.1K $0.01 %0.07 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,132170.9K $0.02 %0.07 %as of Feb 28, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 11,598163.4K $0.00 %0.06 %as of Feb 28, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 10,775137.2K $0.00 %0.06 %as of Apr 30, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 10,604135K $0.01 %0.06 %as of Apr 30, 2026
Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc 10,000134.2K $0.61 %0.06 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,589122.1K $0.00 %0.05 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9,259124.3K $0.00 %0.05 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,104115.9K $0.00 %0.05 %as of Apr 30, 2026
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 9,085115.7K $0.01 %0.05 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,063121.6K $0.00 %0.05 %as of Mar 31, 2026
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 8,022102.1K $0.13 %0.04 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,546101.3K $0.00 %0.04 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 7,513100.8K $0.00 %0.04 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 7,37398.9K $0.01 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 7,25192.3K $0.01 %0.04 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 7,22692K $0.00 %0.04 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 6,77395.4K $0.01 %0.04 %as of Feb 28, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,70076.5K $0.01 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,40072.5K $0.00 %0.03 %as of Mar 31, 2026
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 5,26067K $0.00 %0.03 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 4,94366.3K $0.01 %0.03 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,49457.2K $0.00 %0.02 %as of Apr 30, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,43459.5K $0.01 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,18156.1K $0.01 %0.02 %as of Mar 31, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 4,05751.6K $0.00 %0.02 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,63146.2K $0.00 %0.02 %as of Apr 30, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 3,49346.9K $0.01 %0.02 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 3,47046.6K $0.00 %0.02 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,40047.9K $0.00 %0.02 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 3,35045K $0.00 %0.02 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 3,20843.1K $0.00 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,15842.4K $0.01 %0.02 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,92539.3K $0.02 %0.02 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,49933.5K $0.01 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,40432.3K $0.01 %0.01 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,27328.9K $0.00 %0.01 %as of Apr 30, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,20928.1K $0.00 %0.01 %as of Apr 30, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,17729.2K $0.01 %0.01 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,07227.8K $0.01 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,95826.3K $0.01 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,94324.7K $0.01 %0.01 %as of Apr 30, 2026
Avantis U.S. Equity ETF American Century ETF Trust 1,91327K $0.00 %0.01 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,90826.9K $0.02 %0.01 %as of Feb 28, 2026
Victory Extended Market Index Fund Victory Portfolios III 1,87823.9K $0.00 %0.01 %as of Apr 30, 2026
Small Cap Core Fund Northern Funds 1,82124.4K $0.01 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,71022.9K $0.01 %0.01 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,70021.6K $0.00 %0.01 %as of Apr 30, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,70021.6K $0.00 %0.01 %as of Apr 30, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,54321.7K $0.01 %0.01 %as of Feb 28, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,50821.2K $0.00 %0.01 %as of Feb 28, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,46118.6K $0.00 %0.01 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,44619.4K $0.01 %0.01 %as of Mar 31, 2026
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,43718.3K $0.00 %0.01 %as of Apr 30, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,38417.6K $0.01 %0.01 %as of Apr 30, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,38018.5K $0.01 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,30416.6K $0.00 %0.01 %as of Apr 30, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,28717.3K $0.01 %0.01 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,23616.6K $0.00 %0.01 %as of Mar 31, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,15315.5K $0.01 %0.01 %as of Mar 31, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,07814.5K $0.00 %0.01 %as of Mar 31, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,04414K $0.00 %0.01 %as of Mar 31, 2026
ProShares Ultra Russell2000 ProShares Trust 1,03214.5K $0.01 %0.01 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 1,02914.5K $0.00 %0.01 %as of Feb 28, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 99213.3K $0.00 %0.01 %as of Mar 31, 2026
Avantis Total Equity Markets ETF American Century ETF Trust 91012.8K $0.00 %0.01 %as of Feb 28, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 78510.5K $0.00 %0.00 %as of Mar 31, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 7269.7K $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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust 1.28 %as of Mar 31, 2026
The Adirondack Small Cap Fund Adirondack Funds 1.25 %as of Mar 31, 2026
TETON Westwood Mighty Mites Fund Teton Westwood Funds 0.84 %as of Mar 31, 2026
Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc 0.61 %as of Mar 31, 2026
Acuitas Small Cap Active ETF Series Portfolios Trust 0.53 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.16 %as of Mar 31, 2026
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 0.13 %as of Apr 30, 2026
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 0.10 %as of Mar 31, 2026
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 0.08 %as of Apr 30, 2026
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 0.05 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2126+33,080,181-0.3 %
2026Q1123-53,090,355-4.1 %
2025Q412803,221,580-3.1 %
2025Q3128+43,324,696+2.3 %
2025Q2124+83,250,107+1.7 %
2025Q1116+13,194,368-0.8 %
2024Q4115+23,220,059+0.3 %
2024Q3113-23,209,103+0.5 %
2024Q2115+23,193,756-1.4 %
2024Q1113-13,239,277+3.0 %
2023Q41143,145,688

Institutional managers

114 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Global Alpha Capital Management Ltd.2,926,26739.3M $as of Mar 31, 2026
BlackRock, Inc.1,107,12514.9M $as of Mar 31, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC578,0597.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP428,6055.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC416,7975.6M $as of Mar 31, 2026
STATE STREET CORP333,4994.5M $as of Mar 31, 2026
Riverwater Partners LLC329,1844.4M $as of Mar 31, 2026
GAMCO INVESTORS, INC. ET AL293,2003.9M $as of Mar 31, 2026
Peapod Lane Capital LLC248,3433.3M $as of Mar 31, 2026
Quinn Opportunity Partners LLC180,3572.4M $as of Mar 31, 2026
FLAX POND CAPITAL, LLC171,1322.3M $as of Mar 31, 2026
GABELLI FUNDS LLC149,5002M $as of Mar 31, 2026
NORTHERN TRUST CORP137,9411.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC129,8691.7M $as of Mar 31, 2026
MORGAN STANLEY117,4511.6M $as of Mar 31, 2026
Teton Advisors, LLC113,0001.5M $as of Mar 31, 2026
WHITE PINE CAPITAL LLC97,6251.3M $as of Mar 31, 2026
Cinctive Capital Management LP96,4291.3M $as of Mar 31, 2026
Robertson Stephens Wealth Management, LLC88,2051.2M $as of Mar 31, 2026
Federation des caisses Desjardins du Quebec75,3271M $as of Mar 31, 2026
Rathbones Group PLC73,360984.5K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC72,489972.8K $as of Mar 31, 2026
D. E. Shaw & Co., Inc.64,341863.5K $as of Mar 31, 2026
Quantinno Capital Management LP62,758842.2K $as of Mar 31, 2026
SFE Investment Counsel60,010805.3K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Limoneira Co". https://titelia.com/en/stocks/limoneira-co-US5327461043