Titelia

Fund shareholders of Limoneira Co

ISIN US5327461043 · United States · LEI 549300UCPZVJGYHI7550

Fund shareholders
118
Of which ETFs
26 92 other funds
Value held
44.6M $
Share of capital
18.8 % of 18.1M shares on Aug 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 504,6356.6M $0.00 %2.78 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 397,0495.2M $0.01 %2.19 %as of Jun 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 362,3204.7M $0.19 %2.00 %as of Jul 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 290,0003.8M $0.08 %1.60 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 192,1332.5M $0.00 %1.06 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 179,3362.3M $0.01 %0.99 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 168,9062.2M $0.02 %0.93 %as of Jun 30, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 111,0001.5M $0.68 %0.61 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 90,9561.2M $0.00 %0.50 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 85,8681.1M $0.01 %0.47 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 79,9831M $0.01 %0.44 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 65,610861.5K $0.19 %0.36 %as of Jun 30, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 64,000840.3K $0.04 %0.35 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 57,754749.1K $0.01 %0.32 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 56,582742.9K $0.05 %0.31 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 51,455667.4K $0.00 %0.28 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 41,841542.7K $0.01 %0.23 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 41,759541.6K $0.00 %0.23 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 34,477438.5K $0.02 %0.19 %as of May 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 28,820378.4K $0.41 %0.16 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 28,068357K $0.00 %0.15 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 27,723364K $0.01 %0.15 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 25,834335.1K $0.00 %0.14 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 24,569312.5K $0.00 %0.14 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 23,415303.7K $0.01 %0.13 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 22,861300.2K $0.01 %0.13 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust 20,845273.7K $0.90 %0.11 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 19,185251.9K $0.00 %0.11 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,416225.9K $0.00 %0.10 %as of Jul 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 15,000197K $0.13 %0.08 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 13,940183K $0.00 %0.08 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,107170K $0.00 %0.07 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,712161.7K $0.01 %0.07 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,300161.5K $0.01 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 11,598147.5K $0.00 %0.06 %as of May 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 10,551136.8K $0.15 %0.06 %as of Jul 31, 2026 ↗
Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc 10,000131.3K $0.49 %0.06 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 9,679125.5K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9,259121.6K $0.00 %0.05 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,104118.1K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,063119K $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 8,369109.9K $0.01 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 8,018104K $0.01 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,54699.1K $0.00 %0.04 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,45797.9K $0.00 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 6,77386.2K $0.01 %0.04 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,40070.9K $0.00 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,34270.1K $0.01 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 5,26068.2K $0.00 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 4,94364.9K $0.01 %0.03 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 4,75062.4K $0.00 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,49458.3K $0.00 %0.02 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,43458.2K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,42858.1K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,18154.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 4,05752.6K $0.00 %0.02 %as of Jul 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,86750.8K $0.02 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,63147.1K $0.00 %0.02 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 3,47045.6K $0.00 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,40043.2K $0.00 %0.02 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,20842.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,15841.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,85637.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,49932.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,40431.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,27329.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,20928.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,19828.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,02326.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,95825.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,94325.2K $0.01 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 1,91324.3K $0.00 %0.01 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,90824.3K $0.02 %0.01 %as of May 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,89224.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,78723.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 1,74622.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,70022K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,70022K $0.00 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,50819.2K $0.00 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,46118.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,44619K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,43718.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,38418K $0.01 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,38018.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,37617.8K $0.00 %0.01 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,37317.8K $0.00 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,28716.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,07814.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,00413.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 99213K $0.00 %0.01 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 91011.6K $0.00 %0.01 %as of May 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 86511.2K $0.10 %0.00 %as of Jul 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 78510.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 78510K $0.01 %0.00 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 76810.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 7269.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 6859K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 6237.9K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 6137.8K $0.00 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6027.7K $0.00 %0.00 %as of May 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
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust 0.90 %as of Jun 30, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 0.68 %as of Jun 30, 2026 ↗
Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc 0.49 %as of Jun 30, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 0.41 %as of Jun 30, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 0.19 %as of Jun 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 0.19 %as of Jul 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 0.15 %as of Jul 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.13 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 0.10 %as of Jul 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 0.08 %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.

QuarterShareholdersChangeSharesChange
2026Q3118-83,415,938+10.9 %
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 table shows the 25 largest.

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