As of the latest SEC filings, LAKELAND FINANCIAL CORP (LKFN) is held by 241 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $86,830,112.86 in market value, representing 0.09% of its portfolio.
Funds holding LAKELAND FINANCIAL CORP (LKFN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LKFN
- CIK:
- 0000721994
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.09% | $86,830,112.86 | 1,513,247 | Mar 31, 2026 | May 26, 2026 |
|
NBGEX
Neuberger Genesis Fund
|
MF | Neuberger Berman | 0.91% | $77,653,434.02 | 1,336,778 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 0.05% | $45,986,541.87 | 791,643 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $45,302,944.50 | 789,525 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.05% | $34,535,472.74 | 601,873 | Mar 31, 2026 | May 28, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 0.16% | $17,954,890.56 | 312,912 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $16,201,357.76 | 282,352 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.05% | $14,909,223.04 | 246,352 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.09% | $13,053,720.48 | 227,496 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.35% | $12,950,264.34 | 225,693 | Mar 31, 2026 | May 28, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.14% | $12,908,434.32 | 224,964 | Mar 31, 2026 | May 22, 2026 |
|
LACAX
Columbia Acorn Fund
|
MF | Columbia Threadneedle | 0.55% | $12,292,460.02 | 214,229 | Mar 31, 2026 | May 28, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.28% | $11,676,026.68 | 203,486 | Mar 31, 2026 | May 26, 2026 |
|
PRNIX
Virtus NFJ Mid-Cap Value Fund
|
MF | Duff & Phelps / Virtus | 2.00% | $10,413,150.26 | 181,477 | Mar 31, 2026 | May 29, 2026 |
|
OSCV
Opus Small Cap Value ETF
|
ETF | Independent / Boutique | 1.38% | $9,418,667.08 | 155,629 | Apr 30, 2026 | Jun 26, 2026 |
|
KBE
State Street(R) SPDR(R) S&P(R) Bank ETF
|
ETF | State Street (SPDR) | 0.70% | $9,000,454.66 | 156,857 | Mar 31, 2026 | May 29, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.01% | $8,564,850.92 | 141,521 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $7,618,038.78 | 131,142 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Neuberger Berman Genesis Portfolio
|
ETF | Independent / Boutique | 0.99% | $7,598,316.98 | 132,421 | Mar 31, 2026 | May 28, 2026 |
|
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.08% | $7,390,486.62 | 128,799 | Mar 31, 2026 | May 22, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.10% | $7,348,140.18 | 128,061 | Mar 31, 2026 | May 26, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.05% | $7,238,769.17 | 124,613 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.03% | $7,215,300.81 | 124,209 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $6,999,380.08 | 115,654 | Apr 30, 2026 | Jun 24, 2026 |
|
BOSOX
Boston Trust Walden Small Cap Fund
|
MF | Independent / Boutique | 0.69% | $6,830,802.10 | 119,045 | Mar 31, 2026 | May 27, 2026 |
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