As of the latest SEC filings, Limoneira CO (LMNR) is held by 128 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $7,702,073.50 in market value, representing a significant portion of its portfolio.
Funds holding Limoneira CO (LMNR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LMNR
- CIK:
- 0001342423
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $7,702,073.50 | 573,925 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $5,276,663.48 | 393,194 | Mar 31, 2026 | May 28, 2026 |
|
-
1290 VT GAMCO Small Company Value Portfolio
|
ETF | Independent / Boutique | 0.10% | $3,891,800.00 | 290,000 | Mar 31, 2026 | May 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,628,910.90 | 195,895 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,085,377.68 | 163,816 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,799,232.82 | 134,071 | Mar 31, 2026 | May 28, 2026 |
|
WEMMX
TETON Westwood Mighty Mites Fund
|
MF | Independent / Boutique | 0.84% | $1,516,460.00 | 113,000 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,219,151.34 | 86,526 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,158,550.25 | 82,225 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $969,007.60 | 76,120 | Apr 30, 2026 | Jun 24, 2026 |
|
GCCSX
The Gabelli Small Cap Growth Fund
|
MF | GAMCO / Gabelli | 0.05% | $858,880.00 | 64,000 | Mar 31, 2026 | Jun 1, 2026 |
|
GAB
Gabelli Equity Trust Inc
|
CEF | GAMCO / Gabelli | 0.05% | $845,460.00 | 63,000 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $766,842.47 | 60,239 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $735,208.42 | 57,754 | Apr 30, 2026 | Jun 24, 2026 |
|
ADKSX
The Adirondack Small Cap Fund
|
MF | Independent / Boutique | 1.25% | $623,493.20 | 46,460 | Mar 31, 2026 | May 29, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $562,620.08 | 41,924 | Mar 31, 2026 | May 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $531,592.07 | 41,759 | Apr 30, 2026 | Jun 29, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.02% | $486,288.17 | 34,513 | Feb 28, 2026 | Apr 29, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $456,994.27 | 35,899 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $395,478.12 | 28,068 | Feb 28, 2026 | Apr 24, 2026 |
|
AIMS
Acuitas Small Cap Active ETF
|
ETF | Independent / Boutique | 0.53% | $386,764.40 | 28,820 | Mar 31, 2026 | May 15, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $372,042.66 | 27,723 | Mar 31, 2026 | May 28, 2026 |
|
TINRX
Nuveen Equity Index Fund
|
MF | TIAA / Nuveen | 0.00% | $328,866.82 | 25,834 | Apr 30, 2026 | Jun 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $327,775.67 | 23,263 | Feb 28, 2026 | Apr 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.01% | $298,072.95 | 23,415 | Apr 30, 2026 | Jun 24, 2026 |
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