Topp 99 gemensamma fonder med LKFN / Lakeland Financial Corporation (NasdaqGS)

Topp 99 gemensamma fonder med LKFN / Lakeland Financial Corporation

Denna sida visar alla gemensamma fonder som har rapporterat positioner i LKFN / Lakeland Financial Corporation. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum	Källa	Investerare	Typ	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-05-20	NP	RIFBX - U.S. Small Cap Equity Fund		0	−100,00	0	−100,00
2025-07-23	NP	CFSLX - Column Small Cap Fund		1 952	12,90	117	1,75
2025-08-28	NP	SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8 528	−8,58	524	−5,42
2025-08-28	NP	SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7 671	−32,52	471	−30,22
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		15 266	0,00	938	3,42
2025-06-26	NP	DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		150 417	−13,30	8 374	−29,07
2025-08-27	NP	VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12 535	8,75	770	12,41
2025-08-27	NP	VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		398 876	3,05	24 511	6,54
2025-08-22	NP	FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12 610	−50,47	775	−48,84
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		3 798	6,57	233	10,43
2025-07-28	NP	AVSBX - Avantis U.S. Small Cap Equity Fund G Class		3 148	46,08	188	31,47
2025-08-22	NP	KVALX - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares		4 078	33,66	251	38,12
2025-06-23	NP	BKPIX - Banks Ultrasector Profund Investor Class		584	−57,80	33	−65,96
2025-08-28	NP	AMALX - Small Cap Dividend Fund G Class		10 515		646
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio		1 792	4,37	110	7,84
2025-07-23	NP	CFSSX - Column Small Cap Select Fund		11 304	24,08	677	11,92
2025-08-27	NP	RYRRX - Russell 2000 Fund Class A		60	1,69	4	0,00
2025-08-28	NP	GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares		416	0,00	26	4,17
2025-07-29	NP	VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		124 916	9,75	7 479	−1,06
2025-06-26	NP	FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7 587	1,65	422	−16,77
2025-06-17	NP	MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares		18 100	−15,81	1 008	−31,12
2025-07-24	NP	FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		47 815	1,28	2 863	−8,71
2025-07-22	NP	DSMFX - Destinations Small-Mid Cap Equity Fund Class I		652	0,00	39	−9,30
2025-07-28	NP	MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares		1 286	7,80	77	−3,80
2025-09-17	NP	GMRAX - Nationwide Small Cap Index Fund Class A		2 165	6,49	137	21,24
2025-06-25	NP	GSATX - Goldman Sachs Small Cap Value Insights Fund Class A		8 074	0,00	449	−18,21
2025-08-28	NP	SSGSX - Victory Sycamore Small Company Opportunity Fund Class A		674 000	−17,50	41 417	−14,71
2025-08-29	NP	FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares		319 212	20,45	19 616	24,52
2025-07-29	NP	VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2 006	−3,74	120	−13,04
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		103	0,00	6	−28,57
2025-08-25	NP	QWVOX - Clearwater Small Companies Fund		3 400	0,00	209	2,97
2025-06-26	NP	USMIX - Extended Market Index Fund		3 013	−1,18	168	−19,32
2025-07-24	NP	FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		139 739	0,59	8 366	−9,31
2025-08-22	NP	FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9 594	918,47	590	970,91
2025-07-24	NP	FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		15 387	0,00	921	−9,79
2025-06-26	NP	DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		126 827	−16,50	7 060	−31,68
2025-06-23	NP	PJARX - SmallCap Value Fund II R-3		1 828	15,70	102	−5,61
2025-06-24	NP	SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		11 091	3,26	617	−15,48
2025-06-26	NP	TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A		919	0,00	51	−17,74
2025-07-28	NP	VCSLX - Small Cap Index Fund		10 342	8,82	619	−1,90
2025-08-19	NP	GARTX - Goldman Sachs Absolute Return Tracker Fund Class A		751	−46,89	46	−45,24
2025-08-27	NP	VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	Short	−45 767	−0,00	−2 812	3,38
2025-06-23	NP	SVPIX - Small-cap Value Profund Investor Class		43	−14,00	2	−33,33
2025-06-23	NP	UAPIX - Ultrasmall-cap Profund Investor Class		253	−30,30	14	−41,67
2025-06-26	NP	DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		54 013	0,00	3 007	−18,20
2025-08-27	NP	RYMKX - Russell 2000 1.5x Strategy Fund Class H		36	2,86	2	0,00
2025-08-27	NP	VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		789 175	−5,02	48 495	−1,81
2025-06-23	NP	PPNMX - SmallCap Growth Fund I R-3		175	1,16	10	−18,18
2025-06-24	NP	SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12 289	0,00	684	−18,18
2025-08-26	NP	TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2 402	16,83	148	20,49
2025-08-22	NP	LACAX - Columbia Acorn Fund Class A		232 728	0,00	14 301	3,38
2025-08-20	NP	ASMOX - AQR Small Cap Momentum Style Fund Class I		3 172	0,00	195	3,19
2025-08-28	NP	SSSEX - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		370	−1,07	23	0,00
2025-08-27	NP	HCEGX - The Growth Equity Portfolio HC Strategic Shares		1 193	0,00	73	4,29
2025-08-26	NP	PQNAX - AllianzGI NFJ Mid-Cap Value Fund A		193 373	93,92	11 883	100,47
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		456	10,14	28	16,67
2025-06-25	NP	DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares		17 226	−13,65	959	−29,40
2025-08-22	NP	WUSAX - Wanger USA		44 031	0,00	2 706	3,36
2025-08-26	NP	TLSTX - Stock Index Fund		525	0,00	32	3,23
2025-07-25	NP	NMSAX - Columbia Small Cap Index Fund Class A		48 619	−5,52	2 911	−14,84
2025-06-26	NP	DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		19 024	0,00	1 059	−18,16
2025-06-26	NP	DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		71 769	0,00	3 995	−18,19
2025-07-29	NP	VFAIX - Vanguard Financials Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		40 976	−2,78	2 453	−12,33
2025-06-26	NP	FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		11 732	0,00	653	−18,17
2025-08-27	NP	BBVSX - Bridge Builder Small/Mid Cap Value Fund		230 141	−9,74	14 142	−6,68
2025-05-27	NP	NOSGX - Northern Small Cap Value Fund		83 725	−5,14	4 977	−18,00
2025-07-28	NP	NBGNX - Neuberger Berman Genesis Fund Investor Class		827 124	1,36	49 520	−8,62
2025-07-28	NP	AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		832	0,00	50	−10,91
2025-06-23	NP	SGPIX - Small-cap Growth Profund Investor Class		84	−1,18	5	−20,00
2025-07-24	NP	FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		36 011	7,68	2 156	−2,97
2025-08-28	NP	WFIVX - Wilshire 5000 Index Fund Investment Class		98	0,00	6	20,00
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund		129 856	8,06	7 980	11,70
2025-08-26	NP	PEXMX - T. Rowe Price Extended Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3 457	0,00	212	3,41
2025-07-28	NP	AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 334	−56,05	80	−60,70
2025-06-26	NP	FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		253 536	2,99	14 114	−15,73
2025-08-28	NP	SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		704	31,34	43	38,71
2025-05-27	NP	SBHVX - Segall Bryant & Hamill Small Cap Value Fund Institutional Class		0	−100,00	0	−100,00
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV		4 917	1,97	302	5,59
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares		131	3,97	8	14,29
2025-07-29	NP	SMXAX - SIIT Extended Market Index Fund - Class A		4 157	31,68	249	18,66
2025-08-27	NP	VTMSX - Vanguard Tax-Managed Small-Cap Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		154 671	−5,12	9 505	−1,91
2025-06-23	NP	SLPIX - Small-cap Profund Investor Class		24	−11,11	1	0,00
2025-07-25	NP	CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class		738		44
2025-08-26	NP	PCVAX - AllianzGI NFJ Small-Cap Value Fund A		84 089	72,11	5 167	77,93
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund		11 894	4,05	731	7,51
2025-08-26	NP	IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV		5 283	0,00	325	3,18
2025-07-29	NP	VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 347	−1,75	81	−12,09
2025-06-26	NP	FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4 835	18,22	269	−3,24
2025-06-26	NP	TIEIX - TIAA-CREF Equity Index Fund Institutional Class		19 759	0,00	1 100	−18,23
2025-08-28	NP	SSBIX - State Street Balanced Index Fund Class K		163	0,00	10	11,11
2025-06-23	NP	PSSMX - SmallCap S&P 600 Index Fund R-3		24 778	−5,21	1 379	−22,44
2025-06-18	NP	REBYX - U.S. Small Cap Equity Fund Class Y		0	−100,00	0	−100,00
2025-06-26	NP	TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class		31 241	−4,93	1 739	−22,19
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund		7		0
2025-08-29	NP	JADMX - Small Cap Opportunities Trust NAV		367		23
2025-06-24	NP	SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		61 733	2,66	3 437	−16,01
2025-08-21	NP	MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class		18 567	−2,43	1 141	0,80
2025-07-30	NP	SMCIX - S&P SmallCap Index Fund Direct Shares		996	0,00	60	−10,61
2025-06-26	NP	CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares		10 238	−2,60	570	−20,42