Lakeland FinancialLKFN
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 255 institutions reported holding Lakeland Financial Corp. (LKFN) in their 13F filings, up 20 from Q1 2026. 41 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($224.6M), Neuberger Berman Group LLC ($134.3M) and State Street Corp. ($88.1M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Lakeland Financial Corp.
- CUSIP
- 511656100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $13.4M |
| Exits | 20 | $10.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,923,338 shares bought and 1,734,219 shares sold, net +189,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| BlackRock, Inc. | 0.00% | Add +2.9% | 3,639,015 | $224.6M |
| Neuberger Berman Group LLC | 0.09% | Add +0.5% | 2,175,765 | $134.3M |
| State Street Corp. | 0.00% | Add +3.6% | 1,428,098 | $88.1M |
| Vanguard Capital Management LLC | 0.00% | Reduce -3.0% | 1,065,329 | $65.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.2% | 940,862 | $58.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.2% | 687,078 | $42.4M |
| Fuller & Thaler Asset Management, Inc. | 0.11% | Add +107.2% | 679,655 | $41.9M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 661,616 | $40.8M |
| Vanguard Portfolio Management LLC | 0.00% | Add +4.4% | 598,952 | $37.0M |
| Silvercrest Asset Management Group LLC | 0.24% | Reduce -7.4% | 588,817 | $36.3M |
| Neumeier Poma Investment Counsel LLC | 2.10% | Add +4.0% | 497,399 | $30.7M |
| Two Sigma Investments, LP | 0.02% | Add +17.1% | 417,612 | $25.8M |
| American Century Companies Inc. | 0.01% | Add +207.0% | 355,466 | $21.9M |
| Raymond James Financial Inc. | 0.01% | Add +1.2% | 300,208 | $18.5M |
| Boston Trust Walden Corp | 0.14% | Reduce -3.3% | 293,880 | $18.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 292,152 | $18.0M |
| Northern Trust Corp. | 0.00% | Reduce -14.8% | 271,574 | $16.8M |
| FMR LLC | 0.00% | Add +9.9% | 252,764 | $15.6M |
| Citadel Advisors | 0.01% | Add +27.5% | 242,114 | $14.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +23.6% | 241,188 | $14.9M |
| NFJ Investment Group, LLC | 0.49% | Reduce -48.6% | 232,747 | $14.4M |
| Morgan Stanley | 0.00% | Add +1.3% | 227,207 | $14.0M |
| Bank of America Corp. | 0.00% | Reduce -32.6% | 216,625 | $13.4M |
| Timucuan Asset Management Inc. | 0.48% | No change | 210,411 | $13.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.9% | 208,318 | $12.9M |
| AQR Capital Management | 0.00% | Add +244.0% | 203,681 | $12.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.7% | 200,893 | $12.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +2.4% | 172,916 | $10.7M |
| Aptus Capital Advisors, LLC | 0.07% | Add +0.6% | 156,213 | $9.6M |
| Kennedy Capital Management LLC | 0.17% | Reduce -2.8% | 152,293 | $9.4M |
| Monarch Capital Management Inc. | 2.08% | Reduce -0.8% | 146,833 | $9.1M |
| UBS Group AG | 0.00% | Add +23.6% | 126,602 | $7.8M |
| D. E. Shaw & Co. | 0.01% | Add +16.9% | 122,938 | $7.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.4% | 121,241 | $7.5M |
| ProShare Advisors LLC | 0.01% | Add +0.2% | 113,127 | $7.0M |
| Millennium Management | 0.00% | Add +90.9% | 111,414 | $6.9M |
| Invesco Ltd. | 0.00% | Reduce -6.4% | 101,334 | $6.3M |
| Point72 Asset Management | 0.01% | Add +20.4% | 99,820 | $6.2M |
| Nuveen, LLC | 0.00% | Add +0.5% | 96,932 | $6.0M |
| Public Sector Pension Investment Board | 0.01% | Reduce -5.1% | 85,608 | $5.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +876.0% | 82,235 | $5.1M |
| Renaissance Technologies | 0.01% | Add +24.6% | 72,968 | $4.5M |
| Rhumbline Advisers | 0.00% | Reduce -11.4% | 66,749 | $4.1M |
| Squarepoint Ops LLC | 0.01% | Add +76.4% | 64,317 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +46.3% | 58,784 | $3.6M |
| Man Group plc | 0.01% | Add +126.8% | 57,985 | $3.6M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 57,209 | $3.5M |
| ExodusPoint Capital Management, LP | 0.03% | Add +73.0% | 52,885 | $3.3M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 49,650 | $3.1M |
| Tudor Investment Corporation | 0.01% | Reduce -17.6% | 49,386 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.7% | 47,910 | $3.0M |
| 1ST Source Bank | 0.13% | Reduce -18.4% | 47,696 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.9% | 47,503 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.5% | 45,747 | $2.8M |
| Bridge City Capital, LLC | 0.59% | Add +36.8% | 41,741 | $2.6M |
| First Trust Advisors LP | 0.00% | Add +3.0% | 40,161 | $2.5M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 35,842 | $2.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.86% | Reduce -19.6% | 34,454 | $2.1M |
| XTX Topco Ltd | 0.02% | Add +2.2% | 30,924 | $1.9M |
| SYM FINANCIAL Corp | 0.15% | Reduce -52.9% | 30,711 | $1.9M |
| California State Teachers Retirement System | 0.00% | Add +16.8% | 28,884 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +33.0% | 28,626 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +16.6% | 27,668 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -45.8% | 26,828 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -36.9% | 25,903 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +0.8% | 25,736 | $1.6M |
| Dark Forest Capital Management LP | 0.10% | Add +420.4% | 25,093 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +328.8% | 23,900 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +544.6% | 23,875 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.7% | 25,377 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | New | 23,300 | $1.4M |
| Heartland Advisors Inc. | 0.06% | Reduce -1.1% | 23,248 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.1% | 22,234 | $1.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.0% | 21,769 | $1.3M |
| New York State Common Retirement Fund | 0.00% | Add +20.0% | 21,455 | $1.3M |
| WINTON GROUP Ltd | 0.04% | Add +1.1% | 21,407 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -81.7% | 21,012 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +17.9% | 20,819 | $1.3M |
| Trexquant Investment LP | 0.01% | Reduce -15.1% | 20,568 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +174.8% | 19,703 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -25.6% | 18,442 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -57.1% | 18,165 | $1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 17,436 | $1.1M |
| Quadrature Capital Ltd | 0.01% | New | 16,999 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +3.6% | 16,770 | $1.0M |
| Quantbot Technologies LP | 0.04% | Reduce -10.3% | 15,983 | $986K |
| Uncommon Cents Investing LLC | 0.20% | No change | 15,266 | $942K |
| Cerity Partners LLC | 0.00% | Add +26.3% | 14,493 | $895K |
| Mirabella Financial Services LLP | 0.09% | Add +168.1% | 14,442 | $891K |
| MetLife Investment Management, LLC | 0.00% | Add +3.1% | 14,429 | $891K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -26.3% | 14,078 | $869K |
| Graham Capital Management, L.P. | 0.03% | Add +14.6% | 13,975 | $863K |
| SG Americas Securities, LLC | 0.00% | Add +18.6% | 13,472 | $831K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -0.3% | 13,330 | $823K |
| Mariner, LLC | 0.00% | New | 12,797 | $790K |
| Jupiter Topco LLC | 0.00% | — | 12,248 | $756K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 11,780 | $727K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 11,722 | $723K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.9% | 11,428 | $705K |
| Inspire Investing, LLC | 0.03% | Add +23.3% | 11,041 | $681K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.7% | 10,900 | $673K |
| Royal Bank of Canada | 0.00% | Reduce -77.7% | 10,853 | $670K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.16% | Reduce -77.1% | 2,213 | $668K |
| Jain Global LLC | 0.01% | New | 10,724 | $662K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.5% | 10,541 | $651K |
| Jump Financial, LLC | 0.01% | New | 10,525 | $650K |
| Gsa Capital Partners LLP | 0.04% | Reduce -71.9% | 10,406 | $642K |
| LPL Financial LLC | 0.00% | Reduce -19.0% | 10,369 | $640K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 9,835 | $607K |
| Smartleaf Asset Management LLC | 0.02% | No change | 9,649 | $589K |
| Barclays PLC | 0.00% | Reduce -53.1% | 9,543 | $589K |
| Numerai GP LLC | 0.05% | Add +47.0% | 9,424 | $582K |
| Pathway Financial Advisers, LLC | 0.14% | No change | 9,276 | $573K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -31.5% | 9,226 | $569K |
| Freestone Grove Partners LP | 0.00% | Add +41.2% | 9,103 | $562K |
| HSBC Holdings PLC | 0.00% | New | 8,605 | $529K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,481 | $523K |
| Corient Private Wealth LP | 0.00% | New | 8,344 | $515K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -1.8% | 7,929 | $489K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,734 | $467K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +13.1% | 7,320 | $452K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,207 | $445K |
| Arizona State Retirement System | 0.00% | Reduce -2.6% | 6,832 | $422K |
| KFG Wealth Management, LLC | 0.05% | No change | 6,827 | $421K |
| Legato Capital Management LLC | 0.03% | Add +40.4% | 6,825 | $421K |
| Amalgamated Bank | 0.00% | Reduce -7.8% | 6,689 | $413K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 6,679 | $412K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,630 | $409K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.8% | 6,615 | $408K |
| Choreo, LLC | 0.00% | Reduce -2.5% | 6,561 | $405K |
| iSAM Funds (UK) Ltd | 0.28% | New | 6,500 | $401K |
| Captrust Financial Advisors | 0.00% | Add +46.3% | 6,485 | $400K |
| Atom Investors LP | 0.04% | New | 6,481 | $400K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 6,402 | $395K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 6,230 | $385K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.4% | 6,060 | $374K |
| CX Institutional | 0.01% | No change | 6,052 | $374K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +10.2% | 6,048 | $373K |
| New York State Teachers Retirement System | 0.00% | Add +14.3% | 6,040 | $373K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,030 | $372K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.6% | 6,016 | $371K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,984 | $369K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -5.3% | 5,908 | $365K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -31.0% | 5,897 | $364K |
| Fifth Third Bancorp | 0.00% | Reduce -43.1% | 5,809 | $359K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,796 | $358K |
| Jane Street Group, LLC | 0.00% | Reduce -86.6% | 5,745 | $355K |
| Pathstone Holdings, LLC | 0.00% | Add +10.1% | 5,723 | $353K |
| Axq Capital, LP | 0.04% | New | 5,687 | $351K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -1.7% | 5,638 | $348K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,500 | $339K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -44.9% | 5,383 | $332K |
| Marshall Wace, LLP | 0.00% | Reduce -69.5% | 5,382 | $332K |
| Intech Investment Management LLC | 0.00% | Reduce -10.5% | 5,333 | $329K |
| Voya Investment Management LLC | 0.00% | Add +10.1% | 5,049 | $312K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 4,730 | $292K |
| Arkadios Wealth Advisors | 0.00% | Add +1.1% | 4,409 | $272K |
| Security Financial Services, INC. | 0.04% | No change | 4,222 | $261K |
| Odyssean, LLC | 0.04% | No change | 4,186 | $258K |
| Inceptionr LLC | 0.06% | New | 4,091 | $252K |
| Canada Pension Plan Investment Board | 0.00% | No change | 4,000 | $247K |
| Sapient Capital LLC | 0.00% | No change | 3,950 | $244K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,902 | $241K |
| Pictet Asset Management Holding SA | 0.00% | Add +1.1% | 3,812 | $235K |
| Victory Capital Management Inc. | 0.00% | Reduce -5.4% | 3,781 | $233K |
| DRW Securities, LLC | 0.01% | New | 3,751 | $232K |
| Aquatic Capital Management LLC | 0.01% | New | 3,737 | $231K |
| Creative Planning | 0.00% | New | 3,662 | $226K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -2.7% | 3,636 | $224K |
| MQS Management LLC | 0.27% | New | 3,579 | $221K |
| First Merchants Corp. | 0.01% | No change | 3,500 | $216K |
| Bank of Montreal | 0.00% | New | 3,458 | $213K |
| State of Wisconsin Investment Board | 0.00% | New | 3,354 | $207K |
| Revolve Wealth Partners, LLC | 0.02% | New | 3,340 | $206K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +7.2% | 2,252 | $139K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,144 | $132K |
| US Bancorp \de | 0.00% | Reduce -8.0% | 2,139 | $132K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.5% | 1,953 | $122K |
| Arax Advisory Partners | 0.00% | Add +212.9% | 1,774 | $109K |
| GAMMA Investing LLC | 0.00% | Add +17.4% | 1,689 | $104K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,465 | $90K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -11.6% | 1,348 | $83K |
| KBC Group NV | 0.00% | No change | 998 | $62K |
| Blue Trust, Inc. | 0.00% | Add +76.3% | 841 | $52K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2.1% | 772 | $48K |
| TD Private Client Wealth LLC | 0.00% | Add +37.3% | 765 | $47K |
| Nisa Investment Advisors, LLC | 0.00% | Add +101.1% | 706 | $44K |
| Allworth Financial LP | 0.00% | Add +336.4% | 659 | $41K |
| Global Retirement Partners, LLC | 0.00% | — | 614 | $38K |
| Osaic Holdings, Inc. | 0.00% | Add +71.0% | 530 | $33K |
| Salomon & Ludwin, LLC | 0.00% | No change | 488 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -10.5% | 462 | $29K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 400 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 392 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +47.4% | 373 | $23K |
| Public Employees Retirement System of Ohio | 0.00% | Add +9.0% | 302 | $19K |
| Bessemer Group Inc. | 0.00% | Reduce -96.0% | 262 | $17K |
| NBH Bank | 0.01% | — | 275 | $17K |
| UMB Bank, n.a. | 0.00% | Add +20.8% | 267 | $16K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.4% | 249 | $15K |
| First Horizon Corp. | 0.00% | Add +56.5% | 194 | $12K |
| Essential Partners LLC | 0.01% | Add +450.0% | 187 | $12K |
| Mather Group, Llc. | 0.00% | No change | 183 | $11K |
| IFP Advisors, Inc | 0.00% | Add +307.0% | 175 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 169 | $10K |
| Nykredit A/S | 0.00% | — | 150 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Add +76.8% | 145 | $9K |
| Optiver Holding B.V. | 0.00% | Add +294.4% | 142 | $9K |
| Retirement Wealth Solutions LLC | 0.00% | Add +0.8% | 124 | $8K |
| Los Angeles Capital Management LLC | 0.00% | No change | 98 | $6K |
| Synergy Investment Management, LLC | 0.00% | New | 84 | $5K |
| WPG Advisers, LLC | 0.00% | Add +72.0% | 86 | $5K |
| Rothschild Investment LLC | 0.00% | Add +245.8% | 83 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 79 | $5K |
| Quarry LP | 0.00% | New | 72 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +61.9% | 68 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 62 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +5500.0% | 56 | $3K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 56 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 55 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 52 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +56.7% | 47 | $3K |
| Copeland Capital Management, LLC | 0.00% | Reduce -100.0% | 44 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +46.4% | 41 | $3K |
| True Wealth Design, LLC | 0.00% | Add +466.7% | 34 | $2K |
| TD Capital Management LLC | 0.00% | Add +3.2% | 32 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 29 | $2K |
| Signaturefd, LLC | 0.00% | No change | 27 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 21 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 21 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 20 | $1K |
| Larson Financial Group LLC | 0.00% | New | 20 | $1K |
| MidFirst Bank | 0.00% | No change | 19 | $1K |
| Horizon Investments, LLC | 0.00% | New | 17 | $1K |
| Covestor Ltd | 0.00% | Add +25.0% | 15 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 16 | $988 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 15 | $926 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 14 | $864 |
| Kilter Group LLC | 0.00% | No change | 10 | $618 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 7 | $432 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 5 | $309 |
| Gilpin Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $309 |
| Fiduciary Financial Advisors | 0.00% | New | 5 | $309 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 4 | $247 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 4 | $247 |
| Ankerstar Wealth, LLC | 0.00% | New | 3 | $185 |
| Fortitude Family Office, LLC | 0.00% | No change | 3 | $185 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -99.2% | 2 | $151 |
| CoreCap Advisors, LLC | 0.00% | New | 2 | $123 |
| Davis Capital Management | 0.00% | New | 1 | $62 |
| JPL Wealth Management, LLC | 0.00% | New | 1 | $62 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $62 |
| Simplex Trading, LLC | 0.00% | Reduce -88.9% | 1 | $61 |
| Evolution Advisers, Inc. | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is LKFN's weight in each manager's 13F, not the share of Lakeland Financial Corp. the manager owns.