Filing Research | LKFN - LAKELAND FINANCIAL CORP Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	293.9KSH	$18.1M
2	MONARCH CAPITAL MANAGEMENT INC	Shares	146.8KSH	$9.1M
3	Y-Intercept (Hong Kong) Ltd	Shares	35.8KSH	$2.2M
4	Mirae Asset Global Investments Co., Ltd.	Shares	20.8KSH	$1.3M
5	Uncommon Cents Investing LLC	Shares	15.3KSH	$942.2K
6	Louisiana State Employees Retirement System	Shares	10.9KSH	$672.7K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.7KSH	$467.1K
8	Police & Firemen's Retirement System of New Jersey	Shares	7.3KSH	$451.8K
9	Sequoia Financial Advisors, LLC	Shares	7.2KSH	$444.8K
10	KFG WEALTH MANAGEMENT, LLC	Shares	6.8KSH	$421.4K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.6KSH	$408.3K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.9KSH	$364.6K
13	Security Financial Services, INC.	Shares	4.2KSH	$260.6K
14	SAPIENT CAPITAL LLC	Shares	4.0KSH	$243.8K
15	FIRST MERCHANTS CORP	Shares	3.5KSH	$216.0K
16	Revolve Wealth Partners, LLC	Shares	3.3KSH	$206.1K
17	GAMMA Investing LLC	Shares	1.7KSH	$104.2K
18	Blue Trust, Inc.	Shares	841SH	$51.9K
19	Indiana Trust & Investment Management Co	Shares	400SH	$24.7K
20	EverSource Wealth Advisors, LLC	Shares	373SH	$23.0K
21	FIRST HORIZON CORP	Shares	194SH	$12.0K
22	IFP Advisors, Inc	Shares	175SH	$10.8K
23	Farther Finance Advisors, LLC	Shares	145SH	$8.9K
24	Retirement Wealth Solutions LLC	Shares	124SH	$7.6K
25	Physician Wealth Advisors, Inc.	Shares	79SH	$4.9K
26	SJS Investment Consulting Inc.	Shares	56SH	$3.5K
27	Versant Capital Management, Inc	Shares	51SH	$3.1K
28	True Wealth Design, LLC	Shares	34SH	$2.1K
29	SIGNATUREFD, LLC	Shares	27SH	$1.7K
30	FARMERS & MERCHANTS INVESTMENTS INC	Shares	15SH	$926
31	Wealth Enhancement Trust Services, Inc.	Shares	14SH	$864
32	State of Alaska, Department of Revenue	Shares	9.2KSH	$569
33	AMALGAMATED BANK	Shares	6.7KSH	$413
34	CX Institutional	Shares	6.1KSH	$374
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	6.0KSH	$373
36	Handelsbanken Fonder AB	Shares	6.0KSH	$372
37	GILPIN WEALTH MANAGEMENT, LLC	Shares	5SH	$309
38	JFS WEALTH ADVISORS, LLC	Shares	4SH	$247
39	MassMutual Private Wealth & Trust, FSB	Shares	4SH	$247
40	Fortitude Family Office, LLC	Shares	3SH	$185
41	CoreCap Advisors, LLC	Shares	2SH	$123
42	Davis Capital Management	Shares	1SH	$62

Manager changes2026-06-30 vs 2026-03-31

44 / 44 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+35.8K	+$2.2M	$2.2M
2	Boston Trust Walden Corp trimmed	Shares	-10.1K	+$698.1K	$18.1M
3	MONARCH CAPITAL MANAGEMENT INC trimmed	Shares	-1.1K	+$572.7K	$9.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.7K	+$467.1K	$467.1K
5	Sequoia Financial Advisors, LLC new	Shares	+7.2K	+$444.8K	$444.8K
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.2K	+$272.1K	$1.3M
7	Revolve Wealth Partners, LLC new	Shares	+3.3K	+$206.1K	$206.1K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+846	+$80.3K	$451.8K
9	Uncommon Cents Investing LLC unchanged	Shares	0	+$66.3K	$942.2K
10	Louisiana State Employees Retirement System trimmed	Shares	-300	+$30.1K	$672.7K
11	KFG WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$29.6K	$421.4K
12	Blue Trust, Inc. added	Shares	+364	+$24.5K	$51.9K
13	GAMMA Investing LLC added	Shares	+250	+$21.7K	$104.2K
14	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-123	+$21.7K	$408.3K
15	Security Financial Services, INC. unchanged	Shares	0	+$18.3K	$260.6K
16	SAPIENT CAPITAL LLC unchanged	Shares	0	+$17.1K	$243.8K
17	FIRST MERCHANTS CORP unchanged	Shares	0	+$15.2K	$216.0K
18	EverSource Wealth Advisors, LLC added	Shares	+120	+$8.5K	$23.0K
19	IFP Advisors, Inc added	Shares	+132	+$8.3K	$10.8K
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-329	+$6.8K	$364.6K
21	FIRST HORIZON CORP added	Shares	+70	+$4.9K	$12.0K
22	Farther Finance Advisors, LLC added	Shares	+63	+$4.2K	$8.9K
23	SJS Investment Consulting Inc. added	Shares	+55	+$3.4K	$3.5K
24	True Wealth Design, LLC added	Shares	+28	+$1.8K	$2.1K
25	Indiana Trust & Investment Management Co unchanged	Shares	0	+$1.7K	$24.7K
26	Wealth Enhancement Trust Services, Inc. new	Shares	+14	+$864	$864
27	Retirement Wealth Solutions LLC added	Shares	+1	+$565	$7.6K
28	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$342	$4.9K
29	MassMutual Private Wealth & Trust, FSB new	Shares	+4	+$247	$247
30	Versant Capital Management, Inc unchanged	Shares	0	+$222	$3.1K
31	CoreCap Advisors, LLC new	Shares	+2	+$123	$123
32	SIGNATUREFD, LLC unchanged	Shares	0	+$117	$1.7K
33	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$79	$309
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+755	+$70	$373
35	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$65	$926
36	Davis Capital Management new	Shares	+1	+$62	$62
37	CX Institutional unchanged	Shares	0	+$27	$374
38	Handelsbanken Fonder AB unchanged	Shares	0	+$26	$372
39	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$17	$247
40	Fortitude Family Office, LLC unchanged	Shares	0	+$13	$185
41	AMALGAMATED BANK trimmed	Shares	-570	-$4	$413
42	Abound Wealth Management exited	Shares	-3	-$173	$0
43	State of Alaska, Department of Revenue trimmed	Shares	-4.2K	-$203	$569
44	Wall Street Financial Group, Inc. exited	Shares	-8	-$459	$0