LKFN · Lakeland Financial Corp

$60.57 +0.54 (+0.90%) At close · Sep 4

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.51B

24.86M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 256

Total Value: $1,297,169,621

Total Shares: 21,017,034

Showing 1–100 of 256 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 256 13F filers · Δ vs Mar 31, 2026

Top Holder

17.3%

+0.3 pts

Top 5

44.0%

+0.6 pts

Top 10

59.3%

+0.9 pts

HHI

584

Broadly held+14

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +21

Institutional value: +8.5%

Shares held: +0.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large FULLER & THALER ASSET MANAGEMENT, INC.	+351,573	679,655
Mega AMERICAN CENTURY COMPANIES INC	+239,681	355,466
Mega AQR CAPITAL MANAGEMENT LLC	+144,467	203,681
Mega BlackRock, Inc.	+102,649	3,639,015
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	+73,809	82,235

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Copeland Capital Management, LLC	−606,320	44
Mid NFJ INVESTMENT GROUP, LLC	−220,485	232,747
Mega BANK OF AMERICA CORP /DE/	−104,785	216,625
Mega ENVESTNET ASSET MANAGEMENT INC	−93,932	21,012
Mega NORTHERN TRUST CORP	−47,359	271,574

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Y-Intercept (Hong Kong) Ltd	35,842	$2,212,168
Mid WESBANCO BANK INC	23,300	$1,438,076
Large Quadrature Capital Ltd	16,999	$1,049,178
Large Mariner, LLC	12,797	$789,830
Mega Jupiter Topco LLC	12,248	$755,946

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large HRT FINANCIAL LP	52,179	$2,994,031
Large STIFEL FINANCIAL CORP	41,989	$2,409,328
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC	31,780	$1,823,536
Large Balyasny Asset Management L.P.	25,406	$1,457,796
Mega JANUS HENDERSON GROUP PLC	12,248	$702,790

Filter: New 46 Increased 95 Reduced 69 Sold out 25 Unchanged 46

Showing 100 of 256

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$224,599,997

17.31%

3,639,015

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	52,040	$3,211,908	1.4%	Sole
BlackRock Investment Management (Australia) Ltd	89	$5,493	0.0%	Sole
BlackRock Asset Management Canada Ltd	172	$10,615	0.0%	Sole
BlackRock Investment Management, LLC	79,236	$4,890,445	2.2%	Sole
BLACKROCK ADVISORS LLC	55,044	$3,397,315	1.5%	Sole
BlackRock Fund Advisors	2,641,902	$163,058,191	72.6%	Sole
BlackRock Institutional Trust Company, N.A.	722,805	$44,611,524	19.9%	Sole
BlackRock Fund Managers Ltd.	4,034	$248,978	0.1%	Sole
BlackRock (Netherlands) B.V.	351	$21,663	0.0%	Sole
BlackRock Asset Management Ireland Ltd	64,458	$3,978,347	1.8%	Sole
BlackRock Asset Management Schweiz AG	3,758	$231,943	0.1%	Sole
Aperio Group, LLC	15,090	$931,354	0.4%	Sole
SpiderRock Advisors, LLC	36	$2,221	0.0%	Sole

NEUBERGER BERMAN GROUP LLC

$134,288,215

10.35%

2,175,765

STATE STREET CORP

$88,142,208

6.79%

1,428,098

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	1,428,098	$88,142,208	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$65,752,105

5.07%

1,065,329

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$58,070,002

4.48%

940,862

DIMENSIONAL FUND ADVISORS LP

$42,406,451

3.27%

687,078

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	3,829	$236,325	0.6%	Defined
DFA Australia Ltd.	8,894	$548,937	1.3%	Defined
Dimensional Fund Advisors Pte. Ltd.	206	$12,714	0.0%	Defined
Dimensional Ireland Ltd	45,013	$2,778,202	6.6%	Defined
Held directly	629,136	$38,830,273	91.6%	Sole

FULLER & THALER ASSET MANAGEMENT, INC.

$41,948,306

3.23%

679,655

GEODE CAPITAL MANAGEMENT, LLC

$40,834,939

3.15%

661,616

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	93,578	$5,775,634	14.1%	Defined
Held directly	568,038	$35,059,305	85.9%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$36,967,317

2.85%

598,952

SILVERCREST ASSET MANAGEMENT GROUP LLC

$36,341,785

2.80%

588,817

NEUMEIER POMA INVESTMENT COUNSEL LLC

$30,699,466

2.37%

497,399

TWO SIGMA INVESTMENTS, LP

$25,775,012

1.99%

417,612

AMERICAN CENTURY COMPANIES INC

$21,939,361

1.69%

355,466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	355,466	$21,939,361	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$18,528,837

1.43%

300,208

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	63,444	$3,915,763	21.1%	Defined
Raymond James Financial Services Advisors, Inc.	9,475	$584,797	3.2%	Defined
EAGLE ASSET MANAGEMENT INC	227,289	$14,028,277	75.7%	Defined

Boston Trust Walden Corp

$18,138,272

1.40%

293,880

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BOSTON TRUST WALDEN NATIONAL ASSOCIATION	165,261	$10,199,908	56.2%	Defined
Boston Trust Walden Inc.	128,619	$7,938,364	43.8%	Defined

AMERIPRISE FINANCIAL INC

$18,031,620

1.39%

292,152

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC joint	292,017	$18,023,288	100.0%	Defined
Ameriprise Financial Services, LLC	135	$8,332	0.0%	Defined

NORTHERN TRUST CORP

$16,761,544

1.29%

271,574

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	241,094	$14,880,320	88.8%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	18,283	$1,128,426	6.7%	Defined
MASON STREET ADVISORS, LLC joint	8,373	$516,781	3.1%	Other
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,824	$236,017	1.4%	Other

FMR LLC

$15,600,593

1.20%

252,764

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	251,868	$15,545,292	99.6%	Defined
STRATEGIC ADVISERS LLC	896	$55,301	0.4%	Defined

CITADEL ADVISORS LLC

$14,943,275

1.15%

242,114

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	78,721	$4,858,660	32.5%	Defined
Held directly	163,393	$10,084,615	67.5%	Defined

Qube Research & Technologies Ltd

$14,886,123

1.15%

241,188

NFJ INVESTMENT GROUP, LLC

$14,365,144

1.11%

232,747

MORGAN STANLEY

$14,023,211

1.08%

227,207

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	150	$9,258	0.1%	Defined
MORGAN STANLEY & CO. LLC	15,205	$938,452	6.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	90,607	$5,592,264	39.9%	Defined
MORGAN STANLEY AIP GP LP	81	$4,999	0.0%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	212	$13,084	0.1%	Defined
Morgan Stanley Investment Management LTD	3,244	$200,219	1.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	3,843	$237,189	1.7%	Defined
Morgan Stanley Bank, N.A.	15	$925	0.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	113,850	$7,026,821	50.1%	Defined

BANK OF AMERICA CORP /DE/

$13,370,093

1.03%

216,625

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	84,499	$5,215,278	39.0%	Defined
BOFA SECURITIES, INC.	6,948	$428,830	3.2%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	125,178	$7,725,985	57.8%	Defined

TIMUCUAN ASSET MANAGEMENT INC/FL

$12,986,566

1.00%

210,411

Bank of New York Mellon Corp

$12,857,383

0.99%

208,318

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	139,440	$8,606,236	66.9%	Defined
BNY Mellon Investment Adviser, Inc.	20,481	$1,264,087	9.8%	Defined
The Bank of New York Mellon	46,493	$2,869,547	22.3%	Defined
BNY Mellon, NA joint	1,165	$71,903	0.6%	Defined
BNY Mellon Advisors, Inc.	737	$45,487	0.4%	Defined
Held directly	2	$123	0.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$12,571,189

0.97%

203,681

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	77	$4,752	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	3	$185	0.0%	Other
Compound Planning, Inc.	7	$432	0.0%	Other
Arax Advisory Partners	1,526	$94,184	0.7%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1,039	$64,127	0.5%	Other
Stokes Family Office, LLC	74	$4,567	0.0%	Other
Held directly	200,955	$12,402,942	98.7%	Defined

GOLDMAN SACHS GROUP INC

$12,399,115

0.96%

200,893

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	133,054	$8,212,092	66.2%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	67,839	$4,187,023	33.8%	Defined

VANGUARD FIDUCIARY TRUST CO

$10,672,375

0.82%

172,916

Aptus Capital Advisors, LLC

$9,641,466

0.74%

156,213

KENNEDY CAPITAL MANAGEMENT LLC

$9,399,523

0.72%

152,293

MONARCH CAPITAL MANAGEMENT INC

$9,062,532

0.70%

146,833

UBS Group AG

$7,813,874

0.60%

126,602

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	3,667	$226,327	2.9%	Defined
UBS AG	118,713	$7,326,966	93.8%	Defined
UBS Securities LLC	4,222	$260,581	3.3%	Defined

D. E. Shaw & Co., Inc.

$7,587,733

0.58%

122,938

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	122,938	$7,587,733	100.0%	Defined

PRINCIPAL FINANCIAL GROUP INC

$7,482,994

0.58%

121,241

ProShare Advisors LLC

$6,982,198

0.54%

113,127

MILLENNIUM MANAGEMENT LLC

$6,876,472

0.53%

111,414

Invesco Ltd.

$6,254,332

0.48%

101,334

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	9,730	$600,534	9.6%	Defined
Invesco Trust Co joint	9,902	$611,151	9.8%	Defined
Invesco Capital Management LLC	81,702	$5,042,647	80.6%	Defined

Point72 Asset Management, L.P.

$6,160,890

0.47%

99,820

Nuveen, LLC

$5,982,641

0.46%

96,932

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	2,776	$171,334	2.9%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	42,283	$2,609,706	43.6%	Defined
TEACHERS ADVISORS, LLC joint	51,873	$3,201,601	53.5%	Defined

Public Sector Pension Investment Board

$5,283,725

0.41%

85,608

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$5,075,544

0.39%

82,235

RENAISSANCE TECHNOLOGIES LLC

$4,503,584

0.35%

72,968

RHUMBLINE ADVISERS

$4,119,748

0.32%

66,749

Squarepoint Ops LLC

$3,969,645

0.31%

64,317

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	64,317	$3,969,645	100.0%	Defined

WELLS FARGO & COMPANY/MN

$3,628,147

0.28%

58,784

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	21,913	$1,352,470	37.3%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	14,154	$873,584	24.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	22,717	$1,402,093	38.6%	Defined

Man Group plc

$3,578,834

0.28%

57,985

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AHL Partners LLP	4,314	$266,260	7.4%	Defined
Numeric Investors LLC	53,671	$3,312,574	92.6%	Defined

Legal & General Group Plc

$3,530,939

0.27%

57,209

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	38,292	$2,363,382	66.9%	Defined
Legal & General Investment Management Ltd joint	18,917	$1,167,557	33.1%	Defined

ExodusPoint Capital Management, LP

$3,264,062

0.25%

52,885

Swiss National Bank

$3,064,398

0.24%

49,650

TUDOR INVESTMENT CORP ET AL

$3,048,103

0.23%

49,386

JPMORGAN CHASE & CO

$2,957,004

0.23%

47,910

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	10,289	$635,037	21.5%	Defined
J.P. Morgan Investment Management Inc.	37,211	$2,296,662	77.7%	Defined
J.P. Morgan Securities LLC	264	$16,294	0.6%	Defined
J.P. Morgan Securities plc	146	$9,011	0.3%	Defined

1ST SOURCE BANK

$2,943,797

0.23%

47,696

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$2,931,883

0.23%

47,503

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	874	$53,943	1.8%	Defined
UBS Asset Management Switzerland AG	34,459	$2,126,809	72.5%	Sole
UBS Asset Management (UK) Ltd.	5,225	$322,486	11.0%	Defined
Held directly	6,945	$428,645	14.6%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$2,823,504

0.22%

45,747

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	45,747	$2,823,504	100.0%	Defined

Bridge City Capital, LLC

$2,576,254

0.20%

41,741

FIRST TRUST ADVISORS LP

$2,478,736

0.19%

40,161

Y-Intercept (Hong Kong) Ltd

$2,212,168

0.17%

35,842

Rosenthal | Henry Capital Advisors, Inc.

$2,126,500

0.16%

34,454

XTX Topco Ltd

$1,908,629

0.15%

30,924

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	30,924	$1,908,629	100.0%	Defined

SYM FINANCIAL Corp

$1,895,482

0.15%

30,711

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$1,782,720

0.14%

28,884

BNP PARIBAS ARBITRAGE, SA

$1,766,796

0.14%

28,626

DEUTSCHE BANK AG\

$1,707,668

0.13%

27,668

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	253	$15,615	0.9%	Defined
DWS Investments UK Ltd	26,214	$1,617,928	94.7%	Defined
DWS International GmbH	1,201	$74,125	4.3%	Defined

SEI INVESTMENTS CO

$1,655,824

0.13%

26,828

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	17,214	$1,062,448	64.2%	Sole
SEI TRUST CO	9,614	$593,376	35.8%	Sole

CITIGROUP INC

$1,598,732

0.12%

25,903

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	1,870	$115,416	7.2%	Defined
Citigroup Financial Products Inc. joint	24,033	$1,483,316	92.8%	Defined

PRUDENTIAL FINANCIAL INC

$1,588,425

0.12%

25,736

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	25,736	$1,588,425	100.0%	Defined

ALLIANCEBERNSTEIN L.P.

$1,566,268

0.12%

25,377

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	25,377	$1,566,268	100.0%	Defined

DARK FOREST CAPITAL MANAGEMENT LP

$1,548,739

0.12%

25,093

Campbell & CO Investment Adviser LLC

$1,475,108

0.11%

23,900

IEQ CAPITAL, LLC

$1,473,565

0.11%

23,875

WESBANCO BANK INC

$1,438,076

0.11%

23,300

HEARTLAND ADVISORS INC

$1,434,866

0.11%

23,248

Thrivent Financial for Lutherans

$1,372,282

0.11%

22,234

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Advisor Network, LLC	5,874	$362,543	26.4%	Sole
Held directly	16,360	$1,009,739	73.6%	Sole

CANADA LIFE ASSURANCE Co

$1,343,582

0.10%

21,769

NEW YORK STATE COMMON RETIREMENT FUND

$1,324,202

0.10%

21,455

WINTON GROUP Ltd

$1,321,240

0.10%

21,407

ENVESTNET ASSET MANAGEMENT INC

$1,296,860

0.10%

21,012

Mirae Asset Global Investments Co., Ltd.

$1,284,948

0.10%

20,819

Trexquant Investment LP

$1,269,456

0.10%

20,568

Quantinno Capital Management LP

$1,216,069

0.09%

19,703

Cetera Investment Advisers

$1,138,240

0.09%

18,442

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

$1,121,143

0.09%

18,165

VANGUARD ASSET MANAGEMENT, Ltd

$1,076,149

0.08%

17,436

Quadrature Capital Ltd

$1,049,178

0.08%

16,999

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	16,999	$1,049,178	100.0%	Other

Russell Investments Group, Ltd.

$1,035,042

0.08%

16,770

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	9,504	$586,586	56.7%	Defined
Russell Investments Capital, LLC	2,811	$173,494	16.8%	Defined
Russell Investments France SAS	646	$39,871	3.9%	Defined
Russell Investments Trust Company	3,809	$235,091	22.7%	Defined

Quantbot Technologies LP

$986,470

0.08%

15,983

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	15,983	$986,470	100.0%	Sole

Uncommon Cents Investing LLC

$942,217

0.07%

15,266

Cerity Partners LLC

$894,507

0.07%

14,493

MIRABELLA FINANCIAL SERVICES LLP

$891,360

0.07%

14,442

MetLife Investment Management, LLC

$890,557

0.07%

14,429

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	14,429	$890,557	100.0%	Defined

Rafferty Asset Management, LLC

$868,894

0.07%

14,078

Graham Capital Management, L.P.

$862,537

0.07%

13,975

SG Americas Securities, LLC

$831,491

0.06%

13,472

Illinois Municipal Retirement Fund

$822,727

0.06%

13,330

Mariner, LLC

$789,830

0.06%

12,797

Jupiter Topco LLC

$755,946

0.06%

12,248

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	12,248	$755,946	100.0%	Defined

Elo Mutual Pension Insurance Co

$727,061

0.06%

11,780

Forvis Mazars Wealth Advisors, LLC

$723,481

0.06%

11,722

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$705,336

0.05%

11,428

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	11,428	$705,336	100.0%	Defined

Inspire Investing, LLC

$681,450

0.05%

11,041

Key facts CIK 721994 CUSIP 511656100 13F (30d) 157 filings 157 filers Visit website Investor relations