Funds holding Limoneira Co
126 funds declare a position · 28 ETFs and 98 other funds · 41.1M $ · US5327461043
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 573,925 | 7.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 393,194 | 5.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 290,000 | 3.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 195,895 | 2.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 163,816 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 6 | iShares Russell 2000 Value ETF iShares Trust | 134,071 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 7 | TETON Westwood Mighty Mites Fund Teton Westwood Funds | 113,000 | 1.5M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 8 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 86,526 | 1.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 9 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 82,225 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 10 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 76,120 | 969K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 11 | The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 64,000 | 858.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 12 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 60,239 | 766.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 13 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 57,754 | 735.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 14 | The Adirondack Small Cap Fund Adirondack Funds | 46,460 | 623.5K $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| 15 | iShares Micro-Cap ETF iShares Trust | 41,924 | 562.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 16 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 41,759 | 531.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 17 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 35,899 | 457K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 18 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 34,513 | 486.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 19 | Acuitas Small Cap Active ETF Series Portfolios Trust | 28,820 | 386.8K $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 20 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 28,068 | 395.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 21 | Master Small Cap Index Series Quantitative Master Series LLC | 27,723 | 372K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 22 | Nuveen Equity Index Fund TIAA-CREF Funds | 25,834 | 328.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 23 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 23,415 | 298.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 24 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 23,263 | 327.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 25 | FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 20,995 | 281.8K $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 26 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 20,657 | 277.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 27 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 19,119 | 256.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 28 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,665 | 224.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 29 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,416 | 221.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 30 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 16,975 | 216.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 31 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 15,000 | 201.3K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 32 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 13,651 | 183.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 33 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,300 | 165.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 34 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,132 | 170.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 35 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 11,598 | 163.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 36 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 10,775 | 137.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 37 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 10,604 | 135K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 38 | Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc | 10,000 | 134.2K $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 39 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,589 | 122.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 40 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 9,259 | 124.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 41 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,104 | 115.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 42 | Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 9,085 | 115.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 43 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 9,063 | 121.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 44 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 8,022 | 102.1K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 45 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 7,546 | 101.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 46 | iShares Russell 3000 ETF iShares Trust | 7,513 | 100.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 47 | Small Cap Index Fund Northern Funds | 7,373 | 98.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 48 | Global X Russell 2000 ETF GLOBAL X FUNDS | 7,251 | 92.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 49 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 7,226 | 92K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | Small Cap Index Fund VALIC Co I | 6,773 | 95.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 51 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 5,700 | 76.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 52 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 5,400 | 72.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 53 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 5,260 | 67K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 54 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,943 | 66.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 55 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,494 | 57.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 56 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,434 | 59.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 57 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,181 | 56.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 58 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 4,057 | 51.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 59 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,631 | 46.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 60 | Small Cap Index Trust John Hancock Variable Insurance Trust | 3,493 | 46.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 61 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 3,470 | 46.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,400 | 47.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 63 | EQ/Small Company Index Portfolio EQ Advisors Trust | 3,350 | 45K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 64 | AST Small-Cap Equity Portfolio Advanced Series Trust | 3,208 | 43.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3,158 | 42.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 66 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,925 | 39.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 67 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,499 | 33.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 68 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,404 | 32.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 69 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,273 | 28.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 70 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,209 | 28.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 71 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,177 | 29.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 72 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,072 | 27.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 73 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,958 | 26.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 74 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,943 | 24.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 75 | Avantis U.S. Equity ETF American Century ETF Trust | 1,913 | 27K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 76 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,908 | 26.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 77 | Victory Extended Market Index Fund Victory Portfolios III | 1,878 | 23.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 78 | Small Cap Core Fund Northern Funds | 1,821 | 24.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 79 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,710 | 22.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 80 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,700 | 21.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 81 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,700 | 21.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 82 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,543 | 21.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 83 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,508 | 21.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 84 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,461 | 18.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,446 | 19.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 86 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,437 | 18.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 87 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,384 | 17.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 88 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,380 | 18.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 89 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,304 | 16.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 90 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,287 | 17.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 91 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,236 | 16.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 92 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,153 | 15.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 93 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,078 | 14.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 94 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,044 | 14K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 95 | ProShares Ultra Russell2000 ProShares Trust | 1,032 | 14.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 96 | ProShares UltraPro Russell2000 ProShares Trust | 1,029 | 14.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 97 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 992 | 13.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 98 | Avantis Total Equity Markets ETF American Century ETF Trust | 910 | 12.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 99 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 785 | 10.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 100 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 726 | 9.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
114 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Global Alpha Capital Management Ltd. | 2,926,267 | 39.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,107,125 | 14.9M $ | as of Mar 31, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 578,059 | 7.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 428,605 | 5.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 416,797 | 5.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 333,499 | 4.5M $ | as of Mar 31, 2026 |
| Riverwater Partners LLC | 329,184 | 4.4M $ | as of Mar 31, 2026 |
| GAMCO INVESTORS, INC. ET AL | 293,200 | 3.9M $ | as of Mar 31, 2026 |
| Peapod Lane Capital LLC | 248,343 | 3.3M $ | as of Mar 31, 2026 |
| Quinn Opportunity Partners LLC | 180,357 | 2.4M $ | as of Mar 31, 2026 |
| FLAX POND CAPITAL, LLC | 171,132 | 2.3M $ | as of Mar 31, 2026 |
| GABELLI FUNDS LLC | 149,500 | 2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 137,941 | 1.9M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 129,869 | 1.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 117,451 | 1.6M $ | as of Mar 31, 2026 |
| Teton Advisors, LLC | 113,000 | 1.5M $ | as of Mar 31, 2026 |
| WHITE PINE CAPITAL LLC | 97,625 | 1.3M $ | as of Mar 31, 2026 |
| Cinctive Capital Management LP | 96,429 | 1.3M $ | as of Mar 31, 2026 |
| Robertson Stephens Wealth Management, LLC | 88,205 | 1.2M $ | as of Mar 31, 2026 |
| Federation des caisses Desjardins du Quebec | 75,327 | 1M $ | as of Mar 31, 2026 |
| Rathbones Group PLC | 73,360 | 984.5K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 72,489 | 972.8K $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 64,341 | 863.5K $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 62,758 | 842.2K $ | as of Mar 31, 2026 |
| SFE Investment Counsel | 60,010 | 805.3K $ | as of Mar 31, 2026 |