LCNB CORP - LCNB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bluespring Wealth Management, LLC | History | New | 1,087,854 | 19,135 | 0.37% | — | 1 | +1,087,854 | New | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | Added to | 959,927 | 16,885 | 0.0% | 0.0% | 2 | +134,162 | 16.25% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 549,013 | 9,657 | 0.0% | 0.0% | 3 | +2,452 | 0.45% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 548,355 | 9,645 | 0.0% | 0.0% | 4 | +24,828 | 4.74% | Q2 2026 | Aug 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 543,927 | 9,567 | 1.46% | 1.44% | 5 | -1,000 | -0.18% | Q2 2026 | Jul 14, 2026 |
| LCNB CORP | History | Reduced | 505,963 | 8,899 | 2.73% | 2.67% | 6 | -3,500 | -0.69% | Q2 2026 | Aug 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 360,333 | 6,340 | 0.0% | 0.0% | 7 | +34,833 | 10.7% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 183,101 | 3,220 | 0.0% | 0.0% | 8 | +728 | 0.4% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 152,816 | 2,688 | 0.0% | 0.0% | 9 | -3,467 | -2.22% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 135,561 | 2,384 | 0.02% | 0.02% | 10 | -1,345 | -0.98% | Q2 2026 | Jul 23, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 124,930 | 2,197 | 0.04% | 0.04% | 11 | +4,501 | 3.74% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 109,435 | 1,924 | 0.0% | 0.0% | 12 | +11,318 | 11.54% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 99,077 | 1,742 | 0.0% | 0.0% | 13 | +9,279 | 10.33% | Q2 2026 | Aug 14, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 93,582 | 1,646 | 0.58% | 0.54% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 92,795 | 1,632 | 0.0% | 0.0% | 15 | +14,928 | 19.17% | Q2 2026 | Aug 13, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 85,667 | 1,506 | 0.63% | 0.66% | 16 | -400 | -0.46% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 85,513 | 1,504 | 0.0% | 0.0% | 17 | +1,132 | 1.34% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 81,330 | 1,430 | 0.01% | 0.01% | 18 | +4,501 | 5.86% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 80,042 | 1,407 | 0.0% | 0.0% | 19 | +212 | 0.27% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 72,749 | 1,279 | 0.0% | 0.0% | 20 | +9,232 | 14.53% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 70,179 | 1,234 | 0.0% | 0.0% | 21 | +2,566 | 3.8% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 61,680 | 1,084 | 0.0% | 0.0% | 22 | +58 | 0.09% | Q2 2026 | Aug 12, 2026 |
| HORAN Wealth, LLC | History | Reduced | 60,964 | 1,072 | 0.13% | 0.12% | 23 | -17,637 | -22.44% | Q2 2026 | Aug 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 60,253 | 1,059 | 0.0% | 0.0% | 24 | +21,593 | 55.85% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 57,300 | 1,007 | 0.0% | 0.0% | 25 | +1,299 | 2.32% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Reduced | 51,389 | 903 | 0.0% | 0.0% | 26 | -1,632 | -3.08% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 48,522 | 848 | 0.0% | 0.0% | 27 | +4,357 | 9.87% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 43,399 | 763 | 0.0% | 0.0% | 28 | +3,648 | 9.18% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | New | 42,658 | 750 | 0.0% | — | 29 | +42,658 | New | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 37,733 | 663 | 0.01% | 0.01% | 30 | +10 | 0.03% | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | Reduced | 36,196 | 636 | 0.0% | 0.0% | 31 | -1,464 | -3.89% | Q2 2026 | Aug 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 34,027 | 598 | 0.05% | 0.05% | 32 | +341 | 1.01% | Q2 2026 | Jul 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 33,485 | 589 | 0.0% | 0.0% | 33 | -3,926 | -10.49% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,356 | 551 | 0.0% | 0.0% | 34 | +994 | 3.27% | Q2 2026 | Jul 29, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 27,844 | 489 | 0.0% | 0.0% | 35 | +11,681 | 72.27% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,144 | 477 | 0.0% | 0.0% | 36 | +14,177 | 109.33% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,169 | 425 | 0.0% | 0.0% | 37 | -7,785 | -24.36% | Q2 2026 | Sep 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 23,389 | 411 | 0.01% | 0.01% | 38 | +2,619 | 12.61% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | New | 21,700 | 381 | 0.0% | — | 39 | +21,700 | New | Q2 2026 | Jul 30, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 21,001 | 369 | 0.03% | 0.03% | 40 | +1 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Squarepoint Ops LLC | History | Added to | 20,716 | 364 | 0.0% | 0.0% | 41 | +2,920 | 16.41% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 19,901 | 350 | 0.0% | 0.0% | 42 | +4,516 | 29.35% | Q2 2026 | Aug 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 18,214 | 319 | 0.0% | 0.0% | 43 | +344 | 1.93% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 17,654 | 310 | 0.0% | 0.0% | 44 | +624 | 3.66% | Q2 2026 | Aug 11, 2026 |
| New Republic Capital, LLC | History | No change | 17,489 | 307 | 0.07% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Souders Financial Advisors | History | Reduced | 17,407 | 306 | 0.03% | 0.03% | 46 | -337 | -1.9% | Q2 2026 | Aug 05, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 17,393 | 305 | 0.08% | 0.08% | 47 | +217 | 1.26% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 16,733 | 294 | 0.0% | 0.0% | 48 | -12,421 | -42.6% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 15,838 | 278 | 0.0% | 0.0% | 49 | +5,940 | 60.01% | Q2 2026 | Aug 13, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 15,500 | 272 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,636 | 239 | 0.0% | 0.0% | 51 | +6,522 | 91.68% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 13,487 | 237 | 0.0% | 0.0% | 52 | +3,250 | 31.75% | Q2 2026 | Aug 07, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 13,034 | 229 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 12,664 | 222 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMERCE BANK | History | No change | 11,953 | 210 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kimelman & Baird, LLC | History | No change | 11,500 | 202 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Axim Planning & Wealth | History | No change | 11,500 | 202 | 0.28% | 0.22% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 11,381 | 200 | 0.0% | 0.0% | 59 | +4,616 | 68.23% | Q2 2026 | Aug 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 11,377 | 200 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Invesco Ltd. | History | Added to | 11,329 | 199 | 0.0% | 0.0% | 60 | +806 | 7.66% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 11,027 | 194 | 0.0% | — | 61 | +11,027 | New | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 11,005 | 193 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 9,471 | 166 | 0.0% | 0.0% | 63 | -645 | -6.38% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 8,318 | 146 | 0.0% | 0.0% | 64 | +1,867 | 28.94% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 8,284 | 145 | 0.0% | 0.0% | 65 | +6,788 | 453.74% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 6,739 | 118 | 0.0% | 0.0% | 66 | +98 | 1.48% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 6,380 | 112 | 0.0% | 0.0% | 67 | +5,613 | 731.81% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,361 | 111 | 0.0% | 0.0% | 68 | -89 | -1.38% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,949 | 104 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,797 | 102 | 0.0% | 0.0% | 70 | +327 | 5.98% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,699 | 82 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,701 | 82 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 3,290 | 51 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,845 | 50 | 0.0% | 0.0% | 74 | -231 | -7.51% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,808 | 49 | 0.0% | 0.0% | 75 | -1,052 | -27.25% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,863 | 33 | 0.0% | — | 76 | +1,862 | 186200.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,787 | 31 | 0.0% | 0.0% | 77 | +1,423 | 390.93% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 1,594 | 28 | 0.0% | 0.0% | 79 | -120 | -7.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,625 | 28 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | Added to | 1,401 | 24 | 0.0% | 0.0% | 80 | +309 | 28.3% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 873 | 15 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 872 | 15 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 800 | 14 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 653 | 11 | 0.0% | 0.0% | 85 | -2,944 | -81.85% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 650 | 11 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 591 | 10 | 0.0% | — | 86 | +241 | 68.86% | Q2 2026 | Aug 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 288 | 5 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 278 | 4 | 0.0% | 0.0% | 89 | -168 | -37.67% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | Reduced | 242 | 4 | 0.0% | 0.0% | 90 | -76 | -23.9% | Q2 2026 | Jul 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 189 | 3 | 0.0% | 0.0% | 91 | -539 | -74.04% | Q2 2026 | Aug 24, 2026 |
| Essential Partners LLC | History | Reduced | 77 | 1 | 0.0% | 0.0% | 94 | -16 | -17.2% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 71 | 1 | 0.0% | 0.0% | 93 | +5 | 7.58% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 101 | 1 | 0.0% | 0.0% | 92 | +2 | 2.02% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,081 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,487 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -5,757 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 4 | 0 | — | 0.0% | — | -120 | -96.77% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4 | 0 | — | 0.0% | — | -92 | -95.83% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 37 | 0 | — | 0.0% | — | -39 | -51.32% | Q2 2026 | Jul 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 55 | 0 | — | — | — | +19 | 52.78% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | Added to | 32 | 0 | — | — | — | +15 | 88.24% | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | Added to | 22 | 0 | — | — | — | +13 | 144.44% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | Added to | 21 | 0 | — | — | — | +10 | 90.91% | Q2 2026 | Jul 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 22, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |