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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 825,765 | 12,873 | 0.0% | 0.0% | 1 | +7,795 | 0.95% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 705,265 | 11,559 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 546,561 | 8,520 | 0.0% | — | 3 | +546,561 | New | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 544,927 | 8,495 | 1.44% | 1.5% | 4 | -300 | -0.06% | Q1 2026 | May 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 523,527 | 8,162 | 0.0% | 0.0% | 5 | +28,883 | 5.84% | Q1 2026 | May 07, 2026 |
| LCNB CORP | History | Added to | 509,463 | 7,942 | 2.67% | 2.78% | 6 | +2,800 | 0.55% | Q1 2026 | May 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 325,500 | 5,076 | 0.0% | 0.0% | 7 | -3,987 | -1.21% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 182,373 | 2,843 | 0.0% | 0.0% | 8 | +1,491 | 0.82% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 156,283 | 2,436 | 0.0% | 0.0% | 9 | +18,167 | 13.15% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 136,906 | 2,134 | 0.02% | 0.02% | 10 | +58 | 0.04% | Q1 2026 | May 01, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 120,429 | 1,877 | 0.04% | 0.04% | 11 | +4,723 | 4.08% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 98,117 | 1,529 | 0.0% | 0.0% | 12 | +6,037 | 6.56% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 93,582 | 1,458 | 0.54% | 0.56% | 13 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 89,798 | 1,399 | 0.0% | 0.0% | 14 | +27,416 | 43.95% | Q1 2026 | May 15, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 86,067 | 1,341 | 0.66% | 0.7% | 15 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 84,381 | 1,315 | 0.0% | — | 16 | +84,381 | New | Q1 2026 | May 08, 2026 |
| HORAN Wealth, LLC | History | No change | 78,601 | 1,288 | 0.12% | 0.2% | 17 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 79,830 | 1,244 | 0.0% | 0.0% | 18 | -1,854 | -2.27% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 77,867 | 1,213 | 0.0% | — | 19 | +77,867 | New | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | Added to | 76,829 | 1,197 | 0.01% | 0.02% | 20 | +4,723 | 6.55% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 67,613 | 1,054 | 0.0% | 0.0% | 21 | -320 | -0.47% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 63,517 | 990 | 0.0% | 0.0% | 22 | +42,744 | 205.77% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 61,622 | 960 | 0.0% | 0.0% | 23 | +693 | 1.14% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 56,001 | 873 | 0.0% | 0.0% | 24 | -231 | -0.41% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 53,021 | 826 | 0.0% | 0.0% | 25 | +25,117 | 90.01% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 44,165 | 684 | 0.0% | 0.0% | 26 | +9,699 | 28.14% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 39,751 | 619 | 0.0% | 0.0% | 27 | +1,607 | 4.21% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 38,660 | 602 | 0.0% | 0.0% | 28 | +6,547 | 20.39% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 37,723 | 598 | 0.01% | 0.01% | 29 | +10 | 0.03% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 37,660 | 587 | 0.0% | 0.0% | 30 | -8,285 | -18.03% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 37,411 | 583 | 0.0% | 0.0% | 31 | +2,079 | 5.88% | Q1 2026 | May 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 33,686 | 525 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 31,954 | 498 | 0.0% | 0.0% | 33 | -1,404 | -4.21% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,362 | 473 | 0.0% | 0.0% | 34 | +2,433 | 8.71% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | New | 29,154 | 454 | 0.0% | — | 35 | +29,154 | New | Q1 2026 | Apr 30, 2026 |
| Cornerstone Advisory, LLC | History | No change | 21,000 | 327 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 20,770 | 323 | 0.01% | 0.0% | 37 | +6,329 | 43.83% | Q1 2026 | Apr 20, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 17,870 | 278 | 0.0% | 0.0% | 38 | +11,059 | 162.37% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 17,796 | 277 | 0.0% | 0.0% | 39 | +3,029 | 20.51% | Q1 2026 | May 15, 2026 |
| Souders Financial Advisors | History | Added to | 17,744 | 276 | 0.03% | 0.03% | 40 | +10 | 0.06% | Q1 2026 | May 04, 2026 |
| New Republic Capital, LLC | History | Added to | 17,489 | 272 | 0.09% | 0.08% | 41 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 17,176 | 267 | 0.08% | 0.08% | 42 | +225 | 1.33% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 17,030 | 265 | 0.0% | 0.0% | 43 | -73 | -0.43% | Q1 2026 | May 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 16,163 | 251 | 0.0% | 0.0% | 44 | +2,919 | 22.04% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 15,500 | 241 | 0.03% | 0.03% | 45 | -1,000 | -6.06% | Q1 2026 | Apr 17, 2026 |
| Nuveen, LLC | History | No change | 15,385 | 239 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 13,034 | 203 | 0.02% | 0.02% | 47 | -131 | -1.0% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 12,967 | 202 | 0.0% | 0.0% | 48 | -2,521 | -16.28% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 12,664 | 197 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FineMark National Bank & Trust | History | No change | 11,953 | 195 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | New | 11,953 | 186 | 0.0% | — | 51 | +11,953 | New | Q1 2026 | May 11, 2026 |
| Kimelman & Baird, LLC | History | No change | 11,500 | 179 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Axim Planning & Wealth | History | No change | 11,500 | 179 | 0.22% | 0.2% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 11,377 | 177 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 11,005 | 171 | 0.0% | 0.0% | 55 | -5,036 | -31.39% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 10,523 | 164 | 0.0% | 0.0% | 56 | -1,385 | -11.63% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | New | 10,237 | 159 | 0.0% | — | 57 | +10,237 | New | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 10,081 | 157 | 0.0% | — | 59 | +10,081 | New | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 10,116 | 157 | 0.0% | 0.0% | 58 | +645 | 6.81% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 9,898 | 154 | 0.0% | 0.0% | 60 | +9,507 | 2431.46% | Q1 2026 | May 15, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 7,487 | 116 | 0.02% | 0.06% | 61 | -13,013 | -63.48% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,114 | 110 | 0.0% | 0.0% | 62 | -10,005 | -58.44% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 6,765 | 105 | 0.0% | 0.0% | 63 | +3,631 | 115.86% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 6,641 | 103 | 0.0% | 0.0% | 64 | +27 | 0.41% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,450 | 100 | 0.0% | 0.0% | 66 | +166 | 2.64% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,451 | 100 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,949 | 92 | 0.0% | — | 67 | +5,949 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 5,757 | 89 | 0.0% | 0.0% | 68 | +53 | 0.93% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,470 | 86 | 0.0% | 0.0% | 69 | -4,008 | -42.29% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,699 | 73 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,701 | 73 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,860 | 60 | 0.0% | 0.0% | 72 | -159 | -3.96% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,597 | 56 | 0.0% | 0.0% | 73 | +2,927 | 436.87% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 3,290 | 51 | 0.0% | 0.0% | 74 | +511 | 18.39% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,076 | 47 | 0.0% | 0.0% | 75 | +231 | 8.12% | Q1 2026 | May 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 1,714 | 27 | 0.0% | 0.0% | 76 | +66 | 4.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,625 | 25 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,496 | 23 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | No change | 1,092 | 17 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 873 | 13 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | No change | 872 | 13 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IAG Wealth Partners, LLC | History | No change | 800 | 12 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 767 | 11 | 0.0% | 0.0% | 83 | +219 | 39.96% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 728 | 11 | 0.0% | 0.0% | 84 | -98 | -11.86% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 650 | 10 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 522 | 8 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 500 | 7 | 0.0% | — | 87 | +500 | New | Q1 2026 | Apr 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 446 | 6 | 0.0% | 0.0% | 88 | -330 | -42.53% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 364 | 5 | 0.0% | — | 89 | +333 | 1074.19% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 301 | 4 | 0.0% | 0.0% | 90 | -318 | -51.37% | Q1 2026 | Jun 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 288 | 4 | 0.0% | — | 92 | +288 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 318 | 4 | 0.0% | 0.0% | 91 | +140 | 78.65% | Q1 2026 | Apr 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 96 | 1 | 0.0% | — | 95 | +92 | 2300.0% | Q1 2026 | Apr 27, 2026 |
| Essential Partners LLC | History | Reduced | 93 | 1 | 0.0% | 0.0% | 98 | -47 | -33.57% | Q1 2026 | May 21, 2026 |
| Optiver Holding B.V. | History | Reduced | 124 | 1 | 0.0% | 0.0% | 96 | -40 | -24.39% | Q1 2026 | Jun 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 76 | 1 | 0.0% | 0.0% | 97 | -24 | -24.0% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 66 | 1 | 0.0% | — | 94 | +19 | 40.43% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 99 | 1 | 0.0% | 0.0% | 93 | +1 | 1.02% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -19,013 | -100.0% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,729 | -100.0% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,434 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | New | 350 | 0 | — | — | — | +350 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1 | 0 | — | 0.0% | — | -327 | -99.7% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 9 | 0 | — | 0.0% | — | -60 | -86.96% | Q1 2026 | May 05, 2026 |
| Kilter Group LLC | History | Added to | 42 | 0 | — | — | — | +34 | 425.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 36 | 0 | — | — | — | +16 | 80.0% | Q1 2026 | May 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 8 | 0 | — | — | — | +3 | 60.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |