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 | No change | 1,087,854 | 19,135 | 0.37% | 0.37% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 959,927 | 16,885 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 580,394 | 10,719 | 0.0% | 0.0% | 3 | +32,039 | 5.84% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 549,013 | 9,657 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 543,927 | 9,567 | 1.46% | 1.46% | 5 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LCNB CORP | History | No change | 505,963 | 8,899 | 2.73% | 2.73% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 360,333 | 6,340 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 183,101 | 3,220 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 152,816 | 2,688 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 135,561 | 2,384 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 124,930 | 2,197 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 109,435 | 1,924 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 99,077 | 1,742 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 93,582 | 1,646 | 0.58% | 0.58% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 92,795 | 1,632 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 85,667 | 1,506 | 0.63% | 0.63% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 85,513 | 1,504 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 81,330 | 1,430 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 80,042 | 1,407 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 72,749 | 1,279 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 70,179 | 1,234 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 61,680 | 1,084 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HORAN Wealth, LLC | History | No change | 60,964 | 1,072 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 60,253 | 1,059 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 57,300 | 1,007 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 51,389 | 903 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 48,522 | 848 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 43,399 | 763 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 42,658 | 750 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 39,100 | 722 | 0.0% | 0.0% | 30 | +17,400 | 80.18% | Q3 2026 | Oct 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 37,733 | 663 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | No change | 36,196 | 636 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 33,716 | 622 | 0.05% | 0.05% | 33 | -311 | -0.91% | Q3 2026 | Oct 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 33,485 | 589 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,320 | 541 | 0.0% | 0.0% | 35 | +12,587 | 75.22% | Q3 2026 | Nov 02, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 27,844 | 489 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 27,144 | 477 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,169 | 425 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 23,389 | 411 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Advisory, LLC | History | No change | 21,001 | 369 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Squarepoint Ops LLC | History | No change | 20,716 | 364 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 19,901 | 350 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,858 | 329 | 0.0% | 0.0% | 43 | -13,498 | -43.05% | Q3 2026 | Nov 02, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 17,589 | 324 | 0.08% | 0.08% | 44 | +196 | 1.13% | Q3 2026 | Nov 04, 2026 |
| Souders Financial Advisors | History | No change | 17,407 | 321 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 18,214 | 319 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 17,654 | 310 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New Republic Capital, LLC | History | No change | 17,489 | 307 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | New | 15,985 | 295 | 0.0% | — | 49 | +15,985 | New | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 15,838 | 278 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 13,500 | 249 | 0.03% | 0.03% | 51 | -2,000 | -12.9% | Q3 2026 | Oct 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 13,636 | 239 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 13,487 | 237 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Center for Financial Planning, Inc. | History | No change | 12,664 | 233 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| INVESTMENT PARTNERS, LTD. | History | New | 12,172 | 224 | 0.03% | — | 55 | +12,172 | New | Q3 2026 | Oct 28, 2026 |
| Kimelman & Baird, LLC | History | No change | 11,500 | 212 | 0.02% | 0.01% | 56 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| EQUITABLE TRUST CO | History | No change | 11,377 | 210 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| COMMERCE BANK | History | No change | 11,953 | 210 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 11,381 | 200 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 11,329 | 199 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 11,027 | 194 | 0.0% | 0.0% | 61 | 0 | 0.0% | 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 | No change | 9,471 | 166 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,318 | 146 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,284 | 145 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 6,739 | 118 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,361 | 111 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,949 | 104 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,797 | 102 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,699 | 82 | 0.0% | 0.0% | 70 | 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% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,845 | 50 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,808 | 49 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,863 | 33 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,787 | 31 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,625 | 28 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,594 | 28 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,401 | 24 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 873 | 15 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 800 | 14 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Reduced | 675 | 12 | 0.0% | 0.0% | 81 | -5,705 | -89.42% | Q3 2026 | Nov 04, 2026 |
| US BANCORP \DE\ | History | No change | 650 | 11 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 653 | 11 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 579 | 10 | 0.0% | 0.0% | 85 | +337 | 139.26% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 591 | 10 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 272 | 5 | 0.0% | 0.0% | 87 | -6 | -2.16% | Q3 2026 | Oct 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 288 | 5 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 189 | 3 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Covestor Ltd | History | Added to | 46 | 1 | 0.0% | — | 91 | +24 | 109.09% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 59 | 1 | 0.0% | — | 92 | +22 | 59.46% | Q3 2026 | Oct 08, 2026 |
| Essential Partners LLC | History | Reduced | 65 | 1 | 0.0% | 0.0% | 93 | -12 | -15.58% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 77 | 1 | 0.0% | 0.0% | 90 | +6 | 8.45% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 101 | 1 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,034 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Axim Planning & Wealth | History | Closed out | 0 | 0 | — | 0.28% | — | -11,500 | -100.0% | Q3 2026 | Oct 28, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -872 | -100.0% | Q3 2026 | Oct 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 51 | 0 | — | — | — | +43 | 537.5% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Added to | 46 | 0 | — | — | — | +14 | 43.75% | Q3 2026 | Oct 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 20, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 07, 2026 |
| True Wealth Design, LLC | History | Added to | 23 | 0 | — | — | — | +2 | 9.52% | Q3 2026 | Oct 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Optiver Holding B.V. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 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 |
| Basecamp Wealth Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |