Institutional Holders (2026 Q3)
105 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LCNB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Lcnb Corp | 2.91% | 497,399 | $9.2M |
| 2 | Kapstone Financial Advisors LLC | 0.63% | 85,667 | $1.6M |
| 3 | Bluespring Wealth Management, LLC | 0.30% | 543,927 | $9.6M |
| 4 | HORAN Wealth, LLC | 0.11% | 60,966 | $1.1M |
| 5 | Shoker Investment Counsel, Inc. | 0.08% | 17,589 | $325K |
| 6 | Hengehold Capital Management LLC | 0.05% | 33,716 | $623K |
| 7 | Investment Partners, LTD. | 0.03% | 12,172 | $225K |
| 8 | Souders Financial Advisors | 0.03% | 17,407 | $322K |
| 9 | Cornerstone Advisory, LLC | 0.03% | 21,001 | $388K |
| 10 | Baker Ellis Asset Management LLC | 0.03% | 13,500 | $249K |
| 11 | Center for Financial Planning, Inc. | 0.02% | 12,664 | $234K |
| 12 | Kimelman & Baird, LLC | 0.02% | 11,500 | $212K |
| 13 | Equitable Trust Co | 0.01% | 11,377 | $210K |
| 14 | Bartlett & CO. Wealth Management LLC | 0.01% | 37,742 | $697K |
| 15 | Ritholtz Wealth Management | 0.01% | 25,828 | $477K |
| 16 | O'shaughnessy Asset Management, LLC | 0.00% | 41,304 | $838K |
| 17 | Strs Ohio | 0.00% | 39,100 | $722K |
| 18 | Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 65,610 | $1.2M |
| 19 | Los Angeles Capital Management LLC | 0.00% | 29,565 | $546K |
| 20 | Quadrature Capital Ltd | 0.00% | 14,347 | $265K |
| 21 | Panagora Asset Management Inc | 0.00% | 29,240 | $540K |
| 22 | Kestra Advisory Services, LLC | 0.00% | 29,320 | $542K |
| 23 | Renaissance Technologies LLC | 0.00% | 56,200 | $1.0M |
| 24 | IAG Wealth Partners, LLC | 0.00% | 800 | $15K |
| 25 | Commerce Bank | 0.00% | 11,953 | $221K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|