Institutional Holders (2026 Q2)
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 | 2.73% | 505,963 | $8.9M |
| 2 | Ritter Daniher Financial Advisory LLC / DE | 1.46% | 543,927 | $9.6M |
| 3 | Kapstone Financial Advisors LLC | 0.63% | 85,667 | $1.5M |
| 4 | American Financial Group Inc | 0.58% | 93,582 | $1.6M |
| 5 | Bluespring Wealth Management, LLC | 0.37% | 1,087,854 | $19.1M |
| 6 | Axim Planning & Wealth | 0.28% | 11,500 | $202K |
| 7 | HORAN Wealth, LLC | 0.09% | 60,964 | $1.1M |
| 8 | Shoker Investment Counsel, Inc. | 0.08% | 17,393 | $306K |
| 9 | New Republic Capital, LLC | 0.07% | 17,489 | $308K |
| 10 | Hengehold Capital Management LLC | 0.05% | 34,027 | $599K |
| 11 | Bridgeway Capital Management, LLC | 0.04% | 124,930 | $2.2M |
| 12 | Souders Financial Advisors | 0.03% | 17,407 | $306K |
| 13 | Cornerstone Advisory, LLC | 0.03% | 21,001 | $369K |
| 14 | Baker Ellis Asset Management LLC | 0.03% | 15,500 | $273K |
| 15 | Center for Financial Planning, Inc. | 0.02% | 12,664 | $223K |
| 16 | Pekin Hardy Strauss, Inc. | 0.02% | 13,034 | $229K |
| 17 | Johnson Investment Counsel Inc | 0.02% | 135,561 | $2.4M |
| 18 | Kimelman & Baird, LLC | 0.02% | 11,500 | $202K |
| 19 | Equitable Trust Co | 0.01% | 11,377 | $200K |
| 20 | Bartlett & CO. Wealth Management LLC | 0.01% | 37,733 | $664K |
| 21 | Empowered Funds, LLC | 0.01% | 81,330 | $1.4M |
| 22 | Ritholtz Wealth Management | 0.01% | 23,389 | $411K |
| 23 | Renaissance Technologies LLC | 0.00% | 152,816 | $2.7M |
| 24 | Gill Capital Partners, LLC | 0.00% | 500 | $9K |
| 25 | O'shaughnessy Asset Management, LLC | 0.00% | 27,144 | $477K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|