As of the latest SEC filings, LCNB CORP (LCNB) is held by 102 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $5,998,657.84 in market value, representing a significant portion of its portfolio.
Funds holding LCNB CORP (LCNB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LCNB
- CIK:
- 0001074902
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $5,998,657.84 | 384,776 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $5,015,926.60 | 321,740 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,305,324.48 | 147,872 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,250,920.60 | 138,860 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,133,414.31 | 131,611 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,763,805.83 | 113,137 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,230,092.99 | 72,401 | Feb 28, 2026 | Apr 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.06% | $1,197,764.11 | 76,829 | Mar 31, 2026 | Jun 1, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,129,104.43 | 66,457 | Feb 28, 2026 | Apr 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,038,947.53 | 64,093 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $902,135.13 | 55,653 | Apr 30, 2026 | Jun 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.06% | $679,724.00 | 43,600 | Mar 31, 2026 | May 21, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $661,643.57 | 40,817 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $660,606.13 | 40,753 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $627,132.48 | 38,688 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $611,797.82 | 37,742 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $536,607.80 | 34,420 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $485,975.80 | 29,980 | Apr 30, 2026 | Jun 25, 2026 |
|
SMLV
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
|
ETF | State Street (SPDR) | 0.16% | $422,426.64 | 27,096 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $412,992.92 | 24,308 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $366,329.79 | 22,599 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $352,770.52 | 22,628 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $328,552.62 | 19,338 | Feb 28, 2026 | Apr 24, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.02% | $273,043.26 | 17,514 | Mar 31, 2026 | May 26, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.01% | $236,484.71 | 15,169 | Mar 31, 2026 | May 26, 2026 |
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