AI Holders Summary · Q1 2026

251 institutions reported LKFN in Q1 2026. BlackRock, Inc. leads at 22.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$203M3.5M0.00%Q1 2026 02

Neuberger Berman Group LLC

CIK 0001465109

$124M2.2M0.09%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$79M1.4M0.00%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$63M1.1M0.00%Q1 2026 05

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$50M869K0.01%Q1 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$39M672K0.01%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$37M637K0.00%Q1 2026 08

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$37M636K0.26%Q1 2026 09

Copeland Capital Management, LLC

CIK 0001541743

$35M616K0.78%Q4 2025 10

Vanguard Portfolio Management

CIK 0002100121· Index

$33M574K0.00%Q1 2026 11

NEUMEIER POMA INVESTMENT COUNSEL LLC

CIK 0001044936

$27M478K2.26%Q1 2026 12

NFJ INVESTMENT GROUP, LLC

CIK 0001862664

$26M453K0.99%Q1 2026 13

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$20M357K0.02%Q1 2026 14

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$19M328K0.06%Q1 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$18M321K0.00%Q1 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$18M319K0.00%Q1 2026 17

Boston Trust Walden Corp

CIK 0001534866

$17M304K0.14%Q1 2026 18

AMERIPRISE FINANCIAL INC

CIK 0000820027

$17M295K0.00%Q1 2026 19

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$17M297K0.01%Q1 2026 20

FMR LLC

CIK 0000315066

$13M230K0.00%Q1 2026

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