Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
227 institutional managers reported holding LKFN for the quarter ended Mar 31, 2026. Together they hold about 81% of shares outstanding; the top 10 hold 50%. 24 opened new positions; 21 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 3.54M | 13.87% | $202.8M | trimmed -0.7% | ≤2013 |
| Neuberger Berman Group LLC | 2.17M | 8.49% | $124.2M | added +21.5% | 2017 Q2 |
| Vanguard Group | 1.87M | 7.35% | $107.5M | trimmed -0.7% | ≤2013 |
| State Street | 1.38M | 5.41% | $79.1M | added +8.2% | ≤2013 |
| Charles Schwab Investment Management | 869.3k | 3.41% | $49.8M | trimmed -17.1% | ≤2013 |
| Dimensional Fund Advisors | 672.2k | 2.64% | $38.5M | trimmed -4.8% | ≤2013 |
| Geode Capital | 636.8k | 2.50% | $36.5M | added +3.1% | ≤2013 |
| Silvercrest Asset Management Group LLC | 636.1k | 2.50% | $36.5M | trimmed -12.3% | 2020 Q1 |
| Copeland Capital Management, LLC | 606.4k | 2.38% | $34.8M | trimmed -1.5% | 2019 Q1 |
| Neumeier Poma Investment Counsel LLC (focused) | 478.2k | 1.88% | $27.4M | trimmed -0.8% | 2014 Q4 |
| NFJ Investment Group, LLC | 453.2k | 1.78% | $26.0M | added +0.9% | 2023 Q2 |
| Two Sigma | 356.6k | 1.40% | $20.4M | added +97.2% | 2021 Q2 |
| Fuller & Thaler Asset Management, INC. | 328.1k | 1.29% | $18.8M | unchanged | 2018 Q4 |
| Bank OF America CORP /DE/ | 321.4k | 1.26% | $18.4M | added +4.8% | ≤2013 |
| Northern Trust | 318.9k | 1.25% | $18.3M | trimmed -3.4% | ≤2013 |
| Boston Trust Walden CORP | 303.9k | 1.19% | $17.4M | trimmed -11.7% | 2025 Q3 |
| Raymond James Financial INC | 296.6k | 1.16% | $17.0M | added +0.9% | 2017 Q3 |
| Ameriprise Financial INC | 294.8k | 1.16% | $16.9M | trimmed -1% | ≤2013 |
| FMR (Fidelity) | 230.0k | 0.90% | $13.2M | added +18.5% | 2013 Q3 |
| Goldman Sachs | 224.8k | 0.88% | $12.9M | trimmed -10.6% | ≤2013 |
| Morgan Stanley | 224.2k | 0.88% | $12.9M | trimmed -11.7% | ≤2013 |
| Timucuan Asset Management INC/FL (focused) | 210.4k | 0.82% | $12.1M | added +5.3% | 2019 Q1 |
| BNY Mellon | 204.5k | 0.80% | $11.7M | trimmed -1.5% | ≤2013 |
| Qube Research & Technologies LTD | 195.1k | 0.77% | $11.2M | added +12.5% | 2024 Q2 |
| Citadel Advisors | 189.9k | 0.74% | $10.9M | added +131.1% | 2015 Q4 |
| Kennedy Capital Management LLC | 156.7k | 0.61% | $9.0M | trimmed -1.6% | 2023 Q1 |
| Aptus Capital Advisors, LLC | 155.3k | 0.61% | $8.9M | added +1% | 2018 Q4 |
| UBS | 150.4k | 0.59% | $8.6M | added +75.7% | ≤2013 |
| Monarch Capital Management INC | 148.0k | 0.58% | $8.5M | trimmed -3.6% | ≤2013 |
| Principal Financial Group INC | 123.0k | 0.48% | $7.1M | added +0.9% | 2016 Q4 |
| American Century Companies INC | 115.8k | 0.45% | $6.6M | trimmed -1.9% | 2020 Q1 |
| Envestnet Asset Management INC | 114.9k | 0.45% | $6.6M | trimmed -1.4% | 2019 Q1 |
| ProShare Advisors LLC | 112.9k | 0.44% | $6.5M | added +6% | 2023 Q4 |
| Invesco | 108.2k | 0.42% | $6.2M | added +2.6% | ≤2013 |
| D. E. Shaw | 105.2k | 0.41% | $6.0M | added +37.5% | 2024 Q2 |
| Nuveen | 96.5k | 0.38% | $5.5M | added +15.3% | 2019 Q2 |
| Public Sector Pension Investment Board | 90.2k | 0.35% | $5.2M | added +2% | 2021 Q3 |
| Point72 | 82.9k | 0.33% | $4.8M | trimmed -6.7% | 2022 Q2 |
| Rhumbline Advisers | 75.3k | 0.29% | $4.3M | added +1.4% | ≤2013 |
| SYM Financial CORP | 65.2k | 0.26% | $3.7M | added +237.5% | 2020 Q2 |
| Tudor Investment | 59.9k | 0.23% | $3.4M | trimmed -36.8% | 2025 Q4 |
| AQR Capital | 59.2k | 0.23% | $3.4M | trimmed -26.6% | ≤2013 |
| Renaissance Technologies | 58.5k | 0.23% | $3.4M | trimmed -55% | 2022 Q2 |
| 1ST Source Bank | 58.4k | 0.23% | $3.4M | added +19.9% | ≤2013 |
| Millennium Management | 58.4k | 0.23% | $3.3M | trimmed -28.9% | 2016 Q2 |
| Legal & General Group PLC | 56.6k | 0.22% | $3.2M | trimmed -10.2% | 2014 Q3 |
| HRT Financial LP | 52.2k | 0.20% | $3.0M | added +962.3% | 2024 Q3 |
| Swiss National Bank | 50.5k | 0.20% | $2.9M | unchanged | ≤2013 |
| SEI Investments CO | 49.5k | 0.19% | $2.8M | added +6.5% | 2019 Q4 |
| Royal Bank OF Canada | 48.7k | 0.19% | $2.8M | added +1.7% | 2015 Q2 |
Largest 50 of 227 shown; the full ranked, searchable register is at boothcheck.com/holders/LKFN. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.