Funds holding Lincoln National Corp
369 funds declare a position · 112 ETFs and 257 other funds · 2.5B $· 22.9M SEK · US5341871094
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 8,547,054 | 303.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,051,889 | 214.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 4,383,038 | 155.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,791,118 | 99.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 5 | MFS Mid Cap Value Fund MFS SERIES TRUST XI | 2,766,095 | 98.2M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 6 | iShares Select Dividend ETF iShares Trust | 2,458,278 | 92.9M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 7 | T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 2,301,465 | 81.7M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,887,109 | 67M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 9 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 1,531,030 | 54.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 10 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 1,489,119 | 52.9M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 11 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,266,497 | 47.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 12 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 1,123,728 | 39.9M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 13 | PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 1,109,303 | 39.4M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| 14 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,106,601 | 41.8M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 15 | First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 1,101,023 | 39.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 16 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 983,756 | 37.2M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 17 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 887,165 | 30.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 18 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 885,356 | 31.4M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 19 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 820,520 | 28.1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 20 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 815,907 | 30.8M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 21 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 672,708 | 25.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 22 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 670,937 | 25.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 23 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 630,763 | 23.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 24 | SmallCap Fund Principal Funds, Inc | 585,100 | 22.1M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| 25 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 579,504 | 19.9M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 26 | PSF PGIM Jennison Value Portfolio Prudential Series Fund | 564,690 | 20M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 27 | MFS New Discovery Value Fund MFS SERIES TRUST XIII | 556,668 | 19.1M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| 28 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 525,295 | 19.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 29 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 499,872 | 17.1M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| 30 | iShares Russell Mid-Cap ETF iShares Trust | 489,910 | 17.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 31 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 467,050 | 16.6M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 32 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 456,545 | 15.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 33 | First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 420,164 | 14.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 34 | iShares Russell 1000 Value ETF iShares Trust | 378,370 | 13.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 35 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 371,855 | 12.8M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 36 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 359,142 | 13.6M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| 37 | First Eagle Small Cap Opportunity Fund First Eagle Funds | 348,117 | 13.2M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 38 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 346,239 | 13.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 39 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 337,394 | 11.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 40 | JNL/MFS Mid Cap Value Fund JNL Series Trust | 331,640 | 11.8M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 41 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 315,752 | 10.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 42 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 315,297 | 11.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 43 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 303,222 | 11.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 44 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 285,015 | 9.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 45 | MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 273,254 | 9.4M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 46 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 269,076 | 9.2M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 47 | JNL Small Cap Index Fund JNL Series Trust | 261,646 | 9.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 48 | MFS Equity Income Fund MFS SERIES TRUST VII | 260,818 | 9.9M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| 49 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 255,234 | 9.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 50 | iShares Russell Mid-Cap Value ETF iShares Trust | 253,726 | 9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 51 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 250,411 | 8.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 52 | MFS Core Equity Fund MFS SERIES TRUST I | 235,839 | 8.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 53 | State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 233,745 | 8.3M $ | 1.99 % | as of Mar 31, 2026 · Original filing |
| 54 | Miller Income Fund Advisor Managed Portfolios | 231,486 | 8.2M $ | 4.77 % | as of Mar 31, 2026 · Original filing |
| 55 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 218,019 | 7.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 56 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 211,801 | 8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 57 | Mid Value Fund John Hancock Funds II | 211,446 | 7.3M $ | 0.55 % | as of Feb 28, 2026 · Original filing |
| 58 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 203,382 | 7.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 59 | PGIM Jennison Value Fund Prudential Investment Portfolios 7 | 189,453 | 6.5M $ | 0.90 % | as of Feb 27, 2026 · Original filing |
| 60 | Victory Integrity Small-Cap Value Fund Victory Portfolios | 182,200 | 6.5M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 61 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 166,514 | 5.7M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 62 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 164,472 | 5.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 63 | Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 163,793 | 6.2M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| 64 | PGIM Jennison Global Equity Income Fund Prudential Investment Portfolios, Inc. 10 | 159,901 | 6M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| 65 | SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 149,917 | 5.1M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 66 | SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 147,698 | 5.2M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 67 | VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 146,637 | 5.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 68 | Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 145,656 | 5.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 69 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 144,250 | 5.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 70 | Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II | 137,836 | 4.7M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| 71 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 132,875 | 5M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 72 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 131,964 | 4.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 73 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 127,876 | 4.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 74 | Nuveen Equity Index Fund TIAA-CREF Funds | 126,663 | 4.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 75 | iShares Russell 1000 ETF iShares Trust | 124,762 | 4.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 76 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 121,884 | 4.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 77 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 120,756 | 4.3M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 78 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 112,833 | 4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 79 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 112,349 | 4.2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 80 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 108,425 | 4.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 81 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 106,905 | 3.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 82 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 103,732 | 3.9M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 83 | Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 103,018 | 3.5M $ | 1.43 % | as of Feb 28, 2026 · Original filing |
| 84 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 102,515 | 3.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 85 | MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 100,917 | 3.6M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 86 | Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 99,928 | 3.8M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 87 | Mid Value Trust John Hancock Variable Insurance Trust | 99,633 | 3.5M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 88 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 98,972 | 3.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 89 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 98,681 | 3.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 90 | Large Cap Index Master Portfolio Master Investment Portfolio | 98,277 | 3.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 91 | Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 97,437 | 3.3M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 92 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 96,782 | 3.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 93 | MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 96,177 | 3.3M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| 94 | PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. | 93,415 | 3.2M $ | 2.22 % | as of Feb 27, 2026 · Original filing |
| 95 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 92,096 | 3.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 96 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 91,869 | 3.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 97 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 90,213 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 98 | State Farm Growth Fund Advisers Investment Trust | 89,600 | 3.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 99 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 87,626 | 3.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 100 | Avantis U.S. Equity ETF American Century ETF Trust | 86,836 | 3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
Institutional managers
601 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Bain Capital Prairie, LLC | 18,759,497 | 666M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 18,498,104 | 656.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 7,755,506 | 275.3M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5,881,332 | 209.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 5,891,295 | 209.1M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 3,823,152 | 135.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,692,842 | 131.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,159,019 | 112.2M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 2,280,576 | 81M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,135,814 | 75.8M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 2,128,355 | 75.6M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 2,085,619 | 74M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,852,532 | 65.8M $ | as of Mar 31, 2026 |
| JUPITER ASSET MANAGEMENT LTD | 1,796,671 | 63.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,785,407 | 63.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,778,894 | 63.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,541,270 | 54.7M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 1,499,854 | 53.2M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 1,465,981 | 52M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,454,657 | 51.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,428,845 | 50.7M $ | as of Mar 31, 2026 |
| ALGEBRIS (UK) LTD | 1,361,885 | 48.3M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,198,141 | 42.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 927,439 | 32.4M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 769,829 | 27.3M $ | as of Mar 31, 2026 |