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 | |
|---|---|---|---|---|---|
| 101 | FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 84,706 | 3.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 102 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 84,242 | 3.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 103 | Miller Value Partners Appreciation ETF Advisor Managed Portfolios | 81,939 | 2.9M $ | 4.71 % | as of Mar 31, 2026 · Original filing |
| 104 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 81,221 | 2.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 105 | T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 78,320 | 2.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 106 | iShares U.S. Financials ETF iShares Trust | 77,653 | 2.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 107 | iShares U.S. Insurance ETF iShares Trust | 76,286 | 2.7M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 108 | Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios | 74,000 | 2.6M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 109 | PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 73,616 | 2.5M $ | 0.23 % | as of Feb 27, 2026 · Original filing |
| 110 | Victory Integrity Mid-Cap Value Fund Victory Portfolios | 69,900 | 2.5M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 111 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 69,732 | 2.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 112 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 69,536 | 2.6M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 113 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 69,229 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 114 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 68,958 | 2.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 115 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 64,760 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 116 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 63,575 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 117 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 63,468 | 2.4M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 118 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 63,413 | 2.4M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 119 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 63,135 | 2.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 120 | VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 62,907 | 2.2M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 121 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 62,699 | 2.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 122 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 61,629 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 123 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 61,450 | 2.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 124 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 60,300 | 2.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 125 | LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 59,800 | 2.3M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 126 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 59,611 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 127 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 59,535 | 2.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 128 | SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 59,229 | 2.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 129 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 59,203 | 2.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 130 | LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 59,100 | 2.2M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 131 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 57,837 | 2.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 132 | Columbia Research Enhanced Core ETF Columbia ETF Trust I | 57,701 | 2.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 133 | Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust | 56,723 | 2.1M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| 134 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 56,005 | 2.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 135 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 53,945 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 136 | SmallCap Account Principal Variable Contract Funds, Inc | 52,500 | 1.9M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 137 | T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 51,706 | 1.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 138 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 51,700 | 17.5M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 139 | Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 50,856 | 1.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 140 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 50,821 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 141 | Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust | 49,190 | 1.7M $ | 1.55 % | as of Feb 28, 2026 · Original filing |
| 142 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 49,000 | 1.7M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 143 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 48,447 | 1.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 144 | ICON EQUITY FUND SCM Trust | 47,900 | 1.7M $ | 3.61 % | as of Mar 31, 2026 · Original filing |
| 145 | SmallCap Value Fund II Principal Funds, Inc | 47,800 | 1.8M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 146 | Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I | 46,826 | 1.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 147 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 46,766 | 1.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 148 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 46,253 | 1.6M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| 149 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 45,940 | 1.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 150 | iShares Russell 3000 ETF iShares Trust | 45,044 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 151 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 43,808 | 1.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 152 | Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 43,529 | 1.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 153 | SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 42,800 | 1.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 154 | Systematic Core Fund VALIC Co I | 42,665 | 1.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 155 | AST Small-Cap Equity Portfolio Advanced Series Trust | 41,197 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 156 | AST Balanced Asset Allocation Portfolio Advanced Series Trust | 41,114 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 157 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 40,682 | 1.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 158 | The Adirondack Small Cap Fund Adirondack Funds | 39,880 | 1.4M $ | 2.83 % | as of Mar 31, 2026 · Original filing |
| 159 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 38,580 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 160 | GuideMark Large Cap Core Fund GPS Funds I | 38,101 | 1.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 161 | Mercer US Small/Mid Cap Equity Fund Mercer Funds | 36,800 | 1.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 162 | AUER GROWTH Unified Series Trust | 35,000 | 1.2M $ | 1.65 % | as of Feb 28, 2026 · Original filing |
| 163 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 34,720 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 164 | First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 34,343 | 1.3M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 165 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 34,188 | 1.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 166 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 32,501 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 167 | AQR Style Premia Alternative Fund AQR Funds | 32,077 | 1.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 168 | PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 30,900 | 1.2M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 169 | PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 30,600 | 1M $ | 0.41 % | as of Feb 27, 2026 · Original filing |
| 170 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 30,350 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 171 | iShares Morningstar Small-Cap Value ETF iShares Trust | 30,320 | 1.1M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 172 | ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 30,163 | 1M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| 173 | JNL/Mellon Financial Sector Fund JNL Series Trust | 30,084 | 1.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 174 | Avantis U.S. Large Cap Value Fund American Century ETF Trust | 29,841 | 1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 175 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 29,221 | 1.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 176 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 29,014 | 995.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 177 | Victory Small Cap Stock Fund Victory Portfolios III | 29,000 | 1.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 178 | Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 28,949 | 1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 179 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 28,667 | 1.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 180 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 28,549 | 1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 181 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 28,548 | 1.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 182 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 27,746 | 1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 183 | Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 27,700 | 983.4K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 184 | iShares ESG MSCI KLD 400 ETF iShares Trust | 27,427 | 1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 185 | AB US High Dividend ETF AB Active ETFs, Inc. | 27,414 | 940.3K $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| 186 | AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 27,385 | 972.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 187 | GMO U.S. Small Cap Value Fund GMO TRUST | 26,937 | 923.9K $ | 2.12 % | as of Feb 28, 2026 · Original filing |
| 188 | MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 26,398 | 937.1K $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 189 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 26,100 | 895.2K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 190 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 26,000 | 891.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 191 | Harbor Mid Cap Value Fund HARBOR FUNDS | 25,800 | 975.5K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 192 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 25,582 | 877.5K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 193 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 25,414 | 871.7K $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 194 | iShares Russell 2500 ETF iShares Trust | 24,581 | 872.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 195 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 24,531 | 927.5K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 196 | Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 24,482 | 869.1K $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| 197 | Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 24,281 | 832.8K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 198 | The U.S. Equity Portfolio HC Capital Trust | 23,943 | 850K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 199 | Gotham 1000 Value ETF Tidal Trust I | 23,721 | 842.1K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 200 | NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 23,256 | 825.6K $ | 1.68 % | as of Mar 31, 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 |