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 | |
|---|---|---|---|---|---|
| 201 | JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 22,954 | 867.9K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 202 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 22,808 | 809.7K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 203 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 22,003 | 781.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 204 | Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust | 21,981 | 831.1K $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 205 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 21,953 | 779.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 206 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 21,888 | 827.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 207 | Victory Extended Market Index Fund Victory Portfolios III | 21,514 | 813.4K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 208 | SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 20,780 | 712.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 209 | Cambria Value and Momentum ETF Cambria ETF Trust | 19,527 | 738.3K $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| 210 | SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 19,477 | 691.4K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 211 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 19,346 | 686.8K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 212 | Hartford US Value ETF Lattice Strategies Trust | 18,086 | 683.8K $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| 213 | Easterly Snow Small Cap Value Fund James Alpha Funds Trust | 17,983 | 616.8K $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| 214 | AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 16,720 | 593.6K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 215 | MFS Diversified Income Fund MFS Series Trust XIII | 16,613 | 569.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 216 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 16,304 | 578.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 217 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 16,089 | 571.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 218 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 15,900 | 564.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 219 | MFS Global Total Return Fund MFS Series Trust VI | 15,820 | 598.2K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 220 | EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND Eubel Brady & Suttman Mutual Fund Trust | 15,673 | 592.6K $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 221 | State Farm Balanced Fund Advisers Investment Trust | 15,600 | 553.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 222 | AQR Large Cap Momentum Style Fund AQR Funds | 15,597 | 553.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 223 | Storebrand Global All Countries Storebrand Asset Management AS | 15,314 | 5.2M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 224 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 14,766 | 558.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 225 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 14,160 | 502.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 226 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 14,064 | 499.3K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 227 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 14,025 | 497.9K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 228 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 13,908 | 477K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 229 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 13,780 | 489.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 230 | Boston Partners Long/Short Equity Fund RBB Fund, Inc. | 13,636 | 467.7K $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| 231 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 13,628 | 483.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 232 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 13,205 | 452.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 233 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 13,082 | 448.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 234 | SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 12,992 | 461.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 235 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 11,525 | 395.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 236 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 11,506 | 408.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 237 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 11,320 | 401.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 238 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 11,067 | 418.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 239 | MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 10,370 | 368.1K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 240 | PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust | 10,285 | 352.8K $ | 2.16 % | as of Feb 27, 2026 · Original filing |
| 241 | Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 10,280 | 352.6K $ | 1.49 % | as of Feb 28, 2026 · Original filing |
| 242 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 10,203 | 362.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 243 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 10,120 | 347.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 244 | PGIM Income Builder Fund Prudential Investment Portfolios 16 | 10,006 | 378.3K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 245 | iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 9,926 | 352.4K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 246 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 9,642 | 330.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 247 | SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 9,516 | 337.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 248 | MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III | 9,239 | 328K $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 249 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 8,503 | 301.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 250 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 8,318 | 295.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 251 | SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,300 | 284.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 252 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8,190 | 290.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 253 | Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 8,006 | 284.2K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 254 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 7,815 | 277.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 255 | Clearwater Select Equity Fund Clearwater Investment Trust | 7,545 | 267.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 256 | iShares Morningstar Small-Cap ETF iShares Trust | 7,481 | 282.9K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 257 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,053 | 250.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 258 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 7,044 | 250.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 259 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,637 | 250.9K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 260 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 6,606 | 234.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 261 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 6,562 | 248.1K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 262 | iShares Dow Jones U.S. ETF iShares Trust | 6,391 | 241.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 263 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 6,373 | 218.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 264 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 6,224 | 213.5K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 265 | Columbia Research Enhanced Value ETF Columbia ETF Trust I | 5,940 | 224.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 266 | Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 5,902 | 209.5K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 267 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds | 5,814 | 206.4K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 268 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 5,611 | 212.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 269 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,600 | 192.1K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 270 | S&P SmallCap Index Fund SHELTON FUNDS | 5,506 | 188.9K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 271 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 5,434 | 192.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 272 | GMO U.S. Opportunistic Value Fund GMO TRUST | 5,257 | 180.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 273 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 5,119 | 175.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 274 | VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 5,109 | 181.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 275 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,088 | 174.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 276 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 5,081 | 180.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 277 | Adasina Social Justice All Cap Global ETF Tidal Trust I | 5,081 | 174.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 278 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 4,545 | 161.3K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 279 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 4,517 | 170.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 280 | Green Century Equity Fund GREEN CENTURY FUNDS | 4,450 | 168.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 281 | Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 4,335 | 148.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 282 | PROFUND VP SMALLCAP VALUE ProFunds | 4,258 | 151.2K $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 283 | Avantis U.S. Equity Fund American Century ETF Trust | 4,246 | 145.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 284 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 4,059 | 139.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 285 | Archer Multi Cap Fund ARCHER INVESTMENT SERIES TRUST | 4,042 | 138.6K $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| 286 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 4,041 | 143.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 287 | LSV Global Value Fund ADVISORS' INNER CIRCLE FUND | 4,000 | 151.2K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 288 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,943 | 140K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 289 | PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 3,933 | 148.7K $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 290 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,912 | 138.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 291 | Green Century Balanced Fund GREEN CENTURY FUNDS | 3,877 | 146.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 292 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 3,721 | 132.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 293 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 3,699 | 131.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 294 | New Covenant Growth Fund NEW COVENANT FUNDS | 3,621 | 128.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 295 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 3,482 | 123.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 296 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 3,470 | 119K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 297 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 3,377 | 119.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 298 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 3,344 | 118.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 299 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 3,288 | 112.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 300 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,270 | 116.1K $ | 0.00 % | 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 |