Lincoln NationalLNC
13F holders, Q2 2024 (June 30)536holders +33
77new positions
43sold out
9famous investors
$31.09avg. 13F price*
At the end of Q2 2024, 536 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings, up 33 from Q1 2024. 77 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($644.1M), BlackRock Inc. ($505.9M) and State Street Corp. ($191.2M). 9 famous investors held it, including Bill Miller (6.9% of Miller Value Partners's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Lincoln National Corp.
- CUSIP
- 534187109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $201.7M |
| Exits | 43 | $68.7M |
All 13F filers, Q1 2024 → Q2 2024: 15,294,611 shares bought and 11,993,662 shares sold, net +3,300,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 536 holders
| Vanguard Group Inc. | 0.01% | Reduce -5.2% | 20,709,958 | $644.1M |
| BlackRock Inc. | 0.01% | Reduce -2.0% | 16,268,030 | $505.9M |
| State Street Corp. | 0.01% | Reduce -4.0% | 6,148,038 | $191.2M |
| Massachusetts Financial Services Co. | 0.04% | New | 4,570,678 | $142.1M |
| Morgan Stanley | 0.01% | Reduce -11.0% | 3,908,465 | $121.6M |
| Geode Capital Management, LLC | 0.01% | Reduce -4.1% | 3,220,865 | $100.2M |
| Principal Financial Group Inc. | 0.06% | Add +59.2% | 3,086,324 | $96.0M |
| Citadel Advisors | 0.09% | Add +251.0% | 2,996,595 | $93.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +14.1% | 2,828,513 | $88.0M |
| HSBC Holdings PLC | 0.06% | Reduce -23.4% | 2,763,308 | $86.2M |
| Northern Trust Corp. | 0.01% | Add +0.2% | 2,767,423 | $86.1M |
| LSV Asset Management | 0.18% | Reduce -2.6% | 2,587,686 | $80.5M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 2,249,725 | $70.0M |
| AQR Capital Management | 0.10% | Add +49.5% | 2,150,863 | $66.9M |
| Two Sigma Advisers, LP | 0.15% | Add +28.6% | 2,147,200 | $66.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.6% | 2,131,579 | $66.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.5% | 2,094,893 | $65.2M |
| Norges Bank | 0.01% | Add +3.6% | 1,879,160 | $58.4M |
| Two Sigma Investments, LP | 0.13% | Add +16.0% | 1,682,560 | $52.3M |
| Invesco Ltd. | 0.01% | Reduce -9.8% | 1,568,098 | $48.8M |
| Voloridge Investment Management, LLC | 0.15% | Reduce -19.1% | 1,261,877 | $39.2M |
| Marshall Wace, LLP | 0.05% | Reduce -29.5% | 1,186,846 | $36.9M |
| Bank of America Corp. | 0.00% | Add +3.1% | 1,060,028 | $33.0M |
| UBS Group AG | 0.01% | Add +35.2% | 992,441 | $30.9M |
| Balyasny Asset Management L.P. | 0.08% | Reduce -51.5% | 972,832 | $30.3M |
| Wells Fargo & Company | 0.01% | Reduce -0.9% | 953,845 | $29.7M |
| Jupiter Asset Management Ltd. | 0.25% | Reduce -3.9% | 862,426 | $26.8M |
| Victory Capital Management Inc. | 0.02% | Add +2.2% | 734,215 | $22.8M |
| Squarepoint Ops LLC | 0.08% | Add +51.7% | 715,105 | $22.2M |
| Macquarie Group Ltd. | 0.02% | Add +3.0% | 663,286 | $20.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.7% | 623,036 | $19.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -5.2% | 622,331 | $19.4M |
| Point72 Asset Management | 0.06% | Add +96.0% | 616,288 | $19.2M |
| Easterly Investment Partners LLC | 1.63% | Reduce -11.3% | 598,053 | $18.6M |
| Royal Bank of Canada | 0.00% | Add +29.8% | 556,143 | $17.3M |
| Legal & General Group Plc | 0.00% | Reduce -4.6% | 552,133 | $17.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +62.8% | 547,272 | $17.0M |
| Algebris (uk) Ltd. | 5.29% | Reduce -34.4% | 564,633 | $16.4M |
| Saba Capital Management, L.P. | 0.36% | No change | 525,608 | $16.3M |
| First Trust Advisors LP | 0.02% | Reduce -14.7% | 523,060 | $16.3M |
| Advisors Capital Management, LLC | 0.27% | Add +4.4% | 488,303 | $15.2M |
| First Eagle Investment Management, LLC | 0.03% | Add +14.4% | 443,700 | $13.8M |
| Rhumbline Advisers | 0.01% | Reduce -2.4% | 430,958 | $13.4M |
| Alyeska Investment Group, L.P. | 0.08% | Reduce -17.0% | 428,590 | $13.3M |
| Millennium Management | 0.01% | Reduce -40.1% | 425,925 | $13.2M |
| Cambria Investment Management, L.P. | 0.78% | Add +4.8% | 410,294 | $12.8M |
| Public Sector Pension Investment Board | 0.07% | Add +7.6% | 374,076 | $11.6M |
| Swiss National Bank | 0.01% | Reduce -0.4% | 333,800 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Add +47.0% | 331,480 | $10.3M |
| Miller Value Partners | 6.85% | Add +65.7% | 329,775 | $10.3M |
| Jane Street Group, LLC | 0.01% | Add +56.7% | 325,355 | $10.1M |
| HRT Financial LP | 0.06% | Add +30.4% | 317,372 | $9.9M |
| Man Group plc | 0.03% | Add +9.8% | 310,704 | $9.7M |
| Citigroup Inc. | 0.01% | Add +26.6% | 310,293 | $9.7M |
| Susquehanna Fundamental Investments, LLC | 0.21% | Add +39.7% | 292,043 | $9.1M |
| California Public Employees Retirement System | 0.01% | Reduce -2.5% | 283,591 | $8.8M |
| CHURCHILL MANAGEMENT Corp | 0.10% | Reduce -0.5% | 275,177 | $8.6M |
| FMR LLC | 0.00% | Add +60.3% | 267,622 | $8.3M |
| Capital Fund Management S.A. | 0.09% | Reduce -34.1% | 241,965 | $7.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +11.9% | 239,311 | $7.4M |
| Barclays PLC | 0.00% | Add +39.4% | 232,419 | $7.2M |
| LPL Financial LLC | 0.00% | Add +0.9% | 232,357 | $7.2M |
| Algert Global LLC | 0.24% | Reduce -36.4% | 227,291 | $7.1M |
| New York State Teachers Retirement System | 0.01% | Add +3.1% | 225,881 | $7.0M |
| CI Investments Inc. | 0.03% | Reduce -1.4% | 224,502 | $7.0M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -66.7% | 224,223 | $7.0M |
| Cordgrass Capital Advisors, LLC | 2.15% | No change | 219,584 | $6.8M |
| Jump Financial, LLC | 0.14% | Add +32.0% | 213,599 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +66.7% | 210,703 | $6.6M |
| ExodusPoint Capital Management, LP | 0.07% | Add +60.5% | 205,079 | $6.4M |
| Access Investment Management LLC | 2.04% | Add +2.8% | 201,500 | $6.3M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -15.8% | 198,600 | $6.2M |
| Quantbot Technologies LP | 0.30% | Add +46.4% | 198,557 | $6.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.2% | 196,359 | $6.1M |
| Kennedy Capital Management LLC | 0.13% | Reduce -10.1% | 189,184 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -6.4% | 180,617 | $5.6M |
| Prudential Financial Inc. | 0.01% | Reduce -4.2% | 179,250 | $5.6M |
| Truist Financial Corp. | 0.01% | Add +3.2% | 178,333 | $5.5M |
| California State Teachers Retirement System | 0.01% | Reduce -2.6% | 172,521 | $5.4M |
| Advisors Preferred, LLC | 0.92% | New | 170,441 | $5.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.0% | 163,175 | $5.1M |
| Kempner Capital Management Inc. | 2.62% | No change | 158,906 | $4.9M |
| Cubist Systematic Strategies, LLC | 0.09% | Add +59.7% | 158,709 | $4.9M |
| Schroder Investment Management Group | 0.01% | Add +44.4% | 157,921 | $4.9M |
| Raymond James & Associates | 0.00% | Reduce -21.9% | 155,894 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 154,915 | $4.8M |
| Bank of Montreal | 0.00% | Add +11.9% | 148,378 | $4.8M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -63.4% | 146,013 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.1% | 141,449 | $4.4M |
| Bridgewater Associates | 0.02% | New | 137,855 | $4.3M |
| Edgestream Partners, L.P. | 0.20% | Add +139.2% | 136,781 | $4.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +492.9% | 136,464 | $4.2M |
| Waters Parkerson & Co., LLC | 0.22% | Reduce -5.2% | 134,895 | $4.2M |
| Interval Partners, LP | 0.12% | Reduce -56.9% | 134,219 | $4.2M |
| CW Advisors, LLC | 0.06% | New | 122,990 | $3.8M |
| Illinois Municipal Retirement Fund | 0.06% | Add +189.6% | 121,457 | $3.8M |
| Tudor Investment Corporation | 0.04% | Reduce -31.6% | 121,350 | $3.8M |
| Loudon Investment Management, LLC | 2.20% | Add +4.8% | 120,234 | $3.7M |
| New York State Common Retirement Fund | 0.00% | Add +0.5% | 117,518 | $3.7M |
| Comerica Bank | 0.01% | Reduce -7.0% | 110,317 | $3.4M |
| Waterloo Capital, L.P. | 0.41% | Add +9.4% | 109,227 | $3.4M |
| Icon Advisers Inc. | 0.78% | New | 108,325 | $3.4M |
| Caxton Associates LP | 0.13% | Add +65.6% | 107,992 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.9% | 106,238 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +77.3% | 104,980 | $3.3M |
| Triasima Portfolio Management inc. | 0.30% | Add +2.4% | 103,935 | $3.2M |
| Alaska Permanent Fund Corp | 0.05% | Reduce -1.5% | 96,633 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Add +21.9% | 101,279 | $3.1M |
| South Dakota Investment Council | 0.06% | Reduce -0.1% | 100,403 | $3.1M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 100,000 | $3.1M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -87.0% | 99,927 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -3.4% | 99,826 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | Add +17.2% | 98,580 | $3.1M |
| Sei Investments Co. | 0.00% | Reduce -2.0% | 97,880 | $3.0M |
| RK Asset Management, LLC | 2.57% | Reduce -0.6% | 95,668 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -8.1% | 93,505 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.9% | 89,928 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.6% | 88,083 | $2.7M |
| IFP Advisors, Inc | 0.11% | Add +180.7% | 86,080 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.8% | 85,500 | $2.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.20% | Add +0.6% | 84,712 | $2.6M |
| Quantinno Capital Management LP | 0.05% | Add +65.5% | 84,409 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.8% | 84,267 | $2.6M |
| Storebrand Asset Management As | 0.01% | Reduce -7.3% | 83,650 | $2.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 82,100 | $2.6M |
| Hedeker Wealth, LLC | 0.72% | Reduce -1.2% | 80,368 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Add +4.7% | 78,509 | $2.4M |
| Bank of Nova Scotia | 0.00% | New | 75,077 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -11.8% | 74,143 | $2.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.9% | 74,026 | $2.3M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -2.5% | 73,080 | $2.3M |
| Woodstock Corp. | 0.22% | No change | 70,293 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.2% | 70,175 | $2.2M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -4.0% | 69,333 | $2.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 68,913 | $2.1M |
| Point72 Hong Kong Ltd | 0.13% | Add +3033.5% | 68,593 | $2.1M |
| Capstone Investment Advisors, LLC | 0.10% | Reduce -7.3% | 68,562 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Add +102.8% | 66,137 | $2.1M |
| Naples Global Advisors, LLC | 0.20% | Add +2.4% | 65,495 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.3% | 64,862 | $2.0M |
| AXA S.A. | 0.01% | New | 64,553 | $2.0M |
| Simplex Trading, LLC | 0.06% | Add +14.9% | 64,559 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 63,900 | $2.0M |
| Seven Eight Capital, LP | 0.21% | Reduce -29.0% | 63,607 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +5.3% | 62,805 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +1.1% | 62,537 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -1.4% | 62,485 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -38.8% | 62,473 | $1.9M |
| Unison Advisors LLC | 0.24% | Add +1.6% | 62,429 | $1.9M |
| Holocene Advisors, LP | 0.01% | Add +204.6% | 60,546 | $1.9M |
| CIBC Asset Management Inc | 0.01% | Reduce -14.5% | 58,447 | $1.8M |
| TD Asset Management Inc | 0.00% | Add +155.9% | 58,100 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -39.2% | 56,632 | $1.8M |
| Amalgamated Bank | 0.01% | Reduce -31.5% | 55,276 | $1.7M |
| Salem Investment Counselors Inc. | 0.06% | Reduce -1.3% | 54,829 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 53,673 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 53,469 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 53,158 | $1.7M |
| Captrust Financial Advisors | 0.01% | Add +3.1% | 53,089 | $1.7M |
| Verition Fund Management LLC | 0.01% | Reduce -13.4% | 52,989 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -69.6% | 52,878 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +221.2% | 52,877 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | — | 57,828 | $1.6M |
| Two Sigma Securities, LLC | 0.08% | New | 51,481 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -3.7% | 50,591 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | New | 49,780 | $1.5M |
| Fox Run Management, L.L.C. | 0.29% | New | 48,830 | $1.5M |
| Cibc World Market Inc. | 0.00% | New | 48,804 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | Add +12.2% | 48,708 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +2.6% | 47,873 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +1.9% | 47,500 | $1.5M |
| Engineers Gate Manager LP | 0.03% | New | 47,122 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +3.5% | 46,325 | $1.4M |
| National Bank of Canada | 0.00% | Add +1.0% | 45,854 | $1.4M |
| Allen Wealth Management, LLC | 1.28% | Add +5.6% | 46,113 | $1.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -92.6% | 46,104 | $1.4M |
| American Century Companies Inc. | 0.00% | Add +9.1% | 45,844 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.2% | 45,329 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -44.0% | 45,028 | $1.4M |
| Toronto Dominion Bank | 0.00% | New | 44,600 | $1.4M |
| Ted Buchan & Co | 0.73% | Reduce -7.5% | 43,765 | $1.4M |
| Independent Advisor Alliance | 0.05% | Add +136.8% | 42,738 | $1.3M |
| New Century Financial Group, LLC | 0.56% | Reduce -1.9% | 42,472 | $1.3M |
| Numerai GP LLC | 0.47% | New | 41,743 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +7.8% | 41,352 | $1.3M |
| STRS Ohio | 0.01% | Reduce -21.0% | 41,342 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -9.4% | 41,320 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.2% | 41,219 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -11.2% | 40,568 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +55.1% | 40,425 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.9% | 40,271 | $1.3M |
| Cornercap Investment Counsel Inc. | 0.20% | Reduce -1.6% | 40,093 | $1.2M |
| Insight Inv LLC | 1.07% | No change | 39,835 | $1.2M |
| Trust Investment Advisors | 0.78% | Add +0.8% | 39,209 | $1.2M |
| XTX Topco Ltd | 0.10% | New | 38,449 | $1.2M |
| Todd Asset Management LLC | 0.02% | Add +0.4% | 38,434 | $1.2M |
| Sciencast Management LP | 0.41% | Add +503.9% | 38,095 | $1.2M |
| Greenwood Capital Associates LLC | 0.16% | Reduce -2.1% | 38,015 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 37,791 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +15.3% | 37,685 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.7% | 37,203 | $1.2M |
| Mork Capital Management, LLC | 0.89% | No change | 36,680 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce 0.0% | 36,638 | $1.1M |
| Aquatic Capital Management LLC | 0.04% | Add +134.2% | 36,300 | $1.1M |
| Allianz Asset Management GmbH | 0.00% | Add +172.2% | 36,197 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -6.7% | 35,620 | $1.1M |
| Keynote Financial Services LLC | 0.93% | No change | 35,561 | $1.1M |
| Aigen Investment Management, LP | 0.21% | Add +22.8% | 35,290 | $1.1M |
| UniSuper Management Pty Ltd | 0.01% | No change | 35,246 | $1.1M |
| Ellis Investment Partners, LLC | 0.23% | New | 35,200 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +36.7% | 35,142 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.0% | 32,176 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +9056.2% | 31,955 | $994K |
| Savant Capital, LLC | 0.01% | Reduce -30.1% | 31,895 | $992K |
| Birmingham Capital Management Co. Inc. | 0.38% | No change | 31,600 | $983K |
| D.A. Davidson & Co. | 0.01% | Reduce -20.8% | 30,291 | $942K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -18.4% | 30,143 | $937K |
| Mariner, LLC | 0.00% | Add +9.3% | 29,533 | $919K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 29,255 | $904K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +19.4% | 28,945 | $900K |
| MML Investors Services, LLC | 0.00% | Reduce -4.0% | 28,457 | $885K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +8.1% | 28,195 | $877K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.4% | 27,947 | $869K |
| Axq Capital, LP | 0.20% | Reduce -54.3% | 27,541 | $857K |
| First Heartland Consultants, Inc. | 0.08% | Add +19.0% | 27,468 | $854K |
| Nebula Research & Development LLC | 0.14% | New | 27,337 | $850K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.7% | 37,581 | $842K |
| International Assets Investment Management, LLC | 0.08% | Add +8.3% | 26,932 | $838K |
| Handelsbanken Fonder AB | 0.00% | No change | 26,800 | $833K |
| Amundi | 0.00% | New | 26,179 | $824K |
| Intellectus Partners, LLC | 0.22% | Reduce -9.3% | 26,379 | $820K |
| Sigma Planning Corp | 0.03% | Reduce -3.5% | 26,345 | $819K |
| Fifth Third Bancorp | 0.00% | Add +1.6% | 26,341 | $819K |
| Twinbeech Capital LP | 0.02% | New | 26,073 | $811K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.7% | 25,051 | $779K |
| Walleye Trading LLC | 0.02% | Reduce -53.4% | 24,768 | $770K |
| Nicholas Wealth, LLC. | 0.55% | Add +12.3% | 24,622 | $766K |
| Inceptionr LLC | 0.21% | Add +133.9% | 24,352 | $757K |
| Deutsche Bank AG | 0.00% | No change | 24,334 | $757K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -5.8% | 24,322 | $756K |
| Boit C F David | 0.39% | No change | 23,990 | $746K |
| Point72 (DIFC) Ltd | 0.07% | Reduce -55.0% | 23,848 | $742K |
| Praxis Investment Management Inc. | 0.05% | No change | 26,790 | $731K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 27,000 | $728K |
| Neuberger Berman Group LLC | 0.00% | Add +3.7% | 23,373 | $727K |
| Occudo Quantitative Strategies LP | 0.13% | New | 23,122 | $719K |
| Wintrust Investments LLC | 0.06% | Add +12.1% | 22,685 | $706K |
| SG Americas Securities, LLC | 0.00% | New | 21,645 | $673K |
| Register Financial Advisors LLC | 0.34% | Add +0.1% | 21,634 | $673K |
| DAVENPORT & Co LLC | 0.00% | New | 21,175 | $659K |
| Quadrature Capital Ltd | 0.01% | Add +11.3% | 20,915 | $650K |
| Cullinan Associates Inc. | 0.04% | Add +71.9% | 20,800 | $647K |
| Qsemble Capital Management, LP | 0.12% | Add +149.7% | 20,776 | $646K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 20,738 | $645K |
| Signaturefd, LLC | 0.01% | Add +284.5% | 20,639 | $642K |
| AE Wealth Management LLC | 0.01% | Add +10.4% | 20,631 | $642K |
| Creative Planning | 0.00% | Reduce -11.8% | 20,471 | $637K |
| OmniStar Financial Group, Inc. | 0.58% | Reduce -2.0% | 20,463 | $636K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +5.1% | 20,241 | $629K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +6.1% | 19,998 | $622K |
| HB Wealth Management, LLC | 0.01% | Add +3.3% | 19,588 | $609K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -9.3% | 19,533 | $607K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -15.7% | 19,469 | $605K |
| Ieq Capital, LLC | 0.01% | Add +52.4% | 19,456 | $605K |
| Tidal Investments LLC | 0.01% | Reduce -36.5% | 19,350 | $602K |
| 1620 Investment Advisors, Inc. | 0.47% | Add +0.9% | 19,201 | $597K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -82.6% | 19,115 | $594K |
| Donoghue Forlines LLC | 0.17% | New | 18,670 | $581K |
| Phillips Financial Management, LLC | 0.05% | Add +0.1% | 18,613 | $579K |
| MTM Investment Management, LLC | 0.24% | No change | 18,612 | $579K |
| Commerce Bank | 0.00% | No change | 18,491 | $575K |
| PFG Investments, LLC | 0.04% | Add +75.8% | 18,055 | $562K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -13.4% | 17,968 | $559K |
| Choreo, LLC | 0.01% | New | 17,723 | $555K |
| Prospera Financial Services Inc | 0.01% | Add +4.6% | 17,299 | $538K |
| Contravisory Investment Management, Inc. | 0.12% | Reduce -0.3% | 17,266 | $537K |
| Bessemer Group Inc. | 0.00% | Reduce -5.7% | 17,230 | $536K |
| Cim Investment Management Inc. | 0.16% | Reduce -0.8% | 17,121 | $532K |
| Brevan Howard Capital Management LP | 0.04% | New | 17,114 | $532K |
| Cowa, LLC | 0.28% | Add +0.8% | 17,036 | $530K |
| Arden Trust Co | 0.07% | Add +3.1% | 16,846 | $524K |
| First Trust Direct Indexing L.P. | 0.03% | Add +10.9% | 16,667 | $518K |
| Jacobi Capital Management LLC | 0.04% | Reduce -9.4% | 16,217 | $504K |
| Trexquant Investment LP | 0.01% | New | 15,941 | $496K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +4.2% | 15,750 | $490K |
| Holderness Investments Co. | 0.12% | Add +14.8% | 15,721 | $489K |
| Eubel Brady & Suttman Asset Management Inc. | 0.08% | No change | 15,673 | $487K |
| Teza Capital Management LLC | 0.06% | New | 15,610 | $485K |
| BlackDiamond Wealth Management, LLC | 0.32% | Reduce -9.1% | 16,631 | $485K |
| Gsa Capital Partners LLP | 0.03% | Add +2.4% | 15,349 | $477K |
| Lighthouse Investment Partners, LLC | 0.03% | New | 15,033 | $468K |
| 180 Wealth Advisors, LLC | 0.07% | Reduce -0.4% | 14,183 | $453K |
| Teacher Retirement System of Texas | 0.00% | Reduce -16.4% | 14,499 | $451K |
| State of Wisconsin Investment Board | 0.00% | Add +6.2% | 14,342 | $446K |
| Cwm, LLC | 0.00% | Add +55.4% | 14,289 | $444K |
| Stephens Inc. | 0.01% | No change | 13,902 | $432K |
| Matisse Capital | 0.21% | Reduce -18.2% | 13,500 | $420K |
| Virtu Financial LLC | 0.03% | New | 13,463 | $419K |
| United Services Automobile Association | 0.01% | Add +12.4% | 13,417 | $417K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.8% | 12,958 | $403K |
| Brown Advisory Inc. | 0.00% | Reduce -46.4% | 12,825 | $399K |
| Empirical Asset Management, LLC | 0.15% | New | 12,647 | $393K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +22.0% | 12,519 | $390K |
| Keybank National Association | 0.00% | Reduce -1.6% | 12,405 | $386K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.08% | Reduce -15.9% | 12,376 | $385K |
| Wolverine Trading, LLC | 0.01% | Reduce -73.1% | 12,308 | $383K |
| Ceeto Capital Group, LLC | 0.14% | No change | 12,000 | $373K |
| Lazard Asset Management LLC | 0.00% | New | 11,907 | $370K |
| Glenmede Trust Co. NA | 0.00% | Add +41.7% | 11,714 | $364K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -3.2% | 11,677 | $363K |
| Oak Thistle LLC | 0.27% | New | 11,656 | $363K |
| Abel Hall, LLC | 0.25% | Add +0.4% | 11,456 | $356K |
| Atlas Capital Advisors Inc. | 0.05% | New | 11,403 | $355K |
| Prelude Capital Management, LLC | 0.03% | Reduce -38.3% | 11,193 | $348K |
| Farther Finance Advisors, LLC | 0.02% | Add +488.6% | 11,089 | $347K |
| Meridian Investment Counsel Inc. | 0.11% | No change | 11,155 | $347K |
| Centiva Capital, LP | 0.02% | New | 11,110 | $346K |
| Chapin Davis, Inc. | 0.12% | No change | 11,080 | $345K |
| Arbiter Partners Capital Management LLC | 0.69% | Reduce -62.7% | 11,000 | $342K |
| Gotham Asset Management | 0.00% | New | 10,992 | $342K |
| Greenleaf Trust | 0.00% | Reduce -0.1% | 10,968 | $341K |
| GTS Securities LLC | 0.01% | New | 10,958 | $341K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 10,908 | $339K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 10,857 | $338K |
| Ethic Inc. | 0.01% | Add +18.8% | 10,772 | $335K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.4% | 10,750 | $334K |
| NorthRock Partners, LLC | 0.01% | Reduce -5.2% | 10,705 | $333K |
| iSAM Funds (UK) Ltd | 0.25% | New | 10,644 | $331K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -2.2% | 10,648 | $331K |
| Guggenheim Capital LLC | 0.00% | Add +2.0% | 10,608 | $330K |
| Symmetry Partners, LLC | 0.02% | New | 10,478 | $326K |
| Keystone Financial Group | 0.12% | New | 10,464 | $325K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -12.7% | 10,034 | $323K |
| GSG Advisors LLC | 0.11% | New | 10,225 | $320K |
| Mill Capital Management, LLC | 0.03% | Reduce -6.4% | 10,244 | $319K |
| Investors Research Corp | 0.07% | No change | 10,207 | $317K |
| Sweet Financial Partners, LLC | 0.07% | No change | 10,200 | $317K |
| Blair William & Co. | 0.00% | Reduce -2.4% | 10,092 | $314K |
| Longfellow Investment Management Co. LLC | 0.08% | Add +0.7% | 10,067 | $313K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,023 | $312K |
| Gateway Investment Advisers LLC | 0.00% | Add +4.4% | 10,018 | $312K |
| Altus Wealth Group LLC | 0.15% | New | 9,860 | $307K |
| Leavell Investment Management, Inc. | 0.02% | Add +0.8% | 9,722 | $302K |
| Jones Financial Companies LLLP | 0.00% | Add +4744.0% | 9,688 | $301K |
| Holistic Financial Partners | 0.15% | No change | 9,630 | $299K |
| BOS Asset Management, LLC | 0.14% | Reduce -0.2% | 9,588 | $298K |
| Wedmont Private Capital | 0.02% | New | 9,250 | $298K |
| Paragon Capital Management Ltd | 0.05% | New | 9,391 | $292K |
| Boothbay Fund Management, LLC | 0.01% | New | 9,389 | $292K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.2% | 9,442 | $290K |
| Utah Retirement Systems | 0.00% | No change | 9,300 | $289K |
| Systematic Portfolios LLC | 1.92% | New | 8,867 | $276K |
| HighPoint Advisor Group LLC | 0.02% | Add +7.6% | 8,140 | $273K |
| Brave Asset Management Inc. | 0.07% | Add +0.7% | 8,776 | $273K |
| Hilltop Holdings Inc. | 0.03% | Add +0.9% | 8,764 | $273K |
| Security Financial Services, INC. | 0.06% | Reduce -1.4% | 8,706 | $271K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 8,591 | $267K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,516 | $265K |
| M&T Bank Corp | 0.00% | Reduce -3.5% | 8,513 | $265K |
| Corebridge Financial, Inc. | 0.00% | — | 8,459 | $263K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 8,283 | $258K |
| Sage Rhino Capital LLC | 0.06% | Add +21.4% | 8,278 | $257K |
| Plancorp, LLC | 0.01% | Add +0.1% | 8,230 | $256K |
| Old National Bancorp | 0.01% | Reduce -1.1% | 8,090 | $252K |
| Parallel Advisors, LLC | 0.01% | Add +0.1% | 8,071 | $251K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -56.0% | 8,057 | $251K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -4.5% | 8,018 | $249K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 8,010 | $249K |
| Bayesian Capital Management, LP | 0.03% | New | 7,997 | $249K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 7,890 | $245K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -29.9% | 7,885 | $245K |
| SYM FINANCIAL Corp | 0.04% | New | 7,769 | $242K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.0% | 7,616 | $237K |
| Sapient Capital LLC | 0.00% | No change | 7,616 | $237K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.9% | 7,507 | $233K |
| OneDigital Investment Advisors LLC | 0.00% | Add +11.8% | 7,346 | $228K |
| First Merchants Corp. | 0.01% | Reduce -26.9% | 7,298 | $227K |
| Apollon Wealth Management, LLC | 0.01% | New | 7,128 | $222K |
| Shelton Capital Management | 0.01% | Reduce -4.8% | 7,117 | $221K |
| Korea Investment CORP | 0.00% | No change | 7,109 | $221K |
| Entropy Technologies, LP | 0.02% | New | 7,094 | $221K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -39.8% | 6,960 | $216K |
| Eads & Heald Wealth Management | 0.10% | Reduce -2.8% | 6,945 | $216K |
| Diversified Trust Co. | 0.01% | Add +2.8% | 6,897 | $214K |
| Impact Partnership Wealth, LLC | 0.06% | Reduce -11.7% | 6,868 | $214K |
| Paloma Partners Management Co | 0.02% | New | 6,860 | $213K |
| Brookstone Capital Management | 0.00% | New | 6,411 | $210K |
| GAMMA Investing LLC | 0.03% | Add +16.0% | 6,607 | $205K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.8% | 6,514 | $203K |
| Rothschild Investment LLC | 0.01% | Add +1.2% | 6,490 | $202K |
| Assetmark, Inc. | 0.00% | Add +132.8% | 5,871 | $183K |
| Walleye Capital LLC | 0.00% | Reduce -70.4% | 5,778 | $180K |
| North Star Investment Management Corp. | 0.01% | Reduce -18.6% | 5,615 | $175K |
| Allworth Financial LP | 0.00% | Add +24.7% | 5,243 | $167K |
| AlphaQuest LLC | 0.02% | Reduce -0.5% | 5,291 | $165K |
| Huntington National Bank | 0.00% | Reduce -22.3% | 5,090 | $158K |
| Delta Asset Management LLC | 0.01% | Reduce -2.6% | 5,000 | $156K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,592 | $143K |
| State of Wyoming | 0.02% | Add +5.9% | 4,451 | $138K |
| Quadrant Capital Group LLC | 0.01% | Add +21.8% | 4,425 | $138K |
| EntryPoint Capital, LLC | 0.06% | Add +154.2% | 4,352 | $135K |
| KBC Group NV | 0.00% | No change | 4,337 | $135K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,330 | $135K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +32.1% | 4,115 | $128K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -89.8% | 3,700 | $115K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -4.6% | 3,091 | $96K |
| MetLife Investment Management, LLC | 0.00% | Reduce -22.7% | 3,047 | $95K |
| Sandy Spring Bank | 0.00% | No change | 2,794 | $87K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -66.8% | 2,759 | $86K |
| Leonteq Securities AG | 0.01% | Reduce -66.1% | 2,539 | $79K |
| Anchor Investment Management, LLC | 0.01% | No change | 2,495 | $78K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +0.6% | 2,424 | $75K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,253 | $74K |
| Quarry LP | 0.03% | New | 2,267 | $71K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +67.1% | 2,044 | $64K |
| Federated Hermes, Inc. | 0.00% | Reduce -9.2% | 1,986 | $62K |
| Gradient Investments LLC | 0.00% | Reduce -0.8% | 1,851 | $58K |
| Versant Capital Management, Inc | 0.01% | Reduce -3.2% | 1,750 | $54K |
| DT Investment Partners, LLC | 0.00% | Reduce -13.2% | 1,736 | $54K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +6.3% | 1,718 | $53K |
| Summit Securities Group LLC | 0.02% | Reduce -14.4% | 1,712 | $53K |
| Global Retirement Partners, LLC | 0.00% | Add +1.2% | 1,687 | $52K |
| Friedenthal Financial | 0.03% | New | 1,632 | $51K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,610 | $50K |
| Continuum Advisory, LLC | 0.01% | No change | 1,553 | $48K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.4% | 1,437 | $48K |
| CVA Family Office, LLC | 0.01% | No change | 1,375 | $43K |
| Mather Group, Llc. | 0.00% | No change | 1,334 | $43K |
| Smartleaf Asset Management LLC | 0.01% | Add +148.9% | 1,314 | $41K |
| Painted Porch Advisors LLC | 0.02% | New | 1,300 | $40K |
| Lindbrook Capital, LLC | 0.00% | Reduce -0.4% | 1,294 | $40K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.3% | 1,263 | $39K |
| Innealta Capital, LLC | 0.01% | Reduce -89.1% | 1,239 | $39K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +9.9% | 1,230 | $38K |
| Barrett & Company, Inc. | 0.02% | No change | 1,200 | $37K |
| Deseret Mutual Benefit Administrators | 0.02% | Reduce -13.7% | 1,185 | $37K |
| Quent Capital, LLC | 0.00% | Add +0.2% | 1,097 | $34K |
| Toth Financial Advisory Corp. | 0.00% | No change | 1,095 | $34K |
| Transcendent Capital Group LLC | 0.02% | Reduce -88.2% | 1,084 | $34K |
| Westend Capital Management, LLC | 0.01% | Reduce -16.0% | 1,048 | $33K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -77.0% | 1,053 | $33K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,025 | $32K |
| Arax Advisory Partners | 0.00% | New | 1,017 | $32K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,000 | $31K |
| Ancora Advisors LLC | 0.00% | No change | 1,000 | $31K |
| Adirondack Trust Co. | 0.01% | New | 1,000 | $31K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 913 | $28K |
| HM Payson & Co. | 0.00% | Reduce -14.3% | 896 | $28K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 852 | $26K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 850 | $26K |
| Whittier Trust Co. | 0.00% | Add +106.7% | 835 | $26K |
| Trust Co. of Vermont | 0.00% | No change | 800 | $25K |
| Headlands Technologies LLC | 0.00% | New | 787 | $24K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 780 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 750 | $23K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 700 | $22K |
| Riverview Trust Co | 0.02% | No change | 688 | $21K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -53.0% | 665 | $21K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 650 | $20K |
| Larson Financial Group LLC | 0.00% | Add +4.3% | 556 | $17K |
| M&R Capital Management Inc. | 0.00% | Reduce -2.1% | 555 | $17K |
| Principal Securities, Inc. | 0.00% | Reduce -3.0% | 551 | $17K |
| Valley National Advisers Inc. | 0.00% | Reduce -4.4% | 545 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 500 | $16K |
| Cromwell Holdings LLC | 0.01% | — | 499 | $16K |
| Covestor Ltd | 0.01% | Reduce -1.3% | 448 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 443 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 442 | $14K |
| Oakworth Capital, Inc. | 0.00% | No change | 414 | $13K |
| ClariVest Asset Management LLC | 0.00% | Add +452.7% | 409 | $13K |
| Venturi Wealth Management, LLC | 0.00% | Add +3.3% | 372 | $12K |
| Tidemark, LLC | 0.00% | No change | 335 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -35.0% | 325 | $10K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -57.1% | 342 | $10K |
| Natixis | 0.00% | New | 301 | $9K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 300 | $9K |
| UMB Bank, n.a. | 0.00% | Add +70.1% | 296 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 319 | $9K |
| Rakuten Securities, Inc. | 0.00% | Add +14.0% | 261 | $8K |
| PSI Advisors, LLC | 0.00% | Add +1.9% | 215 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 210 | $7K |
| CENTRAL TRUST Co | 0.00% | Add +3.5% | 207 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 204 | $6K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 200 | $6K |
| Raleigh Capital Management Inc. | 0.00% | No change | 200 | $6K |
| Family Firm, Inc. | 0.00% | New | 192 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 185 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 169 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 173 | $5K |
| Archer Investment Corp | 0.00% | No change | 158 | $5K |
| Hollencrest Capital Management | 0.00% | Add +52.0% | 152 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 136 | $5K |
| American Capital Advisory, LLC | 0.00% | No change | 167 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 143 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 140 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 121 | $4K |
| Anfield Capital Management, LLC | 0.00% | New | 121 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 117 | $4K |
| TD Private Client Wealth LLC | 0.00% | No change | 113 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 110 | $3K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -66.6% | 106 | $3K |
| Key Financial Inc | 0.00% | No change | 100 | $3K |
| First Pacific Financial | 0.00% | New | 99 | $3K |
| Private Trust Co. NA | 0.00% | No change | 96 | $3K |
| TruNorth Capital Management, LLC | 0.00% | No change | 83 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | Reduce -95.0% | 79 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -2.5% | 78 | $2K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 70 | $2K |
| Spire Wealth Management | 0.00% | Reduce -71.0% | 62 | $2K |
| Great Lakes Retirement, Inc. | 0.00% | New | 60 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +78.1% | 57 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 57 | $2K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 51 | $2K |
| Legend Financial Advisors, Inc. | 0.00% | New | 51 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 50 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 48 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | Add +2.3% | 45 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 42 | $1K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -93.1% | 37 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 36 | $1K |
| Concord Wealth Partners | 0.00% | No change | 31 | $964 |
| SJS Investment Consulting Inc. | 0.00% | No change | 30 | $933 |
| TFC Financial Management, Inc. | 0.00% | No change | 29 | $902 |
| Fairscale Capital, LLC | 0.00% | — | 23 | $754 |
| ORG Partners LLC | 0.00% | New | 23 | $745 |
| MV Capital Management, Inc. | 0.00% | Add +15.8% | 22 | $685 |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -13.0% | 20 | $631 |
| Dunhill Financial, LLC | 0.00% | No change | 14 | $449 |
| Sachetta, LLC | 0.00% | No change | 13 | $443 |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $404 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $311 |
| Ruedi Wealth Management, Inc. | 0.00% | New | 8 | $249 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 5 | $156 |
| Johnson Financial Group, Inc. | 0.00% | No change | 1 | $32 |
| Avion Wealth | 0.00% | No change | 21 | $0 |
"% of holder's portfolio" is LNC's weight in each manager's 13F, not the share of Lincoln National Corp. the manager owns.