Lincoln NationalLNC
13F holders, Q3 2024 (September 30)532holders −4
47new positions
49sold out
10famous investors
$31.49avg. 13F price*
At the end of Q3 2024, 532 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings, down 4 from Q2 2024. 47 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($615.9M), BlackRock, Inc. ($521.4M) and State Street Corp. ($196.2M). 10 famous investors held it, including Bill Miller (6.8% of Miller Value Partners's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Lincoln National Corp.
- CUSIP
- 534187109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $34.7M |
| Exits | 49 | $42.3M |
All 13F filers, Q2 2024 → Q3 2024: 7,788,366 shares bought and 9,366,051 shares sold, net −1,577,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 532 holders
| Vanguard Group Inc. | 0.01% | Reduce -5.6% | 19,545,219 | $615.9M |
| BlackRock, Inc. | 0.01% | — | 16,547,096 | $521.4M |
| State Street Corp. | 0.01% | Add +1.3% | 6,227,993 | $196.2M |
| Massachusetts Financial Services Co. | 0.04% | Add +4.2% | 4,763,703 | $150.1M |
| Morgan Stanley | 0.01% | Reduce -2.8% | 3,800,376 | $119.7M |
| Geode Capital Management, LLC | 0.01% | Add +4.7% | 3,373,487 | $106.3M |
| Principal Financial Group Inc. | 0.06% | Add +7.2% | 3,309,453 | $104.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.3% | 2,819,705 | $88.8M |
| Citadel Advisors | 0.09% | Reduce -8.1% | 2,755,163 | $86.8M |
| Northern Trust Corp. | 0.01% | Reduce -4.7% | 2,637,268 | $83.1M |
| LSV Asset Management | 0.17% | Reduce -0.7% | 2,570,768 | $81.0M |
| Two Sigma Advisers, LP | 0.17% | Add +9.7% | 2,355,000 | $74.2M |
| Norges Bank | 0.01% | Add +23.0% | 2,311,590 | $72.8M |
| HSBC Holdings PLC | 0.04% | Reduce -17.7% | 2,273,060 | $71.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.4% | 2,123,920 | $66.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.8% | 2,118,381 | $66.8M |
| Invesco Ltd. | 0.01% | Add +13.0% | 1,772,139 | $55.8M |
| Two Sigma Investments, LP | 0.13% | Add +3.5% | 1,741,931 | $54.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -25.7% | 1,556,815 | $49.1M |
| AQR Capital Management | 0.06% | Reduce -31.8% | 1,467,510 | $45.6M |
| Marshall Wace, LLP | 0.06% | Add +20.0% | 1,424,608 | $44.9M |
| Bank of America Corp. | 0.00% | Add +0.9% | 1,069,455 | $33.7M |
| Voloridge Investment Management, LLC | 0.12% | Reduce -15.3% | 1,068,739 | $33.7M |
| Wells Fargo & Company | 0.01% | Add +5.9% | 1,010,111 | $31.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +1711.2% | 835,040 | $26.3M |
| UBS Group AG | 0.01% | Reduce -16.3% | 830,562 | $26.2M |
| Victory Capital Management Inc. | 0.03% | Add +12.4% | 825,412 | $26.0M |
| First Trust Advisors LP | 0.02% | Add +57.2% | 822,050 | $25.9M |
| Algebris (uk) Ltd. | 9.72% | Add +45.7% | 822,462 | $23.2M |
| Macquarie Group Ltd. | 0.02% | Add +3.2% | 684,652 | $21.6M |
| Jupiter Asset Management Ltd. | 0.18% | Reduce -25.0% | 646,758 | $20.4M |
| Easterly Investment Partners LLC | 1.59% | Add +5.1% | 628,329 | $19.8M |
| Ameriprise Financial Inc. | 0.01% | Add +0.4% | 625,582 | $19.7M |
| Assenagon Asset Management S.A. | 0.04% | Add +167.7% | 600,212 | $18.9M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 550,394 | $17.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.4% | 539,313 | $17.0M |
| Squarepoint Ops LLC | 0.06% | Reduce -25.5% | 532,881 | $16.8M |
| First Eagle Investment Management, LLC | 0.03% | Add +17.2% | 520,100 | $16.4M |
| Advisors Capital Management, LLC | 0.26% | Add +4.1% | 508,160 | $16.0M |
| Saba Capital Management, L.P. | 0.30% | Reduce -18.7% | 427,117 | $13.5M |
| Rhumbline Advisers | 0.01% | Reduce -1.3% | 425,285 | $13.4M |
| Cambria Investment Management, L.P. | 0.76% | Reduce -2.3% | 400,904 | $12.6M |
| Royal Bank of Canada | 0.00% | Reduce -29.9% | 389,627 | $12.3M |
| Citigroup Inc. | 0.01% | Add +23.6% | 383,410 | $12.1M |
| Miller Value Partners | 6.82% | Add +16.2% | 383,215 | $12.1M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -61.0% | 379,436 | $12.0M |
| Public Sector Pension Investment Board | 0.06% | Reduce -3.5% | 361,076 | $11.4M |
| LPL Financial LLC | 0.00% | Add +48.2% | 344,452 | $10.9M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -45.4% | 339,964 | $10.7M |
| Swiss National Bank | 0.01% | Reduce -0.6% | 331,900 | $10.5M |
| Bank of Montreal | 0.00% | Add +119.6% | 325,808 | $10.2M |
| California Public Employees Retirement System | 0.01% | Add +6.9% | 303,252 | $9.6M |
| Quantbot Technologies LP | 0.37% | Add +50.9% | 299,626 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 289,222 | $9.1M |
| HRT Financial LP | 0.05% | Reduce -9.1% | 288,510 | $9.1M |
| Man Group plc | 0.03% | Reduce -7.5% | 287,415 | $9.1M |
| Renaissance Technologies | 0.01% | New | 283,874 | $8.9M |
| CHURCHILL MANAGEMENT Corp | 0.10% | Reduce -0.0% | 275,070 | $8.7M |
| Prudential Financial Inc. | 0.01% | Add +41.0% | 252,750 | $8.0M |
| Twinbeech Capital LP | 0.15% | Add +844.1% | 246,169 | $7.8M |
| Jump Financial, LLC | 0.16% | Add +15.0% | 245,551 | $7.7M |
| FMR LLC | 0.00% | Reduce -10.3% | 240,113 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +13.5% | 239,091 | $7.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.0% | 227,356 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.6% | 224,509 | $7.1M |
| Cordgrass Capital Advisors, LLC | 2.01% | No change | 219,584 | $6.9M |
| CI Investments Inc. | 0.03% | Reduce -2.7% | 218,401 | $6.9M |
| Bridgewater Associates | 0.04% | Add +47.4% | 203,239 | $6.4M |
| CW Advisors, LLC | 0.09% | Add +64.5% | 202,340 | $6.4M |
| Access Investment Management LLC | 1.93% | No change | 201,500 | $6.3M |
| Algert Global LLC | 0.17% | Reduce -11.8% | 200,410 | $6.3M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +36.0% | 198,626 | $6.3M |
| Bank of Nova Scotia | 0.01% | Add +163.0% | 197,459 | $6.2M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 196,359 | $6.2M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -5.0% | 188,700 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +4.3% | 186,058 | $5.9M |
| Cubist Systematic Strategies, LLC | 0.09% | Add +15.0% | 182,449 | $5.7M |
| Millennium Management | 0.01% | Reduce -57.6% | 180,662 | $5.7M |
| Gillson Capital LP | 0.52% | New | 180,000 | $5.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.3% | 176,512 | $5.6M |
| Alliancebernstein L.P. | 0.00% | Add +6.0% | 173,049 | $5.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +147.1% | 170,315 | $5.4M |
| Icon Advisers Inc. | 1.15% | Add +54.4% | 167,225 | $5.3M |
| Trexquant Investment LP | 0.07% | Add +943.3% | 166,314 | $5.2M |
| California State Teachers Retirement System | 0.01% | Reduce -4.9% | 164,120 | $5.2M |
| Barclays PLC | 0.00% | Reduce -30.1% | 162,514 | $5.1M |
| Raymond James & Associates | 0.00% | Add +2.6% | 159,899 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 159,280 | $5.0M |
| Kempner Capital Management Inc. | 2.56% | No change | 158,906 | $5.0M |
| Sei Investments Co. | 0.01% | Add +59.6% | 156,228 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Add +59.9% | 149,497 | $4.7M |
| Illinois Municipal Retirement Fund | 0.06% | Add +17.6% | 142,879 | $4.5M |
| Kennedy Capital Management LLC | 0.10% | Reduce -24.6% | 142,701 | $4.5M |
| Capital Fund Management S.A. | 0.05% | Reduce -41.4% | 141,763 | $4.5M |
| Holocene Advisors, LP | 0.02% | Add +127.4% | 137,689 | $4.3M |
| Tudor Investment Corporation | 0.05% | Add +11.6% | 135,458 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.3% | 133,956 | $4.2M |
| Loudon Investment Management, LLC | 2.21% | Add +6.7% | 128,274 | $4.0M |
| Brandywine Global Investment Management, LLC | 0.03% | Add +74.5% | 120,985 | $4.0M |
| Waters Parkerson & Co., LLC | 0.19% | Reduce -10.0% | 121,430 | $3.8M |
| Jane Street Group, LLC | 0.01% | Reduce -63.7% | 117,962 | $3.7M |
| Alyeska Investment Group, L.P. | 0.02% | Reduce -73.3% | 114,539 | $3.6M |
| Bessemer Group Inc. | 0.01% | Add +553.4% | 112,575 | $3.5M |
| New Vernon Investment Management LLC | 3.78% | New | 111,338 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.1% | 110,615 | $3.5M |
| Schroder Investment Management Group | 0.00% | Reduce -29.8% | 110,850 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Add +8.2% | 109,585 | $3.5M |
| Caxton Associates LP | 0.16% | No change | 107,992 | $3.4M |
| Comerica Bank | 0.01% | Reduce -3.4% | 106,574 | $3.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -22.3% | 106,002 | $3.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +19.1% | 104,901 | $3.3M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -50.1% | 102,261 | $3.2M |
| RK Asset Management, LLC | 2.48% | Add +6.8% | 102,186 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.7% | 102,166 | $3.2M |
| Franklin Resources Inc. | 0.00% | Add +89.1% | 95,677 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | Add +0.6% | 99,142 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.0% | 98,956 | $3.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4737.9% | 98,887 | $3.1M |
| Waterloo Capital, L.P. | 0.34% | Reduce -10.8% | 97,449 | $3.1M |
| Walleye Trading LLC | 0.07% | Add +292.1% | 97,114 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.7% | 97,124 | $3.1M |
| Quantinno Capital Management LP | 0.04% | Add +14.9% | 96,953 | $3.1M |
| Alaska Permanent Fund Corp | 0.04% | No change | 96,633 | $3.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -17.8% | 96,618 | $3.0M |
| Deutsche Bank AG | 0.00% | Add +292.9% | 95,597 | $3.0M |
| South Dakota Investment Council | 0.06% | Reduce -6.5% | 93,907 | $3.0M |
| TD Asset Management Inc | 0.00% | Add +56.8% | 91,100 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.3% | 90,447 | $2.9M |
| Seven Eight Capital, LP | 0.24% | Add +35.7% | 86,292 | $2.7M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -14.2% | 85,768 | $2.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.18% | Add +0.1% | 84,782 | $2.7M |
| Moran Wealth Management, LLC | 0.08% | New | 83,734 | $2.6M |
| Storebrand Asset Management As | 0.01% | No change | 83,650 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.6% | 82,518 | $2.6M |
| Engineers Gate Manager LP | 0.05% | Add +74.7% | 82,335 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -3.7% | 82,300 | $2.6M |
| Hedeker Wealth, LLC | 0.68% | Add +1.3% | 81,402 | $2.6M |
| Verition Fund Management LLC | 0.02% | Add +42.9% | 75,696 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.4% | 74,336 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -9.5% | 74,300 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.8% | 71,337 | $2.2M |
| Woodstock Corp. | 0.21% | No change | 70,293 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +44.2% | 69,049 | $2.2M |
| Capstone Investment Advisors, LLC | 0.08% | No change | 68,562 | $2.2M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -8.1% | 67,178 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +6.8% | 67,107 | $2.1M |
| Gsa Capital Partners LLP | 0.16% | Add +334.3% | 66,662 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +2.6% | 66,550 | $2.1M |
| Advisory Services Network, LLC | 0.04% | No change | 66,137 | $2.1M |
| AXA S.A. | 0.01% | No change | 64,553 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 63,900 | $2.0M |
| Unison Advisors LLC | 0.24% | Add +1.4% | 63,328 | $2.0M |
| Naples Global Advisors, LLC | 0.18% | Reduce -5.1% | 62,157 | $2.0M |
| Amundi | 0.00% | Add +137.4% | 62,142 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.1% | 61,774 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.3% | 54,770 | $1.9M |
| Voya Investment Management LLC | 0.00% | Add +7.1% | 60,643 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +27.4% | 59,029 | $1.9M |
| CIBC Asset Management Inc | 0.01% | Reduce -0.6% | 58,075 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +3.1% | 54,496 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -10.8% | 55,749 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +11.1% | 54,098 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 53,673 | $1.7M |
| Amalgamated Bank | 0.01% | Reduce -3.7% | 53,223 | $1.7M |
| Aquatic Capital Management LLC | 0.04% | Add +46.6% | 53,200 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 53,158 | $1.7M |
| Allen Wealth Management, LLC | 1.14% | Add +13.2% | 52,199 | $1.6M |
| Axq Capital, LP | 0.49% | Add +88.3% | 51,852 | $1.6M |
| STRS Ohio | 0.01% | Add +24.3% | 51,394 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +3.1% | 48,958 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +5.5% | 48,364 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +6.3% | 48,201 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +18.5% | 47,894 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 46,825 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +1.8% | 45,816 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -44.1% | 43,877 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -18.4% | 43,323 | $1.4M |
| Walleye Capital LLC | 0.02% | Add +645.5% | 43,072 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -19.0% | 42,820 | $1.3M |
| New Century Financial Group, LLC | 0.49% | Reduce -0.0% | 42,457 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -32.4% | 42,265 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 41,045 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 40,968 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.0% | 40,587 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.6% | 40,492 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +6.8% | 40,242 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.9% | 40,107 | $1.3M |
| Insight Inv LLC | 1.05% | Reduce -0.8% | 39,535 | $1.2M |
| Donoghue Forlines LLC | 0.35% | Add +106.7% | 38,598 | $1.2M |
| Todd Asset Management LLC | 0.03% | No change | 38,434 | $1.2M |
| Teza Capital Management LLC | 0.13% | Add +145.1% | 38,257 | $1.2M |
| Greenwood Capital Associates LLC | 0.16% | Add +0.5% | 38,212 | $1.2M |
| Ellis Investment Partners, LLC | 0.23% | Add +7.9% | 37,968 | $1.2M |
| Ted Buchan & Co | 0.56% | Reduce -14.4% | 37,458 | $1.2M |
| Royce & Associates LP | 0.01% | New | 37,296 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 37,203 | $1.2M |
| Sciencast Management LP | 0.34% | Reduce -3.1% | 36,898 | $1.2M |
| Trust Investment Advisors | 0.74% | Reduce -6.4% | 36,716 | $1.2M |
| Mork Capital Management, LLC | 0.83% | No change | 36,680 | $1.2M |
| Two Sigma Securities, LLC | 0.09% | Reduce -29.1% | 36,525 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.7% | 36,379 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +2.9% | 36,150 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | New | 35,474 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.8% | 34,988 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -16.9% | 34,359 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +13.1% | 34,095 | $1.1M |
| Advisors Preferred, LLC | 0.16% | Reduce -79.6% | 34,746 | $1.1M |
| Keynote Financial Services LLC | 0.81% | Reduce -5.8% | 33,491 | $1.1M |
| Toronto Dominion Bank | 0.00% | Reduce -25.1% | 33,400 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +2.4% | 32,643 | $1.0M |
| Interval Partners, LP | 0.03% | Reduce -75.9% | 32,316 | $1.0M |
| Birmingham Capital Management Co. Inc. | 0.36% | No change | 31,600 | $996K |
| Natixis Advisors, LLC | 0.00% | Reduce -22.8% | 31,309 | $987K |
| International Assets Investment Management, LLC | 0.08% | Add +13.9% | 30,669 | $966K |
| IFP Advisors, Inc | 0.03% | Reduce -65.2% | 29,937 | $943K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.0% | 29,929 | $943K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +0.0% | 28,950 | $912K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +2.3% | 28,829 | $908K |
| Mariner, LLC | 0.00% | Reduce -4.0% | 28,353 | $893K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.9% | 28,043 | $884K |
| Sigma Planning Corp | 0.03% | Add +5.5% | 27,780 | $875K |
| D.A. Davidson & Co. | 0.01% | Reduce -9.4% | 27,453 | $865K |
| Praxis Investment Management Inc. | 0.05% | No change | 26,790 | $844K |
| Handelsbanken Fonder AB | 0.00% | No change | 26,800 | $844K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.4% | 26,796 | $842K |
| Petrus Trust Company, LTA | 0.08% | New | 26,284 | $828K |
| Intellectus Partners, LLC | 0.21% | Reduce -1.2% | 26,054 | $821K |
| Entropy Technologies, LP | 0.09% | Add +262.6% | 25,724 | $811K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -8.4% | 25,599 | $807K |
| NorthCoast Asset Management LLC | 0.01% | New | 27,340 | $792K |
| DAVENPORT & Co LLC | 0.00% | Add +18.7% | 25,130 | $792K |
| Oak Thistle LLC | 0.25% | Add +109.2% | 24,380 | $768K |
| Fifth Third Bancorp | 0.00% | Reduce -7.5% | 24,361 | $768K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 24,322 | $766K |
| Boit C F David | 0.36% | No change | 23,990 | $734K |
| Register Financial Advisors LLC | 0.37% | Add +7.0% | 23,137 | $729K |
| MML Investors Services, LLC | 0.00% | Reduce -20.2% | 22,711 | $716K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.5% | 22,546 | $710K |
| Teacher Retirement System of Texas | 0.00% | Add +53.9% | 22,318 | $703K |
| Jefferies Financial Group Inc. | 0.01% | New | 22,000 | $693K |
| Creative Planning | 0.00% | Add +7.1% | 21,922 | $691K |
| Cullinan Associates Inc. | 0.04% | No change | 20,800 | $685K |
| Nicholas Wealth, LLC. | 0.42% | Reduce -14.6% | 21,033 | $663K |
| Independent Advisor Alliance | 0.02% | Reduce -51.0% | 20,952 | $660K |
| Signaturefd, LLC | 0.01% | Add +0.8% | 20,808 | $656K |
| Wolverine Trading, LLC | 0.02% | Add +69.3% | 20,835 | $655K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 20,738 | $653K |
| OmniStar Financial Group, Inc. | 0.49% | Add +0.5% | 20,557 | $648K |
| AE Wealth Management LLC | 0.01% | Reduce -1.0% | 20,418 | $643K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +132.0% | 19,932 | $628K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -1.8% | 19,640 | $619K |
| Phillips Financial Management, LLC | 0.05% | Add +4.7% | 19,490 | $614K |
| 1620 Investment Advisors, Inc. | 0.45% | Add +0.9% | 19,378 | $611K |
| HB Wealth Management, LLC | 0.01% | Reduce -2.0% | 19,189 | $605K |
| Cowa, LLC | 0.28% | Add +11.2% | 18,949 | $597K |
| MTM Investment Management, LLC | 0.23% | No change | 18,612 | $593K |
| BlackDiamond Wealth Management, LLC | 0.35% | Reduce -2.2% | 16,258 | $588K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.6% | 18,640 | $587K |
| Quadrature Capital Ltd | 0.01% | Reduce -11.1% | 18,586 | $586K |
| Ieq Capital, LLC | 0.01% | Reduce -4.5% | 18,585 | $586K |
| Cornercap Investment Counsel Inc. | 0.17% | Reduce -53.6% | 18,582 | $586K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.4% | 18,462 | $582K |
| Commerce Bank | 0.00% | Reduce -0.3% | 18,437 | $581K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,968 | $566K |
| PEAK6 Investments LLC | 0.03% | New | 17,958 | $566K |
| Dynamic Technology Lab Private Ltd | 0.06% | Reduce -54.5% | 17,208 | $542K |
| Brevan Howard Capital Management LP | 0.03% | Add +0.3% | 17,158 | $541K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.2% | 17,097 | $539K |
| Choreo, LLC | 0.01% | Reduce -1.6% | 17,436 | $539K |
| Aigen Investment Management, LP | 0.11% | Reduce -51.6% | 17,087 | $538K |
| Contravisory Investment Management, Inc. | 0.11% | Reduce -1.6% | 16,995 | $536K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 16,992 | $535K |
| Tidal Investments LLC | 0.01% | Reduce -13.5% | 16,731 | $527K |
| Cim Investment Management Inc. | 0.16% | Reduce -2.4% | 16,709 | $527K |
| Sterling Capital Management LLC | 0.01% | — | 16,549 | $521K |
| Triasima Portfolio Management inc. | 0.12% | Reduce -84.1% | 16,525 | $521K |
| Qsemble Capital Management, LP | 0.10% | Reduce -20.9% | 16,423 | $517K |
| PFG Investments, LLC | 0.03% | Reduce -9.2% | 16,392 | $517K |
| First Trust Direct Indexing L.P. | 0.03% | Reduce -1.7% | 16,383 | $516K |
| Danske Bank A/S | 0.00% | New | 15,928 | $502K |
| Jacobi Capital Management LLC | 0.04% | Reduce -2.0% | 15,891 | $501K |
| Numerai GP LLC | 0.13% | Reduce -62.2% | 15,772 | $497K |
| Holderness Investments Co. | 0.11% | No change | 15,721 | $495K |
| Eubel Brady & Suttman Asset Management Inc. | 0.07% | No change | 15,673 | $494K |
| Guyasuta Investment Advisors Inc. | 0.03% | Reduce -44.4% | 15,000 | $473K |
| 180 Wealth Advisors, LLC | 0.07% | Add +5.7% | 14,991 | $472K |
| Cwm, LLC | 0.00% | Add +4.1% | 14,879 | $469K |
| Stephens Inc. | 0.01% | Add +5.8% | 14,702 | $463K |
| GMO | 0.00% | New | 14,594 | $460K |
| State of Wisconsin Investment Board | 0.00% | No change | 14,342 | $452K |
| Jones Financial Companies LLLP | 0.00% | Add +45.6% | 14,103 | $443K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.8% | 14,055 | $443K |
| Altus Wealth Group LLC | 0.19% | Add +40.4% | 13,847 | $436K |
| Deerfield Management Company, L.P. | 0.01% | New | 13,586 | $428K |
| Matisse Capital | 0.21% | No change | 13,500 | $425K |
| Farther Finance Advisors, LLC | 0.02% | Add +21.3% | 13,452 | $424K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +14.1% | 13,327 | $420K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +253.5% | 13,078 | $412K |
| Virtu Financial LLC | 0.02% | Reduce -3.5% | 12,996 | $409K |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 12,815 | $404K |
| Tiaa Trust, National Association | 0.00% | Add +19.0% | 12,794 | $403K |
| Keybank National Association | 0.00% | Add +1.2% | 12,554 | $396K |
| Mackenzie Financial Corp. | 0.00% | Reduce -75.0% | 12,464 | $393K |
| Kestra Investment Management, LLC | 0.02% | New | 12,244 | $386K |
| Ceeto Capital Group, LLC | 0.14% | No change | 12,000 | $378K |
| iSAM Funds (UK) Ltd | 0.21% | Add +12.0% | 11,922 | $376K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.2% | 11,770 | $372K |
| Abel Hall, LLC | 0.24% | Add +0.0% | 11,460 | $361K |
| United Services Automobile Association | 0.01% | Reduce -14.6% | 11,459 | $361K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.2% | 11,452 | $361K |
| OneDigital Investment Advisors LLC | 0.00% | Add +54.1% | 11,318 | $357K |
| Pallas Capital Advisors LLC | 0.02% | Add +7.9% | 10,830 | $355K |
| Gotham Asset Management | 0.00% | Add +1.9% | 11,196 | $353K |
| Chapin Davis, Inc. | 0.11% | No change | 11,080 | $349K |
| Prelude Capital Management, LLC | 0.03% | Reduce -1.7% | 11,000 | $347K |
| Blair William & Co. | 0.00% | Add +8.8% | 10,977 | $346K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 10,908 | $344K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.0% | 10,861 | $342K |
| Greenleaf Trust | 0.00% | Reduce -1.5% | 10,806 | $340K |
| Guggenheim Capital LLC | 0.00% | Add +1.3% | 10,750 | $339K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.8% | 10,710 | $337K |
| Meridian Investment Counsel Inc. | 0.10% | Reduce -4.0% | 10,705 | $337K |
| Keystone Financial Group | 0.04% | Add +1.2% | 10,586 | $334K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.6% | 10,587 | $333K |
| BOS Asset Management, LLC | 0.12% | Add +10.2% | 10,561 | $333K |
| Mill Capital Management, LLC | 0.03% | No change | 10,244 | $323K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.4% | 10,233 | $322K |
| Investors Research Corp | 0.07% | No change | 10,207 | $322K |
| Sweet Financial Partners, LLC | 0.07% | No change | 10,200 | $321K |
| Longfellow Investment Management Co. LLC | 0.08% | Add +0.6% | 10,128 | $319K |
| Quantitative Investment Management, LLC | 0.03% | New | 10,033 | $316K |
| Gateway Investment Advisers LLC | 0.00% | Add +0.0% | 10,019 | $316K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -49.9% | 9,752 | $307K |
| Holistic Financial Partners | 0.15% | No change | 9,630 | $303K |
| Strategic Blueprint, LLC | 0.02% | New | 9,612 | $303K |
| Paragon Capital Management Ltd | 0.06% | Add +1.2% | 9,507 | $300K |
| ClearAlpha Technologies LP | 0.13% | New | 9,357 | $295K |
| Utah Retirement Systems | 0.00% | No change | 9,300 | $293K |
| Wedmont Private Capital | 0.02% | Add +1.5% | 9,385 | $292K |
| Ethic Inc. | 0.01% | Reduce -15.8% | 9,069 | $290K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -6.9% | 9,047 | $285K |
| EP Wealth Advisors, LLC | 0.00% | New | 9,032 | $285K |
| Hilltop Holdings Inc. | 0.02% | Add +1.3% | 8,876 | $280K |
| Brave Asset Management Inc. | 0.07% | Add +0.7% | 8,836 | $278K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.5% | 8,833 | $278K |
| XTX Topco Ltd | 0.02% | Reduce -77.3% | 8,740 | $275K |
| Security Financial Services, INC. | 0.06% | Add +0.2% | 8,727 | $275K |
| HighPoint Advisor Group LLC | 0.02% | Add +0.7% | 8,198 | $275K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -7.2% | 8,709 | $274K |
| Daiwa Securities Group Inc. | 0.00% | New | 8,700 | $274K |
| Mercer Global Advisors Inc. | 0.00% | Add +25.3% | 8,723 | $270K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -68.9% | 8,551 | $269K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,516 | $268K |
| Old National Bancorp | 0.01% | Add +4.0% | 8,415 | $265K |
| M&T Bank Corp | 0.00% | Reduce -2.1% | 8,335 | $263K |
| Plancorp, LLC | 0.01% | Add +0.1% | 8,236 | $260K |
| Versor Investments LP | 0.04% | New | 8,216 | $259K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.9% | 8,208 | $259K |
| Parallel Advisors, LLC | 0.01% | Add +0.7% | 8,125 | $256K |
| Sage Rhino Capital LLC | 0.06% | Reduce -2.1% | 8,104 | $255K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 8,010 | $252K |
| Corebridge Financial, Inc. | 0.00% | Reduce -6.0% | 7,955 | $251K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 7,890 | $249K |
| State of Wyoming | 0.04% | Add +76.5% | 7,858 | $248K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -2.1% | 7,851 | $247K |
| Allianz Asset Management GmbH | 0.00% | Reduce -78.8% | 7,682 | $242K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 7,616 | $240K |
| Sapient Capital LLC | 0.00% | No change | 7,616 | $240K |
| SYM FINANCIAL Corp | 0.03% | Reduce -2.2% | 7,600 | $239K |
| AlphaQuest LLC | 0.02% | Add +43.1% | 7,573 | $239K |
| Eads & Heald Wealth Management | 0.11% | Add +7.8% | 7,490 | $236K |
| Berger Financial Group, Inc | 0.02% | New | 7,449 | $235K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.1% | 7,427 | $234K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -86.6% | 7,365 | $232K |
| First Merchants Corp. | 0.01% | No change | 7,298 | $230K |
| GSG Advisors LLC | 0.08% | Reduce -27.3% | 7,436 | $230K |
| MQS Management LLC | 0.13% | New | 7,247 | $228K |
| Shelton Capital Management | 0.01% | No change | 7,117 | $224K |
| Baader Bank Aktiengesellschaft | 0.02% | New | 7,095 | $223K |
| Diversified Trust Co. | 0.01% | No change | 6,897 | $217K |
| Brookstone Capital Management | 0.00% | Add +6.2% | 6,808 | $215K |
| Roman Butler Fullerton & Co. | 0.06% | New | 6,267 | $211K |
| Barr E S & Co. | 0.01% | New | 6,635 | $209K |
| Xponance LLC | 0.00% | New | 6,569 | $207K |
| StoneX Group Inc. | 0.01% | New | 6,531 | $206K |
| Rothschild Investment LLC | 0.01% | Reduce -0.1% | 6,486 | $204K |
| Meeder Advisory Services, Inc. | 0.01% | New | 6,484 | $204K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -9.8% | 6,433 | $203K |
| GAMMA Investing LLC | 0.02% | Reduce -7.1% | 6,140 | $193K |
| Assetmark, Inc. | 0.00% | Add +0.4% | 5,894 | $186K |
| North Star Investment Management Corp. | 0.01% | No change | 5,615 | $177K |
| KBC Group NV | 0.00% | Add +22.2% | 5,299 | $167K |
| Allworth Financial LP | 0.00% | Reduce -1.4% | 5,167 | $163K |
| Delta Asset Management LLC | 0.01% | No change | 5,000 | $158K |
| Huntington National Bank | 0.00% | Reduce -3.9% | 4,892 | $154K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.4% | 4,364 | $138K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,330 | $136K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.1% | 4,130 | $130K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -2.8% | 4,000 | $126K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Reduce -69.2% | 3,816 | $120K |
| Hexagon Capital Partners LLC | 0.02% | Add +13.3% | 3,502 | $110K |
| Wintrust Investments LLC | 0.07% | Reduce -85.8% | 3,228 | $101K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.2% | 2,980 | $94K |
| Sandy Spring Bank | 0.00% | No change | 2,794 | $88K |
| Quarry LP | 0.03% | Add +23.2% | 2,793 | $88K |
| Clearstead Advisors, LLC | 0.00% | Reduce -43.5% | 2,592 | $82K |
| Leonteq Securities AG | 0.01% | Add +0.8% | 2,560 | $81K |
| Point72 Hong Kong Ltd | 0.01% | Reduce -96.3% | 2,555 | $81K |
| Anchor Investment Management, LLC | 0.01% | No change | 2,495 | $79K |
| Venturi Wealth Management, LLC | 0.00% | Add +459.9% | 2,083 | $66K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -82.8% | 1,957 | $62K |
| Smartleaf Asset Management LLC | 0.01% | Add +40.1% | 1,841 | $58K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -27.1% | 1,767 | $56K |
| Versant Capital Management, Inc | 0.01% | No change | 1,750 | $55K |
| DT Investment Partners, LLC | 0.00% | No change | 1,736 | $55K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -26.6% | 1,653 | $54K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,718 | $54K |
| Continuum Advisory, LLC | 0.01% | Reduce -5.2% | 1,473 | $51K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,610 | $51K |
| National Bank of Canada | 0.00% | Reduce -96.6% | 1,567 | $49K |
| Global Retirement Partners, LLC | 0.00% | Reduce -8.5% | 1,543 | $49K |
| Meeder Asset Management Inc. | 0.00% | New | 1,512 | $48K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +50.0% | 1,500 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.2% | 1,405 | $44K |
| Federated Hermes, Inc. | 0.00% | Reduce -29.9% | 1,393 | $44K |
| CVA Family Office, LLC | 0.01% | No change | 1,375 | $43K |
| Mather Group, Llc. | 0.00% | Add +0.5% | 1,341 | $42K |
| Painted Porch Advisors LLC | 0.02% | No change | 1,300 | $41K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,294 | $41K |
| Eastern Bank | 0.00% | New | 1,280 | $40K |
| Harbour Investments, Inc. | 0.00% | No change | 1,263 | $40K |
| Barrett & Company, Inc. | 0.02% | No change | 1,200 | $38K |
| Catalyst Funds Management Pty Ltd | 0.01% | Add +71.4% | 1,200 | $38K |
| Dunhill Financial, LLC | 0.02% | Add +564.3% | 93 | $38K |
| Hillsdale Investment Management Inc. | 0.00% | New | 1,150 | $36K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -9.0% | 1,119 | $35K |
| Quent Capital, LLC | 0.00% | Add +1.8% | 1,117 | $35K |
| Larson Financial Group LLC | 0.00% | Add +95.3% | 1,086 | $34K |
| Transcendent Capital Group LLC | 0.02% | No change | 1,084 | $34K |
| Blue Trust, Inc. | 0.00% | Add +535.5% | 1,074 | $33K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.1% | 1,052 | $33K |
| Westend Capital Management, LLC | 0.01% | No change | 1,048 | $33K |
| Arax Advisory Partners | 0.00% | No change | 1,017 | $32K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,025 | $32K |
| Ancora Advisors LLC | 0.00% | No change | 1,000 | $32K |
| Adirondack Trust Co. | 0.01% | No change | 1,000 | $32K |
| NBT Bank, N.A. | 0.00% | New | 960 | $30K |
| Deseret Mutual Benefit Administrators | 0.02% | Reduce -19.6% | 953 | $30K |
| HM Payson & Co. | 0.00% | Add +5.0% | 941 | $30K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 913 | $29K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 852 | $27K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 850 | $27K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +30.8% | 850 | $27K |
| Whittier Trust Co. | 0.00% | No change | 835 | $26K |
| Trust Co. of Vermont | 0.00% | Add +1.1% | 809 | $25K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 780 | $25K |
| City State Bank | 0.01% | New | 750 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 750 | $24K |
| Riverview Trust Co | 0.02% | No change | 688 | $22K |
| M&R Capital Management Inc. | 0.00% | Add +12.1% | 622 | $20K |
| Private Trust Co. NA | 0.00% | Add +520.8% | 596 | $19K |
| UMB Bank, n.a. | 0.00% | Add +79.0% | 530 | $17K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 500 | $16K |
| Cromwell Holdings LLC | 0.01% | No change | 499 | $16K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -98.0% | 479 | $15K |
| Valley National Advisers Inc. | 0.00% | Reduce -8.3% | 500 | $15K |
| Principal Securities, Inc. | 0.00% | Reduce -14.7% | 470 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.8% | 450 | $14K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 443 | $14K |
| Earned Wealth Advisors, LLC | 0.00% | New | 417 | $13K |
| Oakworth Capital, Inc. | 0.00% | No change | 414 | $13K |
| Covestor Ltd | 0.01% | Reduce -5.1% | 425 | $13K |
| ClariVest Asset Management LLC | 0.00% | No change | 409 | $13K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 342 | $12K |
| Tidemark, LLC | 0.00% | No change | 335 | $11K |
| Lanark Financial, Inc. | 0.00% | No change | 319 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 300 | $9K |
| Brooklyn Investment Group | 0.00% | New | 294 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Add +32.4% | 229 | $7K |
| PSI Advisors, LLC | 0.00% | Add +1.4% | 218 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 210 | $7K |
| Rakuten Securities, Inc. | 0.00% | Reduce -19.9% | 209 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Add +0.5% | 205 | $6K |
| Hemington Wealth Management | 0.00% | New | 192 | $6K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -5.0% | 190 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 185 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -46.1% | 175 | $6K |
| Manchester Capital Management LLC | 0.00% | Add +242.0% | 171 | $5K |
| American Capital Advisory, LLC | 0.00% | No change | 167 | $5K |
| Archer Investment Corp | 0.00% | No change | 158 | $5K |
| Hollencrest Capital Management | 0.00% | Add +1.3% | 154 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 143 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 140 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 136 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 121 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 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 |
| CENTRAL TRUST Co | 0.00% | Reduce -48.3% | 107 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 106 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +116.7% | 104 | $3K |
| Natixis | 0.00% | Reduce -66.1% | 102 | $3K |
| Key Financial Inc | 0.00% | No change | 100 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +15.4% | 90 | $3K |
| Spire Wealth Management | 0.00% | Add +38.7% | 86 | $3K |
| Gen-Wealth Partners Inc | 0.00% | New | 80 | $3K |
| First Pacific Financial | 0.00% | Reduce -14.1% | 85 | $3K |
| TruNorth Capital Management, LLC | 0.00% | No change | 83 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 57 | $2K |
| Planning Capital Management Corp | 0.00% | New | 55 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 45 | $1K |
| Grove Bank & Trust | 0.00% | New | 44 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 42 | $1K |
| Zions Bancorporation, N.A. | 0.00% | No change | 37 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 36 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +40.9% | 31 | $977 |
| SJS Investment Consulting Inc. | 0.00% | No change | 30 | $946 |
| TFC Financial Management, Inc. | 0.00% | No change | 29 | $914 |
| Fairscale Capital, LLC | 0.00% | No change | 23 | $725 |
| Ashton Thomas Securities, LLC | 0.00% | New | 21 | $662 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 20 | $640 |
| Mendota Financial Group, LLC | 0.00% | New | 16 | $505 |
| Voisard Asset Management Group, Inc. | 0.00% | New | 16 | $505 |
| CoreCap Advisors, LLC | 0.00% | New | 14 | $441 |
| Sachetta, LLC | 0.00% | No change | 13 | $410 |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $410 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $316 |
| Abound Wealth Management | 0.00% | New | 8 | $253 |
| Johnson Financial Group, Inc. | 0.00% | No change | 1 | $32 |
| Lazard Asset Management LLC | 0.00% | Reduce -99.8% | 21 | $0 |
| 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.