Lincoln NationalLNC
13F holders, Q1 2025 (March 31)570holders +12
68new positions
57sold out
8famous investors
$35.87avg. 13F price*
At the end of Q1 2025, 570 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings, up 12 from Q4 2024. 68 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($677.0M), BlackRock, Inc. ($593.6M) and State Street Corp. ($221.2M). 8 famous investors held it, including Bill Miller (8.5% of Miller Value Partners's portfolio), Ray Dalio (0.1% of Bridgewater Associates'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $70.6M |
| Exits | 57 | $68.9M |
All 13F filers, Q4 2024 → Q1 2025: 11,904,816 shares bought and 9,262,065 shares sold, net +2,642,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 570 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.4% | 18,851,345 | $677.0M |
| BlackRock, Inc. | 0.01% | Reduce -0.3% | 16,531,571 | $593.6M |
| State Street Corp. | 0.01% | Reduce -4.9% | 6,158,850 | $221.2M |
| Massachusetts Financial Services Co. | 0.06% | Add +2.0% | 4,854,788 | $174.3M |
| Morgan Stanley | 0.01% | Add +0.6% | 3,913,754 | $140.5M |
| First Trust Advisors LP | 0.12% | Add +207.6% | 3,870,726 | $139.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +7.2% | 3,084,433 | $110.8M |
| Principal Financial Group Inc. | 0.06% | Reduce -4.1% | 3,016,414 | $108.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 2,915,998 | $104.7M |
| Northern Trust Corp. | 0.01% | Add +6.1% | 2,566,274 | $92.2M |
| Norges Bank | 0.01% | Add +4.1% | 2,526,630 | $90.7M |
| LSV Asset Management | 0.20% | Reduce -4.4% | 2,341,596 | $84.1M |
| HSBC Holdings PLC | 0.05% | Reduce -6.7% | 2,080,461 | $74.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.6% | 2,034,104 | $73.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.6% | 2,031,911 | $73.0M |
| AQR Capital Management | 0.07% | Add +84.5% | 2,041,928 | $72.0M |
| UBS Group AG | 0.01% | Add +52.1% | 1,722,066 | $61.8M |
| Citadel Advisors | 0.06% | Reduce -14.3% | 1,672,230 | $60.0M |
| Invesco Ltd. | 0.01% | Add +0.4% | 1,597,913 | $57.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.8% | 1,593,409 | $57.2M |
| Two Sigma Advisers, LP | 0.13% | Reduce -24.2% | 1,576,700 | $56.6M |
| Hennessy Advisors Inc. | 1.86% | Reduce -8.9% | 1,556,700 | $55.9M |
| Balyasny Asset Management L.P. | 0.13% | Reduce -5.1% | 1,444,488 | $51.9M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -8.9% | 1,406,828 | $50.5M |
| Millennium Management | 0.04% | Add +110.3% | 1,176,613 | $42.3M |
| Bank of America Corp. | 0.00% | Add +23.8% | 1,111,452 | $39.9M |
| Wells Fargo & Company | 0.01% | Reduce -3.8% | 945,741 | $34.0M |
| Two Sigma Investments, LP | 0.07% | Reduce -29.2% | 910,388 | $32.7M |
| Algebris (uk) Ltd. | 6.08% | Add +36.6% | 954,824 | $31.7M |
| Marshall Wace, LLP | 0.04% | Reduce -18.0% | 877,860 | $31.5M |
| Victory Capital Management Inc. | 0.03% | Add +5.0% | 861,793 | $30.9M |
| Assenagon Asset Management S.A. | 0.04% | Add +141.2% | 673,095 | $24.2M |
| SG Americas Securities, LLC | 0.08% | Add +1818.4% | 661,972 | $23.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +5.0% | 623,322 | $22.4M |
| Easterly Investment Partners LLC | 1.75% | Reduce -8.5% | 586,941 | $21.1M |
| LPL Financial LLC | 0.01% | Reduce -21.1% | 585,096 | $21.0M |
| Ameriprise Financial Inc. | 0.01% | Add +4.6% | 571,880 | $20.5M |
| Advisors Capital Management, LLC | 0.30% | Add +2.0% | 541,592 | $19.4M |
| Public Sector Pension Investment Board | 0.08% | Add +27.3% | 540,179 | $19.4M |
| Cubist Systematic Strategies, LLC | 0.25% | Add +100.4% | 525,796 | $18.9M |
| Legal & General Group Plc | 0.01% | Add +0.6% | 523,438 | $18.8M |
| Miller Value Partners | 8.50% | Add +5.2% | 519,255 | $18.6M |
| First Eagle Investment Management, LLC | 0.04% | Reduce -2.5% | 517,650 | $18.6M |
| Bridgewater Associates | 0.08% | Add +24.3% | 473,633 | $17.0M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -62.4% | 420,169 | $15.1M |
| Rhumbline Advisers | 0.01% | Reduce -2.7% | 406,331 | $14.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 395,077 | $14.2M |
| JPMorgan Chase & Co. | 0.00% | Add +18.4% | 391,654 | $14.1M |
| Cambria Investment Management, L.P. | 0.92% | Reduce -9.9% | 365,661 | $13.1M |
| Nuveen, LLC | 0.00% | — | 352,123 | $12.6M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 330,000 | $11.9M |
| Vest Financial, LLC | 0.18% | New | 316,870 | $11.4M |
| CHURCHILL MANAGEMENT Corp | 0.13% | Add +3.5% | 296,232 | $10.6M |
| Capital Fund Management S.A. | 0.13% | Add +236.4% | 281,194 | $10.1M |
| California Public Employees Retirement System | 0.01% | Add +3.4% | 275,159 | $9.9M |
| Jupiter Asset Management Ltd. | 0.09% | Reduce -36.9% | 270,999 | $9.7M |
| Qube Research & Technologies Ltd | 0.01% | New | 268,377 | $9.6M |
| Stifel Financial Corp. | 0.01% | Add +13.6% | 267,682 | $9.6M |
| Raymond James Financial Inc. | 0.00% | Add +3.9% | 267,204 | $9.6M |
| Prudential Financial Inc. | 0.01% | Add +27.1% | 256,319 | $9.2M |
| FMR LLC | 0.00% | Add +8.9% | 253,899 | $9.1M |
| National Bank of Canada | 0.01% | Reduce -23.1% | 243,629 | $8.7M |
| Susquehanna Fundamental Investments, LLC | 0.14% | Reduce -18.2% | 235,606 | $8.5M |
| BNP Paribas Financial Markets | 0.01% | Add +46.1% | 229,683 | $8.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.8% | 219,888 | $7.9M |
| Cordgrass Capital Advisors, LLC | 2.25% | No change | 219,584 | $7.9M |
| Quantbot Technologies LP | 0.25% | Add +9.7% | 219,376 | $7.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.2% | 211,081 | $7.6M |
| Macquarie Group Ltd. | 0.01% | Reduce -15.8% | 208,034 | $7.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +34.0% | 204,010 | $7.3M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -5.8% | 198,480 | $7.1M |
| Citigroup Inc. | 0.01% | Reduce -45.3% | 195,685 | $7.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.0% | 194,834 | $7.0M |
| Barclays PLC | 0.00% | Add +62.6% | 190,850 | $6.9M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +19.5% | 188,574 | $6.8M |
| CI Investments Inc. | 0.03% | Reduce -5.3% | 187,298 | $6.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +22.2% | 184,957 | $6.6M |
| American Century Companies Inc. | 0.00% | Add +271.2% | 180,079 | $6.5M |
| Jane Street Group, LLC | 0.01% | Reduce -44.4% | 170,981 | $6.1M |
| Interval Partners, LP | 0.22% | Add +107.6% | 170,232 | $6.1M |
| Icon Advisers Inc. | 1.42% | No change | 167,225 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -5.4% | 166,149 | $6.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -8.1% | 166,099 | $6.0M |
| Woodline Partners LP | 0.04% | New | 166,041 | $6.0M |
| Verition Fund Management LLC | 0.03% | Add +78.5% | 164,156 | $5.9M |
| Illinois Municipal Retirement Fund | 0.08% | Reduce -1.9% | 160,982 | $5.8M |
| D. E. Shaw & Co. | 0.01% | Add +946.5% | 160,316 | $5.8M |
| Kempner Capital Management Inc. | 3.21% | No change | 158,906 | $5.7M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 157,415 | $5.7M |
| Squarepoint Ops LLC | 0.01% | Reduce -51.9% | 156,728 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +53.7% | 155,736 | $5.6M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +443.5% | 154,639 | $5.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -8.4% | 154,365 | $5.5M |
| Jessup Wealth Management, Inc | 2.32% | New | 154,018 | $5.5M |
| Algert Global LLC | 0.13% | Reduce -43.6% | 150,289 | $5.4M |
| Daymark Wealth Partners, LLC | 0.23% | Add +1370.7% | 150,201 | $5.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 149,866 | $5.4M |
| Jump Financial, LLC | 0.08% | Reduce -10.1% | 142,185 | $5.1M |
| Loudon Investment Management, LLC | 2.76% | Add +4.7% | 134,614 | $4.8M |
| Edgestream Partners, L.P. | 0.16% | New | 132,693 | $4.8M |
| Saba Capital Management, L.P. | 0.13% | Reduce -49.5% | 127,625 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.6% | 125,809 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.0% | 125,422 | $4.5M |
| Voya Investment Management LLC | 0.01% | Add +17.9% | 120,743 | $4.3M |
| Mackenzie Financial Corp. | 0.01% | Add +208.5% | 116,883 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.9% | 116,594 | $4.2M |
| Engineers Gate Manager LP | 0.07% | Reduce -47.5% | 115,166 | $4.1M |
| Caisse Des Depots Et Consignations | 0.19% | Reduce -5.8% | 112,197 | $4.0M |
| Los Angeles Capital Management LLC | 0.02% | New | 109,920 | $3.9M |
| Quantinno Capital Management LP | 0.03% | Add +12.6% | 107,599 | $3.9M |
| Waterloo Capital, L.P. | 0.36% | Add +4.6% | 107,392 | $3.9M |
| Schroder Investment Management Group | 0.00% | Add +9.2% | 107,733 | $3.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.2% | 107,014 | $3.8M |
| Sei Investments Co. | 0.00% | Reduce -31.8% | 106,434 | $3.8M |
| Comerica Bank | 0.02% | Reduce -1.8% | 102,973 | $3.7M |
| Deutsche Bank AG | 0.00% | Reduce -58.7% | 102,092 | $3.7M |
| CW Advisors, LLC | 0.04% | Add +0.1% | 100,907 | $3.6M |
| New York State Common Retirement Fund | 0.01% | Add +11.7% | 100,618 | $3.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +2.2% | 98,118 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -10.7% | 95,504 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -31.8% | 95,085 | $3.4M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -2.5% | 94,386 | $3.4M |
| South Dakota Investment Council | 0.07% | Reduce -0.4% | 93,567 | $3.4M |
| RK Asset Management, LLC | 3.10% | Reduce -6.8% | 93,366 | $3.4M |
| Franklin Resources Inc. | 0.00% | Reduce -9.7% | 91,620 | $3.3M |
| Collar Capital Management, LLC | 2.91% | Add +2.1% | 89,466 | $3.2M |
| Twinbeech Capital LP | 0.06% | Reduce -76.0% | 89,417 | $3.2M |
| Alaska Permanent Fund Corp | 0.04% | No change | 96,633 | $3.1M |
| Gillson Capital LP | 0.26% | New | 85,000 | $3.1M |
| Caxton Associates LLP | 0.11% | — | 84,711 | $3.0M |
| Hedeker Wealth, LLC | 0.79% | Reduce -2.2% | 81,618 | $2.9M |
| Cetera Investment Advisers | 0.01% | Add +32.7% | 80,424 | $2.9M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -2.5% | 80,200 | $2.9M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.0% | 77,836 | $2.8M |
| Exchange Traded Concepts, LLC | 0.05% | Add +3.0% | 76,622 | $2.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | — | 76,100 | $2.7M |
| Man Group plc | 0.01% | Reduce -51.8% | 74,642 | $2.7M |
| Simplex Trading, LLC | 0.09% | Add +175.1% | 74,477 | $2.7M |
| Neo Ivy Capital Management | 0.85% | New | 74,116 | $2.7M |
| Janus Henderson Group PLC | 0.00% | No change | 74,300 | $2.6M |
| Jaffetilchin Investment Partners, LLC | 0.19% | Reduce -23.7% | 73,137 | $2.6M |
| Versor Investments LP | 0.43% | Add +205.9% | 73,100 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +30.9% | 71,981 | $2.6M |
| Advisory Services Network, LLC | 0.05% | Add +11.6% | 70,668 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.2% | 68,323 | $2.5M |
| Woodstock Corp. | 0.24% | No change | 66,793 | $2.4M |
| Amundi | 0.00% | Reduce -41.0% | 70,340 | $2.3M |
| Aquatic Capital Management LLC | 0.06% | Add +18.9% | 64,393 | $2.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -51.5% | 63,900 | $2.3M |
| Trexquant Investment LP | 0.03% | New | 63,676 | $2.3M |
| Waters Parkerson & Co., LLC | 0.12% | Reduce -29.1% | 62,475 | $2.2M |
| Prosperitas Financial LLC | 1.16% | New | 62,467 | $2.2M |
| Naples Global Advisors, LLC | 0.21% | Reduce -2.6% | 60,702 | $2.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.16% | Reduce -29.8% | 60,227 | $2.2M |
| Teacher Retirement System of Texas | 0.01% | Add +43.9% | 59,164 | $2.1M |
| Empowered Funds, LLC | 0.03% | Add +316.9% | 59,115 | $2.1M |
| Allen Wealth Management, LLC | 1.46% | Add +4.2% | 59,092 | $2.1M |
| Keystone Financial Group | 0.22% | Add +1.5% | 60,441 | $2.1M |
| Maryland State Retirement & Pension System | 0.05% | Reduce -14.3% | 57,456 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +25.2% | 56,843 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -9.7% | 56,325 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -9.8% | 55,729 | $2.0M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -71.6% | 55,600 | $2.0M |
| Bank of Montreal | 0.00% | Add +13.0% | 54,355 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.4% | 54,279 | $1.9M |
| CIBC Asset Management Inc | 0.01% | Reduce -0.9% | 53,979 | $1.9M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -16.6% | 53,893 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 53,673 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +10.0% | 53,540 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Add +11.6% | 53,526 | $1.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +353.2% | 53,498 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 53,158 | $1.9M |
| Jain Global LLC | 0.04% | Add +86.5% | 52,956 | $1.9M |
| STRS Ohio | 0.01% | Reduce -13.7% | 52,922 | $1.9M |
| Amalgamated Bank | 0.02% | Reduce -3.3% | 51,447 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -17.1% | 50,625 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.0% | 50,435 | $1.8M |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 48,862 | $1.8M |
| International Assets Investment Management, LLC | 0.15% | Add +14.7% | 48,356 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.9% | 47,924 | $1.7M |
| Bessemer Group Inc. | 0.00% | Reduce -58.0% | 47,388 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 46,687 | $1.7M |
| Gsa Capital Partners LLP | 0.15% | Add +47.1% | 45,902 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.0% | 45,802 | $1.6M |
| Gotham Asset Management | 0.01% | Add +287.6% | 45,433 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Add +3.6% | 44,893 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.8% | 43,975 | $1.6M |
| ExodusPoint Capital Management, LP | 0.02% | New | 43,019 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.0% | 42,927 | $1.5M |
| Hillsdale Investment Management Inc. | 0.08% | Add +2758.0% | 42,870 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +6.2% | 42,708 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +11.3% | 42,444 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.8% | 42,220 | $1.5M |
| AlphaQuest LLC | 0.16% | Add +92.7% | 42,053 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +22.7% | 41,950 | $1.5M |
| US Bancorp \de | 0.00% | Add +0.2% | 41,515 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +524.2% | 41,122 | $1.5M |
| Insight Inv LLC | 1.02% | No change | 41,110 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.1% | 40,764 | $1.5M |
| Allianz Asset Management GmbH | 0.00% | Add +442.8% | 40,554 | $1.5M |
| Royce & Associates LP | 0.02% | No change | 40,287 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -8.5% | 40,002 | $1.4M |
| Huntleigh Advisors, Inc. | 0.24% | Add +148.0% | 39,604 | $1.4M |
| Trust Investment Advisors | 0.91% | Reduce -0.5% | 39,526 | $1.4M |
| Greenwood Capital Associates LLC | 0.19% | Add +5.1% | 39,450 | $1.4M |
| Oliver Luxxe Assets LLC | 0.26% | New | 39,233 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.6% | 39,051 | $1.4M |
| Todd Asset Management LLC | 0.03% | Add +0.3% | 38,554 | $1.4M |
| Qsemble Capital Management, LP | 0.15% | Reduce -1.3% | 38,532 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Add +21.9% | 38,058 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -0.5% | 37,310 | $1.3M |
| Mork Capital Management, LLC | 1.03% | No change | 36,680 | $1.3M |
| Ted Buchan & Co | 0.62% | Reduce -1.4% | 36,425 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +7.9% | 35,452 | $1.3M |
| Range Financial Group LLC | 0.56% | Add +4.5% | 35,410 | $1.3M |
| Integrated Quantitative Investments LLC | 0.62% | New | 35,300 | $1.3M |
| Handelsbanken Fonder AB | 0.01% | No change | 34,900 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.2% | 34,135 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -4.8% | 33,600 | $1.2M |
| Mariner, LLC | 0.00% | Add +9.8% | 31,779 | $1.1M |
| Keynote Financial Services LLC | 0.82% | Reduce -0.4% | 31,731 | $1.1M |
| Birmingham Capital Management Co. Inc. | 0.43% | No change | 31,600 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.0% | 31,437 | $1.1M |
| Wolverine Trading, LLC | 0.04% | New | 31,381 | $1.1M |
| Fox Run Management, L.L.C. | 0.17% | Add +5.5% | 30,419 | $1.1M |
| Virtu Financial LLC | 0.06% | Add +57.5% | 30,096 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.8% | 29,975 | $1.1M |
| Lecap Asset Management Ltd. | 0.25% | Add +7.5% | 29,589 | $1.1M |
| M Holdings Securities, Inc. | 0.17% | Add +0.8% | 29,301 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +7.1% | 29,168 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -11.7% | 28,640 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +3.3% | 28,204 | $1.0M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 28,165 | $1.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +5.6% | 27,889 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +27.8% | 27,741 | $996K |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -8.3% | 27,608 | $991K |
| Sigma Planning Corp | 0.03% | Reduce -1.1% | 27,206 | $977K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -8.6% | 26,902 | $966K |
| Convergence Investment Partners, LLC | 0.27% | New | 26,815 | $963K |
| Kennedy Capital Management LLC | 0.02% | Reduce -83.1% | 26,164 | $940K |
| Bearing Point Capital, LLC | 0.20% | Add +6.4% | 25,900 | $930K |
| DMC Group, LLC | 0.75% | Add +47.1% | 25,749 | $925K |
| Numerai GP LLC | 0.17% | Add +57.9% | 24,906 | $894K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 24,806 | $891K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.2% | 24,649 | $885K |
| New Age Alpha Advisors, LLC | 0.04% | Add +4.7% | 24,604 | $884K |
| Parallax Volatility Advisers, L.P. | 0.03% | Add +491.6% | 24,553 | $882K |
| Oppenheimer & Co. Inc. | 0.01% | Add +38.3% | 24,445 | $878K |
| Pinnacle Financial Partners Inc | 0.02% | Add +0.2% | 24,367 | $875K |
| HFG Advisors, Inc. | 0.74% | Add +189.8% | 24,226 | $870K |
| Boit C F David | 0.43% | No change | 23,990 | $861K |
| Fifth Third Bancorp | 0.00% | Reduce -0.2% | 23,952 | $860K |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 23,250 | $835K |
| Sciencast Management LP | 0.19% | Reduce -68.3% | 22,517 | $809K |
| HB Wealth Management, LLC | 0.01% | Add +0.8% | 22,329 | $802K |
| Independent Advisor Alliance | 0.03% | Add +5.9% | 22,299 | $801K |
| Aigen Investment Management, LP | 0.13% | Add +43.2% | 22,221 | $798K |
| Scientech Research LLC | 0.21% | New | 22,018 | $791K |
| Phillips Financial Management, LLC | 0.06% | Add +0.3% | 21,592 | $775K |
| Guggenheim Capital LLC | 0.01% | Add +46.1% | 20,976 | $753K |
| Cullinan Associates Inc. | 0.05% | No change | 20,800 | $747K |
| MML Investors Services, LLC | 0.00% | Reduce -3.5% | 20,761 | $746K |
| OmniStar Financial Group, Inc. | 0.59% | Add +0.5% | 20,743 | $745K |
| Systematic Alpha Investments, LLC | 0.03% | No change | 20,738 | $745K |
| Register Financial Advisors LLC | 0.38% | Add +0.0% | 20,543 | $738K |
| Cowa, LLC | 0.31% | Add +5.2% | 20,040 | $720K |
| 111 Capital | 0.14% | New | 19,991 | $718K |
| Atlas Capital Advisors Inc. | 0.09% | Add +4083.7% | 19,705 | $708K |
| 1620 Investment Advisors, Inc. | 0.55% | Add +1.1% | 19,645 | $705K |
| Focus Partners Wealth | 0.00% | Add +39.1% | 19,530 | $701K |
| Creative Planning | 0.00% | Reduce -18.5% | 19,486 | $700K |
| AE Wealth Management LLC | 0.01% | Add +1.4% | 19,335 | $694K |
| Conning Inc. | 0.03% | New | 19,329 | $694K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -1.9% | 18,912 | $679K |
| MTM Investment Management, LLC | 0.26% | No change | 18,612 | $670K |
| Commerce Bank | 0.00% | Reduce -0.1% | 18,191 | $653K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.5% | 18,136 | $651K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,968 | $645K |
| Signaturefd, LLC | 0.01% | Add +0.6% | 17,856 | $641K |
| State of Wisconsin Investment Board | 0.00% | Add +10.9% | 17,608 | $632K |
| Cwm, LLC | 0.00% | Add +8.2% | 17,426 | $626K |
| Choreo, LLC | 0.01% | Add +10.8% | 17,355 | $623K |
| Triasima Portfolio Management inc. | 0.12% | No change | 17,224 | $619K |
| Altus Wealth Group LLC | 0.29% | Add +25.8% | 17,122 | $615K |
| Contravisory Investment Management, Inc. | 0.13% | Reduce -0.7% | 16,893 | $607K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -0.9% | 16,835 | $605K |
| Cim Investment Management Inc. | 0.14% | Reduce -0.1% | 16,676 | $599K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.8% | 16,620 | $597K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.2% | 16,353 | $587K |
| Petrus Trust Company, LTA | 0.05% | Add +12.8% | 16,124 | $579K |
| Storebrand Asset Management As | 0.00% | No change | 16,072 | $577K |
| Danske Bank A/S | 0.00% | Reduce -72.5% | 15,918 | $572K |
| Jacobi Capital Management LLC | 0.04% | Reduce -0.5% | 15,858 | $569K |
| GMO | 0.00% | Reduce -7.2% | 15,751 | $566K |
| Eubel Brady & Suttman Asset Management Inc. | 0.08% | No change | 15,673 | $563K |
| SummitTX Capital, L.P. | 0.02% | — | 15,533 | $558K |
| Nicholas Wealth, LLC. | 0.56% | Reduce -40.4% | 15,046 | $540K |
| Holderness Investments Co. | 0.13% | Reduce -2.6% | 14,930 | $536K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -79.8% | 14,899 | $535K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -1.0% | 14,856 | $533K |
| Prelude Capital Management, LLC | 0.05% | Add +33.1% | 14,637 | $526K |
| PARK CIRCLE Co | 0.46% | New | 14,360 | $516K |
| Intellectus Partners, LLC | 0.13% | Reduce -5.2% | 14,209 | $510K |
| Tidal Investments LLC | 0.00% | Reduce -31.8% | 14,017 | $503K |
| Fieldview Capital Management, LLC | 0.07% | New | 13,992 | $502K |
| GSG Advisors LLC | 0.16% | New | 15,036 | $496K |
| Inceptionr LLC | 0.15% | New | 13,819 | $496K |
| Stephens Inc. | 0.01% | Reduce -1.6% | 13,677 | $491K |
| Matisse Capital | 0.26% | No change | 13,500 | $485K |
| Savant Capital, LLC | 0.00% | Reduce -56.0% | 13,248 | $476K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.5% | 13,004 | $467K |
| Brown Advisory Inc. | 0.00% | Add +0.9% | 12,906 | $463K |
| BlackDiamond Wealth Management, LLC | 0.31% | Reduce -13.6% | 13,741 | $458K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -5.5% | 12,632 | $454K |
| Blueshift Asset Management, LLC | 0.18% | New | 12,504 | $449K |
| Cibc World Market Inc. | 0.00% | Reduce -14.0% | 12,489 | $448K |
| Ethic Inc. | 0.01% | Add +15.4% | 12,392 | $446K |
| Quadrant Capital Group LLC | 0.02% | Add +186.1% | 12,415 | $446K |
| EP Wealth Advisors, LLC | 0.00% | Add +14.8% | 12,093 | $434K |
| Ceeto Capital Group, LLC | 0.16% | No change | 12,000 | $431K |
| Blair William & Co. | 0.00% | Add +10.1% | 11,986 | $430K |
| Great Lakes Advisors, LLC | 0.00% | Add +77.1% | 11,966 | $430K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -9.0% | 11,948 | $429K |
| Centiva Capital, LP | 0.02% | New | 11,906 | $428K |
| Tiaa Trust, National Association | 0.00% | Reduce -8.6% | 11,814 | $424K |
| State of Wyoming | 0.06% | Add +2.7% | 11,630 | $418K |
| Counterpoint Mutual Funds LLC | 0.06% | New | 11,443 | $411K |
| Cresset Asset Management, LLC | 0.00% | Reduce -18.1% | 11,415 | $410K |
| United Services Automobile Association | 0.01% | No change | 11,459 | $409K |
| Avantax Advisory Services, Inc. | 0.00% | Add +8.8% | 11,254 | $404K |
| New Century Financial Group, LLC | 0.46% | Reduce -74.2% | 11,130 | $400K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 11,109 | $399K |
| Chapin Davis, Inc. | 0.14% | No change | 11,080 | $398K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.5% | 10,908 | $392K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -19.4% | 10,816 | $389K |
| Greenleaf Trust | 0.00% | Reduce -0.3% | 10,628 | $382K |
| BOS Asset Management, LLC | 0.13% | Add +0.1% | 10,543 | $379K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.5% | 10,528 | $378K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.2% | 10,495 | $377K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 10,489 | $377K |
| Mill Capital Management, LLC | 0.03% | No change | 10,244 | $368K |
| Investors Research Corp | 0.08% | No change | 10,207 | $367K |
| Two Sigma Securities, LLC | 0.06% | New | 10,139 | $364K |
| Teza Capital Management LLC | 0.16% | Add +30.5% | 10,014 | $360K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.4% | 10,003 | $359K |
| Toronto Dominion Bank | 0.00% | Add +42.9% | 10,001 | $359K |
| Strategic Blueprint, LLC | 0.02% | Add +11.6% | 9,968 | $358K |
| Pallas Capital Advisors LLC | 0.01% | Add +1.9% | 9,961 | $358K |
| Gateway Investment Advisers LLC | 0.00% | Add +0.7% | 9,850 | $354K |
| Bridgefront Capital, LLC | 0.10% | Add +5.6% | 9,719 | $349K |
| Alps Advisors Inc. | 0.00% | New | 9,700 | $348K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 9,631 | $346K |
| Holistic Financial Partners | 0.17% | No change | 9,630 | $346K |
| Meridian Investment Counsel Inc. | 0.10% | No change | 9,562 | $343K |
| Paragon Capital Management Ltd | 0.07% | Add +1.3% | 9,530 | $342K |
| Guyasuta Investment Advisors Inc. | 0.02% | Reduce -36.7% | 9,500 | $341K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.9% | 9,396 | $337K |
| Utah Retirement Systems | 0.00% | No change | 9,300 | $334K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 9,288 | $334K |
| Entropy Technologies, LP | 0.03% | Add +12.0% | 9,093 | $327K |
| Security Financial Services, INC. | 0.06% | Add +2.0% | 8,927 | $321K |
| PFG Investments, LLC | 0.02% | Add +21.0% | 8,887 | $319K |
| GAMMA Investing LLC | 0.02% | Add +32.0% | 8,838 | $317K |
| Innealta Capital, LLC | 0.17% | New | 8,631 | $310K |
| Wedmont Private Capital | 0.02% | Add +11.0% | 10,438 | $308K |
| Xponance LLC | 0.00% | Add +7.5% | 8,571 | $308K |
| Evergreen Capital Management LLC | 0.01% | Add +0.3% | 8,540 | $307K |
| Brave Asset Management Inc. | 0.09% | Reduce -5.7% | 8,336 | $299K |
| Plancorp, LLC | 0.01% | Add +0.5% | 8,285 | $298K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.0% | 8,266 | $297K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +9.9% | 8,251 | $296K |
| Old National Bancorp | 0.01% | Reduce -1.5% | 8,161 | $293K |
| Integrated Advisors Network LLC | 0.01% | New | 8,149 | $293K |
| Kestra Investment Management, LLC | 0.01% | Reduce -31.0% | 8,105 | $291K |
| Glenmede Trust Co. NA | 0.00% | Reduce -8.2% | 8,084 | $290K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 8,010 | $288K |
| Carson Advisory Inc. | 0.19% | Reduce -8.1% | 8,000 | $287K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 7,890 | $283K |
| Sage Rhino Capital LLC | 0.07% | Reduce -1.3% | 7,846 | $282K |
| Axq Capital, LP | 0.11% | Reduce -59.0% | 7,763 | $279K |
| HighPoint Advisor Group LLC | 0.02% | Add +0.9% | 8,533 | $278K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -15.1% | 7,685 | $276K |
| M&T Bank Corp | 0.00% | Reduce -6.7% | 7,644 | $274K |
| Sapient Capital LLC | 0.01% | No change | 7,616 | $273K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 7,484 | $269K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.5% | 7,478 | $269K |
| Smith Salley Wealth Management | 0.02% | New | 7,469 | $268K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -95.1% | 7,433 | $267K |
| PEAK6 LLC | 0.01% | Add +1.5% | 7,414 | $266K |
| Salem Investment Counselors Inc. | 0.01% | No change | 7,365 | $264K |
| Eads & Heald Wealth Management | 0.13% | Reduce -0.1% | 7,350 | $264K |
| Berger Financial Group, Inc | 0.02% | No change | 7,283 | $262K |
| Baader Bank Aktiengesellschaft | 0.03% | Add +4.7% | 7,329 | $261K |
| Sherbrooke Park Advisers LLC | 0.12% | New | 7,257 | $261K |
| Hilltop Holdings Inc. | 0.02% | Reduce -16.4% | 7,254 | $260K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.3% | 7,177 | $258K |
| SYM FINANCIAL Corp | 0.03% | Add +5.9% | 7,154 | $257K |
| Keybank National Association | 0.00% | Reduce -11.7% | 7,145 | $257K |
| KBC Group NV | 0.00% | Reduce -91.8% | 7,017 | $252K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 6,890 | $247K |
| Wood Tarver Financial Group, LLC | 0.08% | No change | 6,758 | $243K |
| Baird Financial Group, Inc. | 0.00% | New | 6,714 | $241K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 6,707 | $241K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.6% | 6,644 | $239K |
| Roehl & Yi Investment Advisors, LLC | 0.13% | No change | 6,614 | $238K |
| Atria Investments, Inc | 0.00% | Reduce -15.9% | 6,605 | $237K |
| Measured Wealth Private Client Group, LLC | 0.08% | New | 6,568 | $236K |
| Diversified Trust Co. | 0.01% | Add +1.7% | 6,562 | $236K |
| iSAM Funds (UK) Ltd | 0.12% | Reduce -73.2% | 6,561 | $236K |
| Meeder Advisory Services, Inc. | 0.01% | Add +3.0% | 6,551 | $235K |
| Rothschild Investment LLC | 0.02% | Add +0.2% | 6,501 | $233K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,458 | $232K |
| Shelton Capital Management | 0.01% | Reduce -3.2% | 6,433 | $231K |
| Praxis Investment Management Inc. | 0.02% | No change | 6,410 | $230K |
| Sentry LLC | 0.04% | New | 6,300 | $226K |
| Vaughan David Investments LLC | 0.01% | New | 6,289 | $226K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -1.4% | 6,234 | $224K |
| Forum Financial Management, LP | 0.00% | New | 6,211 | $223K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.6% | 7,541 | $218K |
| Kercheville Advisors, LLC | 0.09% | New | 6,000 | $215K |
| Welch & Forbes LLC | 0.00% | New | 6,000 | $215K |
| Seeds Investor LLC | 0.06% | New | 5,940 | $213K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 5,884 | $211K |
| North Star Investment Management Corp. | 0.01% | No change | 5,615 | $202K |
| Huntington National Bank | 0.00% | Add +8.9% | 5,391 | $194K |
| Walleye Capital LLC | 0.00% | Reduce -54.9% | 5,379 | $193K |
| Allworth Financial LP | 0.00% | Add +12.9% | 5,784 | $185K |
| Assetmark, Inc. | 0.00% | Reduce -12.7% | 5,133 | $184K |
| Delta Asset Management LLC | 0.02% | No change | 5,000 | $180K |
| IFP Advisors, Inc | 0.01% | Reduce -5.8% | 4,744 | $173K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,000 | $144K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -2.8% | 3,802 | $136K |
| Lazard Asset Management LLC | 0.00% | Reduce -11.4% | 3,454 | $124K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -24.3% | 3,280 | $118K |
| MetLife Investment Management, LLC | 0.00% | Add +2.3% | 3,058 | $110K |
| Versant Capital Management, Inc | 0.02% | Add +40.5% | 2,957 | $106K |
| Vision Financial Markets LLC | 0.11% | No change | 2,800 | $101K |
| Sandy Spring Bank | 0.00% | No change | 2,794 | $100K |
| Clearstead Advisors, LLC | 0.00% | Add +1.1% | 2,627 | $94K |
| Westend Capital Management, LLC | 0.04% | Add +12.1% | 2,604 | $94K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -26.7% | 2,563 | $92K |
| Anchor Investment Management, LLC | 0.01% | No change | 2,495 | $90K |
| MAI Capital Management | 0.00% | Add +18.1% | 2,301 | $83K |
| Point72 (DIFC) Ltd | 0.01% | Reduce -66.2% | 2,179 | $78K |
| Leonteq Securities AG | 0.01% | Reduce -37.3% | 2,051 | $75K |
| DT Investment Partners, LLC | 0.01% | No change | 1,736 | $62K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,718 | $62K |
| Rossby Financial, LCC | 0.03% | New | 1,849 | $59K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,610 | $58K |
| Crews Bank & Trust | 0.01% | No change | 1,600 | $57K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,500 | $54K |
| Continuum Advisory, LLC | 0.01% | No change | 1,473 | $53K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,653 | $51K |
| CVA Family Office, LLC | 0.01% | Add +1.0% | 1,389 | $50K |
| Painted Porch Advisors LLC | 0.02% | No change | 1,300 | $47K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,294 | $46K |
| Eastern Bank | 0.00% | No change | 1,280 | $46K |
| Harbour Investments, Inc. | 0.00% | No change | 1,263 | $45K |
| Barrett & Company, Inc. | 0.02% | No change | 1,200 | $43K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.8% | 1,171 | $42K |
| Brooklyn Investment Group | 0.01% | Add +82.9% | 1,156 | $42K |
| Parkside Financial Bank & Trust | 0.01% | Add +8.4% | 1,140 | $41K |
| Quent Capital, LLC | 0.00% | Add +2.0% | 1,127 | $40K |
| Mather Group, Llc. | 0.00% | Reduce -16.8% | 1,088 | $39K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.02% | New | 1,047 | $38K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,025 | $37K |
| Trust Co. of Vermont | 0.00% | Add +28.4% | 1,027 | $37K |
| Ancora Advisors LLC | 0.00% | No change | 1,000 | $36K |
| Adirondack Trust Co. | 0.01% | No change | 1,000 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.5% | 971 | $35K |
| NBT Bank, N.A. | 0.00% | No change | 960 | $34K |
| HM Payson & Co. | 0.00% | No change | 941 | $34K |
| Lanark Financial, Inc. | 0.00% | — | 919 | $33K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 913 | $33K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -21.1% | 894 | $32K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 852 | $31K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 850 | $31K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 850 | $31K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 780 | $28K |
| Deseret Mutual Benefit Administrators | 0.01% | Reduce -4.8% | 751 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 750 | $27K |
| Hollencrest Capital Management | 0.00% | Add +383.2% | 749 | $27K |
| UMB Bank, n.a. | 0.00% | Add +40.0% | 742 | $27K |
| Covestor Ltd | 0.02% | Add +54.2% | 697 | $25K |
| Riverview Trust Co | 0.02% | No change | 688 | $25K |
| Manchester Capital Management LLC | 0.00% | Add +286.0% | 660 | $24K |
| Quarry LP | 0.01% | Add +250.8% | 635 | $23K |
| Larson Financial Group LLC | 0.00% | Add +5.4% | 605 | $22K |
| Whittier Trust Co. | 0.00% | No change | 569 | $20K |
| Private Trust Co. NA | 0.00% | Reduce -8.4% | 546 | $20K |
| Sound Income Strategies, LLC | 0.00% | New | 520 | $19K |
| Cromwell Holdings LLC | 0.01% | Add +1.4% | 506 | $18K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 500 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Add +25.9% | 477 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.2% | 477 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 532 | $17K |
| Oakworth Capital, Inc. | 0.00% | No change | 414 | $15K |
| Putney Financial Group LLC | 0.02% | No change | 400 | $14K |
| Rakuten Securities, Inc. | 0.01% | Add +45.9% | 391 | $14K |
| SouthState Bank Corp | 0.00% | New | 385 | $14K |
| CX Institutional | 0.00% | New | 371 | $13K |
| Clearstead Trust, LLC | 0.00% | New | 339 | $12K |
| Tidemark, LLC | 0.00% | No change | 335 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 322 | $12K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 342 | $11K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 300 | $11K |
| Hemington Wealth Management | 0.00% | Add +18.8% | 278 | $9K |
| Studio Investment Management LLC | 0.00% | New | 235 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Add +6.7% | 222 | $8K |
| Pacific Center for Financial Services | 0.00% | No change | 210 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 204 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 200 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 185 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 175 | $6K |
| Union Savings Bank | 0.00% | New | 171 | $6K |
| American Capital Advisory, LLC | 0.00% | No change | 167 | $6K |
| Archer Investment Corp | 0.00% | No change | 158 | $6K |
| High Note Wealth, LLC | 0.00% | Add +20.9% | 156 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 143 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 140 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 121 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 117 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +14.8% | 116 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 110 | $4K |
| First Horizon Advisors, Inc. | 0.00% | No change | 106 | $4K |
| Key Financial Inc | 0.00% | No change | 100 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -17.4% | 100 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.6% | 101 | $4K |
| TD Private Client Wealth LLC | 0.00% | Reduce -14.2% | 97 | $3K |
| Grove Bank & Trust | 0.00% | No change | 81 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 80 | $3K |
| WPG Advisers, LLC | 0.00% | New | 67 | $2K |
| Addison Advisors LLC | 0.00% | New | 65 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 63 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 57 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | Add +2.2% | 47 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 42 | $2K |
| Eq Wealth Advisors, LLC | 0.00% | New | 37 | $1K |
| Albion Financial Group | 0.00% | No change | 37 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Add +61.1% | 58 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 36 | $1K |
| CoreCap Advisors, LLC | 0.00% | Add +21.4% | 34 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +266.7% | 33 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +10.3% | 32 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 31 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 29 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 29 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 37 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | — | 24 | $862 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | Reduce -14.8% | 23 | $837 |
| Fairscale Capital, LLC | 0.00% | No change | 23 | $826 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 20 | $732 |
| True Wealth Design, LLC | 0.00% | New | 20 | $719 |
| Binnacle Investments Inc | 0.00% | — | 20 | $718 |
| Asset Dedication, LLC | 0.00% | New | 19 | $683 |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 19 | $682 |
| NewSquare Capital LLC | 0.00% | New | 15 | $539 |
| Dunhill Financial, LLC | 0.00% | Reduce -41.7% | 14 | $512 |
| Sachetta, LLC | 0.00% | No change | 13 | $467 |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $467 |
| Activest Wealth Management | 0.00% | Add +1000.0% | 11 | $395 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $360 |
| Horizon Investments, LLC | 0.00% | Reduce -97.3% | 10 | $354 |
| Abound Wealth Management | 0.00% | Reduce -12.5% | 7 | $252 |
| 2UniFi Bank | 0.00% | No change | 5 | $195 |
| WealthTrak Capital Management LLC | 0.00% | New | 5 | $180 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 5 | $180 |
| HFM Investment Advisors, LLC | 0.00% | — | 5 | $180 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $107 |
| Avion Wealth | 0.00% | New | 30 | $0 |
"% of holder's portfolio" is LNC's weight in each manager's 13F, not the share of Lincoln National Corp. the manager owns.