Lincoln NationalLNC

13F holders, Q3 2025 (September 30)
605holders +38
86new positions
41sold out
11famous investors
$40.33avg. 13F price*

At the end of Q3 2025, 605 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings, up 38 from Q2 2025. 86 opened new positions and 41 sold out. The largest holders were Vanguard Group Inc. ($802.7M), BlackRock, Inc. ($743.2M) and State Street Corp. ($241.1M). 11 famous investors held it, including Bill Miller (7.7% of Miller Value Partners's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Lincoln National Corp.
CUSIP
534187109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 503Q1 2024Q2 2024: 536Q2 2024Q3 2024: 532Q3 2024Q4 2024: 558Q4 2024Q1 2025: 570Q1 2025Q2 2025: 567Q2 2025Q3 2025: 605Q3 2025Q4 2025: 627Q4 2025Q1 2026: 616Q1 2026Q2 2026: 619Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions86$110.7M
Exits41$68.0M

All 13F filers, Q2 2025 → Q3 2025: 16,278,611 shares bought and 11,820,049 shares sold, net +4,458,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 605 holders

Vanguard Group Inc. 0.01% Add +6.3% 19,903,720 $802.7M
BlackRock, Inc. 0.01% Add +11.8% 18,427,376 $743.2M
State Street Corp. 0.01% Reduce -3.6% 5,977,400 $241.1M
Massachusetts Financial Services Co. 0.07% Add +21.1% 5,952,166 $240.1M
Dimensional Fund Advisors LP 0.05% Add +25.3% 5,730,727 $231.1M
T. Rowe Price Associates Inc. 0.02% Add +36.9% 5,204,381 $209.9M
First Trust Advisors LP 0.15% Add +5.0% 4,879,862 $196.8M
Morgan Stanley 0.01% Add +8.6% 4,237,638 $170.9M
Geode Capital Management, LLC 0.01% Add +1.6% 2,944,353 $118.8M
LSV Asset Management 0.23% Reduce -4.4% 2,614,739 $105.5M
Royal Bank of Canada 0.02% Add +71.8% 2,437,002 $98.3M
Principal Financial Group Inc. 0.05% Reduce -16.5% 2,332,584 $94.1M
Jennison Associates LLC 0.05% Add +83.7% 2,319,323 $93.5M
Charles Schwab Investment Management Inc. 0.01% Add +0.4% 2,067,216 $83.4M
Northern Trust Corp. 0.01% Reduce -18.2% 2,021,656 $81.5M
Bank of New York Mellon Corp 0.01% Reduce -0.5% 1,902,625 $76.7M
UBS Group AG 0.01% Add +27.8% 1,758,259 $70.9M
Goldman Sachs Group Inc. 0.01% Add +2.4% 1,576,114 $63.6M
Invesco Ltd. 0.01% Reduce -11.2% 1,421,386 $57.3M
HSBC Holdings PLC 0.03% Reduce -25.4% 1,227,199 $49.0M
Bank of America Corp. 0.00% Reduce -1.6% 1,193,751 $48.1M
Barclays PLC 0.02% Reduce -16.6% 1,148,527 $46.3M
Algebris (uk) Ltd. 5.07% Reduce -27.6% 1,092,893 $44.0M
Balyasny Asset Management L.P. 0.09% Add +6172.5% 1,021,916 $41.2M
Wells Fargo & Company 0.01% Reduce -7.8% 902,410 $36.4M
Citadel Advisors 0.03% Reduce -1.4% 862,218 $34.8M
AQR Capital Management 0.02% Reduce -22.3% 819,015 $33.0M
Victory Capital Management Inc. 0.02% Reduce -5.7% 817,555 $33.0M
Marshall Wace, LLP 0.03% New 739,661 $29.8M
Public Sector Pension Investment Board 0.10% Add +13.1% 658,125 $26.5M
Advisors Capital Management, LLC 0.29% Add +3.4% 569,180 $23.0M
Millennium Management 0.02% Reduce -6.6% 557,312 $22.5M
Amundi 0.01% Add +46.3% 553,142 $22.3M
Miller Value Partners 7.72% Reduce -8.6% 520,676 $21.0M
Easterly Investment Partners LLC 1.41% Reduce -8.2% 517,898 $20.9M
Ameriprise Financial Inc. 0.00% Reduce -7.0% 514,964 $20.8M
LPL Financial LLC 0.01% Reduce -26.7% 497,745 $20.1M
Legal & General Group Plc 0.00% Reduce -4.1% 496,501 $20.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -38.8% 494,559 $19.9M
Daymark Wealth Partners, LLC 0.62% Reduce -2.1% 453,768 $18.3M
MetLife Investment Management, LLC 0.09% Reduce -0.1% 451,771 $18.2M
Sei Investments Co. 0.02% Add +13.0% 440,137 $17.7M
First Eagle Investment Management, LLC 0.03% Reduce -10.6% 409,950 $16.5M
Squarepoint Ops LLC 0.03% Reduce -33.5% 394,116 $15.9M
Rhumbline Advisers 0.01% Reduce -0.3% 393,710 $15.9M
Vest Financial, LLC 0.20% Add +8.9% 384,803 $15.5M
Hudson Bay Capital Management LP 0.10% New 355,911 $14.4M
Two Sigma Investments, LP 0.02% Reduce -31.2% 351,943 $14.2M
Nuveen, LLC 0.00% Reduce -7.8% 341,464 $13.8M
CSM Advisors, LLC 0.38% New 334,254 $13.5M
Bridgewater Associates 0.05% Reduce -33.0% 330,768 $13.3M
Swiss National Bank 0.01% Add +1.4% 330,700 $13.3M
Osaic Holdings, Inc. 0.02% Add +28.3% 321,639 $13.2M
California Public Employees Retirement System 0.01% Add +5.5% 317,767 $12.8M
Stifel Financial Corp. 0.01% Add +1.1% 317,364 $12.8M
Raymond James Financial Inc. 0.00% Add +2.4% 313,927 $12.7M
Focus Partners Wealth 0.02% Add +1601.4% 311,598 $12.6M
Commonwealth Equity Services, LLC 0.01% Add +101.8% 285,105 $11.5M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -75.2% 284,965 $11.5M
Interval Partners, LP 0.25% Add +15.3% 284,343 $11.5M
Prudential Financial Inc. 0.01% Add +4.7% 254,152 $10.2M
Hotchkis & Wiley Capital Management LLC 0.03% Add +22.5% 249,254 $10.1M
Point72 Asset Management 0.02% New 227,423 $9.2M
Jump Financial, LLC 0.12% Reduce -8.1% 225,911 $9.1M
Illinois Municipal Retirement Fund 0.12% Reduce -13.8% 224,658 $9.1M
Cordgrass Capital Advisors, LLC 2.19% Reduce -0.0% 219,675 $8.9M
Alliancebernstein L.P. 0.00% Add +34.9% 218,230 $8.8M
Cyndeo Wealth Partners, LLC 0.49% Reduce -2.2% 216,765 $8.7M
Great Lakes Advisors, LLC 0.07% Add +2049.8% 207,474 $8.4M
JPMorgan Chase & Co. 0.00% Reduce -50.5% 207,129 $8.4M
AXA Investment Managers S.A. 0.02% — 207,029 $8.3M
Allspring Global Investments Holdings, LLC 0.01% Add +30.3% 203,931 $8.2M
New York State Teachers Retirement System 0.02% Reduce -1.5% 200,391 $8.1M
Schonfeld Strategic Advisors LLC 0.06% Add +246.6% 199,994 $8.1M
Susquehanna International Group, LLP 0.01% Add +0.3% 199,163 $8.0M
Gillson Capital LP 0.69% New 197,929 $8.0M
Cubist Systematic Strategies, LLC 0.11% Add +1542.0% 197,282 $8.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.8% 196,617 $8.0M
Access Investment Management LLC 2.13% No change 196,500 $7.9M
Oxbow Advisors, LLC 0.72% Reduce -0.6% 189,391 $7.6M
Janney Montgomery Scott LLC 0.02% Reduce -26.2% 185,661 $7.5M
CI Investments Inc. 0.03% Reduce -6.7% 181,202 $7.3M
FMR LLC 0.00% Reduce -13.0% 177,266 $7.1M
Robeco Institutional Asset Management B.V. 0.01% No change 162,643 $6.6M
BNP Paribas Financial Markets 0.01% Reduce -78.1% 162,291 $6.5M
California State Teachers Retirement System 0.01% Add +2.1% 160,702 $6.5M
Quantinno Capital Management LP 0.02% Add +17.1% 160,335 $6.5M
Susquehanna Fundamental Investments, LLC 0.25% Reduce -6.9% 160,111 $6.5M
Citigroup Inc. 0.00% Reduce -4.7% 157,652 $6.4M
Susquehanna Portfolio Strategies, LLC 0.10% No change 156,399 $6.3M
Truist Financial Corp. 0.01% Reduce -10.1% 155,386 $6.3M
State Board of Administration of Florida Retirement System 0.01% Reduce -7.5% 155,314 $6.3M
New Vernon Investment Management LLC 5.80% No change 154,110 $6.2M
Capital Fund Management S.A. 0.06% Reduce -22.1% 151,654 $6.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -22.1% 149,441 $6.0M
Thrivent Financial for Lutherans 0.01% Add +17.8% 148,276 $6.0M
Schroder Investment Management Group 0.00% Add +66.1% 147,084 $6.0M
Gotham Asset Management 0.03% Add +263.3% 143,369 $5.8M
Algert Global LLC 0.10% Reduce -5.3% 142,339 $5.7M
Loudon Investment Management, LLC 2.95% No change 139,564 $5.6M
Saba Capital Management, L.P. 0.18% Reduce -21.0% 134,392 $5.4M
Jessup Wealth Management, Inc 2.00% Reduce -2.8% 133,166 $5.4M
PNC Financial Services Group, Inc. 0.00% Reduce -8.0% 132,165 $5.3M
American Century Companies Inc. 0.00% Reduce -61.9% 127,031 $5.1M
Icon Advisers Inc. 1.08% Reduce -27.9% 120,525 $4.9M
Federation des caisses Desjardins du Quebec 0.02% New 120,433 $4.9M
Nisa Investment Advisors, LLC 0.02% Add +145.6% 116,116 $4.7M
Two Sigma Advisers, LP 0.01% Reduce -87.9% 115,300 $4.7M
HRT Financial LP 0.02% Reduce -61.0% 111,643 $4.5M
Exchange Traded Concepts, LLC 0.04% Add +47.1% 110,741 $4.5M
Waterloo Capital, L.P. 0.33% Add +2.5% 109,954 $4.4M
Verition Fund Management LLC 0.03% Reduce -2.8% 104,906 $4.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +15.5% 101,545 $4.1M
Deutsche Bank AG 0.00% Reduce -2.8% 100,724 $4.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.3% 98,403 $4.0M
New York State Common Retirement Fund 0.01% Reduce -2.6% 98,018 $4.0M
Jacobs Levy Equity Management, Inc. 0.02% Add +4.1% 96,749 $3.9M
Voya Investment Management LLC 0.00% Reduce -26.0% 95,047 $3.8M
RK Asset Management, LLC 3.39% Reduce -0.6% 92,570 $3.7M
Collar Capital Management, LLC 2.58% Add +1.3% 91,043 $3.7M
State of Tennessee, Department of Treasury 0.01% No change 90,763 $3.7M
Franklin Resources Inc. 0.00% Reduce -8.1% 89,315 $3.6M
Comerica Bank 0.01% Reduce -14.4% 88,377 $3.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +6.8% 87,998 $3.5M
Mork Capital Management, LLC 2.41% No change 86,680 $3.5M
Hedeker Wealth, LLC 0.73% Add +5.1% 86,554 $3.5M
Man Group plc 0.01% Add +4.8% 86,077 $3.5M
State of Alaska, Department of Revenue 0.04% Reduce -16.6% 84,899 $3.4M
Prosperitas Financial LLC 1.40% Add +9.6% 83,863 $3.4M
Quantbot Technologies LP 0.09% Reduce -70.4% 83,321 $3.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% No change 82,600 $3.3M
Kempner Capital Management Inc. 2.74% Reduce -48.5% 81,775 $3.3M
NorthCoast Asset Management LLC 0.01% Reduce -4.8% 81,773 $3.3M
Louisiana State Employees Retirement System 0.05% Reduce -2.8% 77,600 $3.1M
Cetera Investment Advisers 0.00% Reduce -4.0% 77,503 $3.1M
Treasurer of the State of North Carolina 0.01% Reduce -3.8% 76,557 $3.1M
Walleye Capital LLC 0.03% Add +43269.1% 75,896 $3.1M
Envestnet Asset Management Inc. 0.00% Reduce -26.6% 75,731 $3.1M
ExodusPoint Capital Management, LP 0.04% New 74,105 $3.0M
Advisory Services Network, LLC 0.04% Reduce -1.4% 72,606 $2.9M
Keystone Financial Group 0.22% Add +706.3% 70,097 $2.9M
Janus Henderson Group PLC 0.00% No change 71,753 $2.9M
Jaffetilchin Investment Partners, LLC 0.17% Reduce -4.5% 68,652 $2.8M
Point72 Hong Kong Ltd 0.12% Add +109.3% 67,034 $2.7M
Woodstock Corp. 0.23% No change 66,793 $2.7M
Naples Global Advisors, LLC 0.19% Reduce -2.7% 61,959 $2.5M
Oliver Luxxe Assets LLC 0.38% Add +50.8% 60,081 $2.4M
Cantor Fitzgerald Investment Advisors L.P. 0.16% Reduce -0.5% 59,902 $2.4M
Y-Intercept (Hong Kong) Ltd 0.06% Add +57.3% 59,742 $2.4M
O'shaughnessy Asset Management, LLC 0.01% Add +11.3% 59,705 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% Add +18.2% 59,331 $2.4M
Waters Parkerson & Co., LLC 0.11% Add +1.8% 58,131 $2.3M
State of New Jersey Common Pension Fund D 0.01% No change 57,651 $2.3M
Public Employees Retirement System of Ohio 0.01% Add +0.6% 57,145 $2.3M
Yousif Capital Management, LLC 0.02% Reduce -17.3% 57,110 $2.3M
Private Advisor Group, LLC 0.01% Reduce -11.9% 56,875 $2.3M
Voloridge Investment Management, LLC 0.01% Add +75.8% 56,624 $2.3M
Allen Wealth Management, LLC 1.52% Reduce -6.6% 55,646 $2.2M
Handelsbanken Fonder AB 0.01% Add +2.1% 53,000 $2.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +18.0% 52,696 $2.1M
Amalgamated Bank 0.01% Add +0.2% 51,645 $2.1M
Captrust Financial Advisors 0.00% Reduce -1.3% 51,119 $2.1M
Arizona State Retirement System 0.01% Add +1.3% 50,466 $2.0M
Natixis Advisors, LLC 0.00% Add +24.5% 50,440 $2.0M
Cerity Partners LLC 0.00% Add +13.3% 49,287 $2.0M
NewEdge Advisors, LLC 0.01% Add +0.4% 49,104 $2.0M
KLP Kapitalforvaltning As 0.01% Add +39.1% 49,100 $2.0M
Simplex Trading, LLC 0.04% Add +4768.9% 48,786 $2.0M
Pathstone Holdings, LLC 0.01% Add +5.5% 48,753 $2.0M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -3.2% 48,582 $2.0M
Royce & Associates LP 0.02% Add +19.6% 48,299 $1.9M
Ensign Peak Advisors, Inc 0.00% Add +24.8% 47,913 $1.9M
Insight Inv LLC 1.13% Add +16.5% 47,877 $1.9M
Beacon Pointe Advisors, LLC 0.02% Reduce -27.3% 47,223 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -21.3% 45,662 $1.8M
Freestone Grove Partners LP 0.01% New 45,014 $1.8M
Vanguard Personalized Indexing Management, LLC 0.02% Add +3.2% 44,674 $1.8M
Benjamin Edwards Inc. 0.02% Reduce -4.5% 44,667 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.0% 44,196 $1.8M
Sanctuary Advisors, LLC 0.01% Add +12.6% 43,797 $1.8M
Jones Financial Companies LLLP 0.00% Add +23.4% 43,163 $1.8M
Caxton Associates LLP 0.05% Reduce -57.4% 43,449 $1.8M
Elo Mutual Pension Insurance Co 0.03% Add +98.7% 43,165 $1.7M
Sterling Capital Management LLC 0.03% Add +272.4% 43,009 $1.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.0% 42,970 $1.7M
New Century Financial Group, LLC 3.05% Reduce -2.6% 42,544 $1.7M
Hussman Strategic Advisors, Inc. 0.37% New 42,000 $1.7M
HighTower Advisors, LLC 0.00% Add +21.3% 41,614 $1.7M
Prevail Innovative Wealth Advisors, LLC 0.32% Add +89.4% 40,857 $1.6M
Teacher Retirement System of Texas 0.01% Reduce -19.3% 40,722 $1.6M
Corient Private Wealth LP 0.00% Add +7.5% 40,531 $1.6M
Bank of Montreal 0.00% Reduce -27.0% 40,290 $1.6M
Russell Investments Group, Ltd. 0.00% Reduce -24.4% 40,179 $1.6M
US Bancorp \de 0.00% Reduce -0.7% 39,816 $1.6M
D. E. Shaw & Co. 0.00% Add +52.8% 39,558 $1.6M
Trust Investment Advisors 0.90% Add +4.5% 39,532 $1.6M
Tudor Investment Corporation 0.01% New 39,384 $1.6M
Huntleigh Advisors, Inc. 0.27% Reduce -1.9% 39,345 $1.6M
Occudo Quantitative Strategies LP 0.19% New 39,283 $1.6M
Allianz Asset Management GmbH 0.00% Add +23.8% 39,143 $1.6M
Arkadios Wealth Advisors 0.04% Reduce -1.3% 38,710 $1.6M
Todd Asset Management LLC 0.03% No change 38,554 $1.6M
Guggenheim Capital LLC 0.01% Add +30.2% 38,130 $1.5M
Oregon Public Employees Retirement Fund 0.02% Reduce -2.1% 38,037 $1.5M
Range Financial Group LLC 0.55% Add +1.6% 37,692 $1.5M
Greenwood Capital Associates LLC 0.17% Reduce -2.8% 37,524 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +0.6% 36,954 $1.5M
Caisse Des Depots Et Consignations 0.06% Reduce -40.1% 36,321 $1.5M
Parallax Volatility Advisers, L.P. 0.05% Add +95.7% 34,772 $1.4M
Capital Investment Advisory Services, LLC 0.11% Reduce -7.2% 34,628 $1.4M
Maryland State Retirement & Pension System 0.03% Reduce -42.5% 33,451 $1.3M
Mackenzie Financial Corp. 0.00% Add +309.4% 32,703 $1.3M
iSAM Funds (UK) Ltd 0.27% Add +27.4% 32,281 $1.3M
Wealthcare Advisory Partners LLC 0.03% Add +6.7% 32,063 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.9% 32,228 $1.3M
Birmingham Capital Management Co. Inc. 0.59% No change 31,600 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +314.9% 30,673 $1.2M
Wolverine Trading, LLC 0.02% New 30,163 $1.2M
Register Financial Advisors LLC 0.48% Reduce -10.6% 30,249 $1.2M
Keynote Financial Services LLC 0.74% Reduce -2.6% 30,118 $1.2M
Guyasuta Investment Advisors Inc. 0.07% No change 30,000 $1.2M
Invst, LLC 0.14% Add +1.1% 29,751 $1.2M
DMC Group, LLC 0.83% Add +9.5% 29,698 $1.2M
Stratos Wealth Partners, LTD. 0.01% Add +3.9% 29,444 $1.2M
Berger Financial Group, Inc 0.07% Reduce -0.0% 29,280 $1.2M
Versor Investments LP 0.22% Reduce -21.0% 29,183 $1.2M
SG Americas Securities, LLC 0.00% Add +1.5% 29,013 $1.2M
Neuberger Berman Group LLC 0.00% Reduce -5.2% 28,973 $1.2M
Erste Asset Management GmbH 0.01% New 28,800 $1.2M
Oak Thistle LLC 0.17% Add +181.9% 28,165 $1.1M
Lecap Asset Management Ltd. 0.39% New 27,755 $1.1M
Macquarie Group Ltd. 0.00% No change 27,700 $1.1M
Cornerstone Wealth Management, LLC 0.06% Reduce -3.2% 26,671 $1.1M
Bearing Point Capital, LLC 0.18% No change 26,600 $1.1M
Tidal Investments LLC 0.00% Add +72.9% 26,267 $1.1M
Impax Asset Management Group plc 0.01% New 26,095 $1.1M
Renaissance Technologies 0.00% New 25,474 $1.0M
Fifth Third Bancorp 0.00% Add +8.1% 25,370 $1.0M
Bessemer Group Inc. 0.00% Add +2.3% 25,219 $1.0M
Boston Partners 0.00% Add +14.5% 24,837 $1.0M
Pinnacle Financial Partners Inc 0.02% Add +0.1% 24,348 $982K
Pictet Asset Management Holding SA 0.00% Reduce -3.8% 24,340 $982K
Boit C F David 0.44% No change 23,990 $968K
Oppenheimer & Co. Inc. 0.01% Reduce -5.8% 23,949 $966K
Dynamic Technology Lab Private Ltd 0.16% Add +45.9% 23,570 $951K
HB Wealth Management, LLC 0.01% Add +10.8% 23,256 $938K
Nicholas Wealth, LLC. 0.69% Add +25.7% 23,240 $937K
New Age Alpha Advisors, LLC 0.04% Reduce -1.8% 23,026 $929K
HFG Advisors, Inc. 0.67% Add +4.5% 22,607 $912K
Diversify Advisory Services, LLC 0.03% Add +13.3% 22,198 $901K
WINTON GROUP Ltd 0.03% New 21,983 $887K
Bayforest Capital Ltd 0.42% Add +308.0% 21,976 $886K
Phillips Financial Management, LLC 0.06% Add +1.2% 21,857 $881K
D.A. Davidson & Co. 0.01% Reduce -7.5% 21,468 $866K
Independent Advisor Alliance 0.02% Reduce -3.6% 21,297 $859K
Sigma Planning Corp 0.02% Reduce -11.8% 21,136 $852K
OmniStar Financial Group, Inc. 0.51% Add +0.4% 20,940 $845K
International Assets Investment Management, LLC 0.07% No change 24,213 $844K
Cullinan Associates Inc. 0.05% No change 20,800 $839K
Systematic Alpha Investments, LLC 0.03% No change 20,738 $836K
Alyeska Investment Group, L.P. 0.00% Reduce -97.7% 20,488 $826K
GMO 0.00% Reduce -72.6% 20,381 $822K
Creative Planning 0.00% Add +10.3% 20,324 $820K
MML Investors Services, LLC 0.00% Reduce -5.8% 20,302 $819K
1620 Investment Advisors, Inc. 0.56% Add +3.0% 20,226 $816K
DAVENPORT & Co LLC 0.00% Reduce -43.0% 19,536 $788K
Fox Run Management, L.L.C. 0.12% New 19,535 $788K
Prospera Financial Services Inc 0.01% Reduce -1.3% 19,374 $782K
AE Wealth Management LLC 0.00% Reduce -2.0% 19,087 $770K
Mutual of America Capital Management LLC 0.01% Reduce -13.8% 18,900 $762K
MTM Investment Management, LLC 0.24% No change 18,612 $751K
Concurrent Investment Advisors, LLC 0.01% Add +2.7% 18,573 $749K
WESPAC Advisors, LLC 0.43% New 18,265 $737K
Commerce Bank 0.00% No change 18,191 $734K
Kingsview Wealth Management, LLC 0.01% No change 18,105 $730K
Public Employees Retirement Association of Colorado 0.00% No change 17,968 $725K
Signaturefd, LLC 0.01% Add +1.7% 17,927 $723K
Cowa, LLC 0.25% Reduce -20.5% 17,831 $719K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -5.2% 17,219 $694K
United Capital Financial Advisors, LLC 0.00% Add +4.7% 16,695 $673K
Bridgefront Capital, LLC 0.20% New 16,668 $672K
Cim Investment Management Inc. 0.18% Reduce -50.6% 16,441 $663K
State of Wisconsin Investment Board 0.00% Add +0.6% 16,282 $657K
Contravisory Investment Management, Inc. 0.13% Reduce -3.2% 16,200 $653K
Storebrand Asset Management As 0.00% No change 16,072 $648K
Jacobi Capital Management LLC 0.04% Reduce -0.2% 16,056 $648K
CIBC Asset Management Inc 0.00% Reduce -2.3% 15,929 $642K
Eubel Brady & Suttman Asset Management Inc. 0.08% No change 15,673 $632K
Steadtrust LLC 0.42% New 15,500 $625K
Wbi Investments, LLC 0.16% New 15,409 $621K
Cibc World Market Inc. 0.00% Add +13.4% 15,371 $620K
Brown Advisory Inc. 0.00% Reduce -12.8% 15,111 $609K
Holderness Investments Co. 0.12% No change 14,930 $602K
SummitTX Capital, L.P. 0.02% Reduce -27.6% 14,868 $600K
Cambria Investment Management, L.P. 0.04% Reduce -95.5% 14,805 $597K
PARK CIRCLE Co 0.50% No change 14,360 $579K
Brevan Howard Capital Management LP 0.01% Reduce -54.4% 14,280 $576K
Summit Trail Advisors, LLC 0.01% Add +38.9% 14,159 $571K
Prelude Capital Management, LLC 0.04% Add +6.1% 14,107 $569K
Keybank National Association 0.00% Reduce -3.2% 13,883 $560K
Gsa Capital Partners LLP 0.05% Add +39.3% 13,745 $554K
Glenmede Investment Management, LP 0.00% Add +3.0% 13,544 $546K
180 Wealth Advisors, LLC 0.07% Reduce -5.3% 13,265 $535K
Ethic Inc. 0.01% Reduce -48.4% 13,229 $534K
Ritholtz Wealth Management 0.01% New 13,150 $530K
BlackDiamond Wealth Management, LLC 0.29% Reduce -4.1% 12,966 $523K
Sound View Wealth Advisors Group, LLC 0.04% Add +0.2% 12,817 $517K
Stephens Inc. 0.01% No change 12,602 $508K
BOS Asset Management, LLC 0.14% Add +0.6% 12,493 $504K
Atria Investments, Inc 0.01% Add +109.2% 12,473 $503K
Cwm, LLC 0.00% Reduce -8.4% 12,142 $490K
Ceeto Capital Group, LLC 0.14% No change 12,000 $484K
Johnson Investment Counsel Inc. 0.00% No change 11,908 $480K
Lantz Financial LLC 0.10% New 11,691 $472K
Tiaa Trust, National Association 0.00% Add +3.8% 11,686 $471K
Caprock Group, LLC 0.01% — 10,947 $470K
OneDigital Investment Advisors LLC 0.00% Add +10.3% 11,623 $469K
Mariner, LLC 0.00% Reduce -54.7% 11,459 $462K
Quadrant Capital Group LLC 0.01% Reduce -7.3% 11,459 $462K
Scientech Research LLC 0.16% New 11,365 $458K
Fieldview Capital Management, LLC 0.07% New 11,228 $453K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.1% 11,093 $447K
Wedmont Private Capital 0.02% Add +1.1% 10,866 $435K
Cresset Asset Management, LLC 0.00% Add +44.6% 10,710 $432K
Coldstream Capital Management Inc. 0.01% Add +5.4% 10,671 $430K
XTX Topco Ltd 0.02% New 10,561 $426K
Crossmark Global Holdings, Inc. 0.01% Add +0.1% 10,536 $425K
Mercer Global Advisors Inc. 0.00% Add +29.8% 10,529 $425K
NorthRock Partners, LLC 0.01% Add +2.0% 10,508 $424K
Greenleaf Trust 0.00% Reduce -0.3% 10,323 $416K
Farther Finance Advisors, LLC 0.01% Reduce -6.1% 10,308 $416K
Mill Capital Management, LLC 0.03% No change 10,244 $413K
Investors Research Corp 0.08% No change 10,207 $412K
Empowered Funds, LLC 0.00% Add +68.7% 10,088 $407K
Toronto Dominion Bank 0.00% No change 10,000 $405K
Blair William & Co. 0.00% Add +11.3% 9,972 $402K
Evergreen Capital Management LLC 0.01% Add +11.3% 9,815 $396K
Point72 (DIFC) Ltd 0.03% Reduce -64.2% 9,789 $395K
Intellectus Partners, LLC 0.08% Reduce -29.5% 9,751 $393K
Gateway Investment Advisers LLC 0.00% Reduce -1.2% 9,730 $392K
Holistic Financial Partners 0.16% No change 9,630 $388K
Valeo Financial Advisors, LLC 0.01% Reduce -0.0% 9,615 $388K
Prime Capital Investment Advisors, LLC 0.00% Add +1.0% 9,608 $387K
Strategic Blueprint, LLC 0.02% No change 9,528 $384K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 9,489 $383K
Merit Financial Group, LLC 0.00% Add +0.4% 9,400 $379K
State of Wyoming 0.04% Reduce -17.2% 9,398 $379K
Meridian Investment Counsel Inc. 0.09% Reduce -1.6% 9,397 $379K
CIBC Private Wealth Group LLC 0.00% Add +17.9% 9,305 $375K
J.W. Cole Advisors, Inc. 0.01% Add +0.4% 9,260 $373K
Choreo, LLC 0.00% Reduce -44.1% 9,216 $372K
Kestra Private Wealth Services, LLC 0.00% Add +1.6% 9,191 $371K
Utah Retirement Systems 0.00% No change 9,001 $363K
Xponance LLC 0.00% Add +3.3% 8,979 $362K
Security Financial Services, INC. 0.06% Add +0.3% 8,977 $362K
Savant Capital, LLC 0.00% Reduce -26.6% 8,870 $358K
Integrated Advisors Network LLC 0.01% Add +4.8% 8,739 $352K
Brave Asset Management Inc. 0.09% Add +4.8% 8,736 $352K
Innealta Capital, LLC 0.18% No change 8,698 $351K
Hilltop Holdings Inc. 0.02% Reduce -2.5% 8,587 $346K
GAMMA Investing LLC 0.02% Add +9.1% 8,529 $344K
Measured Wealth Private Client Group, LLC 0.09% Add +0.7% 8,430 $340K
Mma Asset Management LLC 0.11% New 8,357 $337K
Pinnacle Wealth Planning Services, Inc. 0.04% New 8,345 $337K
Sage Rhino Capital LLC 0.06% Add +0.6% 8,272 $334K
Inceptionr LLC 0.08% New 8,242 $332K
PharVision Advisers, LLC 0.18% New 8,079 $326K
Magnetar Financial LLC 0.00% New 8,069 $325K
Steward Partners Investment Advisory, LLC 0.00% Add +0.7% 8,011 $323K
Bradley Foster & Sargent Inc. 0.00% No change 8,000 $323K
Carson Advisory Inc. 0.17% Reduce -1.9% 7,950 $321K
Journey Strategic Wealth LLC 0.01% Add +1.8% 7,922 $319K
Provenance Wealth Advisors, LLC 0.04% No change 7,890 $318K
Forum Financial Management, LP 0.00% Add +19.5% 7,856 $317K
Swiss Life Asset Management Ltd 0.00% New 7,856 $317K
Pallas Capital Advisors LLC 0.01% Add +0.3% 7,828 $316K
Focus Financial Network, Inc. 0.01% Add +4.0% 7,821 $315K
Sapient Capital LLC 0.00% No change 7,616 $308K
Arax Advisory Partners 0.00% Add +48.7% 7,570 $305K
HighPoint Advisor Group LLC 0.01% Reduce -18.6% 7,538 $304K
Old National Bancorp 0.01% No change 7,536 $304K
Jane Street Group, LLC 0.00% New 7,405 $299K
Salem Investment Counselors Inc. 0.01% No change 7,365 $297K
Wealth Alliance, LLC 0.03% New 6,944 $280K
TCV Trust & Wealth Management, Inc. 0.02% No change 6,890 $278K
Sherbrooke Park Advisers LLC 0.13% New 6,857 $277K
Sequoia Financial Advisors, LLC 0.00% Reduce -6.9% 6,768 $273K
Meeder Advisory Services, Inc. 0.01% Add +1.4% 6,748 $272K
Wood Tarver Financial Group, LLC 0.08% No change 6,758 $272K
Eads & Heald Wealth Management 0.13% Reduce -4.9% 6,718 $271K
SYM FINANCIAL Corp 0.03% Add +2.5% 6,657 $268K
Roehl & Yi Investment Advisors, LLC 0.12% No change 6,614 $267K
Diversified Trust Co. 0.01% Add +0.1% 6,562 $265K
Rothschild Investment LLC 0.01% Add +0.3% 6,535 $264K
Wilmington Savings Fund Society, FSB 0.01% Reduce -61.8% 6,439 $260K
Zacks Investment Management 0.00% New 6,424 $259K
Praxis Investment Management Inc. 0.02% No change 6,410 $259K
Sound Income Strategies, LLC 0.01% Reduce -3.4% 6,474 $258K
Group One Trading LLC 0.01% Reduce -49.7% 6,399 $258K
Sentry LLC 0.06% No change 6,300 $254K
Assetmark, Inc. 0.00% Add +16.4% 6,289 $254K
Boothbay Fund Management, LLC 0.01% New 6,243 $252K
Shelton Capital Management 0.01% No change 6,227 $251K
Plancorp, LLC 0.01% Reduce -27.0% 6,046 $244K
Paragon Capital Management Ltd 0.05% Reduce -4.7% 6,022 $243K
Welch & Forbes LLC 0.00% No change 6,000 $242K
PFG Investments, LLC 0.01% Reduce -1.1% 5,990 $242K
Allworth Financial LP 0.00% Add +0.3% 5,910 $238K
Altus Wealth Group LLC 0.10% Reduce -2.8% 5,874 $237K
Impact Partnership Wealth, LLC 0.04% New 5,872 $237K
Smith Salley Wealth Management 0.01% Reduce -21.4% 5,869 $237K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -1.1% 5,827 $235K
Aaron Wealth Advisors LLC 0.01% New 5,777 $233K
Leavell Investment Management, Inc. 0.01% Reduce -9.7% 5,656 $228K
Fifth Third Wealth Advisors LLC 0.01% Reduce -2.7% 5,650 $228K
AlphaCore Capital LLC 0.01% New 5,646 $228K
Fiduciary Group, LLC 0.02% New 5,630 $227K
North Star Investment Management Corp. 0.01% No change 5,615 $226K
Ausdal Financial Partners, Inc. 0.01% New 5,582 $225K
Apollon Wealth Management, LLC 0.00% Reduce -7.4% 5,531 $223K
RFG Advisory, LLC 0.00% New 5,518 $223K
Johnson Financial Group, LLC 0.02% New 5,515 $222K
Moloney Securities Asset Management, LLC 0.03% New 5,505 $222K
Equitable Holdings, Inc. 0.00% New 5,484 $221K
Vise Technologies, Inc. 0.01% New 5,473 $221K
Huntington National Bank 0.00% Add +0.3% 5,405 $218K
Westhampton Capital, LLC 0.11% Reduce -42.6% 5,390 $217K
Sagespring Wealth Partners, LLC 0.00% New 5,336 $215K
M&T Bank Corp 0.00% Reduce -26.4% 5,332 $215K
IFP Advisors, Inc 0.01% Add +90.0% 5,329 $215K
Baird Financial Group, Inc. 0.00% New 5,172 $209K
StoneX Group Inc. 0.01% New 5,125 $207K
Clifford Swan Investment Counsel LLC 0.01% New 5,123 $207K
Stevens Capital Management LP 0.03% New 5,109 $206K
Martel Wealth Advisors LLC 0.04% New 5,096 $206K
Moneta Group Investment Advisors LLC 0.00% New 5,047 $204K
Synovus Financial Corp. 0.00% New 5,036 $203K
Panagora Asset Management Inc. 0.00% New 5,016 $202K
Engineers Gate Manager LP 0.00% Reduce -97.6% 5,009 $202K
KBC Group NV 0.00% No change 5,006 $202K
Mgo One Seven LLC 0.00% New 5,008 $202K
Operose Advisors LLC 0.05% No change 5,000 $202K
Delta Asset Management LLC 0.02% No change 5,000 $202K
World Investment Advisors 0.00% New 5,000 $202K
Summit Financial Wealth Advisors, LLC 0.03% New 5,000 $201K
Covestor Ltd 0.11% Reduce -32.4% 4,964 $200K
National Bank of Canada 0.00% Reduce -4.2% 4,272 $172K
Versant Capital Management, Inc 0.02% Reduce -2.7% 4,193 $169K
STRS Ohio 0.00% Reduce -93.2% 4,072 $164K
EMC Capital Management 0.08% No change 4,066 $164K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,000 $161K
Smartleaf Asset Management LLC 0.01% Reduce -46.1% 3,858 $156K
Rockefeller Capital Management L.P. 0.00% New 3,723 $150K
AlphaQuest LLC 0.01% Reduce -85.5% 3,706 $149K
Abich Financial Wealth Management LLC 0.05% — 3,529 $142K
Nomura Asset Management Co. Ltd. 0.00% No change 3,280 $132K
Atlantic Union Bankshares Corp 0.00% Add +14.3% 3,194 $129K
Aster Capital Management (DIFC) Ltd 0.06% New 3,142 $127K
Clearstead Advisors, LLC 0.00% Add +1.2% 3,118 $126K
Quarry LP 0.03% Add +261.4% 3,108 $125K
Vision Financial Markets LLC 0.10% No change 2,800 $113K
Westend Capital Management, LLC 0.03% Add +4.5% 2,698 $109K
Parallel Advisors, LLC 0.00% Reduce -68.4% 2,564 $103K
Anchor Investment Management, LLC 0.01% No change 2,495 $101K
PEAK6 LLC 0.00% Reduce -52.0% 2,405 $97K
MAI Capital Management 0.00% Reduce -12.2% 2,296 $93K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +24933.3% 2,253 $91K
Rossby Financial, LCC 0.03% Add +19.7% 2,221 $89K
Hantz Financial Services, Inc. 0.00% Add +28.4% 1,913 $77K
Advisors Asset Management, Inc. 0.00% Add +134.4% 1,896 $76K
Danske Bank A/S 0.00% Reduce -36.2% 1,800 $73K
DT Investment Partners, LLC 0.01% No change 1,736 $70K
CX Institutional 0.00% No change 1,685 $68K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -1.9% 1,695 $68K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -6.4% 1,608 $66K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,653 $65K
Blue Bell Private Wealth Management, LLC 0.01% No change 1,610 $65K
Crews Bank & Trust 0.01% No change 1,600 $65K
Quent Capital, LLC 0.01% New 1,534 $62K
Ameritas Investment Partners, Inc. 0.00% No change 1,500 $60K
Tower Research Capital LLC (TRC) 0.00% Reduce -75.8% 1,435 $58K
EverSource Wealth Advisors, LLC 0.00% Reduce -6.5% 1,427 $58K
CVA Family Office, LLC 0.01% No change 1,375 $55K
Harbour Investments, Inc. 0.00% Add +8.0% 1,364 $55K
Point72 Europe (London) LLP 0.00% New 1,344 $54K
Global Retirement Partners, LLC 0.00% Reduce -5.2% 1,324 $53K
HM Payson & Co. 0.00% Add +37.2% 1,291 $52K
Eastern Bank 0.00% No change 1,280 $52K
Hillsdale Investment Management Inc. 0.00% Reduce -93.5% 1,250 $50K
Friedenthal Financial 0.03% No change 1,210 $49K
Barrett & Company, Inc. 0.02% No change 1,200 $48K
FNY Investment Advisers, LLC 0.02% New 1,200 $48K
Summit Securities Group LLC 0.01% Reduce -72.0% 1,100 $44K
CoreCap Advisors, LLC 0.00% Add +372.1% 1,100 $44K
Ancora Advisors LLC 0.00% Add +6.4% 1,064 $43K
Capital Advisors, Ltd. LLC 0.00% Add +1.1% 1,036 $42K
Larson Financial Group LLC 0.00% Add +61.8% 1,024 $41K
Adirondack Trust Co. 0.01% No change 1,000 $40K
Mather Group, Llc. 0.00% New 962 $39K
NBT Bank, N.A. 0.00% Reduce -95.8% 40 $39K
Lanark Financial, Inc. 0.00% No change 919 $37K
UMB Bank, n.a. 0.00% Add +19.6% 915 $37K
HHM Wealth Advisors, LLC 0.00% No change 913 $37K
Leonteq Securities AG 0.00% Reduce -55.0% 896 $36K
Boyd Watterson Asset Management LLC 0.01% No change 850 $34K
Trust Co. of Vermont 0.00% No change 800 $32K
Salomon & Ludwin, LLC 0.00% New 773 $32K
Central Pacific Bank - Trust Division 0.00% No change 780 $31K
Deseret Mutual Benefit Administrators 0.01% No change 751 $30K
SBI Securities Co., Ltd. 0.00% Reduce -19.8% 742 $30K
Manchester Capital Management LLC 0.00% Reduce -11.7% 728 $29K
JPL Wealth Management, LLC 0.01% New 721 $29K
Whittier Trust Co. 0.00% Add +13.9% 648 $27K
United Community Bank 0.01% New 598 $24K
Wealthspire Advisors, LLC 0.00% New 597 $24K
SouthState Bank Corp 0.00% Add +62.6% 548 $22K
Private Trust Co. NA 0.00% No change 546 $22K
Cromwell Holdings LLC 0.01% No change 522 $21K
Root Financial Partners, LLC 0.00% New 521 $21K
Brown Brothers Harriman & Co. 0.00% New 502 $20K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 500 $20K
Westside Investment Management, Inc. 0.00% Add +100.0% 484 $19K
MassMutual Private Wealth & Trust, FSB 0.00% No change 458 $18K
Oakworth Capital, Inc. 0.00% No change 414 $17K
Physician Wealth Advisors, Inc. 0.00% No change 410 $17K
Ameritas Advisory Services, LLC 0.00% Reduce -52.9% 400 $16K
Rakuten Securities, Inc. 0.01% No change 391 $16K
Clearstead Trust, LLC 0.00% No change 390 $16K
Tidemark, LLC 0.00% No change 335 $14K
Blue Trust, Inc. 0.00% Add +3.1% 332 $13K
Geneos Wealth Management Inc. 0.00% Reduce -38.7% 323 $13K
WealthCollab, LLC 0.01% Add +480.0% 319 $13K
Crowley Wealth Management, Inc. 0.01% No change 300 $12K
Hemington Wealth Management 0.00% Add +12.4% 300 $12K
Bell Investment Advisors, Inc 0.00% No change 291 $12K
Parkside Financial Bank & Trust 0.00% Reduce -71.8% 290 $12K
Principal Securities, Inc. 0.00% Add +221.7% 267 $11K
S&T Bank 0.00% New 246 $10K
Gladwyn Financial Advisors, Inc. 0.01% Add +0.9% 220 $9K
Hollencrest Capital Management 0.00% Add +0.9% 212 $9K
Pacific Center for Financial Services 0.00% No change 210 $8K
WPG Advisers, LLC 0.01% Add +60.0% 208 $8K
Private Wealth Management Group, LLC 0.00% No change 204 $8K
TD Waterhouse Canada Inc. 0.00% New 200 $8K
Sunbelt Securities, Inc. 0.00% New 195 $8K
Addison Advisors LLC 0.00% No change 194 $8K
Ogorek Anthony Joseph /NY/ 0.00% No change 174 $7K
Bare Financial Services, Inc 0.00% Reduce -2.3% 171 $7K
American Capital Advisory, LLC 0.00% No change 167 $7K
Archer Investment Corp 0.00% No change 158 $6K
Creative Financial Designs Inc. 0.00% No change 145 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 143 $6K
High Note Wealth, LLC 0.00% Reduce -3.0% 128 $5K
First Pacific Financial 0.00% No change 125 $5K
Anfield Capital Management, LLC 0.00% No change 121 $5K
Prestige Wealth Management Group LLC 0.00% No change 117 $5K
Harbor Investment Advisory, LLC 0.00% No change 100 $4K
Farmers & Merchants Investments Inc. 0.00% No change 100 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 100 $4K
Key Financial Inc 0.00% No change 100 $4K
Grove Bank & Trust 0.00% No change 99 $4K
TD Private Client Wealth LLC 0.00% No change 97 $4K
Ashton Thomas Securities, LLC 0.00% New 92 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -3.2% 91 $4K
Fortitude Family Office, LLC 0.00% Reduce -35.3% 86 $3K
True Wealth Design, LLC 0.00% Add +28.8% 85 $3K
Federated Hermes, Inc. 0.00% Reduce -42.9% 84 $3K
Gen-Wealth Partners Inc 0.00% No change 80 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 61 $2K
Bruce G. Allen Investments, LLC 0.00% No change 53 $2K
Kilter Group LLC 0.00% No change 50 $2K
Rialto Wealth Management, LLC 0.00% Add +14.3% 48 $2K
New England Capital Financial Advisors LLC 0.00% Add +2.1% 48 $2K
Mountain Hill Investment Partners Corp. 0.00% New 40 $2K
Albion Financial Group 0.00% No change 37 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 36 $1K
Binnacle Investments Inc 0.00% Add +60.0% 32 $1K
MV Capital Management, Inc. 0.00% No change 31 $1K
TFC Financial Management, Inc. 0.00% No change 29 $1K
Cloud Capital Management, LLC 0.00% New 39 $1K
Avion Wealth 0.00% No change 37 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 23 $940
Fairscale Capital, LLC 0.00% No change 23 $928
SJS Investment Consulting Inc. 0.00% No change 23 $928
Flagship Wealth Advisors, LLC 0.00% No change 19 $766
Rise Advisors, LLC 0.00% No change 17 $686
Essential Partners LLC 0.00% No change 17 $686
HFM Investment Advisors, LLC 0.00% No change 14 $565
Bogart Wealth, LLC 0.00% New 14 $565
Dunhill Financial, LLC 0.00% No change 14 $562
Sachetta, LLC 0.00% No change 13 $525
Financial Consulate, Inc. 0.00% New 13 $525
Raffa Wealth Management, LLC 0.00% No change 13 $524
Bay Harbor Wealth Management, LLC 0.00% Add +57.1% 11 $443
Wolff Wiese Magana LLC 0.00% No change 10 $404
Horizon Investments, LLC 0.00% No change 10 $399
Strengthening Families & Communities, LLC 0.00% New 7 $285
Abound Wealth Management 0.00% No change 7 $283
DecisionPoint Financial, LLC 0.00% No change 7 $281
Stone House Investment Management, LLC 0.00% No change 6 $242
2UniFi Bank 0.00% No change 5 $202
Palisade Asset Management, LLC 0.00% New 4 $162
SOA Wealth Advisors, LLC. 0.00% No change 2 $99
Cornerstone Planning Group LLC 0.00% New 2 $81
Tortoise Investment Management, LLC 0.00% New 1 $40

"% of holder's portfolio" is LNC's weight in each manager's 13F, not the share of Lincoln National Corp. the manager owns.