Lincoln NationalLNC
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 627 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings, up 22 from Q3 2025. 67 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($879.1M), Bain Capital Prairie, LLC ($835.4M) and BlackRock, Inc. ($826.2M). 9 famous investors held it, including Bill Miller (7.9% of Miller Value Partners's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Lincoln National Corp.
- CUSIP
- 534187109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $102.4M |
| Exits | 62 | $48.8M |
All 13F filers, Q3 2025 → Q4 2025: 11,897,662 shares bought and 9,490,900 shares sold, net +2,406,762 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 627 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.8% | 19,741,163 | $879.1M |
| Bain Capital Prairie, LLC | 100.00% | — | 18,759,497 | $835.4M |
| BlackRock, Inc. | 0.01% | Add +0.7% | 18,552,669 | $826.2M |
| Dimensional Fund Advisors LP | 0.06% | Add +8.8% | 6,233,327 | $277.6M |
| State Street Corp. | 0.01% | Reduce -1.4% | 5,895,772 | $262.5M |
| Massachusetts Financial Services Co. | 0.08% | Reduce -1.1% | 5,887,841 | $262.2M |
| T. Rowe Price Associates Inc. | 0.03% | Add +0.1% | 5,208,356 | $231.9M |
| First Trust Advisors LP | 0.16% | Reduce -2.0% | 4,784,370 | $213.0M |
| Morgan Stanley | 0.01% | Reduce -4.1% | 4,062,903 | $180.9M |
| Jennison Associates LLC | 0.10% | Add +58.7% | 3,681,158 | $163.9M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 2,959,195 | $131.8M |
| LSV Asset Management | 0.25% | Reduce -1.6% | 2,572,936 | $114.6M |
| Principal Financial Group Inc. | 0.05% | Reduce -0.9% | 2,312,254 | $103.0M |
| Norges Bank | 0.01% | — | 2,270,699 | $101.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.5% | 2,077,984 | $92.5M |
| Balyasny Asset Management L.P. | 0.17% | Add +90.2% | 1,943,422 | $86.5M |
| Northern Trust Corp. | 0.01% | Reduce -3.9% | 1,943,202 | $86.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.5% | 1,797,919 | $80.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.9% | 1,700,641 | $75.7M |
| UBS Group AG | 0.01% | Reduce -11.3% | 1,558,881 | $69.4M |
| Invesco Ltd. | 0.01% | Reduce -2.8% | 1,381,058 | $61.5M |
| Bank of America Corp. | 0.00% | Add +14.3% | 1,364,442 | $60.8M |
| HSBC Holdings PLC | 0.03% | Add +10.9% | 1,360,587 | $60.5M |
| AQR Capital Management | 0.03% | Add +48.3% | 1,214,186 | $54.1M |
| Millennium Management | 0.04% | Add +93.5% | 1,078,128 | $48.0M |
| Marshall Wace, LLP | 0.04% | Add +32.6% | 980,953 | $43.7M |
| Allianz Asset Management GmbH | 0.04% | Add +2119.8% | 868,881 | $38.7M |
| Victory Capital Management Inc. | 0.02% | Reduce -1.7% | 803,829 | $35.8M |
| Wells Fargo & Company | 0.01% | Reduce -17.2% | 746,919 | $33.3M |
| Jupiter Asset Management Ltd. | 0.26% | New | 715,633 | $31.9M |
| Interval Partners, LP | 0.64% | Add +116.8% | 616,491 | $27.5M |
| Public Sector Pension Investment Board | 0.09% | Reduce -11.1% | 585,108 | $26.1M |
| Algebris (uk) Ltd. | 2.09% | Reduce -46.6% | 583,777 | $26.0M |
| Advisors Capital Management, LLC | 0.30% | Add +0.8% | 573,705 | $25.5M |
| Ameriprise Financial Inc. | 0.01% | Add +8.2% | 557,399 | $24.8M |
| Arbejdsmarkedets Tillaegspension | 0.61% | — | 539,276 | $24.0M |
| Mackenzie Financial Corp. | 0.03% | Add +1532.3% | 533,823 | $23.9M |
| Alyeska Investment Group, L.P. | 0.07% | Add +2490.3% | 530,693 | $23.6M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +157.3% | 524,643 | $23.6M |
| CSM Advisors, LLC | 0.64% | Add +58.2% | 528,853 | $23.5M |
| LPL Financial LLC | 0.01% | Add +4.7% | 521,133 | $23.2M |
| Jain Global LLC | 0.24% | New | 518,003 | $23.1M |
| Miller Value Partners | 7.92% | Reduce -3.1% | 504,761 | $22.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.9% | 490,149 | $21.8M |
| Easterly Investment Partners LLC | 1.32% | Reduce -7.1% | 481,284 | $21.4M |
| Sei Investments Co. | 0.02% | Add +8.4% | 477,283 | $21.3M |
| Legal & General Group Plc | 0.00% | Reduce -4.1% | 476,325 | $21.2M |
| MetLife Investment Management, LLC | 0.10% | Add +0.1% | 452,304 | $20.1M |
| Daymark Wealth Partners, LLC | 0.64% | Reduce -0.6% | 450,978 | $20.1M |
| Amundi | 0.01% | Reduce -23.1% | 425,474 | $18.9M |
| Vest Financial, LLC | 0.23% | Add +7.4% | 413,428 | $18.4M |
| First Eagle Investment Management, LLC | 0.03% | Reduce 0.0% | 409,936 | $18.3M |
| Rhumbline Advisers | 0.01% | Add +1.6% | 400,135 | $17.8M |
| Hudson Bay Capital Management LP | 0.11% | Add +6.8% | 380,224 | $16.9M |
| Freestone Grove Partners LP | 0.12% | Add +707.3% | 363,384 | $16.2M |
| Royal Bank of Canada | 0.00% | Reduce -85.2% | 360,514 | $16.1M |
| Focus Partners Wealth | 0.02% | Add +9.7% | 341,730 | $15.2M |
| Swiss National Bank | 0.01% | Add +1.7% | 336,400 | $15.0M |
| California Public Employees Retirement System | 0.01% | Add +4.5% | 332,090 | $14.8M |
| Nuveen, LLC | 0.00% | Reduce -4.9% | 324,758 | $14.5M |
| Gillson Capital LP | 0.89% | Add +54.6% | 306,080 | $13.6M |
| Gotham Asset Management | 0.05% | Add +112.6% | 304,861 | $13.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.0% | 291,885 | $13.0M |
| Stifel Financial Corp. | 0.01% | Reduce -10.0% | 285,489 | $12.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -15.3% | 272,393 | $12.1M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +0.6% | 250,852 | $11.2M |
| Prudential Financial Inc. | 0.01% | Reduce -3.8% | 244,390 | $10.9M |
| Bridgewater Associates | 0.04% | Reduce -26.1% | 244,301 | $10.9M |
| Man Group plc | 0.02% | Add +175.8% | 237,379 | $10.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +13691.4% | 233,764 | $10.4M |
| Oxbow Advisors, LLC | 0.92% | Add +22.1% | 231,208 | $10.3M |
| Cyndeo Wealth Partners, LLC | 0.54% | Add +3.5% | 224,376 | $10.0M |
| Cordgrass Capital Advisors, LLC | 2.35% | Reduce -0.1% | 219,565 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Add +4.9% | 217,257 | $9.7M |
| Illinois Municipal Retirement Fund | 0.12% | Reduce -8.3% | 206,104 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +10.6% | 205,403 | $9.1M |
| Barclays PLC | 0.00% | Reduce -82.3% | 202,942 | $9.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.6% | 197,112 | $8.8M |
| Citadel Advisors | 0.01% | Reduce -77.4% | 195,197 | $8.7M |
| American Century Companies Inc. | 0.00% | Add +48.8% | 188,990 | $8.4M |
| &partners | 0.04% | New | 186,704 | $8.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +24.9% | 186,600 | $8.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.1% | 185,361 | $8.3M |
| Quantinno Capital Management LP | 0.02% | Add +12.6% | 180,474 | $8.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.2% | 180,461 | $8.0M |
| Access Investment Management LLC | 2.13% | No change | 196,500 | $7.9M |
| FMR LLC | 0.00% | Add +0.3% | 177,832 | $7.9M |
| Bessemer Group Inc. | 0.01% | Add +544.9% | 162,628 | $7.2M |
| CI Investments Inc. | 0.03% | Reduce -10.6% | 161,999 | $7.2M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 160,524 | $7.1M |
| Susquehanna Fundamental Investments, LLC | 0.24% | No change | 160,111 | $7.1M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -20.2% | 159,520 | $7.1M |
| Truist Financial Corp. | 0.01% | Add +2.4% | 159,076 | $7.1M |
| HRT Financial LP | 0.02% | Add +42.1% | 158,677 | $7.1M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -23.8% | 158,149 | $7.0M |
| Susquehanna Portfolio Strategies, LLC | 0.11% | No change | 156,399 | $7.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -4.8% | 154,922 | $6.9M |
| New Vernon Investment Management LLC | 6.68% | No change | 154,110 | $6.9M |
| Schroder Investment Management Group | 0.01% | Add +0.8% | 148,191 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -47.9% | 148,514 | $6.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -4.6% | 148,184 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -6.7% | 138,410 | $6.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -61.1% | 136,840 | $6.1M |
| Loudon Investment Management, LLC | 3.15% | Reduce -2.9% | 135,489 | $6.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 132,404 | $5.9M |
| Jessup Wealth Management, Inc | 1.94% | Reduce -0.9% | 132,022 | $5.9M |
| Deutsche Bank AG | 0.00% | Add +29.3% | 130,202 | $5.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.05% | New | 126,797 | $5.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 125,250 | $5.6M |
| Citigroup Inc. | 0.00% | Reduce -22.5% | 122,155 | $5.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +38.4% | 121,806 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +60.7% | 121,709 | $5.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +0.1% | 120,586 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +142.0% | 119,296 | $5.3M |
| Icon Advisers Inc. | 1.16% | Reduce -1.7% | 118,450 | $5.3M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -1.6% | 114,319 | $5.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -60.6% | 112,156 | $5.0M |
| Exchange Traded Concepts, LLC | 0.04% | Add +0.2% | 111,005 | $4.9M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.17% | — | 106,483 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +1312.4% | 104,591 | $4.7M |
| Verition Fund Management LLC | 0.03% | Reduce -3.0% | 101,724 | $4.5M |
| New York State Common Retirement Fund | 0.01% | Add +2.5% | 100,418 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.0% | 97,452 | $4.3M |
| Waterloo Capital, L.P. | 0.31% | Reduce -11.6% | 97,172 | $4.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -6.5% | 94,900 | $4.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -42.3% | 93,651 | $4.2M |
| Franklin Resources Inc. | 0.00% | Add +4.4% | 93,205 | $4.2M |
| RK Asset Management, LLC | 3.88% | Reduce -0.3% | 92,280 | $4.1M |
| Prosperitas Financial LLC | 1.60% | Add +9.9% | 92,157 | $4.1M |
| Collar Capital Management, LLC | 2.73% | Add +0.8% | 91,731 | $4.1M |
| State of Tennessee, Department of Treasury | 0.01% | Add +3.6% | 94,066 | $3.9M |
| Hedeker Wealth, LLC | 0.81% | Add +0.5% | 86,987 | $3.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -78.0% | 86,911 | $3.9M |
| Mork Capital Management, LLC | 2.36% | No change | 86,680 | $3.9M |
| State of Alaska, Department of Revenue | 0.04% | Add +1.3% | 86,020 | $3.8M |
| Voya Investment Management LLC | 0.00% | Reduce -9.7% | 85,858 | $3.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 82,600 | $3.7M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -0.3% | 77,400 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Add +7.8% | 77,353 | $3.4M |
| Cetera Investment Advisers | 0.00% | Reduce -3.2% | 75,014 | $3.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +21.9% | 72,764 | $3.2M |
| Kempner Capital Management Inc. | 3.04% | Reduce -13.1% | 71,088 | $3.2M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 71,344 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +18.0% | 70,484 | $3.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 69,015 | $3.1M |
| Jaffetilchin Investment Partners, LLC | 0.18% | Reduce -1.1% | 67,917 | $3.0M |
| Woodstock Corp. | 0.25% | Reduce -0.5% | 66,493 | $3.0M |
| Simplex Trading, LLC | 0.08% | Add +35.8% | 66,255 | $3.0M |
| Ensign Peak Advisors, Inc | 0.01% | Add +36.7% | 65,494 | $2.9M |
| Keystone Financial Group | 0.21% | Reduce -8.0% | 64,525 | $2.9M |
| Occudo Quantitative Strategies LP | 0.19% | Add +62.7% | 63,930 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +22.4% | 62,562 | $2.8M |
| Naples Global Advisors, LLC | 0.20% | Reduce -2.0% | 60,690 | $2.7M |
| Sterling Capital Management LLC | 0.04% | Add +40.0% | 60,195 | $2.7M |
| Oliver Luxxe Assets LLC | 0.41% | Add +0.1% | 60,144 | $2.7M |
| Capital Fund Management S.A. | 0.02% | Reduce -61.1% | 58,977 | $2.6M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -3.5% | 57,264 | $2.5M |
| Amalgamated Bank | 0.02% | Add +9.7% | 56,668 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +7.0% | 56,398 | $2.5M |
| Allen Wealth Management, LLC | 1.50% | Add +0.7% | 56,046 | $2.5M |
| SummitTX Capital, L.P. | 0.08% | Add +275.3% | 55,805 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.9% | 55,250 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 55,213 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.6% | 55,012 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +11.2% | 54,209 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Add +39.4% | 53,147 | $2.4M |
| Battery Global Advisors, LLC | 1.09% | New | 139,753 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +0.8% | 50,862 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -4.2% | 50,800 | $2.3M |
| Parallax Volatility Advisers, L.P. | 0.08% | Add +46.0% | 50,749 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.8% | 50,000 | $2.2M |
| Waters Parkerson & Co., LLC | 0.11% | Reduce -15.0% | 49,401 | $2.2M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -39.8% | 49,233 | $2.2M |
| Insight Inv LLC | 1.20% | Add +0.5% | 48,127 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.3% | 47,647 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +17.3% | 47,545 | $2.1M |
| Arizona State Retirement System | 0.01% | Reduce -6.1% | 47,375 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.1% | 47,175 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +7.7% | 46,470 | $2.1M |
| Picton Mahoney Asset Management | 0.02% | New | 46,451 | $2.1M |
| Comerica Bank | 0.01% | Reduce -47.9% | 46,015 | $2.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.36% | Add +10.5% | 45,131 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Add +0.9% | 45,079 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +0.8% | 45,036 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.7% | 49,856 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -12.5% | 42,526 | $1.9M |
| Hussman Strategic Advisors, Inc. | 0.45% | No change | 42,000 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.6% | 41,850 | $1.9M |
| Accordant Advisory Group Inc | 1.28% | New | 41,744 | $1.9M |
| Caxton Associates LLP | 0.04% | Reduce -6.1% | 40,813 | $1.8M |
| Trust Investment Advisors | 0.96% | Add +3.0% | 40,705 | $1.8M |
| Algert Global LLC | 0.03% | Reduce -71.4% | 40,659 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.8% | 40,461 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -1.4% | 39,732 | $1.8M |
| M Holdings Securities, Inc. | 0.13% | New | 39,515 | $1.8M |
| Royce & Associates LP | 0.02% | Reduce -18.3% | 39,445 | $1.8M |
| Todd Asset Management LLC | 0.03% | Add +2.2% | 39,402 | $1.8M |
| Huntleigh Advisors, Inc. | 0.29% | Reduce -0.4% | 39,176 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -1.7% | 39,128 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.7% | 38,680 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.3% | 38,550 | $1.7M |
| Greenwood Capital Associates LLC | 0.19% | Add +2.4% | 38,438 | $1.7M |
| SG Americas Securities, LLC | 0.00% | Add +29.2% | 37,496 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.7% | 35,340 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +80.5% | 36,642 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Reduce -49.8% | 36,456 | $1.6M |
| Caisse Des Depots Et Consignations | 0.04% | No change | 36,321 | $1.6M |
| Sagewood Asset Management LP | 0.56% | — | 35,728 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.4% | 35,639 | $1.6M |
| Invst, LLC | 0.17% | Add +19.1% | 35,425 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.2% | 35,283 | $1.6M |
| Range Financial Group LLC | 0.54% | Reduce -7.6% | 34,824 | $1.6M |
| Arkadios Wealth Advisors | 0.03% | Reduce -11.9% | 34,092 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.11% | Reduce -1.6% | 34,055 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | Reduce -43.2% | 34,033 | $1.5M |
| Soros Fund Management | 0.03% | New | 34,015 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Add +1.6% | 33,982 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +9.7% | 33,647 | $1.5M |
| Parrish Capital LLC | 1.35% | — | 33,521 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -27.7% | 31,669 | $1.4M |
| Birmingham Capital Management Co. Inc. | 0.62% | No change | 31,600 | $1.4M |
| DMC Group, LLC | 0.93% | Add +5.4% | 31,301 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -5.4% | 30,341 | $1.4M |
| Register Financial Advisors LLC | 0.52% | Add +0.0% | 30,252 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Add +85.0% | 30,124 | $1.3M |
| Keynote Financial Services LLC | 0.75% | Reduce -0.3% | 30,035 | $1.3M |
| Guyasuta Investment Advisors Inc. | 0.08% | No change | 30,000 | $1.3M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 29,483 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +0.8% | 29,208 | $1.3M |
| Dockside LLC | 0.33% | — | 28,943 | $1.3M |
| Berger Financial Group, Inc | 0.07% | Reduce -3.8% | 28,180 | $1.3M |
| Nomura Asset Management International Inc. | 0.00% | — | 27,700 | $1.2M |
| Erste Asset Management GmbH | 0.01% | Reduce -6.9% | 26,800 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +46.8% | 27,255 | $1.2M |
| Bearing Point Capital, LLC | 0.19% | No change | 26,600 | $1.2M |
| Convergence Investment Partners, LLC | 0.23% | New | 26,478 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +3.9% | 26,359 | $1.2M |
| Nicholas Wealth, LLC. | 0.79% | Add +12.6% | 26,171 | $1.2M |
| Impax Asset Management Group plc | 0.01% | No change | 26,095 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Reduce -37.1% | 25,605 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.2% | 25,593 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -50.0% | 24,534 | $1.1M |
| Boston Partners | 0.00% | Reduce -1.9% | 24,362 | $1.1M |
| Tidal Investments LLC | 0.00% | Reduce -8.4% | 24,056 | $1.1M |
| New Age Alpha Advisors, LLC | 0.05% | Add +3.4% | 23,811 | $1.1M |
| Boit C F David | 0.45% | No change | 23,990 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.0% | 23,465 | $1.0M |
| Gsa Capital Partners LLP | 0.09% | Add +70.6% | 23,453 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.2% | 23,213 | $1.0M |
| HFG Advisors, Inc. | 0.73% | No change | 22,607 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -15.5% | 22,526 | $1.0M |
| International Assets Investment Management, LLC | 0.07% | Reduce -7.1% | 22,501 | $1.0M |
| Independent Advisor Alliance | 0.02% | Add +5.5% | 22,470 | $1.0M |
| Wbi Investments, LLC | 0.26% | Add +44.5% | 22,274 | $992K |
| Ritholtz Wealth Management | 0.02% | Add +68.0% | 22,092 | $984K |
| Keybank National Association | 0.00% | Add +58.1% | 21,943 | $977K |
| Phillips Financial Management, LLC | 0.06% | Add +0.2% | 21,899 | $975K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -25.8% | 21,838 | $972K |
| Diversify Advisory Services, LLC | 0.03% | Add +2.8% | 22,818 | $933K |
| Prudential PLC | 0.01% | New | 20,900 | $931K |
| Cullinan Associates Inc. | 0.06% | No change | 20,800 | $926K |
| D.A. Davidson & Co. | 0.01% | Reduce -3.2% | 20,782 | $925K |
| Systematic Alpha Investments, LLC | 0.03% | No change | 20,738 | $923K |
| Measured Wealth Private Client Group, LLC | 0.24% | Add +145.7% | 20,709 | $922K |
| OmniStar Financial Group, Inc. | 0.54% | Reduce -1.8% | 20,572 | $916K |
| 1620 Investment Advisors, Inc. | 0.61% | Add +1.2% | 20,470 | $912K |
| Sigma Planning Corp | 0.03% | Reduce -3.2% | 20,467 | $911K |
| Prospera Financial Services Inc | 0.01% | Add +5.4% | 20,416 | $909K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +115.1% | 20,410 | $909K |
| D. E. Shaw & Co. | 0.00% | Reduce -49.3% | 20,045 | $893K |
| GMO | 0.00% | Reduce -1.8% | 20,018 | $891K |
| Creative Planning | 0.00% | Reduce -1.5% | 20,013 | $891K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 19,597 | $873K |
| Kingsview Wealth Management, LLC | 0.01% | Add +7.8% | 19,511 | $869K |
| Mutual of America Capital Management LLC | 0.01% | Add +2.2% | 19,321 | $860K |
| MTM Investment Management, LLC | 0.26% | No change | 18,612 | $829K |
| Mariner, LLC | 0.00% | Add +59.6% | 18,286 | $815K |
| AE Wealth Management LLC | 0.00% | Reduce -4.5% | 18,228 | $812K |
| Commerce Bank | 0.00% | Reduce -0.8% | 18,055 | $804K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,968 | $800K |
| Signaturefd, LLC | 0.01% | Add +0.0% | 17,928 | $798K |
| Ethic Inc. | 0.01% | Add +34.7% | 17,823 | $794K |
| Profund Advisors LLC | 0.02% | New | 17,399 | $775K |
| CIBC Asset Management Inc | 0.00% | Add +8.9% | 17,351 | $773K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -0.3% | 17,166 | $764K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.0% | 16,527 | $736K |
| Summit Trail Advisors, LLC | 0.01% | Add +16.7% | 16,526 | $736K |
| Cim Investment Management Inc. | 0.19% | No change | 16,441 | $732K |
| Storebrand Asset Management As | 0.00% | No change | 16,072 | $716K |
| Jacobi Capital Management LLC | 0.04% | Reduce -1.1% | 15,879 | $707K |
| Kendall Capital Management | 0.15% | New | 15,870 | $707K |
| Contravisory Investment Management, Inc. | 0.14% | Reduce -2.4% | 15,816 | $704K |
| Eubel Brady & Suttman Asset Management Inc. | 0.08% | No change | 15,673 | $698K |
| Steadtrust LLC | 0.42% | No change | 15,500 | $690K |
| Versor Investments LP | 0.10% | Reduce -48.6% | 15,000 | $668K |
| Denali Advisors LLC | 0.07% | New | 14,923 | $665K |
| Brown Advisory Inc. | 0.00% | Reduce -1.9% | 14,820 | $660K |
| Holderness Investments Co. | 0.13% | Reduce -2.0% | 14,627 | $651K |
| Cambria Investment Management, L.P. | 0.04% | Reduce -1.2% | 14,624 | $651K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 14,455 | $644K |
| PARK CIRCLE Co | 0.58% | No change | 14,360 | $639K |
| Cibc World Market Inc. | 0.00% | Reduce -9.5% | 13,910 | $619K |
| Capstone Investment Advisors, LLC | 0.01% | New | 13,883 | $618K |
| Cowa, LLC | 0.19% | Reduce -22.3% | 13,854 | $617K |
| Mercer Global Advisors Inc. | 0.00% | Add +30.1% | 13,701 | $610K |
| Farther Finance Advisors, LLC | 0.01% | Add +29.6% | 13,357 | $595K |
| Swiss Life Asset Management Ltd | 0.00% | Add +68.9% | 13,271 | $591K |
| 180 Wealth Advisors, LLC | 0.07% | Reduce -0.5% | 13,193 | $588K |
| Baader Bank Aktiengesellschaft | 0.05% | New | 13,000 | $579K |
| Jefferies Financial Group Inc. | 0.00% | New | 12,923 | $575K |
| BOS Asset Management, LLC | 0.15% | Add +0.2% | 12,518 | $557K |
| Cwm, LLC | 0.00% | Add +2.1% | 12,397 | $552K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -4.5% | 12,241 | $545K |
| Lantz Financial LLC | 0.11% | Add +4.0% | 12,156 | $541K |
| Atria Investments, Inc | 0.01% | Reduce -3.5% | 12,039 | $536K |
| Stephens Inc. | 0.01% | Reduce -4.8% | 12,002 | $534K |
| Ceeto Capital Group, LLC | 0.16% | No change | 12,000 | $534K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 11,908 | $530K |
| Weiss Asset Management LP | 0.01% | New | 11,620 | $517K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.3% | 11,536 | $514K |
| Wedmont Private Capital | 0.02% | Add +5.7% | 11,485 | $513K |
| Quadrant Capital Group LLC | 0.02% | No change | 11,459 | $510K |
| BlackDiamond Wealth Management, LLC | 0.25% | Reduce -1.1% | 12,830 | $509K |
| Jump Financial, LLC | 0.01% | Reduce -95.0% | 11,362 | $506K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 11,355 | $506K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 11,079 | $493K |
| Cresset Asset Management, LLC | 0.00% | Add +3.3% | 11,066 | $493K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +4.8% | 11,036 | $491K |
| Abacus Wealth Partners, LLC | 0.05% | New | 11,005 | $490K |
| EP Wealth Advisors, LLC | 0.00% | — | 10,953 | $488K |
| Fox Run Management, L.L.C. | 0.07% | Reduce -44.1% | 10,912 | $486K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -6.3% | 10,887 | $485K |
| Greenleaf Trust | 0.00% | Add +1.6% | 10,490 | $467K |
| Jackson Creek Investment Advisors LLC | 0.14% | New | 10,462 | $466K |
| Valeo Financial Advisors, LLC | 0.01% | Add +7.9% | 10,373 | $462K |
| Blair William & Co. | 0.00% | Add +3.3% | 10,305 | $459K |
| Mill Capital Management, LLC | 0.03% | No change | 10,244 | $456K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 10,219 | $455K |
| Investors Research Corp | 0.08% | No change | 10,207 | $455K |
| Savant Capital, LLC | 0.00% | Add +14.9% | 10,193 | $454K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +49.7% | 10,129 | $451K |
| Evergreen Capital Management LLC | 0.01% | No change | 9,815 | $437K |
| Gateway Investment Advisers LLC | 0.00% | Add +0.7% | 9,796 | $436K |
| Intellectus Partners, LLC | 0.08% | Add +0.1% | 9,762 | $435K |
| Holistic Financial Partners | 0.16% | No change | 9,630 | $429K |
| Xponance LLC | 0.00% | Add +7.1% | 9,618 | $428K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 9,586 | $427K |
| Merit Financial Group, LLC | 0.00% | Add +1.3% | 9,519 | $424K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -12.2% | 9,369 | $417K |
| GAMMA Investing LLC | 0.02% | Add +9.5% | 9,337 | $416K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.4% | 9,293 | $414K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.7% | 9,253 | $412K |
| Vista Investment Partners LLC | 0.11% | New | 9,147 | $407K |
| Meridian Investment Counsel Inc. | 0.10% | Reduce -3.2% | 9,097 | $405K |
| Utah Retirement Systems | 0.00% | No change | 9,001 | $401K |
| Security Financial Services, INC. | 0.06% | Add +0.2% | 8,998 | $401K |
| Strategic Blueprint, LLC | 0.02% | Reduce -6.2% | 8,941 | $398K |
| Caprock Group, LLC | 0.01% | Reduce -18.7% | 8,898 | $396K |
| Brave Asset Management Inc. | 0.09% | No change | 8,736 | $389K |
| Glenmede Trust Co. NA | 0.00% | — | 8,733 | $389K |
| Innealta Capital, LLC | 0.21% | No change | 8,698 | $387K |
| Hilltop Holdings Inc. | 0.02% | Add +0.7% | 8,645 | $385K |
| North Star Investment Management Corp. | 0.02% | Add +53.4% | 8,615 | $384K |
| Integrated Advisors Network LLC | 0.02% | Reduce -3.9% | 8,398 | $374K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Add +0.5% | 8,383 | $373K |
| Mma Asset Management LLC | 0.13% | No change | 8,357 | $372K |
| Sage Rhino Capital LLC | 0.07% | Reduce -0.1% | 8,265 | $368K |
| Choreo, LLC | 0.00% | Reduce -11.9% | 8,119 | $365K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.1% | 8,008 | $357K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 8,000 | $356K |
| Carson Advisory Inc. | 0.18% | No change | 7,950 | $354K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.2% | 7,918 | $353K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 7,890 | $351K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 7,862 | $350K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.3% | 7,848 | $349K |
| Focus Financial Network, Inc. | 0.01% | No change | 7,821 | $348K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -18.0% | 7,631 | $340K |
| Goelzer Investment Management, Inc. | 0.02% | New | 7,600 | $338K |
| HighPoint Advisor Group LLC | 0.01% | No change | 7,538 | $336K |
| Old National Bancorp | 0.01% | No change | 7,536 | $336K |
| Salem Investment Counselors Inc. | 0.01% | No change | 7,365 | $328K |
| Vinva Investment Management Ltd | 0.00% | New | 4,855 | $325K |
| M&T Bank Corp | 0.00% | Add +36.6% | 7,283 | $324K |
| Mirabella Financial Services LLP | 0.03% | New | 7,086 | $316K |
| Brooklyn Investment Group | 0.01% | New | 6,860 | $312K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 6,890 | $307K |
| DRW Securities, LLC | 0.02% | New | 6,846 | $305K |
| Meeder Advisory Services, Inc. | 0.01% | Add +1.4% | 6,846 | $305K |
| Wealth Alliance, LLC | 0.03% | Reduce -2.0% | 6,804 | $303K |
| Wood Tarver Financial Group, LLC | 0.08% | No change | 6,758 | $300K |
| Armistice Capital, LLC | 0.01% | New | 6,731 | $300K |
| SYM FINANCIAL Corp | 0.03% | Add +0.8% | 6,712 | $299K |
| Aster Capital Management (DIFC) Ltd | 0.13% | Add +112.9% | 6,689 | $298K |
| EFG International AG | 0.01% | — | 6,686 | $298K |
| Roehl & Yi Investment Advisors, LLC | 0.12% | No change | 6,614 | $295K |
| Rothschild Investment LLC | 0.02% | Add +1.1% | 6,608 | $294K |
| Eads & Heald Wealth Management | 0.14% | Reduce -1.8% | 6,598 | $294K |
| Diversified Trust Co. | 0.01% | Add +0.3% | 6,583 | $293K |
| Vise Technologies, Inc. | 0.01% | Add +17.0% | 6,405 | $285K |
| Praxis Investment Management Inc. | 0.02% | No change | 6,410 | $285K |
| AlphaCore Capital LLC | 0.01% | Add +12.9% | 6,372 | $284K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.6% | 6,339 | $282K |
| Sentry LLC | 0.08% | No change | 6,300 | $281K |
| Rockefeller Capital Management L.P. | 0.00% | Add +66.0% | 6,181 | $275K |
| StoneX Group Inc. | 0.01% | Add +20.0% | 6,150 | $274K |
| Urban Wealth Management, LLC | 0.25% | — | 6,145 | $274K |
| Allworth Financial LP | 0.00% | Add +3.9% | 6,143 | $274K |
| Sound Income Strategies, LLC | 0.01% | Add +3.2% | 6,684 | $273K |
| Fideuram Asset Management (Ireland) dac | 0.02% | — | 6,593 | $273K |
| Paragon Capital Management Ltd | 0.06% | Add +1.1% | 6,088 | $271K |
| Plancorp, LLC | 0.01% | Add +0.1% | 6,051 | $269K |
| North Dakota State Investment Board | 0.01% | — | 6,011 | $268K |
| Welch & Forbes LLC | 0.00% | No change | 6,000 | $267K |
| Burney Co./ | 0.01% | New | 5,938 | $264K |
| Smith Salley Wealth Management | 0.01% | No change | 5,869 | $261K |
| IFP Advisors, Inc | 0.01% | Add +7.3% | 5,717 | $255K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.3% | 5,665 | $252K |
| RFG Advisory, LLC | 0.00% | Add +2.6% | 5,664 | $252K |
| Leavell Investment Management, Inc. | 0.01% | No change | 5,656 | $252K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +1.1% | 5,644 | $251K |
| Fiduciary Group, LLC | 0.02% | No change | 5,630 | $251K |
| PFG Investments, LLC | 0.01% | Reduce -6.1% | 5,623 | $250K |
| Seeds Investor LLC | 0.05% | New | 5,611 | $250K |
| Zacks Investment Management | 0.00% | Reduce -13.5% | 5,559 | $248K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.1% | 5,538 | $247K |
| Shelton Capital Management | 0.00% | Reduce -11.6% | 5,506 | $245K |
| Westhampton Capital, LLC | 0.11% | No change | 5,390 | $240K |
| Huntington National Bank | 0.00% | Reduce -0.6% | 5,375 | $239K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 5,123 | $228K |
| Abel Hall, LLC | 0.05% | New | 5,113 | $228K |
| Assetmark, Inc. | 0.00% | Reduce -18.9% | 5,100 | $227K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.0% | 5,097 | $227K |
| World Investment Advisors | 0.00% | Add +1.9% | 5,097 | $227K |
| Martel Wealth Advisors LLC | 0.04% | No change | 5,096 | $227K |
| Evolve Private Wealth, LLC | 0.01% | — | 5,088 | $227K |
| Mgo One Seven LLC | 0.00% | Add +0.5% | 5,032 | $224K |
| Panagora Asset Management Inc. | 0.00% | No change | 5,016 | $223K |
| KBC Group NV | 0.00% | No change | 5,006 | $223K |
| Operose Advisors LLC | 0.05% | No change | 5,000 | $223K |
| Summit Financial Wealth Advisors, LLC | 0.03% | No change | 5,000 | $223K |
| Delta Asset Management LLC | 0.02% | No change | 5,000 | $223K |
| Wesbanco Bank Inc. | 0.01% | New | 4,910 | $219K |
| Quantbot Technologies LP | 0.01% | Reduce -94.2% | 4,825 | $215K |
| Bourgeon Capital Management LLC | 0.04% | New | 4,800 | $214K |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.6% | 4,789 | $213K |
| Equitable Holdings, Inc. | 0.00% | Reduce -14.3% | 4,699 | $209K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 4,680 | $208K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 4,665 | $208K |
| WESPAC Advisors, LLC | 0.11% | Reduce -74.6% | 4,635 | $206K |
| Pettyjohn, Wood & White, Inc. | 0.03% | New | 4,629 | $206K |
| Bedel Financial Consulting, Inc. | 0.02% | New | 4,587 | $204K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 4,547 | $202K |
| Connecticut Wealth Management, LLC | 0.01% | New | 4,541 | $202K |
| Bright Futures Wealth Management, LLC. | 0.15% | New | 4,529 | $202K |
| Waldron Private Wealth LLC | 0.01% | New | 4,500 | $200K |
| Triumph Capital Management | 0.04% | New | 4,448 | $198K |
| AlphaQuest LLC | 0.01% | Add +19.1% | 4,415 | $197K |
| Covestor Ltd | 0.10% | Reduce -11.6% | 4,388 | $195K |
| Versant Capital Management, Inc | 0.02% | Reduce -0.8% | 4,159 | $185K |
| Smartleaf Asset Management LLC | 0.01% | Add +6.5% | 4,110 | $185K |
| Caitong International Asset Management Co., Ltd | 0.04% | New | 4,101 | $183K |
| STRS Ohio | 0.00% | Add +0.2% | 4,079 | $182K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,000 | $178K |
| Optima Capital LLC | 0.08% | New | 3,964 | $177K |
| Private Trust Co. NA | 0.02% | Add +606.4% | 3,857 | $172K |
| Global Retirement Partners, LLC | 0.00% | Add +175.0% | 3,641 | $162K |
| National Bank of Canada | 0.00% | Reduce -16.9% | 3,548 | $158K |
| EMC Capital Management | 0.07% | Reduce -15.0% | 3,456 | $154K |
| Summit Securities Group LLC | 0.03% | Add +200.0% | 3,300 | $147K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,280 | $146K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,194 | $142K |
| Hantz Financial Services, Inc. | 0.00% | Add +65.7% | 3,170 | $141K |
| Toronto Dominion Bank | 0.00% | Reduce -70.0% | 3,000 | $133K |
| Clearstead Advisors, LLC | 0.00% | Reduce -5.4% | 2,949 | $131K |
| Atlas Capital Advisors Inc. | 0.01% | — | 2,947 | $131K |
| Vision Financial Markets LLC | 0.13% | No change | 2,800 | $125K |
| McMillan Office, Inc. | 0.01% | — | 2,800 | $125K |
| Parallel Advisors, LLC | 0.00% | Add +7.5% | 2,757 | $123K |
| Westend Capital Management, LLC | 0.03% | No change | 2,698 | $120K |
| Anchor Investment Management, LLC | 0.01% | No change | 2,495 | $111K |
| Canada Pension Plan Investment Board | 0.00% | New | 2,400 | $107K |
| Advisors Asset Management, Inc. | 0.00% | Add +23.3% | 2,338 | $104K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +0.1% | 2,255 | $100K |
| Commonwealth Retirement Investments LLC | 0.03% | New | 2,174 | $97K |
| MAI Capital Management | 0.00% | Reduce -6.1% | 2,155 | $96K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +39.2% | 1,998 | $89K |
| C M Bidwell & Associates Ltd. | 0.04% | New | 1,985 | $88K |
| Danske Bank A/S | 0.00% | No change | 1,800 | $80K |
| DT Investment Partners, LLC | 0.01% | No change | 1,736 | $77K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +21.6% | 1,736 | $77K |
| CX Institutional | 0.00% | Add +1.1% | 1,703 | $76K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,608 | $75K |
| Ancora Advisors LLC | 0.00% | Add +54.9% | 1,648 | $73K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +6.3% | 1,757 | $72K |
| Crews Bank & Trust | 0.01% | No change | 1,600 | $71K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,500 | $67K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -9.3% | 1,460 | $65K |
| Quent Capital, LLC | 0.00% | Reduce -6.5% | 1,435 | $64K |
| CVA Family Office, LLC | 0.01% | No change | 1,375 | $61K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 1,370 | $61K |
| Salomon & Ludwin, LLC | 0.01% | Add +62.5% | 1,256 | $58K |
| HM Payson & Co. | 0.00% | No change | 1,291 | $57K |
| Eastern Bank | 0.00% | No change | 1,280 | $57K |
| Friedenthal Financial | 0.03% | No change | 1,210 | $54K |
| Barrett & Company, Inc. | 0.02% | No change | 1,200 | $53K |
| Larson Financial Group LLC | 0.00% | Add +6.2% | 1,087 | $48K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,036 | $46K |
| UMB Bank, n.a. | 0.00% | Add +9.6% | 1,003 | $45K |
| Adirondack Trust Co. | 0.01% | No change | 1,000 | $45K |
| NBT Bank, N.A. | 0.00% | Add +12.5% | 45 | $43K |
| Lanark Financial, Inc. | 0.00% | No change | 919 | $41K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 913 | $41K |
| Signature Equity Partners, LLC | 0.02% | — | 854 | $38K |
| Laurel Wealth Advisors LLC | 0.01% | New | 852 | $38K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 850 | $38K |
| Trust Co. of Vermont | 0.00% | No change | 800 | $36K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.3% | 781 | $35K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 780 | $35K |
| Los Angeles Capital Management LLC | 0.00% | New | 836 | $34K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 751 | $33K |
| Manchester Capital Management LLC | 0.00% | Add +0.3% | 730 | $33K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 709 | $32K |
| V-Square Quantitative Management LLC | 0.00% | New | 703 | $31K |
| Whittier Trust Co. | 0.00% | No change | 648 | $30K |
| Root Financial Partners, LLC | 0.00% | Add +18.0% | 615 | $27K |
| United Community Bank | 0.01% | No change | 598 | $27K |
| SageView Advisory Group, LLC | 0.00% | New | 530 | $24K |
| Cromwell Holdings LLC | 0.01% | Add +1.0% | 527 | $23K |
| Arax Advisory Partners | 0.00% | Reduce -93.1% | 525 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.2% | 523 | $23K |
| SouthState Bank Corp | 0.00% | Reduce -9.1% | 498 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 484 | $22K |
| Rossby Financial, LCC | 0.01% | Reduce -81.0% | 421 | $19K |
| Oakworth Capital, Inc. | 0.00% | No change | 414 | $18K |
| Leonteq Securities AG | 0.00% | Reduce -56.0% | 394 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Add +18.6% | 345 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Add +17.6% | 341 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -18.3% | 335 | $15K |
| Clearstead Trust, LLC | 0.00% | Reduce -16.9% | 324 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 323 | $14K |
| Blue Trust, Inc. | 0.00% | Reduce -3.0% | 322 | $14K |
| WealthCollab, LLC | 0.01% | No change | 319 | $14K |
| Walsh & Associates, LLC | 0.01% | — | 265 | $12K |
| Addison Advisors LLC | 0.00% | Add +34.0% | 260 | $12K |
| WPG Advisers, LLC | 0.01% | Add +24.0% | 258 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -50.6% | 248 | $11K |
| GoalVest Advisory LLC | 0.00% | New | 243 | $11K |
| Elyxium Wealth, LLC | 0.00% | New | 242 | $11K |
| MidFirst Bank | 0.00% | — | 235 | $10K |
| Gladwyn Financial Advisors, Inc. | 0.01% | Add +1.4% | 223 | $10K |
| Hollencrest Capital Management | 0.00% | Add +1.4% | 215 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 204 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 195 | $9K |
| Pacific Center for Financial Services | 0.00% | No change | 210 | $8K |
| Bare Financial Services, Inc | 0.00% | No change | 171 | $8K |
| American Capital Advisory, LLC | 0.00% | No change | 167 | $7K |
| Archer Investment Corp | 0.00% | No change | 158 | $7K |
| Strive Financial Group ,LLC | 0.00% | — | 152 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 145 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 143 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +57.1% | 143 | $6K |
| Quarry LP | 0.00% | Reduce -95.8% | 129 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 128 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 121 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 117 | $5K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 113 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -32.8% | 117 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 112 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +20.9% | 104 | $5K |
| Sunrise Financial Services, LLC | 0.00% | — | 102 | $5K |
| Key Financial Inc | 0.00% | No change | 100 | $4K |
| 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 |
| Grove Bank & Trust | 0.00% | No change | 99 | $4K |
| TD Private Client Wealth LLC | 0.00% | No change | 97 | $4K |
| Kilter Group LLC | 0.00% | Add +90.0% | 95 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 90 | $4K |
| Federated Hermes, Inc. | 0.00% | No change | 84 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -2.4% | 83 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 80 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | New | 79 | $4K |
| Cornerstone Financial Management LLC | 0.00% | — | 76 | $3K |
| Walleye Capital LLC | 0.00% | Reduce -99.9% | 75 | $3K |
| Ares Financial Consulting, LLC | 0.00% | — | 71 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 65 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -84.7% | 60 | $3K |
| Legacy Bridge, LLC | 0.00% | New | 55 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 53 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +6.3% | 51 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 48 | $2K |
| Bayban | 0.00% | — | 44 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 40 | $2K |
| Eq Wealth Advisors, LLC | 0.00% | New | 37 | $2K |
| Albion Financial Group | 0.00% | No change | 37 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 36 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | New | 32 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 31 | $1K |
| Ankerstar Wealth, LLC | 0.00% | — | 31 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 29 | $1K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 23 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 23 | $1K |
| Fairscale Capital, LLC | 0.00% | No change | 23 | $1K |
| Torren Management, LLC | 0.00% | — | 21 | $935 |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 19 | $846 |
| Spire Wealth Management | 0.00% | New | 19 | $846 |
| Dunhill Financial, LLC | 0.00% | Add +35.7% | 19 | $831 |
| Nemes Rush Group LLC | 0.00% | New | 18 | $802 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +54.5% | 17 | $757 |
| Essential Partners LLC | 0.00% | No change | 17 | $757 |
| Gilpin Wealth Management, LLC | 0.00% | — | 14 | $624 |
| HFM Investment Advisors, LLC | 0.00% | No change | 14 | $624 |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | — | 14 | $589 |
| Sachetta, LLC | 0.00% | No change | 13 | $579 |
| Financial Consulate, Inc. | 0.00% | No change | 13 | $579 |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $579 |
| First Pacific Financial | 0.00% | Reduce -90.4% | 12 | $535 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $446 |
| Horizon Investments, LLC | 0.00% | No change | 10 | $441 |
| Meramec Financial Planners, LLC | 0.00% | — | 9 | $363 |
| DecisionPoint Financial, LLC | 0.00% | No change | 7 | $312 |
| Abound Wealth Management | 0.00% | No change | 7 | $312 |
| Stone House Investment Management, LLC | 0.00% | No change | 6 | $267 |
| 2UniFi Bank | 0.00% | No change | 5 | $223 |
| CENTRAL TRUST Co | 0.00% | New | 3 | $118 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 2 | $110 |
| Avion Wealth | 0.00% | Reduce -43.2% | 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.