Lincoln NationalLNC

13F holders, Q4 2025 (December 31)
627holders +22
67new positions
62sold out
9famous investors
$44.50avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions67$102.4M
Exits62$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.