Lincoln NationalLNC
13F holders, Q1 2026 (March 31)616holders −11
72new positions
87sold out
10famous investors
$35.52avg. 13F price*
At the end of Q1 2026, 616 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings, down 11 from Q4 2025. 72 opened new positions and 87 sold out. The largest holders were Bain Capital Prairie, LLC ($666.0M), BlackRock, Inc. ($656.7M) and Vanguard Portfolio Management LLC ($369.5M). 10 famous investors held it, including Bill Miller (5.3% of Miller Value Partners's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Lincoln National Corp.
- CUSIP
- 534187109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $102.8M |
| Exits | 87 | $145.7M |
All 13F filers, Q4 2025 → Q1 2026: 14,018,995 shares bought and 13,141,959 shares sold, net +877,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 616 holders
| Bain Capital Prairie, LLC | 100.00% | No change | 18,759,497 | $666.0M |
| BlackRock, Inc. | 0.01% | Reduce -0.3% | 18,498,104 | $656.7M |
| Vanguard Portfolio Management LLC | 0.02% | — | 10,409,654 | $369.5M |
| Vanguard Capital Management LLC | 0.01% | — | 8,270,901 | $293.6M |
| Dimensional Fund Advisors LP | 0.06% | Add +24.4% | 7,755,506 | $275.3M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -0.1% | 5,881,332 | $209.8M |
| State Street Corp. | 0.01% | Reduce -0.1% | 5,891,295 | $209.1M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -15.0% | 4,427,949 | $157.2M |
| Jennison Associates LLC | 0.09% | Add +3.9% | 3,823,152 | $135.7M |
| Morgan Stanley | 0.01% | Reduce -9.1% | 3,692,842 | $131.1M |
| Geode Capital Management, LLC | 0.01% | Add +6.8% | 3,159,019 | $112.2M |
| LSV Asset Management | 0.20% | Reduce -0.5% | 2,560,096 | $90.9M |
| Principal Financial Group Inc. | 0.04% | Reduce -1.4% | 2,280,576 | $81.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.8% | 2,135,814 | $75.8M |
| First Trust Advisors LP | 0.05% | Reduce -55.5% | 2,128,355 | $75.6M |
| Balyasny Asset Management L.P. | 0.15% | Add +7.3% | 2,085,619 | $74.0M |
| Northern Trust Corp. | 0.01% | Reduce -4.7% | 1,852,532 | $65.8M |
| Jupiter Asset Management Ltd. | 0.34% | Add +151.1% | 1,796,671 | $63.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.0% | 1,785,407 | $63.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.1% | 1,778,894 | $63.2M |
| Invesco Ltd. | 0.01% | Add +11.6% | 1,541,270 | $54.7M |
| HSBC Holdings PLC | 0.03% | Add +10.2% | 1,499,854 | $53.2M |
| Victory Capital Management Inc. | 0.03% | Add +82.4% | 1,465,981 | $52.0M |
| UBS Group AG | 0.01% | Reduce -6.7% | 1,454,657 | $51.6M |
| Bank of America Corp. | 0.00% | Add +4.7% | 1,428,845 | $50.7M |
| Algebris (uk) Ltd. | 3.53% | Add +133.3% | 1,361,885 | $48.3M |
| Millennium Management | 0.03% | Add +11.1% | 1,198,141 | $42.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,067,314 | $37.9M |
| AQR Capital Management | 0.01% | Reduce -23.6% | 927,439 | $32.4M |
| Citadel Advisors | 0.02% | Add +294.4% | 769,829 | $27.3M |
| Wells Fargo & Company | 0.01% | Reduce -5.1% | 708,814 | $25.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +509.0% | 683,040 | $24.2M |
| LPL Financial LLC | 0.01% | Add +27.0% | 661,974 | $23.5M |
| Alyeska Investment Group, L.P. | 0.06% | Add +20.9% | 641,796 | $22.8M |
| D. E. Shaw & Co. | 0.02% | Add +2956.7% | 612,706 | $21.8M |
| Public Sector Pension Investment Board | 0.07% | Add +3.4% | 604,750 | $21.5M |
| HRT Financial LP | 0.05% | Add +273.2% | 592,147 | $21.0M |
| Advisors Capital Management, LLC | 0.25% | Add +2.0% | 585,165 | $20.8M |
| Quantinno Capital Management LP | 0.03% | Add +223.2% | 583,257 | $20.7M |
| Miller Value Partners | 5.29% | Add +13.1% | 570,690 | $20.3M |
| American Century Companies Inc. | 0.01% | Add +195.1% | 557,620 | $19.8M |
| Jain Global LLC | 0.27% | Add +5.9% | 548,788 | $19.5M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +3.4% | 542,220 | $19.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 535,731 | $19.0M |
| Caisse de depot et placement du Quebec | 0.03% | New | 530,251 | $18.8M |
| Sei Investments Co. | 0.02% | Add +9.5% | 522,832 | $18.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.3% | 506,218 | $18.0M |
| Hudson Bay Capital Management LP | 0.12% | Add +28.1% | 487,155 | $17.3M |
| Jane Street Group, LLC | 0.02% | Add +359.5% | 480,603 | $17.1M |
| MetLife Investment Management, LLC | 0.08% | Add +3.0% | 465,647 | $16.5M |
| Interval Partners, LP | 0.55% | Reduce -27.2% | 448,638 | $15.9M |
| Legal & General Group Plc | 0.00% | Reduce -8.2% | 437,112 | $15.5M |
| Man Group plc | 0.03% | Add +81.8% | 431,487 | $15.3M |
| First Eagle Investment Management, LLC | 0.03% | Add +4.5% | 428,310 | $15.2M |
| Rhumbline Advisers | 0.01% | Add +2.0% | 407,976 | $14.5M |
| Cander Asset Management LP | 2.50% | New | 392,881 | $13.9M |
| CSM Advisors, LLC | 0.33% | Reduce -29.5% | 372,851 | $13.2M |
| Focus Partners Wealth | 0.01% | Add +7.3% | 366,763 | $13.0M |
| Raymond James Financial Inc. | 0.00% | Add +24.2% | 362,521 | $12.9M |
| Nuveen, LLC | 0.00% | Add +5.1% | 341,264 | $12.1M |
| Swiss National Bank | 0.01% | Add +0.5% | 338,200 | $12.0M |
| California Public Employees Retirement System | 0.01% | Add +0.0% | 332,120 | $11.8M |
| Alliancebernstein L.P. | 0.00% | Add +41.4% | 262,135 | $11.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +45.8% | 299,412 | $10.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 285,249 | $10.1M |
| Philadelphia Financial Management of San Francisco, LLC | 3.24% | New | 285,000 | $10.1M |
| Freestone Grove Partners LP | 0.07% | Reduce -24.1% | 275,629 | $9.8M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +4.3% | 261,751 | $9.3M |
| Royal Bank of Canada | 0.00% | Reduce -27.6% | 261,053 | $9.3M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +59.0% | 253,555 | $9.0M |
| Illinois Municipal Retirement Fund | 0.11% | Add +14.7% | 236,312 | $8.4M |
| JPMorgan Chase & Co. | 0.00% | Add +11.5% | 242,165 | $8.3M |
| Bridgewater Associates | 0.04% | Reduce -7.8% | 225,339 | $8.0M |
| &partners | 0.04% | Add +19.4% | 222,848 | $7.9M |
| Cordgrass Capital Advisors, LLC | 1.83% | Add +0.0% | 219,577 | $7.8M |
| Jump Financial, LLC | 0.12% | Add +1780.8% | 213,700 | $7.6M |
| Two Sigma Investments, LP | 0.01% | Add +56.0% | 213,491 | $7.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -10.7% | 208,696 | $7.4M |
| Point72 Asset Management | 0.01% | New | 207,800 | $7.4M |
| Bessemer Group Inc. | 0.01% | Add +25.4% | 203,973 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -76.9% | 200,801 | $7.1M |
| California State Teachers Retirement System | 0.01% | Add +23.6% | 198,336 | $7.0M |
| Access Investment Management LLC | 1.86% | No change | 196,500 | $7.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.8% | 191,669 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +28.3% | 190,592 | $6.8M |
| Prudential Financial Inc. | 0.01% | Reduce -23.7% | 186,556 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -33.0% | 182,420 | $6.5M |
| PEAK6 LLC | 0.18% | New | 179,951 | $6.4M |
| Citigroup Inc. | 0.00% | Add +44.0% | 175,936 | $6.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -10.2% | 167,582 | $5.9M |
| FMR LLC | 0.00% | Reduce -9.8% | 160,427 | $5.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +0.7% | 156,071 | $5.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -14.2% | 154,823 | $5.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 152,320 | $5.4M |
| CI Investments Inc. | 0.03% | Reduce -6.6% | 151,350 | $5.4M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | Reduce -7.2% | 145,099 | $5.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.1% | 143,550 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.8% | 142,252 | $5.0M |
| Gotham Asset Management | 0.02% | Reduce -54.0% | 140,126 | $5.0M |
| Easterly Investment Partners LLC | 0.38% | Reduce -71.0% | 139,786 | $4.9M |
| Truist Financial Corp. | 0.01% | Reduce -14.4% | 136,222 | $4.8M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +12.8% | 135,974 | $4.8M |
| Loudon Investment Management, LLC | 2.59% | No change | 135,489 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.7% | 134,669 | $4.8M |
| Brevan Howard Capital Management LP | 0.05% | New | 132,418 | $4.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 129,876 | $4.6M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -20.6% | 125,529 | $4.5M |
| Squarepoint Ops LLC | 0.01% | Add +42.8% | 124,115 | $4.4M |
| Icon Advisers Inc. | 0.99% | No change | 118,450 | $4.2M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.15% | Add +10.3% | 117,408 | $4.2M |
| Nisa Investment Advisors, LLC | 0.02% | Add +0.6% | 114,958 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +22.1% | 113,793 | $4.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 111,553 | $4.0M |
| Fifth Third Bancorp | 0.01% | Add +291.9% | 103,301 | $3.7M |
| Deutsche Bank AG | 0.00% | Reduce -21.8% | 101,781 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +61.7% | 101,155 | $3.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.8% | 100,440 | $3.6M |
| New York State Common Retirement Fund | 0.01% | No change | 100,418 | $3.6M |
| Barclays PLC | 0.00% | Reduce -51.0% | 99,433 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 98,730 | $3.5M |
| Waterloo Capital, L.P. | 0.24% | Add +0.6% | 97,764 | $3.5M |
| Collar Capital Management, LLC | 2.23% | Add +6.0% | 97,208 | $3.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +13.1% | 93,400 | $3.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.9% | 89,419 | $3.2M |
| Hedeker Wealth, LLC | 0.66% | Add +1.1% | 87,955 | $3.1M |
| Vest Financial, LLC | 0.04% | Reduce -78.7% | 87,951 | $3.1M |
| Schroder Investment Management Group | 0.00% | Reduce -38.4% | 91,294 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +15.9% | 86,909 | $3.1M |
| Woodline Partners LP | 0.01% | New | 86,313 | $3.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -30.3% | 84,920 | $3.0M |
| New Vernon Investment Management LLC | 3.17% | Reduce -45.4% | 84,154 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -3.0% | 83,397 | $3.0M |
| SummitTX Capital, L.P. | 0.09% | Add +49.1% | 83,181 | $3.0M |
| Daymark Wealth Partners, LLC | 0.09% | Reduce -81.7% | 82,570 | $2.9M |
| WINTON GROUP Ltd | 0.10% | New | 80,791 | $2.9M |
| Janus Henderson Group PLC | 0.00% | No change | 77,353 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Add +51.0% | 76,829 | $2.7M |
| Capital Fund Management S.A. | 0.02% | Add +29.8% | 76,562 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -3.1% | 75,000 | $2.7M |
| Prana Capital Management, LP | 0.08% | New | 73,100 | $2.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 72,902 | $2.6M |
| Keystone Financial Group | 0.18% | Add +6.0% | 68,391 | $2.6M |
| Axq Capital, LP | 0.33% | New | 71,846 | $2.6M |
| ExodusPoint Capital Management, LP | 0.02% | New | 70,020 | $2.5M |
| Jaffetilchin Investment Partners, LLC | 0.14% | Reduce -2.3% | 66,337 | $2.4M |
| Gsa Capital Partners LLP | 0.15% | Add +181.1% | 65,929 | $2.3M |
| Woodstock Corp. | 0.21% | Reduce -1.1% | 65,728 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +16.3% | 65,599 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -30.9% | 64,748 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +1228.7% | 63,633 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +32.8% | 63,254 | $2.2M |
| Vinva Investment Management Ltd | 0.03% | Add +828.9% | 45,098 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +40.7% | 65,374 | $2.2M |
| Naples Global Advisors, LLC | 0.16% | Add +3.0% | 62,525 | $2.2M |
| Numerai GP LLC | 0.22% | New | 62,053 | $2.2M |
| Oliver Luxxe Assets LLC | 0.32% | Add +0.1% | 60,199 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +8.5% | 59,933 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +46.0% | 59,087 | $2.1M |
| Allen Wealth Management, LLC | 1.04% | Add +4.8% | 58,752 | $2.1M |
| Sterling Capital Management LLC | 0.04% | Reduce -4.6% | 57,418 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 57,264 | $2.0M |
| Amalgamated Bank | 0.02% | Add +0.1% | 56,732 | $2.0M |
| Entropy Technologies, LP | 0.09% | New | 56,675 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.9% | 56,083 | $2.0M |
| M Holdings Securities, Inc. | 0.13% | Add +41.9% | 56,076 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +14.3% | 54,339 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.8% | 53,692 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -26.4% | 53,528 | $1.9M |
| Guggenheim Capital LLC | 0.02% | Add +0.5% | 53,394 | $1.9M |
| Campbell & CO Investment Adviser LLC | 0.11% | New | 52,502 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | Add +1.8% | 51,700 | $1.8M |
| Picton Mahoney Asset Management | 0.02% | Add +10.0% | 51,101 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.2% | 51,100 | $1.8M |
| Mork Capital Management, LLC | 1.26% | Reduce -42.3% | 50,000 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.2% | 49,741 | $1.8M |
| Qsemble Capital Management, LP | 0.13% | New | 48,959 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.1% | 48,658 | $1.7M |
| Insight Inv LLC | 0.94% | Add +0.9% | 48,577 | $1.7M |
| Register Financial Advisors LLC | 0.63% | Add +59.7% | 48,304 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -0.9% | 46,954 | $1.7M |
| Impax Asset Management Group plc | 0.01% | Add +79.4% | 46,826 | $1.7M |
| Royce & Associates LP | 0.02% | Add +18.1% | 46,570 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +3.0% | 46,433 | $1.6M |
| Waters Parkerson & Co., LLC | 0.08% | Reduce -6.6% | 46,123 | $1.6M |
| Truvestments Capital LLC | 0.29% | New | 44,885 | $1.6M |
| Group One Trading LLC | 0.05% | New | 44,867 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.0% | 43,852 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -63.3% | 43,750 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -19.3% | 43,739 | $1.6M |
| Huntleigh Advisors, Inc. | 0.26% | Add +9.9% | 43,060 | $1.5M |
| Caxton Associates LLP | 0.04% | Add +4.6% | 42,696 | $1.5M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 42,263 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -0.9% | 42,126 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.0% | 42,028 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 41,804 | $1.5M |
| Amundi | 0.00% | Reduce -90.2% | 41,545 | $1.5M |
| Bank of Montreal | 0.00% | Add +3.7% | 41,185 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Add +36.4% | 41,102 | $1.5M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -63.3% | 40,797 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +130.6% | 39,588 | $1.4M |
| Todd Asset Management LLC | 0.03% | Add +0.4% | 39,548 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +8.3% | 39,494 | $1.4M |
| Simplex Trading, LLC | 0.04% | Reduce -40.9% | 39,189 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +15.4% | 38,831 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -0.8% | 38,831 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.1% | 38,700 | $1.4M |
| Invst, LLC | 0.15% | Add +7.3% | 38,017 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +5.8% | 37,337 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -18.4% | 36,746 | $1.3M |
| Caisse Des Depots Et Consignations | 0.02% | No change | 36,321 | $1.3M |
| Range Financial Group LLC | 0.43% | Add +3.9% | 36,175 | $1.3M |
| Trust Investment Advisors | 0.74% | Reduce -12.2% | 35,754 | $1.3M |
| Parrish Capital LLC | 1.13% | Add +6.3% | 35,621 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -3.1% | 35,504 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +109.1% | 34,560 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +1.4% | 34,525 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.4% | 33,853 | $1.2M |
| Wealthstar Advisors, LLC | 0.70% | New | 33,317 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Reduce -4.2% | 32,658 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +9.8% | 32,058 | $1.1M |
| Kentucky Retirement Systems | 0.08% | New | 21,660 | $1.1M |
| DMC Group, LLC | 0.75% | Add +0.0% | 31,313 | $1.1M |
| Mirabella Financial Services LLP | 0.11% | Add +334.0% | 30,754 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 30,720 | $1.1M |
| GMO | 0.00% | Add +52.6% | 30,550 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.7% | 30,545 | $1.1M |
| Keynote Financial Services LLC | 0.57% | Add +0.3% | 30,125 | $1.1M |
| Independent Advisor Alliance | 0.01% | Add +33.8% | 30,069 | $1.1M |
| Guyasuta Investment Advisors Inc. | 0.06% | No change | 30,000 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +24.0% | 29,840 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -0.2% | 29,411 | $1.0M |
| Nicholas Wealth, LLC. | 0.71% | Add +11.2% | 29,091 | $1.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | Reduce -15.0% | 28,932 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +38.7% | 28,303 | $1.0M |
| Bokf, NA | 0.02% | New | 28,185 | $1.0M |
| Berger Financial Group, Inc | 0.06% | No change | 28,180 | $1.0M |
| Magnetar Financial LLC | 0.01% | New | 28,108 | $998K |
| Nomura Asset Management International Inc. | 0.00% | No change | 27,700 | $983K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.8% | 27,579 | $979K |
| Bearing Point Capital, LLC | 0.15% | No change | 26,600 | $944K |
| Greenwood Capital Associates LLC | 0.10% | Reduce -31.3% | 26,393 | $937K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -17.7% | 26,071 | $926K |
| Algert Global LLC | 0.01% | Reduce -36.0% | 26,019 | $924K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.6% | 26,311 | $918K |
| Boston Partners | 0.00% | Add +4.4% | 25,431 | $903K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -7.3% | 25,257 | $897K |
| Diversify Wealth Management, LLC | 0.02% | New | 24,180 | $894K |
| HB Wealth Management, LLC | 0.01% | Add +7.6% | 24,982 | $887K |
| Engineers Gate Manager LP | 0.01% | New | 24,906 | $884K |
| Erste Asset Management GmbH | 0.01% | Reduce -3.4% | 25,900 | $883K |
| CenterStar Asset Management, LLC | 0.85% | New | 24,787 | $879K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 24,496 | $870K |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -85.0% | 24,031 | $853K |
| Allstate Corp. | 0.01% | New | 23,920 | $849K |
| Farther Finance Advisors, LLC | 0.01% | Add +78.6% | 23,853 | $841K |
| Keybank National Association | 0.00% | Add +7.0% | 23,486 | $834K |
| Diversify Advisory Services, LLC | 0.13% | Reduce -1.6% | 22,445 | $830K |
| HFG Advisors, Inc. | 0.58% | Add +3.0% | 23,284 | $827K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -2.3% | 23,256 | $826K |
| Marshall Wace, LLP | 0.00% | Reduce -97.6% | 23,244 | $825K |
| International Assets Investment Management, LLC | 0.06% | Add +2.8% | 23,132 | $815K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.9% | 22,543 | $800K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -2.2% | 22,037 | $782K |
| Studio Investment Management LLC | 0.14% | New | 21,934 | $779K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +168.6% | 21,271 | $755K |
| Quantbot Technologies LP | 0.03% | Add +331.6% | 20,827 | $739K |
| Cullinan Associates Inc. | 0.06% | No change | 20,800 | $738K |
| Systematic Alpha Investments, LLC | 0.03% | No change | 20,738 | $736K |
| OmniStar Financial Group, Inc. | 0.38% | Add +0.4% | 20,650 | $733K |
| Creative Planning | 0.00% | Add +1.9% | 20,403 | $724K |
| 1620 Investment Advisors, Inc. | 0.49% | Reduce -1.1% | 20,251 | $719K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.7% | 20,021 | $711K |
| Boit C F David | 0.32% | Reduce -16.7% | 19,990 | $710K |
| SG Americas Securities, LLC | 0.00% | Reduce -47.1% | 19,836 | $704K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 19,658 | $698K |
| Cambria Investment Management, L.P. | 0.04% | Add +33.5% | 19,527 | $693K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.7% | 19,453 | $691K |
| Sigma Planning Corp | 0.02% | Reduce -5.0% | 19,446 | $690K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.1% | 19,346 | $687K |
| AE Wealth Management LLC | 0.00% | Add +5.5% | 19,222 | $682K |
| Denali Advisors LLC | 0.07% | Add +26.4% | 18,861 | $670K |
| Evolve Private Wealth, LLC | 0.04% | Add +270.4% | 18,845 | $669K |
| MTM Investment Management, LLC | 0.21% | No change | 18,612 | $661K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.7% | 18,591 | $660K |
| Signaturefd, LLC | 0.01% | Add +2.3% | 18,337 | $651K |
| Mercer Global Advisors Inc. | 0.00% | Add +33.5% | 18,291 | $649K |
| Commerce Bank | 0.00% | No change | 18,055 | $641K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,968 | $638K |
| Sagewood Asset Management LP | 0.20% | Reduce -49.7% | 17,962 | $638K |
| Voya Investment Management LLC | 0.00% | Reduce -79.6% | 17,524 | $622K |
| Phillips Financial Management, LLC | 0.04% | Reduce -22.1% | 17,062 | $606K |
| Walleye Trading LLC | 0.01% | New | 16,961 | $602K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.5% | 16,910 | $600K |
| Ethic Inc. | 0.01% | Reduce -8.0% | 16,402 | $582K |
| Cim Investment Management Inc. | 0.15% | Reduce -0.5% | 16,366 | $581K |
| Storebrand Asset Management As | 0.00% | No change | 16,072 | $571K |
| Jacobi Capital Management LLC | 0.03% | Add +0.7% | 15,989 | $568K |
| Kendall Capital Management | 0.12% | Add +0.0% | 15,875 | $564K |
| Eubel Brady & Suttman Asset Management Inc. | 0.07% | No change | 15,673 | $556K |
| Caprock Group, LLC | 0.01% | Add +75.6% | 15,628 | $555K |
| Brown Advisory Inc. | 0.00% | Add +4.5% | 15,487 | $550K |
| Highland Capital Management, LLC | 0.03% | New | 14,946 | $531K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.9% | 14,896 | $529K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -32.0% | 14,858 | $527K |
| Cowa, LLC | 0.15% | Add +4.1% | 14,426 | $512K |
| Holderness Investments Co. | 0.10% | Reduce -2.3% | 14,284 | $507K |
| Cibc World Market Inc. | 0.00% | Reduce -1.8% | 13,658 | $485K |
| 180 Wealth Advisors, LLC | 0.05% | Add +0.3% | 13,232 | $470K |
| Parallax Volatility Advisers, L.P. | 0.03% | Reduce -74.8% | 12,794 | $469K |
| Xponance LLC | 0.00% | Add +36.1% | 13,092 | $465K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +5.1% | 12,870 | $457K |
| Fideuram Asset Management (Ireland) dac | 0.06% | Add +67.3% | 11,030 | $453K |
| Walleye Capital LLC | 0.00% | Add +16737.3% | 12,628 | $448K |
| BlackDiamond Wealth Management, LLC | 0.22% | Reduce -1.7% | 12,608 | $448K |
| BOS Asset Management, LLC | 0.11% | Reduce -1.4% | 12,343 | $438K |
| State of Wyoming | 0.05% | New | 12,234 | $434K |
| iSAM Funds (UK) Ltd | 0.21% | New | 12,184 | $433K |
| Lantz Financial LLC | 0.09% | Reduce -1.1% | 12,025 | $427K |
| Stephens Inc. | 0.01% | No change | 12,002 | $426K |
| Ceeto Capital Group, LLC | 0.13% | No change | 12,000 | $426K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 11,908 | $423K |
| Atria Investments, Inc | 0.00% | Reduce -1.4% | 11,867 | $421K |
| Burns Matteson Capital Management, LLC | 0.16% | New | 11,778 | $418K |
| Evergreen Capital Management LLC | 0.01% | Add +18.7% | 11,654 | $414K |
| Brooklyn Investment Group | 0.01% | Add +68.2% | 11,538 | $410K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.4% | 11,412 | $405K |
| Prudential PLC | 0.00% | Reduce -45.7% | 11,354 | $403K |
| Wedmont Private Capital | 0.01% | Reduce -1.6% | 11,300 | $403K |
| Cresset Asset Management, LLC | 0.00% | Add +1.1% | 11,193 | $397K |
| Coldstream Capital Management Inc. | 0.00% | Add +18.3% | 11,087 | $394K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 11,036 | $392K |
| Assenagon Asset Management S.A. | 0.00% | New | 10,891 | $387K |
| Western Wealth Management, LLC | 0.01% | New | 10,884 | $386K |
| EFG International AG | 0.01% | Add +61.5% | 10,797 | $383K |
| Abacus Wealth Partners, LLC | 0.03% | Reduce -2.4% | 10,745 | $381K |
| Blair William & Co. | 0.00% | Add +2.4% | 10,549 | $374K |
| Cwm, LLC | 0.00% | Reduce -15.9% | 10,424 | $370K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -5.1% | 10,398 | $369K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -84.2% | 10,358 | $368K |
| Greenleaf Trust | 0.00% | Reduce -1.6% | 10,323 | $366K |
| Savant Capital, LLC | 0.00% | Add +1.1% | 10,310 | $366K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -22.4% | 10,303 | $366K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 10,217 | $363K |
| Lynx Investment Advisory | 0.17% | New | 10,021 | $356K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -3.9% | 9,824 | $349K |
| Intellectus Partners, LLC | 0.07% | Add +0.1% | 9,772 | $347K |
| Strategic Blueprint, LLC | 0.02% | Add +8.6% | 9,706 | $345K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.3% | 9,706 | $345K |
| Independent Financial Group, LLC | 0.01% | New | 9,690 | $344K |
| Holistic Financial Partners | 0.13% | No change | 9,630 | $342K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -7.3% | 9,620 | $342K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -11.9% | 9,589 | $340K |
| Investors Research Corp | 0.06% | Reduce -6.9% | 9,507 | $337K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.1% | 9,444 | $335K |
| Vista Investment Partners LLC | 0.09% | No change | 9,147 | $325K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 9,097 | $323K |
| Mma Asset Management LLC | 0.11% | Add +8.3% | 9,050 | $321K |
| Security Financial Services, INC. | 0.05% | Add +0.2% | 9,019 | $320K |
| Utah Retirement Systems | 0.00% | No change | 9,001 | $320K |
| Merit Financial Group, LLC | 0.00% | Reduce -7.7% | 8,783 | $312K |
| Glenmede Trust Co. NA | 0.00% | Add +0.1% | 8,742 | $310K |
| Brave Asset Management Inc. | 0.07% | No change | 8,736 | $310K |
| Integrated Advisors Network LLC | 0.02% | Add +3.3% | 8,677 | $308K |
| GAMMA Investing LLC | 0.01% | Reduce -7.4% | 8,645 | $307K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +2.8% | 8,616 | $306K |
| North Star Investment Management Corp. | 0.02% | No change | 8,615 | $306K |
| CIBC Bancorp USA Inc. | 0.00% | — | 8,517 | $302K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -23.7% | 8,456 | $300K |
| Concorde Asset Management, LLC | 0.14% | New | 8,265 | $293K |
| Mill Capital Management, LLC | 0.02% | Reduce -19.7% | 8,222 | $292K |
| Sage Rhino Capital LLC | 0.05% | Reduce -1.0% | 8,179 | $290K |
| Harbour Investments, Inc. | 0.00% | Add +488.9% | 8,068 | $286K |
| Vise Technologies, Inc. | 0.01% | No change | 6,405 | $285K |
| Hilltop Holdings Inc. | 0.03% | Reduce -7.3% | 8,013 | $284K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.0% | 8,007 | $284K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 8,000 | $284K |
| Carson Advisory Inc. | 0.15% | No change | 7,950 | $282K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.9% | 7,922 | $281K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 7,890 | $280K |
| Calamos Wealth Management LLC | 0.01% | New | 7,872 | $279K |
| Calamos Advisors LLC | 0.00% | New | 7,872 | $279K |
| DNB Asset Management AS | 0.00% | New | 7,861 | $279K |
| Empowered Funds, LLC | 0.00% | New | 7,815 | $277K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -39.9% | 7,771 | $276K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 7,600 | $270K |
| Catalyst Funds Management Pty Ltd | 0.05% | New | 7,592 | $270K |
| Urban Wealth Management, LLC | 0.27% | Add +23.1% | 7,565 | $269K |
| Old National Bancorp | 0.00% | No change | 7,536 | $268K |
| Weiss Asset Management LP | 0.01% | Reduce -35.8% | 7,455 | $265K |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.2% | 7,368 | $262K |
| Salem Investment Counselors Inc. | 0.01% | No change | 7,365 | $261K |
| Soros Fund Management | 0.00% | Reduce -78.6% | 7,287 | $259K |
| Focus Financial Network, Inc. | 0.01% | Reduce -9.9% | 7,043 | $250K |
| Praxis Investment Management Inc. | 0.02% | Add +9.9% | 7,044 | $250K |
| Choreo, LLC | 0.00% | Reduce -15.0% | 6,904 | $245K |
| M&T Bank Corp | 0.00% | Reduce -5.4% | 6,892 | $245K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -33.2% | 6,768 | $240K |
| Burney Co./ | 0.01% | Add +13.9% | 6,761 | $240K |
| Wood Tarver Financial Group, LLC | 0.07% | No change | 6,758 | $239K |
| Integrated Wealth Concepts LLC | 0.00% | New | 6,705 | $238K |
| Wealth Alliance, LLC | 0.02% | Reduce -1.8% | 6,682 | $237K |
| Equitable Holdings, Inc. | 0.00% | Add +15.2% | 5,414 | $237K |
| Roehl & Yi Investment Advisors, LLC | 0.09% | No change | 6,614 | $235K |
| Eads & Heald Wealth Management | 0.12% | No change | 6,598 | $234K |
| SYM FINANCIAL Corp | 0.02% | Reduce -1.9% | 6,588 | $234K |
| Diversified Trust Co. | 0.00% | No change | 6,583 | $234K |
| HUB Investment Partners, LLC | 0.01% | New | 6,559 | $233K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -4.6% | 6,531 | $232K |
| Rothschild Investment LLC | 0.01% | Reduce -1.4% | 6,517 | $231K |
| Baird Financial Group, Inc. | 0.00% | New | 6,372 | $226K |
| Sentry LLC | 0.07% | No change | 6,300 | $224K |
| Profund Advisors LLC | 0.01% | Reduce -64.0% | 6,272 | $223K |
| Teacher Retirement System of Texas | 0.00% | Reduce -75.6% | 6,238 | $221K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.6% | 6,237 | $221K |
| Allworth Financial LP | 0.00% | Add +1.4% | 6,227 | $221K |
| Chicago Partners Investment Group LLC | 0.00% | New | 5,987 | $221K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +19.8% | 6,106 | $217K |
| Assetmark, Inc. | 0.00% | Add +19.4% | 6,088 | $216K |
| Welch & Forbes LLC | 0.00% | Add +0.8% | 6,050 | $215K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +5.3% | 5,964 | $212K |
| Smith Salley Wealth Management | 0.01% | No change | 5,869 | $208K |
| DRW Securities, LLC | 0.01% | Reduce -14.4% | 5,863 | $208K |
| Paragon Capital Management Ltd | 0.04% | Reduce -4.1% | 5,839 | $207K |
| Plancorp, LLC | 0.01% | Reduce -0.1% | 6,045 | $207K |
| Summit Financial Wealth Advisors, LLC | 0.03% | Add +15.8% | 5,792 | $206K |
| Bayforest Capital Ltd | 0.23% | New | 5,743 | $204K |
| Apollon Wealth Management, LLC | 0.00% | Add +3.3% | 5,722 | $203K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +1.2% | 5,713 | $203K |
| Lido Advisors, LLC | 0.00% | New | 5,695 | $202K |
| RFG Advisory, LLC | 0.00% | Add +0.1% | 5,669 | $201K |
| Smartleaf Asset Management LLC | 0.01% | Add +37.3% | 5,642 | $192K |
| Huntington National Bank | 0.00% | No change | 5,375 | $191K |
| National Bank of Canada | 0.00% | Add +48.6% | 5,272 | $187K |
| KBC Group NV | 0.00% | No change | 5,006 | $178K |
| Operose Advisors LLC | 0.04% | No change | 5,000 | $178K |
| Delta Asset Management LLC | 0.02% | No change | 5,000 | $178K |
| Measured Wealth Private Client Group, LLC | 0.05% | Reduce -76.1% | 4,957 | $176K |
| Triumph Capital Management | 0.03% | Add +2.4% | 4,553 | $162K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +35.1% | 4,430 | $157K |
| Versant Capital Management, Inc | 0.02% | Add +5.9% | 4,406 | $156K |
| IFP Advisors, Inc | 0.00% | Reduce -25.7% | 4,248 | $151K |
| Sound Income Strategies, LLC | 0.01% | Reduce -36.6% | 4,237 | $149K |
| Archer Investment Corp | 0.03% | Add +2558.2% | 4,200 | $149K |
| STRS Ohio | 0.00% | Reduce -0.1% | 4,073 | $145K |
| Covestor Ltd | 0.10% | Reduce -11.2% | 3,898 | $138K |
| Private Trust Co. NA | 0.01% | No change | 3,857 | $137K |
| Parallel Advisors, LLC | 0.00% | Add +33.1% | 3,669 | $130K |
| Summit Securities Group LLC | 0.06% | No change | 3,300 | $117K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -25.0% | 3,000 | $111K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -4.1% | 3,062 | $109K |
| Larson Financial Group LLC | 0.00% | Add +179.6% | 3,039 | $108K |
| AlphaCore Capital LLC | 0.00% | Reduce -53.2% | 2,980 | $106K |
| Contravisory Investment Management, Inc. | 0.02% | Reduce -82.0% | 2,852 | $101K |
| McMillan Office, Inc. | 0.01% | No change | 2,800 | $99K |
| Clearstead Advisors, LLC | 0.00% | Reduce -17.4% | 2,437 | $87K |
| Vision Financial Markets LLC | 0.08% | Reduce -14.3% | 2,400 | $85K |
| Anchor Investment Management, LLC | 0.01% | Reduce -6.0% | 2,346 | $83K |
| Advisors Asset Management, Inc. | 0.00% | No change | 2,338 | $83K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -27.5% | 2,297 | $82K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +13.8% | 2,274 | $81K |
| LRI Investments, LLC | 0.01% | New | 2,250 | $80K |
| MAI Capital Management | 0.00% | Add +0.4% | 2,164 | $77K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +204.1% | 2,156 | $77K |
| Salomon & Ludwin, LLC | 0.01% | Add +66.6% | 2,092 | $73K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.5% | 1,797 | $64K |
| Crews Bank & Trust | 0.01% | Add +8.6% | 1,738 | $62K |
| DT Investment Partners, LLC | 0.01% | No change | 1,736 | $62K |
| Southern Michigan Bank & Trust | 0.02% | — | 1,725 | $61K |
| CX Institutional | 0.00% | Reduce -0.1% | 1,702 | $60K |
| CVA Family Office, LLC | 0.01% | Add +18.6% | 1,631 | $58K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,608 | $57K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -5.9% | 1,653 | $57K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,500 | $53K |
| C M Bidwell & Associates Ltd. | 0.02% | Reduce -24.5% | 1,498 | $53K |
| SJS Investment Consulting Inc. | 0.01% | Add +6269.6% | 1,465 | $52K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,460 | $52K |
| HM Payson & Co. | 0.00% | No change | 1,291 | $46K |
| Eastern Bank | 0.00% | No change | 1,280 | $45K |
| Deseret Mutual Benefit Administrators | 0.01% | Add +65.5% | 1,243 | $44K |
| Friedenthal Financial | 0.02% | No change | 1,210 | $43K |
| Barrett & Company, Inc. | 0.01% | No change | 1,200 | $43K |
| Ancora Advisors LLC | 0.00% | Reduce -29.8% | 1,157 | $41K |
| Quent Capital, LLC | 0.00% | Reduce -21.7% | 1,124 | $40K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -62.7% | 1,098 | $39K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -1.1% | 1,025 | $36K |
| Adirondack Trust Co. | 0.01% | No change | 1,000 | $36K |
| Signature Equity Partners, LLC | 0.02% | Add +13.9% | 973 | $35K |
| NBT Bank, N.A. | 0.00% | Add +2051.1% | 968 | $34K |
| Lanark Financial, Inc. | 0.00% | No change | 919 | $33K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 913 | $32K |
| UMB Bank, n.a. | 0.00% | Reduce -13.2% | 871 | $31K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 858 | $30K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 850 | $30K |
| Los Angeles Capital Management LLC | 0.00% | No change | 836 | $30K |
| Destiny Wealth Partners, LLC | 0.00% | New | 815 | $29K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 780 | $28K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.3% | 740 | $26K |
| Manchester Capital Management LLC | 0.00% | Reduce -1.1% | 722 | $26K |
| JPL Wealth Management, LLC | 0.01% | New | 721 | $26K |
| Mather Group, Llc. | 0.00% | New | 713 | $25K |
| V-Square Quantitative Management LLC | 0.00% | No change | 703 | $25K |
| Whittier Trust Co. | 0.00% | Add +0.5% | 651 | $23K |
| Matrix Trust Co | 0.00% | New | 620 | $22K |
| SouthState Bank Corp | 0.00% | Add +22.5% | 610 | $22K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 561 | $20K |
| Root Financial Partners, LLC | 0.00% | Reduce -10.4% | 551 | $20K |
| Cromwell Holdings LLC | 0.01% | No change | 527 | $19K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 501 | $18K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 479 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 484 | $17K |
| Rossby Financial, LCC | 0.00% | Add +2.1% | 430 | $15K |
| Oakworth Capital, Inc. | 0.00% | No change | 414 | $15K |
| Hillsdale Investment Management Inc. | 0.00% | New | 400 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -35.4% | 338 | $12K |
| Tidemark, LLC | 0.00% | New | 335 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 335 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -92.8% | 334 | $12K |
| Geneos Wealth Management Inc. | 0.00% | No change | 323 | $11K |
| Blue Trust, Inc. | 0.00% | No change | 322 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -7.3% | 320 | $11K |
| WealthCollab, LLC | 0.00% | No change | 319 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -16.7% | 284 | $10K |
| Walsh & Associates, LLC | 0.01% | No change | 265 | $9K |
| Bare Financial Services, Inc | 0.00% | Add +45.0% | 248 | $9K |
| Clearstead Trust, LLC | 0.00% | Reduce -26.2% | 239 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +152.2% | 227 | $8K |
| Gladwyn Financial Advisors, Inc. | 0.01% | No change | 223 | $8K |
| WPG Advisers, LLC | 0.01% | Reduce -14.7% | 220 | $8K |
| Hollencrest Capital Management | 0.00% | Add +0.9% | 217 | $8K |
| Pacific Center for Financial Services | 0.00% | No change | 210 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 204 | $7K |
| Danske Bank A/S | 0.00% | Reduce -88.9% | 200 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 195 | $7K |
| Addison Advisors LLC | 0.00% | Reduce -25.4% | 194 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 179 | $6K |
| American Capital Advisory, LLC | 0.00% | No change | 167 | $6K |
| True Wealth Design, LLC | 0.00% | Add +96.4% | 163 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.6% | 151 | $5K |
| PlanVest Financial, Inc | 0.00% | — | 150 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 145 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 143 | $5K |
| Strive Financial Group ,LLC | 0.00% | No change | 152 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | Add +14.5% | 134 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +23.1% | 128 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 128 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 121 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 117 | $4K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 112 | $4K |
| Synergy Investment Management, LLC | 0.00% | New | 111 | $4K |
| Sunrise Financial Services, LLC | 0.00% | No change | 102 | $4K |
| Key Financial Inc | 0.00% | No change | 100 | $4K |
| Harbor Investment Advisory, LLC | 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 |
| Elevation Wealth Partners, LLC | 0.00% | New | 97 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 97 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -5.0% | 95 | $3K |
| Kilter Group LLC | 0.00% | Reduce -5.3% | 90 | $3K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 86 | $3K |
| Westend Capital Management, LLC | 0.00% | Reduce -96.8% | 86 | $3K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.4% | 82 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 80 | $3K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 79 | $3K |
| Colonial Trust Co / SC | 0.00% | Add +15.4% | 75 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 71 | $3K |
| Accordant Advisory Group Inc | 0.00% | Reduce -99.8% | 63 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -78.2% | 54 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | Add +2.1% | 49 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -11.3% | 47 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -9.8% | 46 | $2K |
| Bayban | 0.00% | No change | 44 | $2K |
| Albion Financial Group | 0.00% | No change | 37 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 36 | $1K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -55.3% | 34 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +6.5% | 33 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 32 | $1K |
| Ankerstar Wealth, LLC | 0.00% | No change | 31 | $1K |
| Robinswood Financial LLC | 0.00% | New | 31 | $1K |
| TFC Financial Management, Inc. | 0.00% | Add +3.5% | 30 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 30 | $1K |
| Holos Integrated Wealth LLC | 0.00% | New | 26 | $908 |
| SHP Wealth Management | 0.00% | New | 25 | $888 |
| Whipplewood Advisors, LLC | 0.00% | New | 24 | $852 |
| Zions Bancorporation, National Association | 0.00% | New | 24 | $852 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 23 | $827 |
| Fairscale Capital, LLC | 0.00% | No change | 23 | $817 |
| Torren Management, LLC | 0.00% | No change | 21 | $746 |
| CENTRAL TRUST Co | 0.00% | Add +600.0% | 21 | $746 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +23.5% | 21 | $745 |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 20 | $701 |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 19 | $657 |
| Nemes Rush Group LLC | 0.00% | No change | 18 | $639 |
| Dunhill Financial, LLC | 0.00% | Reduce -15.8% | 16 | $597 |
| Gilpin Wealth Management, LLC | 0.00% | Add +14.3% | 16 | $568 |
| Raffa Wealth Management, LLC | 0.00% | Add +23.1% | 16 | $568 |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 14 | $497 |
| HFM Investment Advisors, LLC | 0.00% | No change | 14 | $497 |
| Sachetta, LLC | 0.00% | No change | 13 | $462 |
| Financial Consulate, Inc. | 0.00% | No change | 13 | $462 |
| Essential Partners LLC | 0.00% | Reduce -35.3% | 11 | $391 |
| First Horizon Corp. | 0.00% | New | 11 | $391 |
| GHP Investment Advisors, Inc. | 0.00% | New | 11 | $391 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $355 |
| Meramec Financial Planners, LLC | 0.00% | No change | 9 | $335 |
| Frazier Financial Advisors, LLC | 0.00% | New | 9 | $320 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -99.6% | 9 | $320 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 7 | $249 |
| DecisionPoint Financial, LLC | 0.00% | No change | 7 | $249 |
| Abound Wealth Management | 0.00% | No change | 7 | $249 |
| Hughes Financial Services, LLC | 0.00% | New | 7 | $249 |
| Stone House Investment Management, LLC | 0.00% | No change | 6 | $213 |
| 2UniFi Bank | 0.00% | No change | 5 | $178 |
| Curio Wealth, LLC | 0.00% | New | 4 | $142 |
| SOA Wealth Advisors, LLC. | 0.00% | Add +50.0% | 3 | $89 |
| 3 Factor Indexing, LLC | 0.00% | — | 2 | $71 |
| Avion Wealth | 0.00% | No change | 21 | $0 |
"% of holder's portfolio" is LNC's weight in each manager's 13F, not the share of Lincoln National Corp. the manager owns.