Lincoln NationalLNC

13F holders, Q2 2026 (June 30)
619holders +3
75new positions
70sold out
8famous investors
$35.37avg. 13F price*

At the end of Q2 2026, 619 institutions reported holding Lincoln National Corp. (LNC) in their 13F filings, up 3 from Q1 2026. 75 opened new positions and 70 sold out. The largest holders were Bain Capital Prairie, LLC ($663.1M), BlackRock, Inc. ($656.2M) and Vanguard Portfolio Management LLC ($368.6M). 8 famous investors held it, including Bill Miller (5.0% of Miller Value Partners's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions75$27.0M
Exits70$103.4M

All 13F filers, Q1 2026 → Q2 2026: 13,306,117 shares bought and 8,060,656 shares sold, net +5,245,461 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 619 holders

Bain Capital Prairie, LLC 100.00% No change 18,759,497 $663.1M
BlackRock, Inc. 0.01% Add +0.3% 18,561,962 $656.2M
Vanguard Portfolio Management LLC 0.02% Add +0.2% 10,427,206 $368.6M
Dimensional Fund Advisors LP 0.05% Add +10.5% 8,571,956 $303.0M
Vanguard Capital Management LLC 0.01% Add +0.9% 8,347,042 $295.1M
Massachusetts Financial Services Co. 0.07% Add +8.4% 6,373,067 $226.6M
State Street Corp. 0.01% Add +3.6% 6,106,302 $215.9M
T. Rowe Price Associates Inc. 0.02% Add +12.8% 4,993,803 $176.5M
Jennison Associates LLC 0.08% Reduce -1.3% 3,772,433 $133.4M
Morgan Stanley 0.01% Reduce -1.6% 3,632,194 $128.4M
Geode Capital Management, LLC 0.01% Add +1.1% 3,193,783 $112.9M
LSV Asset Management 0.16% Reduce -0.8% 2,540,296 $89.8M
Norges Bank 0.01% — 2,290,874 $81.0M
Charles Schwab Investment Management Inc. 0.01% Add +2.7% 2,193,476 $77.5M
Principal Financial Group Inc. 0.04% Reduce -6.2% 2,138,603 $75.6M
Goldman Sachs Group Inc. 0.01% Add +18.0% 2,107,181 $74.5M
Arrowstreet Capital, Limited Partnership 0.03% Add +181.4% 1,922,320 $68.0M
Northern Trust Corp. 0.01% Add +2.4% 1,896,611 $67.0M
Jupiter Asset Management Ltd. 0.33% Add +4.1% 1,869,735 $66.1M
Bank of New York Mellon Corp 0.01% Add +0.4% 1,785,335 $63.1M
Invesco Ltd. 0.00% Add +3.9% 1,600,963 $56.6M
Bank of America Corp. 0.00% Add +11.5% 1,592,814 $56.3M
Victory Capital Management Inc. 0.03% Add +1.7% 1,490,976 $52.7M
HSBC Holdings PLC 0.03% Reduce -0.5% 1,492,506 $52.7M
First Trust Advisors LP 0.03% Reduce -32.3% 1,441,914 $51.0M
American Century Companies Inc. 0.02% Add +155.7% 1,425,959 $50.4M
AQR Capital Management 0.02% Add +52.0% 1,409,411 $49.8M
Balyasny Asset Management L.P. 0.09% Reduce -33.6% 1,383,992 $48.9M
D. E. Shaw & Co. 0.03% Add +110.7% 1,290,765 $45.6M
Algebris (uk) Ltd. 2.98% Reduce -6.6% 1,271,655 $44.8M
UBS Group AG 0.01% Reduce -18.1% 1,191,689 $42.1M
Vanguard Fiduciary Trust Co. 0.01% Add +2.3% 1,092,249 $38.6M
Citadel Advisors 0.02% Add +25.9% 968,858 $34.2M
Wells Fargo & Company 0.01% Add +15.3% 817,235 $28.9M
Allspring Global Investments Holdings, LLC 0.04% Add +41.1% 765,306 $27.7M
Caisse de depot et placement du Quebec 0.04% Add +39.5% 739,692 $26.1M
Quantinno Capital Management LP 0.03% Add +25.7% 733,102 $25.9M
Jain Global LLC 0.32% Add +30.3% 715,201 $25.3M
Gotham Asset Management 0.06% Add +405.1% 707,709 $25.0M
Two Sigma Investments, LP 0.02% Add +227.7% 699,624 $24.7M
Hudson Bay Capital Management LP 0.13% Add +42.5% 694,014 $24.5M
Jane Street Group, LLC 0.02% Add +37.9% 662,900 $23.4M
HRT Financial LP 0.04% Add +7.9% 639,026 $22.6M
Advisors Capital Management, LLC 0.24% Add +5.9% 619,920 $21.9M
Ameriprise Financial Inc. 0.00% Add +15.5% 618,888 $21.9M
Cander Asset Management LP 4.06% Add +57.2% 617,639 $21.8M
Interval Partners, LP 0.69% Add +35.6% 608,421 $21.5M
Miller Value Partners 5.04% Add +5.7% 603,160 $21.3M
Public Sector Pension Investment Board 0.05% Reduce -3.3% 584,697 $20.7M
Sei Investments Co. 0.02% Add +7.3% 560,828 $19.8M
LPL Financial LLC 0.00% Reduce -19.1% 535,275 $18.9M
Millennium Management 0.01% Reduce -55.6% 531,839 $18.8M
Royal Bank of Canada 0.00% Add +103.1% 530,302 $18.7M
MetLife Investment Management, LLC 0.08% Add +9.6% 510,426 $18.0M
Schonfeld Strategic Advisors LLC 0.09% Add +97.9% 501,786 $17.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.8% 451,306 $16.0M
Legal & General Group Plc 0.00% Reduce -0.1% 436,731 $15.4M
Focus Partners Wealth 0.01% Add +5.8% 387,962 $13.7M
Prana Capital Management, LP 0.40% Add +408.0% 371,356 $13.1M
Fideuram Asset Management (Ireland) dac 0.24% Add +3226.9% 366,956 $12.8M
Raymond James Financial Inc. 0.00% Reduce -0.6% 360,215 $12.7M
Stifel Financial Corp. 0.01% Add +22.3% 348,956 $12.3M
First Eagle Investment Management, LLC 0.02% Reduce -18.6% 348,750 $12.3M
Rhumbline Advisers 0.01% Reduce -15.4% 344,983 $12.2M
Swiss National Bank 0.01% Add +1.5% 343,300 $12.1M
&partners 0.04% Add +39.0% 309,681 $10.9M
Man Group plc 0.02% Reduce -30.3% 300,616 $10.6M
California Public Employees Retirement System 0.01% Reduce -10.4% 297,518 $10.5M
Squarepoint Ops LLC 0.02% Add +132.7% 288,804 $10.2M
Jump Financial, LLC 0.10% Add +34.6% 287,634 $10.2M
Hotchkis & Wiley Capital Management LLC 0.03% Add +9.8% 287,481 $10.2M
Bessemer Group Inc. 0.01% Add +33.2% 271,783 $9.6M
Allianz Asset Management GmbH 0.01% Add +32.3% 265,733 $9.4M
Nuveen, LLC 0.00% Reduce -25.9% 252,980 $8.9M
Osaic Holdings, Inc. 0.01% Add +24.6% 227,292 $8.0M
Cordgrass Capital Advisors, LLC 2.89% Reduce -0.0% 219,565 $7.8M
Alliancebernstein L.P. 0.00% Reduce -24.1% 198,827 $7.1M
California State Teachers Retirement System 0.01% Add +0.1% 198,619 $7.0M
Access Investment Management LLC 1.78% No change 196,500 $6.9M
JPMorgan Chase & Co. 0.00% Reduce -27.3% 176,096 $6.7M
New York State Teachers Retirement System 0.01% Reduce -1.0% 189,805 $6.7M
Illinois Municipal Retirement Fund 0.07% Reduce -20.7% 187,470 $6.6M
Commonwealth Equity Services, LLC 0.01% Reduce -3.8% 183,409 $6.5M
Citigroup Inc. 0.00% Add +0.6% 176,956 $6.3M
Janney Montgomery Scott LLC 0.01% Reduce -42.3% 172,672 $6.1M
State Board of Administration of Florida Retirement System 0.01% Add +13.7% 163,271 $5.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +6.2% 161,688 $5.7M
Bridgewater Associates 0.02% Reduce -28.9% 160,168 $5.7M
Entropy Technologies, LP 0.22% Add +181.8% 159,739 $5.6M
Susquehanna Fundamental Investments, LLC 0.11% Add +557.5% 158,004 $5.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -5.8% 157,934 $5.6M
Prudential Financial Inc. 0.01% Reduce -16.6% 155,491 $5.5M
FMR LLC 0.00% Reduce -4.3% 153,581 $5.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -1.7% 153,437 $5.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -3.5% 149,393 $5.3M
Algert Global LLC 0.06% Add +466.9% 147,509 $5.2M
Capital Fund Management S.A. 0.04% Add +87.3% 143,420 $5.1M
Franklin Resources Inc. 0.00% Add +25.5% 142,816 $5.0M
Envestnet Asset Management Inc. 0.00% Add +5.4% 141,961 $5.0M
Thrivent Financial for Lutherans 0.01% Reduce -0.2% 141,915 $5.0M
Truist Financial Corp. 0.01% Add +3.8% 141,353 $5.0M
CI Investments Inc. 0.02% Reduce -10.1% 136,067 $4.8M
Susquehanna International Group, LLP 0.00% Add +105.5% 130,791 $4.6M
Loudon Investment Management, LLC 2.19% Reduce -7.0% 126,004 $4.5M
PNC Financial Services Group, Inc. 0.00% Reduce -3.4% 125,425 $4.4M
Nisa Investment Advisors, LLC 0.01% Add +5.2% 120,986 $4.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +14.4% 114,880 $4.1M
Royce & Associates LP 0.03% Add +141.3% 112,377 $4.0M
Captrust Financial Advisors 0.01% Add +8.8% 110,065 $3.9M
Barclays PLC 0.00% Add +10.5% 109,894 $3.9M
Vanguard Global Advisers, LLC 0.00% Reduce -2.5% 108,708 $3.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +12.8% 105,400 $3.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.5% 104,209 $3.7M
Jones Financial Companies LLLP 0.00% Add +52.0% 99,359 $3.6M
Deutsche Bank AG 0.00% Add +0.4% 102,212 $3.6M
Schroder Investment Management Group 0.00% Add +6.5% 97,260 $3.6M
Waterloo Capital, L.P. 0.20% Add +1.7% 99,411 $3.5M
Fifth Third Bancorp 0.01% Reduce -3.9% 99,240 $3.5M
Cetera Investment Advisers 0.00% Add +13.8% 98,944 $3.5M
Natixis Advisors, LLC 0.00% Add +25.7% 96,602 $3.4M
Collar Capital Management, LLC 2.00% Reduce -1.5% 95,763 $3.4M
New York State Common Retirement Fund 0.00% Reduce -5.4% 95,018 $3.4M
Marshall Wace, LLP 0.00% Add +305.9% 94,342 $3.3M
PEAK6 LLC 0.08% Reduce -48.2% 93,286 $3.3M
Daymark Wealth Partners, LLC 0.08% Add +11.5% 92,095 $3.3M
SummitTX Capital, L.P. 0.08% Add +7.9% 89,768 $3.2M
Hedeker Wealth, LLC 0.59% Reduce -0.3% 87,698 $3.1M
BNP Paribas Financial Markets 0.00% Add +30.4% 84,422 $3.0M
Great Lakes Advisors, LLC 0.02% Reduce -36.3% 79,997 $2.8M
Freestone Grove Partners LP 0.02% Reduce -71.6% 78,262 $2.8M
Jupiter Topco LLC 0.00% — 77,353 $2.7M
Louisiana State Employees Retirement System 0.04% Reduce -0.5% 74,600 $2.6M
Treasurer of the State of North Carolina 0.01% Add +0.4% 73,162 $2.6M
Keystone Financial Group 0.15% Add +4.4% 71,425 $2.5M
XTX Topco Ltd 0.03% New 70,496 $2.5M
State of Tennessee, Department of Treasury 0.01% Reduce -22.2% 69,577 $2.5M
GMO 0.01% Add +120.0% 67,224 $2.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +1.3% 66,463 $2.3M
Lighthouse Investment Partners, LLC 0.07% New 65,878 $2.3M
Cerity Partners LLC 0.00% Add +50.1% 65,688 $2.3M
Gsa Capital Partners LLP 0.15% Reduce -1.0% 65,284 $2.3M
Naples Global Advisors, LLC 0.14% Add +1.0% 63,156 $2.2M
New Vernon Investment Management LLC 2.73% Reduce -25.0% 63,115 $2.2M
Police & Firemen's Retirement System of New Jersey 0.02% Add +8.7% 62,247 $2.2M
Woodstock Corp. 0.18% Reduce -6.3% 61,573 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +101.1% 52,900 $2.1M
Kestra Advisory Services, LLC 0.01% Reduce -6.9% 58,911 $2.1M
WINTON GROUP Ltd 0.07% Reduce -29.4% 56,998 $2.0M
Caxton Associates LLP 0.04% Add +31.4% 56,112 $2.0M
State of New Jersey Common Pension Fund D 0.01% No change 56,083 $2.0M
State of Alaska, Department of Revenue 0.02% Reduce -32.8% 56,043 $2.0M
Allen Wealth Management, LLC 0.96% Reduce -4.8% 55,905 $2.0M
KLP Kapitalforvaltning As 0.01% Add +6.5% 54,400 $1.9M
Qsemble Capital Management, LP 0.25% Add +10.7% 54,205 $1.9M
State of Wisconsin Investment Board 0.00% Add +31.7% 54,133 $1.9M
Public Employees Retirement System of Ohio 0.01% Reduce -1.0% 53,155 $1.9M
Manufacturers Life Insurance Company, The 0.00% Add +25.1% 52,570 $1.9M
Handelsbanken Fonder AB 0.01% Add +1.6% 52,500 $1.9M
Benjamin Edwards Inc. 0.02% Add +10.7% 51,381 $1.8M
Guggenheim Capital LLC 0.01% Reduce -4.0% 51,242 $1.8M
Beacon Pointe Advisors, LLC 0.01% Add +4.4% 50,792 $1.8M
Mork Capital Management, LLC 1.13% No change 50,000 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -0.5% 49,493 $1.7M
Impax Asset Management Group plc 0.01% Add +4.5% 48,957 $1.7M
Corient Private Wealth LP 0.00% Reduce -9.9% 48,941 $1.7M
Amalgamated Bank 0.01% Reduce -13.9% 48,859 $1.7M
Truvestments Capital LLC 0.25% Add +7.8% 48,366 $1.7M
Register Financial Advisors LLC 0.52% Add +0.0% 48,313 $1.7M
Insight Inv LLC 0.80% Reduce -1.8% 47,727 $1.7M
Arizona State Retirement System 0.01% Add +0.5% 47,206 $1.7M
MML Investors Services, LLC 0.00% Add +32.5% 47,030 $1.7M
HighTower Advisors, LLC 0.00% Reduce -23.3% 45,305 $1.6M
Waters Parkerson & Co., LLC 0.08% Reduce -4.5% 44,033 $1.6M
Vanguard Investments Australia, Ltd. 0.00% Add +3.4% 43,680 $1.5M
Pathstone Holdings, LLC 0.00% Reduce -2.4% 42,682 $1.5M
Russell Investments Group, Ltd. 0.00% Add +15.2% 42,992 $1.5M
Bank of Montreal 0.00% Add +3.8% 42,737 $1.5M
Vinva Investment Management Ltd 0.01% Reduce -37.9% 28,020 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 42,126 $1.5M
Hussman Strategic Advisors, Inc. 0.34% New 42,000 $1.5M
Exchange Traded Concepts, LLC 0.01% Add +1.6% 41,451 $1.5M
Amundi 0.00% Reduce -0.3% 41,442 $1.5M
Vest Financial, LLC 0.02% Reduce -53.6% 40,794 $1.4M
Range Financial Group LLC 0.39% Add +12.6% 40,745 $1.4M
Summit Trail Advisors, LLC 0.02% Add +17.7% 40,673 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.5% 40,355 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +3.2% 40,091 $1.4M
Mercer Global Advisors Inc. 0.00% Add +116.8% 39,645 $1.4M
Todd Asset Management LLC 0.02% No change 39,548 $1.4M
Private Advisor Group, LLC 0.01% Reduce -34.5% 39,250 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% New 38,863 $1.4M
Oregon Public Employees Retirement Fund 0.01% Reduce -0.2% 38,627 $1.4M
Numerai GP LLC 0.11% Reduce -39.2% 37,733 $1.3M
Advisory Services Network, LLC 0.01% Reduce -5.8% 37,208 $1.3M
Sciencast Management LP 0.27% New 37,145 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.9% 36,401 $1.3M
CV Advisors LLC 0.24% New 36,000 $1.3M
Trust Investment Advisors 0.60% Reduce -0.4% 35,626 $1.3M
Invst, LLC 0.12% Reduce -6.8% 35,447 $1.3M
Neuberger Berman Group LLC 0.00% Add +9.8% 35,194 $1.2M
Capital Investment Advisory Services, LLC 0.08% Add +1.2% 34,932 $1.2M
Creative Planning 0.00% Add +69.1% 34,493 $1.2M
Maryland State Retirement & Pension System 0.02% Add +0.3% 33,947 $1.2M
Arkadios Wealth Advisors 0.02% Add +2.3% 33,406 $1.2M
Easterly Investment Partners LLC 0.06% Reduce -77.1% 32,042 $1.1M
PDT Partners, LLC 0.06% New 31,999 $1.1M
Boston Partners 0.00% Add +23.4% 31,374 $1.1M
Wealthcare Advisory Partners LLC 0.02% Add +1.5% 30,999 $1.1M
New Age Alpha Advisors, LLC 0.05% Add +30.1% 30,257 $1.1M
Qube Research & Technologies Ltd 0.00% New 30,112 $1.1M
Diversify Advisory Services, LLC 0.02% Add +15.1% 25,831 $1.1M
Diversify Wealth Management, LLC 0.02% Add +6.8% 25,831 $1.1M
Guyasuta Investment Advisors Inc. 0.05% No change 30,000 $1.1M
Keynote Financial Services LLC 0.50% Reduce -1.1% 29,805 $1.1M
SG Americas Securities, LLC 0.00% Add +49.5% 29,651 $1.0M
Cantor Fitzgerald Investment Advisors L.P. 0.07% Add +2.2% 29,562 $1.0M
US Bancorp \de 0.00% Reduce -24.3% 29,392 $1.0M
Independent Advisor Alliance 0.02% Reduce -2.3% 29,384 $1.0M
Nicholas Wealth, LLC. 0.57% Add +1.0% 29,377 $1.0M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -65.6% 29,250 $1.0M
Fox Run Management, L.L.C. 0.17% New 29,040 $1.0M
NewEdge Advisors, LLC 0.00% Add +18.3% 28,982 $1.0M
Concurrent Investment Advisors, LLC 0.01% Add +14.2% 28,830 $1.0M
Bokf, NA 0.01% Add +2.2% 28,816 $1.0M
Parrish Capital LLC 0.98% Reduce -19.4% 28,702 $1.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.1% 28,341 $1.0M
HB Wealth Management, LLC 0.01% Add +11.8% 27,939 $988K
Nomura Asset Management International Inc. 0.00% No change 27,700 $979K
Pictet Asset Management Holding SA 0.00% No change 27,579 $975K
Erste Asset Management GmbH 0.01% No change 25,900 $947K
Berger Financial Group, Inc 0.05% Reduce -5.0% 26,783 $947K
Keybank National Association 0.00% Add +13.8% 26,719 $945K
Tidal Investments LLC 0.00% Reduce -10.5% 26,699 $944K
Bearing Point Capital, LLC 0.13% No change 26,600 $940K
Kendall Capital Management 0.15% Add +62.0% 25,720 $909K
DMC Group, LLC 0.62% Reduce -18.6% 25,475 $901K
Quantbot Technologies LP 0.04% Add +22.1% 25,438 $899K
Greenwood Capital Associates LLC 0.09% Reduce -4.5% 25,197 $891K
Caisse Des Depots Et Consignations 0.01% Reduce -31.2% 24,990 $883K
Sanctuary Advisors, LLC 0.00% Reduce -4.4% 24,914 $881K
Allstate Corp. 0.01% Add +3.7% 24,804 $877K
Cambria Investment Management, L.P. 0.04% Add +25.5% 24,513 $867K
O'shaughnessy Asset Management, LLC 0.00% Reduce -55.4% 23,887 $844K
Weiss Asset Management LP 0.01% Add +220.3% 23,878 $844K
Farther Finance Advisors, LLC 0.01% Reduce -0.3% 23,774 $841K
AE Wealth Management LLC 0.00% Add +23.4% 23,711 $838K
HFG Advisors, Inc. 0.51% No change 23,284 $823K
Studio Investment Management LLC 0.14% Add +6.0% 23,239 $821K
Oppenheimer & Co. Inc. 0.01% Add +1.3% 22,836 $807K
International Assets Investment Management, LLC 0.05% Reduce -6.2% 21,689 $786K
Cornerstone Wealth Management, LLC 0.03% Reduce -0.5% 21,937 $775K
Huntleigh Advisors, Inc. 0.11% Reduce -49.1% 21,920 $775K
Bleakley Financial Group, LLC 0.01% New 21,873 $773K
Pinnacle Financial Partners, Inc. 0.01% Reduce -27.2% 21,423 $757K
Mutual of America Capital Management LLC 0.01% Add +9.5% 21,181 $749K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.5% 21,171 $748K
Cullinan Associates Inc. 0.06% No change 20,800 $735K
Systematic Alpha Investments, LLC 0.02% No change 20,738 $733K
OmniStar Financial Group, Inc. 0.34% Add +0.4% 20,737 $733K
Boit C F David 0.30% No change 19,990 $707K
D.A. Davidson & Co. 0.00% Reduce -1.5% 19,726 $697K
DAVENPORT & Co LLC 0.00% Reduce -0.5% 19,552 $691K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -55.5% 19,520 $690K
Cresset Asset Management, LLC 0.00% Add +73.3% 19,398 $686K
Kingsview Wealth Management, LLC 0.01% Add +4.0% 19,340 $684K
Parallax Volatility Advisers, L.P. 0.03% Add +49.9% 19,179 $678K
Denali Advisors LLC 0.07% No change 18,861 $667K
Prospera Financial Services Inc 0.01% Reduce -3.8% 18,719 $662K
MTM Investment Management, LLC 0.19% No change 18,612 $658K
Voya Investment Management LLC 0.00% Add +4.5% 18,314 $647K
Signaturefd, LLC 0.01% Reduce -0.9% 18,162 $642K
Public Employees Retirement Association of Colorado 0.00% No change 17,968 $635K
Ascent Group, LLC 0.02% New 17,860 $631K
Ethic Inc. 0.01% Add +7.9% 17,691 $625K
Sigma Planning Corp 0.02% Reduce -10.3% 17,452 $617K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 17,109 $605K
Commerce Bank 0.00% Reduce -5.6% 17,044 $603K
Mirabella Financial Services LLP 0.06% Reduce -44.8% 16,993 $601K
Simplex Trading, LLC 0.02% Reduce -57.3% 16,736 $592K
CIBC Asset Management Inc 0.00% Reduce -2.4% 16,498 $583K
Federation des caisses Desjardins du Quebec 0.00% Reduce -87.9% 16,498 $583K
1620 Investment Advisors, Inc. 0.36% Reduce -18.8% 16,445 $581K
Sagewood Asset Management LP 0.13% Reduce -8.7% 16,406 $580K
Jacobi Capital Management LLC 0.03% Add +1.2% 16,179 $572K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -92.3% 16,137 $570K
Wedmont Private Capital 0.02% Add +25.5% 14,183 $563K
Rothschild Investment LLC 0.02% Add +142.9% 15,830 $560K
Eubel Brady & Suttman Asset Management Inc. 0.07% No change 15,673 $554K
Summit Financial, LLC 0.01% New 15,437 $546K
Highland Capital Management, LLC 0.03% Add +3.3% 15,437 $546K
Capstone Investment Advisors, LLC 0.01% New 15,432 $546K
Quadrature Capital Ltd 0.00% New 15,224 $538K
Sound View Wealth Advisors Group, LLC 0.03% Add +16.3% 14,964 $529K
United Capital Financial Advisors, LLC 0.00% Reduce -0.5% 14,827 $524K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.6% 14,763 $522K
Chicago Partners Investment Group LLC 0.01% Add +113.3% 12,767 $521K
BlackDiamond Wealth Management, LLC 0.21% Reduce -11.1% 11,214 $512K
Holderness Investments Co. 0.08% Reduce -1.1% 14,132 $500K
Cowa, LLC 0.13% Reduce -3.5% 13,924 $492K
IHT Wealth Management, LLC 0.01% New 13,750 $486K
Phillips Financial Management, LLC 0.04% Reduce -19.7% 13,696 $484K
Capital Asset Advisory Services LLC 0.02% New 13,271 $469K
Merit Financial Group, LLC 0.00% Add +49.7% 13,145 $465K
Xponance LLC 0.00% Reduce -0.5% 13,033 $461K
EP Wealth Advisors, LLC 0.00% Add +20.8% 12,562 $444K
Blair William & Co. 0.00% Add +16.9% 12,331 $436K
Cibc World Market Inc. 0.00% Reduce -10.0% 12,298 $435K
180 Wealth Advisors, LLC 0.04% Reduce -7.1% 12,298 $435K
BOS Asset Management, LLC 0.10% Reduce -0.4% 12,297 $435K
Lantz Financial LLC 0.08% Reduce -0.0% 12,022 $425K
Stephens Inc. 0.00% No change 12,002 $424K
Ceeto Capital Group, LLC 0.11% No change 12,000 $424K
Johnson Investment Counsel Inc. 0.00% Add +0.2% 11,935 $422K
Savant Capital, LLC 0.00% Add +12.6% 11,611 $418K
Rockefeller Capital Management L.P. 0.00% Add +58.8% 11,703 $414K
Quadrant Capital Group LLC 0.01% Reduce -0.1% 11,397 $403K
Arax Advisory Partners 0.00% New 11,385 $402K
Swiss Life Asset Management Ltd 0.00% Add +10.3% 11,368 $402K
EFG International AG 0.01% Add +3.8% 11,210 $396K
Sterling Capital Management LLC 0.01% Reduce -80.7% 11,070 $391K
Coldstream Capital Management Inc. 0.00% Reduce -0.2% 11,068 $391K
Crossmark Global Holdings, Inc. 0.01% No change 11,036 $390K
Mma Asset Management LLC 0.12% Add +18.6% 10,730 $379K
Blueshift Asset Management, LLC 0.09% New 10,585 $374K
Atria Investments, Inc 0.00% Reduce -12.6% 10,372 $367K
BTG Pactual Asset Management US LLC 0.03% New 10,287 $364K
Canada Pension Plan Investment Board 0.00% New 10,200 $361K
Evergreen Capital Management LLC 0.01% Reduce -13.0% 10,136 $358K
Greenleaf Trust 0.00% Reduce -2.0% 10,116 $358K
Frec Markets, Inc. 0.03% New 10,106 $357K
Lynx Investment Advisory 0.12% Add +0.6% 10,082 $356K
Intellectus Partners, LLC 0.06% Add +0.1% 9,785 $346K
Independent Financial Group, LLC 0.01% Add +0.7% 9,755 $345K
Valeo Financial Advisors, LLC 0.01% Add +1.0% 9,715 $343K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -1.1% 9,714 $343K
Prime Capital Investment Advisors, LLC 0.00% Add +0.1% 9,713 $343K
Axxcess Wealth Management, LLC 0.01% New 9,656 $341K
Holistic Financial Partners 0.21% No change 9,630 $340K
Virtu Financial LLC 0.01% New 9,565 $338K
Kestra Private Wealth Services, LLC 0.00% Add +1.1% 9,550 $338K
Generali Asset Management SPA SGR 0.01% New 9,504 $336K
Walleye Capital LLC 0.00% Reduce -26.7% 9,255 $327K
Integrated Advisors Network LLC 0.01% Add +6.3% 9,227 $326K
Investors Research Corp 0.06% Reduce -3.4% 9,182 $325K
Group One Trading LLC 0.01% Reduce -79.6% 9,162 $324K
Vista Investment Partners LLC 0.08% Reduce -0.0% 9,146 $323K
Strategic Blueprint, LLC 0.02% Reduce -6.5% 9,078 $321K
Security Financial Services, INC. 0.04% Add +0.3% 9,042 $320K
Western Wealth Management, LLC 0.01% Reduce -17.1% 9,018 $319K
Utah Retirement Systems 0.00% No change 9,001 $318K
Innealta Capital, LLC 0.17% New 8,906 $315K
GAMMA Investing LLC 0.01% Add +1.3% 8,759 $310K
Ensign Peak Advisors, Inc 0.00% Reduce -16.4% 8,658 $306K
North Star Investment Management Corp. 0.02% No change 8,615 $305K
Glenmede Trust Co. NA 0.00% Reduce -1.8% 8,587 $304K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 8,456 $299K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -17.8% 8,394 $297K
Zacks Investment Management 0.00% New 8,391 $297K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -4.3% 8,243 $291K
Mill Capital Management, LLC 0.02% No change 8,222 $291K
Sage Rhino Capital LLC 0.05% Add +0.2% 8,194 $290K
Integrated Wealth Concepts LLC 0.00% Add +22.1% 8,188 $289K
Concorde Asset Management, LLC 0.17% Reduce -1.2% 8,165 $289K
Engineers Gate Manager LP 0.00% Reduce -67.5% 8,100 $286K
Harbour Investments, Inc. 0.00% Add +0.3% 8,090 $286K
Hilltop Holdings Inc. 0.02% Add +0.8% 8,076 $285K
Carson Advisory Inc. 0.13% Add +1.3% 8,050 $285K
Brown Advisory Inc. 0.00% Reduce -48.0% 8,045 $284K
Bradley Foster & Sargent Inc. 0.00% No change 8,000 $283K
CIBC Bancorp USA Inc. 0.00% Reduce -6.4% 7,975 $282K
Pallas Capital Advisors LLC 0.01% Reduce -0.2% 7,905 $279K
Provenance Wealth Advisors, LLC 0.03% No change 7,890 $279K
Oxford Asset Management LLP 0.14% New 7,862 $278K
DNB Asset Management AS 0.00% No change 7,861 $278K
HUB Investment Partners, LLC 0.01% Add +19.2% 7,816 $276K
Fieldview Capital Management, LLC 0.08% New 7,676 $271K
Fulcrum Asset Management LLP 0.03% New 7,410 $271K
Focus Financial Network, Inc. 0.01% Add +8.5% 7,643 $270K
West Family Investments, Inc. 0.08% New 7,636 $270K
Abacus Wealth Partners, LLC 0.03% Reduce -30.5% 7,472 $264K
Salem Investment Counselors Inc. 0.01% No change 7,365 $260K
M&T Bank Corp 0.00% Add +5.0% 7,238 $256K
Jefferies Financial Group Inc. 0.00% Reduce -7.1% 7,219 $255K
SYM FINANCIAL Corp 0.02% Add +7.7% 7,094 $251K
Marex Group Ltd 0.00% New 7,064 $250K
Praxis Investment Management Inc. 0.01% No change 7,044 $249K
Archer Investment Corp 0.05% Add +66.7% 7,000 $247K
Plancorp, LLC 0.01% Reduce -0.2% 6,032 $246K
Mariner, LLC 0.00% New 6,966 $246K
Machina Capital S.A.S. 0.04% New 6,790 $240K
Sequoia Financial Advisors, LLC 0.00% Add +0.2% 6,780 $240K
Allworth Financial LP 0.00% Add +8.7% 6,771 $239K
Wood Tarver Financial Group, LLC 0.06% No change 6,758 $238K
Two Sigma Securities, LLC 0.02% New 6,720 $238K
Prelude Capital Management, LLC 0.02% New 6,631 $234K
Smith Salley Wealth Management 0.01% Add +10.7% 6,496 $230K
Assetmark, Inc. 0.00% Add +5.8% 6,444 $228K
World Investment Advisors 0.00% New 6,413 $227K
Baird Financial Group, Inc. 0.00% Add +0.5% 6,401 $226K
Vident Advisory, LLC 0.00% New 6,398 $226K
Principal Securities, Inc. 0.00% New 6,393 $226K
Welch & Forbes LLC 0.00% Add +5.5% 6,382 $226K
Diversified Trust Co. 0.00% Reduce -3.1% 6,379 $225K
J.W. Cole Advisors, Inc. 0.00% New 6,347 $224K
Olympiad Research LP 0.46% New 6,313 $223K
Syon Capital LLC 0.01% New 6,301 $223K
Sentry LLC 0.06% No change 6,300 $223K
Meeder Advisory Services, Inc. 0.01% Reduce -3.5% 6,299 $223K
Kestra Investment Management, LLC 0.00% New 6,290 $222K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.0% 6,236 $220K
Fifth Third Wealth Advisors LLC 0.01% Add +3.7% 6,187 $219K
Lido Advisors, LLC 0.00% Add +6.6% 6,070 $215K
Moneta Group Investment Advisors LLC 0.00% Reduce -0.7% 6,061 $214K
Tradewinds, LLC. 0.05% New 5,188 $214K
Apollon Wealth Management, LLC 0.00% Add +5.8% 6,056 $214K
Brave Asset Management Inc. 0.05% Reduce -30.9% 6,035 $213K
Wealth Alliance, LLC 0.02% Reduce -10.2% 6,003 $212K
Delta Asset Management LLC 0.02% Add +20.0% 6,000 $212K
OneDigital Investment Advisors LLC 0.00% Reduce -38.4% 5,903 $209K
Stirlingshire Investments, Inc. 0.15% New 5,885 $208K
Home Federal Bank of Tennessee 0.04% New 5,875 $208K
Choreo, LLC 0.00% Reduce -14.9% 5,877 $208K
Ausdal Financial Partners, Inc. 0.01% Add +2.5% 5,857 $207K
HBK Sorce Advisory LLC 0.00% New 4,412 $207K
Smartleaf Asset Management LLC 0.01% No change 5,642 $206K
Paragon Capital Management Ltd 0.04% Reduce -0.1% 5,836 $206K
Eads & Heald Wealth Management 0.10% Reduce -11.7% 5,828 $206K
RFG Advisory, LLC 0.00% Add +2.7% 5,824 $206K
Summit Financial Wealth Advisors, LLC 0.03% No change 5,792 $205K
Meridian Investment Counsel Inc. 0.04% Reduce -36.7% 5,757 $204K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 5,718 $202K
STRS Ohio 0.00% Add +37.8% 5,613 $198K
Huntington National Bank 0.00% Reduce -4.7% 5,125 $181K
IFP Advisors, Inc 0.00% Add +18.0% 5,013 $177K
KBC Group NV 0.00% No change 5,006 $177K
Operose Advisors LLC 0.03% No change 5,000 $177K
National Bank of Canada 0.00% Reduce -7.3% 4,885 $173K
Triumph Capital Management 0.03% Add +3.1% 4,693 $166K
Versant Capital Management, Inc 0.01% Add +1.8% 4,483 $158K
Global Retirement Partners, LLC 0.00% — 4,176 $148K
Private Trust Co. NA 0.01% No change 3,857 $136K
Nykredit A/S 0.00% — 3,833 $135K
Parallel Advisors, LLC 0.00% Reduce -7.4% 3,398 $120K
Clearstead Advisors, LLC 0.00% Add +35.6% 3,304 $117K
Summit Securities Group LLC 0.02% No change 3,300 $117K
Covestor Ltd 0.07% Reduce -16.7% 3,247 $115K
Hantz Financial Services, Inc. 0.00% Add +34.1% 3,080 $109K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,000 $106K
McMillan Office, Inc. 0.01% No change 2,800 $99K
Continuum Advisory, LLC 0.01% New 2,693 $95K
Atlantic Union Bankshares Corp 0.00% Reduce -13.1% 2,662 $94K
LRI Investments, LLC 0.01% Add +11.9% 2,518 $89K
Institute for Wealth Management, LLC. 0.01% New 2,513 $89K
Larson Financial Group LLC 0.00% Reduce -20.0% 2,431 $86K
Vision Financial Markets LLC 0.07% No change 2,400 $85K
Anchor Investment Management, LLC 0.01% No change 2,346 $83K
Advisors Asset Management, Inc. 0.00% Reduce -3.1% 2,266 $80K
Nomura Asset Management Co. Ltd. 0.00% Reduce -50.1% 2,210 $78K
Commonwealth Retirement Investments LLC 0.02% New 2,174 $77K
Transamerica Financial Advisors, LLC 0.01% Reduce -3.5% 2,081 $74K
Measured Wealth Private Client Group, LLC 0.02% Reduce -59.0% 2,030 $72K
EverSource Wealth Advisors, LLC 0.00% Add +7.3% 1,929 $68K
Employees Retirement System of Texas 0.00% New 1,934 $68K
Eastern Bank 0.00% Add +45.7% 1,865 $66K
CoreCap Advisors, LLC 0.00% Add +935.2% 1,853 $66K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +6.0% 1,753 $62K
DT Investment Partners, LLC 0.00% No change 1,736 $61K
CX Institutional 0.00% Add +1.2% 1,722 $61K
CVA Family Office, LLC 0.01% Add +2.8% 1,676 $59K
Salomon & Ludwin, LLC 0.00% Reduce -23.1% 1,609 $58K
NFSG Corp 0.01% New 1,634 $58K
Crews Bank & Trust 0.01% Reduce -7.9% 1,600 $57K
Southern Michigan Bank & Trust 0.02% Reduce -9.3% 1,565 $55K
Ameritas Investment Partners, Inc. 0.00% No change 1,500 $53K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -3.4% 1,410 $50K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +842.7% 1,348 $48K
Tower Research Capital LLC (TRC) 0.00% Reduce -41.8% 1,323 $47K
HM Payson & Co. 0.00% No change 1,291 $46K
Deseret Mutual Benefit Administrators 0.01% Reduce -2.6% 1,211 $43K
Friedenthal Financial 0.02% No change 1,210 $43K
Quent Capital, LLC 0.00% Add +7.5% 1,208 $43K
Barrett & Company, Inc. 0.01% No change 1,200 $42K
Atlas Capital Advisors Inc. 0.00% No change 1,098 $39K
Essential Partners LLC 0.02% Add +9790.9% 1,088 $38K
Fiduciary Financial Advisors 0.00% New 1,089 $38K
Ancora Advisors LLC 0.00% Reduce -8.0% 1,064 $38K
Owl Creek Wealth Partners LLC 0.01% Add +84.8% 1,037 $37K
Capital Advisors, Ltd. LLC 0.00% No change 1,025 $36K
Adirondack Trust Co. 0.01% No change 1,000 $35K
UMB Bank, n.a. 0.00% Add +13.9% 992 $35K
Signature Equity Partners, LLC 0.02% Reduce -4.4% 930 $33K
Lanark Financial, Inc. 0.00% No change 919 $32K
SJS Investment Consulting Inc. 0.00% Reduce -37.8% 912 $32K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -49.8% 808 $32K
TIAA Wealth Investment Management LLC 0.00% No change 858 $30K
Los Angeles Capital Management LLC 0.00% No change 836 $30K
Manchester Capital Management LLC 0.00% Add +13.7% 821 $29K
Trust Co. of Vermont 0.00% — 800 $28K
Central Pacific Bank - Trust Division 0.00% No change 780 $28K
SBI Securities Co., Ltd. 0.00% Add +4.9% 776 $27K
JPL Wealth Management, LLC 0.01% Add +1.8% 734 $26K
Mather Group, Llc. 0.00% Add +1.1% 721 $25K
Kennebec Savings Bank 0.02% New 700 $25K
Westfuller Advisors, LLC 0.01% New 675 $24K
Cullen/Frost Bankers, Inc. 0.00% Add +97.3% 659 $23K
First Bancorp, Inc 0.01% New 625 $22K
Cromwell Holdings LLC 0.01% Add +2.5% 540 $19K
Whittier Trust Co. 0.00% Reduce -30.7% 451 $17K
Westside Investment Management, Inc. 0.00% No change 484 $17K
Cedar Mountain Advisors, LLC 0.00% No change 479 $17K
Bare Financial Services, Inc 0.00% Add +83.9% 456 $16K
Rossby Financial, LCC 0.00% No change 430 $15K
Oakworth Capital, Inc. 0.00% No change 414 $15K
Optiver Holding B.V. 0.00% New 396 $14K
True Wealth Design, LLC 0.00% Add +126.4% 369 $13K
HHM Wealth Advisors, LLC 0.00% Reduce -61.9% 348 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.1% 345 $12K
Physician Wealth Advisors, Inc. 0.00% No change 335 $12K
Tidemark, LLC 0.00% No change 335 $12K
Geneos Wealth Management Inc. 0.00% No change 323 $11K
Blue Trust, Inc. 0.00% No change 322 $11K
WPG Advisers, LLC 0.01% Add +45.5% 320 $11K
LifeSteps Financial, Inc. 0.00% New 298 $11K
Elevation Wealth Partners, LLC 0.00% Add +201.0% 292 $10K
Keating Financial Advisory Services, Inc. 0.00% Add +26.0% 286 $10K
Parkside Financial Bank & Trust 0.00% No change 284 $10K
Walsh & Associates, LLC 0.01% No change 265 $9K
Basecamp Wealth Advisors LLC 0.00% Add +119.6% 246 $9K
Clearstead Trust, LLC 0.00% Add +1.3% 242 $9K
Bell Investment Advisors, Inc 0.00% Reduce -28.1% 230 $8K
Hollencrest Capital Management 0.00% Add +1.4% 220 $8K
Richardson Financial Services Inc. 0.00% New 211 $7K
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% No change 200 $7K
JFS Wealth Advisors, LLC 0.00% Add +24.5% 188 $7K
Fortitude Family Office, LLC 0.00% Add +40.6% 180 $6K
Bogart Wealth, LLC 0.00% Add +493.3% 178 $6K
American Capital Advisory, LLC 0.00% No change 167 $6K
Prestige Wealth Management Group LLC 0.00% Add +23.1% 165 $6K
Silver Grove Financial Group, Inc. 0.00% New 162 $6K
SouthState Bank Corp 0.00% Reduce -74.3% 157 $6K
Strive Financial Group ,LLC 0.00% No change 152 $5K
PlanVest Financial, Inc 0.00% No change 150 $5K
High Note Wealth, LLC 0.00% No change 128 $5K
Ogorek Anthony Joseph /NY/ 0.00% No change 117 $4K
Synergy Investment Management, LLC 0.00% No change 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
Grove Bank & Trust 0.00% No change 99 $4K
TD Private Client Wealth LLC 0.00% No change 97 $3K
Farmers & Merchants Investments Inc. 0.00% No change 95 $3K
SOA Wealth Advisors, LLC. 0.00% Add +3000.0% 93 $3K
Rialto Wealth Management, LLC 0.00% Add +100.0% 92 $3K
Westend Capital Management, LLC 0.00% No change 86 $3K
Federated Hermes, Inc. 0.00% No change 82 $3K
Gen-Wealth Partners Inc 0.00% No change 80 $3K
Colonial Trust Co / SC 0.00% No change 75 $3K
Ares Financial Consulting, LLC 0.00% No change 71 $3K
Luminist Capital LLC 0.00% New 68 $2K
Creative Capital Management Investments LLC 0.00% New 64 $2K
Downshift Financial, LLC 0.00% New 63 $2K
WealthCollab, LLC 0.00% Reduce -82.8% 55 $2K
Brown Brothers Harriman & Co. 0.00% No change 54 $2K
Kilter Group LLC 0.00% Reduce -44.4% 50 $2K
Plante Moran Financial Advisors, LLC 0.00% New 50 $2K
New England Capital Financial Advisors LLC 0.00% Add +2.0% 50 $2K
West Paces Advisors Inc. 0.00% New 48 $2K
Cornerstone Financial Management LLC 0.00% Add +38.2% 47 $2K
Bruce G. Allen Investments, LLC 0.00% No change 47 $2K
Bayban 0.00% No change 44 $2K
Ameriflex Group, Inc. 0.00% New 39 $1K
Stone House Investment Management, LLC 0.00% Add +516.7% 37 $1K
Albion Financial Group 0.00% No change 37 $1K
Accordant Advisory Group Inc 0.00% Reduce -42.9% 36 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 36 $1K
MV Capital Management, Inc. 0.00% Add +6.1% 35 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +66.7% 35 $1K
Elevated Capital Advisors, LLC 0.00% No change 32 $1K
Robinswood Financial LLC 0.00% No change 31 $1K
Ankerstar Wealth, LLC 0.00% No change 31 $1K
HFM Investment Advisors, LLC 0.00% Add +121.4% 31 $1K
TFC Financial Management, Inc. 0.00% No change 30 $1K
Avion Wealth 0.00% Add +66.7% 35 $1K
Whipplewood Advisors, LLC 0.00% No change 24 $848
Zions Bancorporation, National Association 0.00% No change 24 $848
Quarry LP 0.00% New 24 $848
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 23 $824
Fairscale Capital, LLC 0.00% No change 23 $813
Torren Management, LLC 0.00% No change 21 $742
Flagship Wealth Advisors, LLC 0.00% No change 19 $672
Nemes Rush Group LLC 0.00% No change 18 $636
Gilpin Wealth Management, LLC 0.00% Add +6.3% 17 $601
DecisionPoint Financial, LLC 0.00% Add +128.6% 16 $580
Raffa Wealth Management, LLC 0.00% No change 16 $566
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 14 $495
Sachetta, LLC 0.00% No change 13 $460
Financial Consulate, Inc. 0.00% No change 13 $460
Dunhill Financial, LLC 0.00% Reduce -25.0% 12 $426
Caitong International Asset Management Co., Ltd 0.00% New 12 $424
Highline Wealth Partners LLC 0.00% New 11 $389
GHP Investment Advisors, Inc. 0.00% No change 11 $389
Meramec Financial Planners, LLC 0.00% No change 9 $371
Wolff Wiese Magana LLC 0.00% No change 10 $354
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -90.0% 10 $354
Horizon Investments, LLC 0.00% Reduce -50.0% 10 $350
Davis Capital Management 0.00% New 9 $318
NBT Bank, N.A. 0.00% Reduce -99.2% 8 $283
Abound Wealth Management 0.00% No change 7 $248
BOK Financial Private Wealth, Inc. 0.00% New 6 $213
NBH Bank 0.00% — 5 $177
Creative Financial Designs Inc. 0.00% Reduce -96.5% 5 $177
Hughes Financial Services, LLC 0.00% Reduce -42.9% 4 $141
Maryland Capital Advisors Inc. 0.00% — 3 $107
3 Factor Indexing, LLC 0.00% No change 2 $71
Activest Wealth Management 0.00% New 2 $71
Evolution Advisers, Inc. 0.00% New 28 $0
Navigoe, LLC 0.00% New 15 $0

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