Lincoln NationalLNC
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $27.0M |
| Exits | 70 | $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.