Titelia

Fund shareholders of Lincoln Educational Services Corp

ISIN US5335351004 · United States · LEI 549300BJ55KUY6RG7L98

Fund shareholders
170
Of which ETFs
38 132 other funds
Value held
387.1M $
Share of capital
30.6 % of 31.7M shares on Aug 10, 2026
FundSharesValueWeight in fundShare of capital
Needham Aggressive Growth Fund Needham Funds Inc 1,275,00051.9M $3.30 %4.02 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 843,50734.3M $0.00 %2.66 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 725,29929.5M $0.04 %2.29 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 584,99421.2M $0.09 %1.84 %as of Feb 28, 2026
First Eagle Small Cap Opportunity Fund First Eagle Funds 562,22623.1M $1.04 %1.77 %as of Apr 30, 2026
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 375,45815.3M $2.72 %1.18 %as of Mar 31, 2026
Heartland Value Fund HEARTLAND GROUP INC. 357,26514.5M $1.49 %1.13 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 326,62913.3M $0.02 %1.03 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 292,72912M $0.04 %0.92 %as of Apr 30, 2026
iShares Russell 2000 Growth ETF iShares Trust 241,2879.8M $0.08 %0.76 %as of Mar 31, 2026
LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. 233,4149.6M $0.43 %0.74 %as of Apr 30, 2026
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 215,4748.8M $2.74 %0.68 %as of Mar 31, 2026
AUXIER FOCUS FUND FORUM FUNDS 200,6878.2M $2.57 %0.63 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 154,6475.6M $0.01 %0.49 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 146,9575.3M $0.04 %0.46 %as of Feb 28, 2026
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 144,0005.2M $2.88 %0.45 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 142,2545.2M $0.02 %0.45 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 141,5245.8M $0.03 %0.45 %as of Apr 30, 2026
Royce Micro-Cap Fund ROYCE FUND 131,4275.3M $1.66 %0.41 %as of Mar 31, 2026
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 113,0464.1M $0.06 %0.36 %as of Feb 28, 2026
Driehaus Micro Cap Growth Fund Driehaus Mutual Funds 108,1614.4M $0.96 %0.34 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 105,4534.3M $0.03 %0.33 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 101,3304.2M $0.06 %0.32 %as of Apr 30, 2026
Adara Smaller Companies Fund RBB Fund, Inc. 87,6433.2M $0.42 %0.28 %as of Feb 28, 2026
1290 Essex Small Cap Growth Fund 1290 Funds 83,8463.4M $3.08 %0.26 %as of Apr 30, 2026
Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST 82,2693.4M $1.66 %0.26 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 74,6973M $0.25 %0.24 %as of Mar 31, 2026
NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III 72,8103M $1.98 %0.23 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 67,3122.4M $0.10 %0.21 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 65,9272.7M $0.01 %0.21 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 64,9842.7M $0.04 %0.20 %as of Apr 30, 2026
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 64,0832.3M $0.60 %0.20 %as of Feb 28, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 58,3482.4M $1.36 %0.18 %as of Mar 31, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 57,8642.1M $0.14 %0.18 %as of Feb 28, 2026
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 57,5902.4M $0.32 %0.18 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 55,6292M $0.00 %0.18 %as of Feb 28, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 47,9102M $0.01 %0.15 %as of Apr 30, 2026
Master Small Cap Index Series Quantitative Master Series LLC 47,3801.9M $0.04 %0.15 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 43,4421.6M $0.00 %0.14 %as of Feb 28, 2026
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 41,8161.7M $1.65 %0.13 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 41,5121.5M $0.17 %0.13 %as of Feb 28, 2026
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 41,1221.7M $0.09 %0.13 %as of Apr 30, 2026
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 36,8391.5M $0.14 %0.12 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 36,3971.5M $0.00 %0.11 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 35,7021.5M $0.04 %0.11 %as of Apr 30, 2026
Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust 34,5111.4M $1.69 %0.11 %as of Apr 30, 2026
Royce Small-Cap Fund ROYCE FUND 32,6301.3M $0.07 %0.10 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 31,6031.3M $0.04 %0.10 %as of Mar 31, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 31,0831.3M $0.00 %0.10 %as of Mar 31, 2026
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 31,0411.3M $0.44 %0.10 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 27,150983.9K $0.07 %0.09 %as of Feb 28, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 26,6081.1M $0.04 %0.08 %as of Apr 30, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 22,528916.4K $0.08 %0.07 %as of Mar 31, 2026
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 22,464913.8K $0.40 %0.07 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 20,442740.8K $0.01 %0.06 %as of Feb 28, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 20,395739.1K $0.00 %0.06 %as of Feb 28, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,300825.8K $0.04 %0.06 %as of Mar 31, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 19,932722.3K $0.10 %0.06 %as of Feb 28, 2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 19,903721.3K $0.28 %0.06 %as of Feb 28, 2026
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 19,104692.3K $0.05 %0.06 %as of Feb 28, 2026
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 19,000688.6K $2.08 %0.06 %as of Feb 28, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,908777.9K $0.00 %0.06 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 17,500634.2K $0.00 %0.06 %as of Feb 28, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,705679.6K $0.07 %0.05 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 16,560681.3K $0.00 %0.05 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 16,540672.8K $0.04 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 15,484629.9K $0.00 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 14,959615.4K $0.00 %0.05 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 14,267580.4K $0.00 %0.04 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 14,002569.6K $0.04 %0.04 %as of Mar 31, 2026
Even Herd Long Short ETF Tidal Trust II 13,431546.4K $0.95 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 12,820527.4K $0.04 %0.04 %as of Apr 30, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 12,384503.8K $0.13 %0.04 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 11,995434.7K $0.04 %0.04 %as of Feb 28, 2026
iShares Russell 3000 ETF iShares Trust 11,579471K $0.00 %0.04 %as of Mar 31, 2026
Acuitas Small Cap Active ETF Series Portfolios Trust 11,417464.4K $0.63 %0.04 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 11,252457.7K $0.07 %0.04 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 10,304423.9K $0.02 %0.03 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 10,300419K $0.02 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 9,787398.1K $0.04 %0.03 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 9,370381.2K $0.02 %0.03 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,865364.7K $0.00 %0.03 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,785357.4K $0.04 %0.03 %as of Mar 31, 2026
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 8,523350.6K $0.00 %0.03 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 7,928322.5K $0.04 %0.02 %as of Mar 31, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 7,443302.8K $0.01 %0.02 %as of Mar 31, 2026
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 7,384267.6K $0.32 %0.02 %as of Feb 28, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,609268.9K $0.00 %0.02 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,555237.6K $0.09 %0.02 %as of Feb 28, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 6,554266.6K $0.04 %0.02 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,441265K $0.00 %0.02 %as of Apr 30, 2026
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 6,289255.8K $0.04 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,187254.5K $0.00 %0.02 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 5,766234.6K $0.04 %0.02 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 5,621228.7K $0.00 %0.02 %as of Mar 31, 2026
AQR Small Cap Momentum Style Fund AQR Funds 5,532225K $0.13 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 5,372218.5K $0.04 %0.02 %as of Mar 31, 2026
RiverPark/Next Century Growth Fund RiverPark Funds Trust 5,053205.6K $2.45 %0.02 %as of Mar 31, 2026
Developing Growth Portfolio LORD ABBETT SERIES FUND INC 4,474182K $0.31 %0.01 %as of Mar 31, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,424182K $0.04 %0.01 %as of Apr 30, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Needham Aggressive Growth Fund Needham Funds Inc 3.30 %as of Mar 31, 2026
1290 Essex Small Cap Growth Fund 1290 Funds 3.08 %as of Apr 30, 2026
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 2.88 %as of Feb 28, 2026
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 2.74 %as of Mar 31, 2026
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 2.72 %as of Mar 31, 2026
AUXIER FOCUS FUND FORUM FUNDS 2.57 %as of Mar 31, 2026
RiverPark/Next Century Growth Fund RiverPark Funds Trust 2.45 %as of Mar 31, 2026
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 2.08 %as of Feb 28, 2026
NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III 1.98 %as of Mar 31, 2026
Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust 1.69 %as of Apr 30, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2170+159,698,754-5.5 %
2026Q1155-910,258,125-1.1 %
2025Q4164+110,374,227+2.1 %
2025Q3163+1910,156,782+4.5 %
2025Q2144+139,723,358+13.6 %
2025Q1131+18,559,739+0.9 %
2024Q4130+38,482,247+1.9 %
2024Q3127+78,324,389+13.9 %
2024Q2120+17,307,596-0.6 %
2024Q1119-37,351,059-4.8 %
2023Q41227,725,507

Institutional managers

186 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.2,182,51488.8M $as of Mar 31, 2026
Juniper Investment Company, LLC1,938,31178.9M $as of Mar 31, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC1,277,50052M $as of Mar 31, 2026
NEXT CENTURY GROWTH INVESTORS LLC1,040,60242.3M $as of Mar 31, 2026
Divisadero Street Capital Management, LP825,55633.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC808,30232.9M $as of Mar 31, 2026
Alyeska Investment Group, L.P.777,83331.6M $as of Mar 31, 2026
WASATCH ADVISORS LP777,35131.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC740,76930.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP694,74828.3M $as of Mar 31, 2026
First Eagle Investment Management, LLC685,23027.9M $as of Mar 31, 2026
Driehaus Capital Management LLC676,92327.5M $as of Mar 31, 2026
LORD, ABBETT & CO. LLC623,16525.4K $as of Mar 31, 2026
STATE STREET CORP590,07024M $as of Mar 31, 2026
MARSHALL WACE, LLP533,52721.7M $as of Mar 31, 2026
RBF Capital, LLC499,07020.3M $as of Mar 31, 2026
Point72 Asset Management, L.P.468,55619.1M $as of Mar 31, 2026
Nicholas Investment Partners, LP459,50918.7M $as of Mar 31, 2026
Pillsbury Lake Capital LLC380,56815.5M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP358,66414.6M $as of Mar 31, 2026
HEARTLAND ADVISORS INC357,26514.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP356,25314.5M $as of Mar 31, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC355,30414.5M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP352,35714.3M $as of Mar 31, 2026
Trexquant Investment LP318,96913M $as of Mar 31, 2026

Declared shareholders of Lincoln Educational Services Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Juniper Targeted Opportunity Fund, L.P. and 6 others6.10 %1,945,424as of Jun 11, 2026 · SCHEDULE 13D
Alyeska Investment Group, L.P. and 2 others2.44 %777,833as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Lincoln Educational Services Corp". https://titelia.com/en/stocks/lincoln-educational-services-corp-US5335351004