Titelia

Fund shareholders of Lincoln National Corp

ISIN US5341871094 · United States · LEI EFQMQROEDSNBRIP7LE47

Fund shareholders
363
Of which ETFs
109 254 other funds
Value held
≈ 2.7B $ 2.7B $ · 22.9M SEK
Share of capital
36.8 % of 191.4M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 8,547,054302.1M $0.27 %4.46 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 6,062,558214.3M $0.01 %3.17 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 4,386,827155.1M $0.08 %2.29 %as of Jun 30, 2026 ↗
iShares Select Dividend ETF iShares Trust 2,877,045131.2M $0.56 %1.50 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,777,89698.2M $0.14 %1.45 %as of Jun 30, 2026 ↗
MFS Mid Cap Value Fund MFS SERIES TRUST XI 2,733,35996.6M $0.56 %1.43 %as of Jun 30, 2026 ↗
T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. 2,260,81779.9M $0.49 %1.18 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,951,14369M $0.07 %1.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,560,01855.1M $0.33 %0.81 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,464,88151.8M $0.65 %0.77 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,337,57761M $0.31 %0.70 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,171,51653.4M $0.32 %0.61 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 1,123,72839.7M $0.35 %0.59 %as of Jun 30, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 1,041,63436.8M $1.06 %0.54 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 999,53145.6M $0.32 %0.52 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 900,00141M $0.50 %0.47 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 887,68531.4M $0.65 %0.46 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 873,45130.8M $0.07 %0.46 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 812,26128.7M $0.13 %0.42 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 694,93531.7M $0.16 %0.36 %as of Jul 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 691,16431.5M $0.03 %0.36 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 650,78829.7M $0.06 %0.34 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 630,35422.2M $1.19 %0.33 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 617,78928.2M $0.18 %0.32 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 585,11520.6M $0.35 %0.31 %as of May 31, 2026 ↗
SmallCap Fund Principal Funds, Inc 560,80025.6M $1.23 %0.29 %as of Jul 31, 2026 ↗
PSF PGIM Jennison Value Portfolio Prudential Series Fund 554,87119.6M $0.85 %0.29 %as of Jun 30, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 518,39118.3M $0.16 %0.27 %as of Jun 30, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 505,36517.8M $0.72 %0.26 %as of May 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 502,93122.9M $2.03 %0.26 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 489,91017.3M $0.03 %0.26 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 462,74216.4M $0.41 %0.24 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 456,62316.1M $0.11 %0.24 %as of May 31, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 409,91114.5M $0.20 %0.21 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 379,49713.4M $0.01 %0.20 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 378,37013.4M $0.02 %0.20 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 371,03713.1M $0.70 %0.19 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 353,95516.1M $0.03 %0.18 %as of Jul 31, 2026 ↗
JNL/MFS Mid Cap Value Fund JNL Series Trust 321,67911.4M $0.57 %0.17 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 320,48811.3M $0.01 %0.17 %as of May 31, 2026 ↗
MFS Blended Research Mid Cap Equity Fund MFS Series Trust X 316,46011.2M $0.38 %0.17 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 314,52811.1M $0.11 %0.16 %as of Jun 30, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 309,47614.1M $0.49 %0.16 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 307,80610.9M $0.04 %0.16 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 303,22213.8M $0.04 %0.16 %as of Jul 31, 2026 ↗
MFS Equity Income Fund MFS SERIES TRUST VII 288,71413.2M $1.43 %0.15 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 276,4199.8M $0.07 %0.14 %as of May 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 275,31612.6M $1.87 %0.14 %as of Jul 31, 2026 ↗
JNL/MFS Equity Income Fund JNL Series Trust 267,1779.4M $1.14 %0.14 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 266,5189.4M $0.33 %0.14 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 258,1049.1M $0.01 %0.13 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 252,3468.9M $0.35 %0.13 %as of May 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 246,32411.2M $0.12 %0.13 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 242,6648.6M $0.05 %0.13 %as of Jun 30, 2026 ↗
Miller Income Fund Advisor Managed Portfolios 237,9868.4M $4.87 %0.12 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 237,5598.4M $0.07 %0.12 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 226,1898M $1.75 %0.12 %as of Jun 30, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 224,2917.9M $0.12 %0.12 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 221,5737.8M $0.03 %0.12 %as of May 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 216,5677.7M $0.13 %0.11 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 211,8019.7M $0.02 %0.11 %as of Jul 31, 2026 ↗
PGIM Jennison Value Fund Prudential Investment Portfolios 7 186,1846.6M $0.87 %0.10 %as of May 29, 2026 ↗
Mid Value Fund John Hancock Funds II 181,2416.4M $0.48 %0.09 %as of May 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 179,9336.4M $0.36 %0.09 %as of Jun 30, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 175,0006.2M $0.54 %0.09 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 164,4725.8M $0.01 %0.09 %as of Jun 30, 2026 ↗
PGIM Jennison Global Equity Income Fund Prudential Investment Portfolios, Inc. 10 159,9017.3M $0.86 %0.08 %as of Jul 31, 2026 ↗
SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS 159,4565.6M $0.38 %0.08 %as of Jun 30, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 154,7175.5M $0.14 %0.08 %as of May 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 153,7865.4M $0.20 %0.08 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 153,6637M $0.07 %0.08 %as of Jul 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 152,2065.4M $0.29 %0.08 %as of Jun 30, 2026 ↗
Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II 151,0315.3M $1.25 %0.08 %as of May 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 147,4185.2M $0.27 %0.08 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 145,7505.2M $0.32 %0.08 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 135,7876.2M $0.01 %0.07 %as of Jul 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 134,3226.1M $0.92 %0.07 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 126,6635.8M $0.01 %0.07 %as of Jul 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 125,4004.4M $0.02 %0.07 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 125,3845.7M $0.43 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 124,7624.4M $0.01 %0.07 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 122,9794.3M $0.46 %0.06 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 122,2065.6M $0.04 %0.06 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 117,3984.2M $0.33 %0.06 %as of Jun 30, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 117,0564.1M $1.27 %0.06 %as of May 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 116,5515.3M $0.39 %0.06 %as of Jul 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 114,4844M $0.48 %0.06 %as of May 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 111,7514M $0.32 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 108,7253.8M $0.02 %0.06 %as of May 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 107,0754.9M $0.20 %0.06 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 106,7333.8M $1.59 %0.06 %as of May 31, 2026 ↗
Mid Value Trust John Hancock Variable Insurance Trust 106,0193.7M $0.49 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 105,1864.8M $0.01 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 103,0373.6M $0.01 %0.05 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 102,1303.6M $0.03 %0.05 %as of May 31, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 100,9173.6M $0.54 %0.05 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 98,2773.5M $0.01 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 98,2193.5M $0.01 %0.05 %as of May 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 94,0794.3M $0.04 %0.05 %as of Jul 31, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 93,4153.3M $2.32 %0.05 %as of May 29, 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
Miller Income Fund Advisor Managed Portfolios 4.87 %as of Jun 30, 2026 ↗
Miller Value Partners Appreciation ETF Advisor Managed Portfolios 4.27 %as of Jun 30, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 2.32 %as of May 29, 2026 ↗
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 2.18 %as of May 29, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2.03 %as of Jul 31, 2026 ↗
IMS Strategic Income Fund 360 Funds 1.94 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 1.87 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.75 %as of Jun 30, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 1.70 %as of Jul 31, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 1.68 %as of May 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3359-670,451,152+1.8 %
2026Q2365+1069,184,257-2.0 %
2026Q1355-970,601,342+0.9 %
2025Q4364+2469,944,845+8.4 %
2025Q3340+1164,516,505+3.3 %
2025Q2329+3462,429,778+7.4 %
2025Q1295-2258,110,582-3.0 %
2024Q4317-559,924,198+0.8 %
2024Q3322+759,463,431+6.7 %
2024Q2315+255,722,523+4.3 %
2024Q1313-3553,401,872-6.6 %
2023Q434857,145,689

Institutional managers

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

ManagerSharesValue
Bain Capital Prairie, LLC18,759,497666M $as of Mar 31, 2026
BlackRock, Inc.18,498,104656.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP7,755,506275.3M $as of Mar 31, 2026
STATE STREET CORP5,891,295209.1M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/5,881,332209.8M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/4,427,949157.2K $as of Mar 31, 2026
JENNISON ASSOCIATES LLC3,823,152135.7M $as of Mar 31, 2026
MORGAN STANLEY3,692,842131.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,159,019112.2M $as of Mar 31, 2026
LSV ASSET MANAGEMENT2,560,09690.9K $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC2,280,57681M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,135,81475.8M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP2,128,35575.6M $as of Mar 31, 2026
Balyasny Asset Management L.P.2,085,61974M $as of Mar 31, 2026
NORTHERN TRUST CORP1,852,53265.8M $as of Mar 31, 2026
JUPITER ASSET MANAGEMENT LTD1,796,67163.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,785,40763.4M $as of Mar 31, 2026
Bank of New York Mellon Corp1,778,89463.2M $as of Mar 31, 2026
Invesco Ltd.1,541,27054.7M $as of Mar 31, 2026
HSBC HOLDINGS PLC1,499,85453.2M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC1,465,98152M $as of Mar 31, 2026
UBS Group AG1,454,65751.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,428,84550.7M $as of Mar 31, 2026
ALGEBRIS (UK) LTD1,361,88548.3M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,198,14142.5M $as of Mar 31, 2026

Declared shareholders of Lincoln National Corp

There is 1 beneficial ownership filing. 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
Bain Capital Prairie, LLC 9.80 %18,759,497as of Aug 10, 2026 · SCHEDULE 13D

Funds holding the debt of Lincoln National Corp

260 funds declare 512 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Baird Aggregate Bond Fund356M $as of Jun 30, 2026
Baird Core Plus Bond Fund449.1M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND644.4M $as of Jun 30, 2026
Thompson Bond Fund244.2M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND338.7M $as of May 31, 2026
Fidelity Investment Grade Bond Central Fund132.1M $as of Jun 30, 2026
DFA Investment Grade Portfolio532M $as of Jul 31, 2026
Strategic Advisers Fidelity Core Income Fund224.7M $as of May 31, 2026
Guggenheim Total Return Bond Fund124.6M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND323.2M $as of Jun 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND321.8M $as of May 31, 2026
Dimensional Core Fixed Income ETF721.7M $as of Jul 31, 2026
PGIM Total Return Bond Fund418.2M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF918.2M $as of May 31, 2026
Guggenheim Macro Opportunities Fund114.7M $as of Jun 30, 2026
Touchstone Strategic Trust-Touchstone Flexible Income Fund113.8M $as of Jun 30, 2026
AST Multi-Sector Fixed Income Portfolio211.4M $as of Jun 30, 2026
Fidelity U.S. Bond Index Fund211.2M $as of May 31, 2026
Cohen & Steers Preferred Securities & Income Fund, Inc.110.6M $as of Jun 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF410.4M $as of May 31, 2026
Invesco Variable Rate Preferred ETF29.4M $as of May 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF108.9M $as of May 31, 2026
Fidelity Investment Grade Bond Fund18.8M $as of May 31, 2026
MFS Corporate Bond Fund18.5M $as of Jul 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF67.6M $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of Lincoln National Corp". https://titelia.com/en/stocks/lincoln-national-corp-US5341871094