Titelia

Fund shareholders of Lincoln National Corp

ISIN US5341871094 · United States · LEI EFQMQROEDSNBRIP7LE47

Fund shareholders
369
Of which ETFs
112 257 other funds
Value held
2.5B $ 22.9M SEK
Share of capital
36.2 % of 191.4M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 8,547,054303.4M $0.33 %4.46 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 6,051,889214.8M $0.01 %3.16 %as of Mar 31, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 4,383,038155.6M $0.09 %2.29 %as of Mar 31, 2026
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,791,11899.1M $0.16 %1.46 %as of Mar 31, 2026
MFS Mid Cap Value Fund MFS SERIES TRUST XI 2,766,09598.2M $0.61 %1.44 %as of Mar 31, 2026
iShares Select Dividend ETF iShares Trust 2,458,27892.9M $0.41 %1.28 %as of Apr 30, 2026
T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. 2,301,46581.7M $0.55 %1.20 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,887,10967M $0.08 %0.99 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,531,03054.4M $0.39 %0.80 %as of Mar 31, 2026
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,489,11952.9M $0.70 %0.78 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,266,49747.9M $0.26 %0.66 %as of Apr 30, 2026
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 1,123,72839.9M $0.41 %0.59 %as of Mar 31, 2026
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 1,109,30339.4M $1.24 %0.58 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,106,60141.8M $0.26 %0.58 %as of Apr 30, 2026
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 1,101,02339.1M $0.39 %0.58 %as of Mar 31, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 983,75637.2M $0.27 %0.51 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 887,16530.4M $0.07 %0.46 %as of Feb 28, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 885,35631.4M $0.77 %0.46 %as of Mar 31, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 820,52028.1M $0.14 %0.43 %as of Feb 28, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 815,90730.8M $0.41 %0.43 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 672,70825.4M $0.13 %0.35 %as of Apr 30, 2026
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 670,93725.4M $0.03 %0.35 %as of Apr 30, 2026
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 630,76323.8M $0.05 %0.33 %as of Apr 30, 2026
SmallCap Fund Principal Funds, Inc 585,10022.1M $1.05 %0.31 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 579,50419.9M $0.37 %0.30 %as of Feb 28, 2026
PSF PGIM Jennison Value Portfolio Prudential Series Fund 564,69020M $0.99 %0.29 %as of Mar 31, 2026
MFS New Discovery Value Fund MFS SERIES TRUST XIII 556,66819.1M $0.70 %0.29 %as of Feb 28, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 525,29519.9M $0.14 %0.27 %as of Apr 30, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 499,87217.1M $1.01 %0.26 %as of Feb 28, 2026
iShares Russell Mid-Cap ETF iShares Trust 489,91017.4M $0.04 %0.26 %as of Mar 31, 2026
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 467,05016.6M $0.45 %0.24 %as of Mar 31, 2026
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 456,54515.7M $0.11 %0.24 %as of Feb 28, 2026
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 420,16414.9M $0.20 %0.22 %as of Mar 31, 2026
iShares Russell 1000 Value ETF iShares Trust 378,37013.4M $0.02 %0.20 %as of Mar 31, 2026
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 371,85512.8M $0.74 %0.19 %as of Feb 28, 2026
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 359,14213.6M $1.26 %0.19 %as of Apr 30, 2026
First Eagle Small Cap Opportunity Fund First Eagle Funds 348,11713.2M $0.59 %0.18 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 346,23913.1M $0.03 %0.18 %as of Apr 30, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 337,39411.6M $0.01 %0.18 %as of Feb 28, 2026
JNL/MFS Mid Cap Value Fund JNL Series Trust 331,64011.8M $0.63 %0.17 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 315,75210.8M $0.01 %0.16 %as of Feb 28, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 315,29711.2M $0.12 %0.16 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 303,22211.5M $0.03 %0.16 %as of Apr 30, 2026
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 285,0159.8M $0.07 %0.15 %as of Feb 28, 2026
MFS Blended Research Mid Cap Equity Fund MFS Series Trust X 273,2549.4M $0.37 %0.14 %as of Feb 28, 2026
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 269,0769.2M $0.36 %0.14 %as of Feb 28, 2026
JNL Small Cap Index Fund JNL Series Trust 261,6469.3M $0.39 %0.14 %as of Mar 31, 2026
MFS Equity Income Fund MFS SERIES TRUST VII 260,8189.9M $1.25 %0.14 %as of Apr 30, 2026
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 255,2349.7M $0.10 %0.13 %as of Apr 30, 2026
iShares Russell Mid-Cap Value ETF iShares Trust 253,7269M $0.06 %0.13 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 250,4118.6M $0.01 %0.13 %as of Feb 28, 2026
MFS Core Equity Fund MFS SERIES TRUST I 235,8398.1M $0.13 %0.12 %as of Feb 28, 2026
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 233,7458.3M $1.99 %0.12 %as of Mar 31, 2026
Miller Income Fund Advisor Managed Portfolios 231,4868.2M $4.77 %0.12 %as of Mar 31, 2026
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 218,0197.5M $0.03 %0.11 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 211,8018M $0.02 %0.11 %as of Apr 30, 2026
Mid Value Fund John Hancock Funds II 211,4467.3M $0.55 %0.11 %as of Feb 28, 2026
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 203,3827.2M $0.15 %0.11 %as of Mar 31, 2026
PGIM Jennison Value Fund Prudential Investment Portfolios 7 189,4536.5M $0.90 %0.10 %as of Feb 27, 2026
Victory Integrity Small-Cap Value Fund Victory Portfolios 182,2006.5M $0.63 %0.10 %as of Mar 31, 2026
Avantis U.S. Large Cap Value ETF American Century ETF Trust 166,5145.7M $0.05 %0.09 %as of Feb 28, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 164,4725.8M $0.01 %0.09 %as of Mar 31, 2026
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 163,7936.2M $1.01 %0.09 %as of Apr 30, 2026
PGIM Jennison Global Equity Income Fund Prudential Investment Portfolios, Inc. 10 159,9016M $0.72 %0.08 %as of Apr 30, 2026
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 149,9175.1M $0.16 %0.08 %as of Feb 28, 2026
SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS 147,6985.2M $0.45 %0.08 %as of Mar 31, 2026
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 146,6375.2M $0.37 %0.08 %as of Mar 31, 2026
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 145,6565.5M $0.07 %0.08 %as of Apr 30, 2026
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 144,2505.1M $0.38 %0.08 %as of Mar 31, 2026
Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II 137,8364.7M $1.09 %0.07 %as of Feb 28, 2026
SmallCap S&P 600 Index Fund Principal Funds, Inc 132,8755M $0.38 %0.07 %as of Apr 30, 2026
Bridge Builder Large Cap Value Fund Bridge Builder Trust 131,9644.7M $0.02 %0.07 %as of Mar 31, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 127,8764.8M $0.01 %0.07 %as of Apr 30, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 126,6634.8M $0.01 %0.07 %as of Apr 30, 2026
iShares Russell 1000 ETF iShares Trust 124,7624.4M $0.01 %0.07 %as of Mar 31, 2026
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 121,8844.3M $0.39 %0.06 %as of Mar 31, 2026
WisdomTree U.S. MidCap Fund WisdomTree Trust 120,7564.3M $0.52 %0.06 %as of Mar 31, 2026
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 112,8334M $0.39 %0.06 %as of Mar 31, 2026
Nuveen ESG Small-Cap ETF NuShares ETF Trust 112,3494.2M $0.33 %0.06 %as of Apr 30, 2026
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 108,4254.1M $0.03 %0.06 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 106,9053.8M $0.01 %0.06 %as of Mar 31, 2026
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 103,7323.9M $0.17 %0.05 %as of Apr 30, 2026
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 103,0183.5M $1.43 %0.05 %as of Feb 28, 2026
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 102,5153.9M $0.29 %0.05 %as of Apr 30, 2026
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 100,9173.6M $0.61 %0.05 %as of Mar 31, 2026
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 99,9283.8M $0.58 %0.05 %as of Apr 30, 2026
Mid Value Trust John Hancock Variable Insurance Trust 99,6333.5M $0.55 %0.05 %as of Mar 31, 2026
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 98,9723.4M $0.02 %0.05 %as of Feb 28, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 98,6813.7M $0.01 %0.05 %as of Apr 30, 2026
Large Cap Index Master Portfolio Master Investment Portfolio 98,2773.5M $0.01 %0.05 %as of Mar 31, 2026
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 97,4373.3M $0.40 %0.05 %as of Feb 28, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 96,7823.3M $0.01 %0.05 %as of Feb 28, 2026
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 96,1773.3M $1.03 %0.05 %as of Feb 28, 2026
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 93,4153.2M $2.22 %0.05 %as of Feb 27, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 92,0963.3M $0.01 %0.05 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 91,8693.5M $0.07 %0.05 %as of Apr 30, 2026
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 90,2133.4M $0.04 %0.05 %as of Apr 30, 2026
State Farm Growth Fund Advisers Investment Trust 89,6003.2M $0.04 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 87,6263.3M $0.01 %0.05 %as of Apr 30, 2026
Avantis U.S. Equity ETF American Century ETF Trust 86,8363M $0.03 %0.05 %as of Feb 28, 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 4.77 %as of Mar 31, 2026
Miller Value Partners Appreciation ETF Advisor Managed Portfolios 4.71 %as of Mar 31, 2026
ICON EQUITY FUND SCM Trust 3.61 %as of Mar 31, 2026
The Adirondack Small Cap Fund Adirondack Funds 2.83 %as of Mar 31, 2026
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 2.22 %as of Feb 27, 2026
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 2.16 %as of Feb 27, 2026
GMO U.S. Small Cap Value Fund GMO TRUST 2.12 %as of Feb 28, 2026
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.99 %as of Mar 31, 2026
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 1.68 %as of Mar 31, 2026
AUER GROWTH Unified Series Trust 1.65 %as of Feb 28, 2026

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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 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
Vanguard Portfolio Management 5.50 %10,473,383as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.04 %9,580,622as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Lincoln National Corp

240 funds declare 471 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 Fund355.6M $as of Mar 31, 2026
Baird Core Plus Bond Fund448.6M $as of Mar 31, 2026
Thompson Bond Fund245.3M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND538.4M $as of Mar 31, 2026
DFA Investment Grade Portfolio532.2M $as of Apr 30, 2026
Fidelity Investment Grade Bond Central Fund131.8M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND326.2M $as of Feb 28, 2026
Strategic Advisers Fidelity Core Income Fund224.8M $as of Feb 28, 2026
Dimensional Core Fixed Income ETF721.3M $as of Apr 30, 2026
Cohen & Steers Preferred Securities & Income Fund, Inc.119.2M $as of Mar 31, 2026
PGIM Total Return Bond Fund418.4M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF917.6M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND217M $as of Mar 31, 2026
Touchstone Strategic Trust-Touchstone Flexible Income Fund113.7M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND213.3M $as of Feb 28, 2026
AST Multi-Sector Fixed Income Portfolio211.3M $as of Mar 31, 2026
Fidelity U.S. Bond Index Fund211.2M $as of Feb 28, 2026
MFS Corporate Bond Fund110.8M $as of Apr 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF410.2M $as of Feb 28, 2026
iShares Broad USD Investment Grade Corporate Bond ETF109.5M $as of Feb 28, 2026
Thornburg Strategic Income Fund29.5M $as of Mar 31, 2026
Hartford Dynamic Bond Fund19.2M $as of Apr 30, 2026
Fidelity Investment Grade Bond Fund18.9M $as of Feb 28, 2026
Invesco Variable Rate Preferred ETF28.6M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF67.1M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Lincoln National Corp". https://titelia.com/en/stocks/lincoln-national-corp-US5341871094