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
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 84,7063.2M $0.38 %0.04 %as of Apr 30, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 84,2423.2M $0.38 %0.04 %as of Apr 30, 2026
Miller Value Partners Appreciation ETF Advisor Managed Portfolios 81,9392.9M $4.71 %0.04 %as of Mar 31, 2026
WisdomTree U.S. High Dividend Fund WisdomTree Trust 81,2212.9M $0.20 %0.04 %as of Mar 31, 2026
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 78,3202.8M $0.18 %0.04 %as of Mar 31, 2026
iShares U.S. Financials ETF iShares Trust 77,6532.9M $0.09 %0.04 %as of Apr 30, 2026
iShares U.S. Insurance ETF iShares Trust 76,2862.7M $0.73 %0.04 %as of Mar 31, 2026
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 74,0002.6M $0.80 %0.04 %as of Mar 31, 2026
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 73,6162.5M $0.23 %0.04 %as of Feb 27, 2026
Victory Integrity Mid-Cap Value Fund Victory Portfolios 69,9002.5M $0.74 %0.04 %as of Mar 31, 2026
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 69,7322.4M $0.05 %0.04 %as of Feb 28, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 69,5362.6M $0.31 %0.04 %as of Apr 30, 2026
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 69,2292.6M $0.02 %0.04 %as of Apr 30, 2026
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 68,9582.6M $0.13 %0.04 %as of Apr 30, 2026
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 64,7602.3M $0.02 %0.03 %as of Mar 31, 2026
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 63,5752.4M $0.02 %0.03 %as of Apr 30, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 63,4682.4M $0.38 %0.03 %as of Apr 30, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 63,4132.4M $0.40 %0.03 %as of Apr 30, 2026
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 63,1352.2M $0.34 %0.03 %as of Mar 31, 2026
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 62,9072.2M $0.88 %0.03 %as of Mar 31, 2026
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 62,6992.2M $0.16 %0.03 %as of Mar 31, 2026
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 61,6292.3M $0.02 %0.03 %as of Apr 30, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 61,4502.2M $0.26 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 60,3002.1M $0.08 %0.03 %as of Mar 31, 2026
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 59,8002.3M $0.35 %0.03 %as of Apr 30, 2026
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 59,6112.3M $0.02 %0.03 %as of Apr 30, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 59,5352.3M $0.09 %0.03 %as of Apr 30, 2026
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 59,2292.1M $0.16 %0.03 %as of Mar 31, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 59,2032.1M $0.39 %0.03 %as of Mar 31, 2026
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 59,1002.2M $0.19 %0.03 %as of Apr 30, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 57,8372.1M $0.39 %0.03 %as of Mar 31, 2026
Columbia Research Enhanced Core ETF Columbia ETF Trust I 57,7012.2M $0.04 %0.03 %as of Apr 30, 2026
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 56,7232.1M $0.80 %0.03 %as of Apr 30, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 56,0052.1M $0.03 %0.03 %as of Apr 30, 2026
Schwab 1000 Index Fund SCHWAB INVESTMENTS 53,9452M $0.01 %0.03 %as of Apr 30, 2026
SmallCap Account Principal Variable Contract Funds, Inc 52,5001.9M $1.10 %0.03 %as of Mar 31, 2026
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 51,7061.8M $0.11 %0.03 %as of Mar 31, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 51,70017.5M SEK0.06 %0.03 %as of Mar 31, 2026
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 50,8561.8M $0.11 %0.03 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 50,8211.9M $0.01 %0.03 %as of Apr 30, 2026
Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust 49,1901.7M $1.55 %0.03 %as of Feb 28, 2026
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 49,0001.7M $0.41 %0.03 %as of Mar 31, 2026
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 48,4471.7M $0.26 %0.03 %as of Mar 31, 2026
ICON EQUITY FUND SCM Trust 47,9001.7M $3.61 %0.03 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 47,8001.8M $0.15 %0.02 %as of Apr 30, 2026
Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I 46,8261.7M $0.21 %0.02 %as of Mar 31, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 46,7661.6M $0.07 %0.02 %as of Feb 28, 2026
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 46,2531.6M $0.62 %0.02 %as of Feb 28, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 45,9401.7M $0.02 %0.02 %as of Apr 30, 2026
iShares Russell 3000 ETF iShares Trust 45,0441.6M $0.01 %0.02 %as of Mar 31, 2026
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 43,8081.6M $0.18 %0.02 %as of Mar 31, 2026
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 43,5291.5M $0.03 %0.02 %as of Feb 28, 2026
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 42,8001.5M $0.35 %0.02 %as of Mar 31, 2026
Systematic Core Fund VALIC Co I 42,6651.5M $0.21 %0.02 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 41,1971.5M $0.08 %0.02 %as of Mar 31, 2026
AST Balanced Asset Allocation Portfolio Advanced Series Trust 41,1141.5M $0.01 %0.02 %as of Mar 31, 2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 40,6821.5M $0.07 %0.02 %as of Apr 30, 2026
The Adirondack Small Cap Fund Adirondack Funds 39,8801.4M $2.83 %0.02 %as of Mar 31, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 38,5801.3M $0.01 %0.02 %as of Feb 28, 2026
GuideMark Large Cap Core Fund GPS Funds I 38,1011.4M $0.19 %0.02 %as of Mar 31, 2026
Mercer US Small/Mid Cap Equity Fund Mercer Funds 36,8001.3M $0.08 %0.02 %as of Mar 31, 2026
AUER GROWTH Unified Series Trust 35,0001.2M $1.65 %0.02 %as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 34,7201.2M $0.01 %0.02 %as of Mar 31, 2026
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 34,3431.3M $0.60 %0.02 %as of Apr 30, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 34,1881.3M $0.06 %0.02 %as of Apr 30, 2026
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 32,5011.2M $0.05 %0.02 %as of Apr 30, 2026
AQR Style Premia Alternative Fund AQR Funds 32,0771.1M $0.05 %0.02 %as of Mar 31, 2026
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 30,9001.2M $0.44 %0.02 %as of Apr 30, 2026
PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 30,6001M $0.41 %0.02 %as of Feb 27, 2026
EQ/Common Stock Index Portfolio EQ Advisors Trust 30,3501.1M $0.01 %0.02 %as of Mar 31, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 30,3201.1M $0.18 %0.02 %as of Apr 30, 2026
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 30,1631M $0.84 %0.02 %as of Feb 28, 2026
JNL/Mellon Financial Sector Fund JNL Series Trust 30,0841.1M $0.08 %0.02 %as of Mar 31, 2026
Avantis U.S. Large Cap Value Fund American Century ETF Trust 29,8411M $0.14 %0.02 %as of Feb 28, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 29,2211.1M $0.04 %0.02 %as of Apr 30, 2026
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 29,014995.2K $0.01 %0.02 %as of Feb 28, 2026
Victory Small Cap Stock Fund Victory Portfolios III 29,0001.1M $0.12 %0.02 %as of Apr 30, 2026
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 28,9491M $0.06 %0.02 %as of Mar 31, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 28,6671.1M $0.05 %0.01 %as of Apr 30, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 28,5491M $0.14 %0.01 %as of Mar 31, 2026
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 28,5481.1M $0.17 %0.01 %as of Apr 30, 2026
iShares Russell Mid-Cap Index Fund BlackRock Funds 27,7461M $0.04 %0.01 %as of Apr 30, 2026
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 27,700983.4K $0.14 %0.01 %as of Mar 31, 2026
iShares ESG MSCI KLD 400 ETF iShares Trust 27,4271M $0.02 %0.01 %as of Apr 30, 2026
AB US High Dividend ETF AB Active ETFs, Inc. 27,414940.3K $0.61 %0.01 %as of Feb 28, 2026
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 27,385972.2K $0.01 %0.01 %as of Mar 31, 2026
GMO U.S. Small Cap Value Fund GMO TRUST 26,937923.9K $2.12 %0.01 %as of Feb 28, 2026
MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III 26,398937.1K $1.19 %0.01 %as of Mar 31, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 26,100895.2K $0.07 %0.01 %as of Feb 28, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 26,000891.8K $0.07 %0.01 %as of Feb 28, 2026
Harbor Mid Cap Value Fund HARBOR FUNDS 25,800975.5K $0.23 %0.01 %as of Apr 30, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 25,582877.5K $0.11 %0.01 %as of Feb 28, 2026
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 25,414871.7K $0.39 %0.01 %as of Feb 28, 2026
iShares Russell 2500 ETF iShares Trust 24,581872.6K $0.03 %0.01 %as of Mar 31, 2026
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 24,531927.5K $0.15 %0.01 %as of Apr 30, 2026
Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 24,482869.1K $1.60 %0.01 %as of Mar 31, 2026
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 24,281832.8K $0.16 %0.01 %as of Feb 28, 2026
The U.S. Equity Portfolio HC Capital Trust 23,943850K $0.05 %0.01 %as of Mar 31, 2026
Gotham 1000 Value ETF Tidal Trust I 23,721842.1K $0.39 %0.01 %as of Mar 31, 2026
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 23,256825.6K $1.68 %0.01 %as of Mar 31, 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