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
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 22,954867.9K $0.12 %0.01 %as of Apr 30, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 22,808809.7K $0.28 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 22,003781.1K $0.08 %0.01 %as of Mar 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 21,981831.1K $0.69 %0.01 %as of Apr 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 21,953779.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,888827.6K $0.03 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 21,514813.4K $0.10 %0.01 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 20,780712.8K $0.08 %0.01 %as of Feb 28, 2026 ↗
Cambria Value and Momentum ETF Cambria ETF Trust 19,527738.3K $0.89 %0.01 %as of Apr 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 19,477691.4K $0.38 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 19,346686.8K $0.39 %0.01 %as of Mar 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 18,086683.8K $1.47 %0.01 %as of Apr 30, 2026 ↗
Easterly Snow Small Cap Value Fund James Alpha Funds Trust 17,983616.8K $1.45 %0.01 %as of Feb 28, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 16,720593.6K $0.22 %0.01 %as of Mar 31, 2026 ↗
MFS Diversified Income Fund MFS Series Trust XIII 16,613569.8K $0.03 %0.01 %as of Feb 28, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 16,304578.8K $0.13 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 16,089571.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 15,900564.5K $0.10 %0.01 %as of Mar 31, 2026 ↗
MFS Global Total Return Fund MFS Series Trust VI 15,820598.2K $0.05 %0.01 %as of Apr 30, 2026 ↗
EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND Eubel Brady & Suttman Mutual Fund Trust 15,673592.6K $0.38 %0.01 %as of Apr 30, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 15,600553.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
AQR Large Cap Momentum Style Fund AQR Funds 15,597553.7K $0.10 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 15,3145.2M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 14,766558.3K $0.04 %0.01 %as of Apr 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 14,160502.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 14,064499.3K $0.13 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 14,025497.9K $0.27 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,908477K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 13,780489.2K $0.05 %0.01 %as of Mar 31, 2026 ↗
Boston Partners Long/Short Equity Fund RBB Fund, Inc. 13,636467.7K $0.42 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 13,628483.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 13,205452.9K $0.04 %0.01 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 13,082448.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 12,992461.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 11,525395.3K $0.03 %0.01 %as of Feb 28, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 11,506408.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 11,320401.9K $0.09 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 11,067418.4K $0.01 %0.01 %as of Apr 30, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 10,370368.1K $0.14 %0.01 %as of Mar 31, 2026 ↗
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 10,285352.8K $2.16 %0.01 %as of Feb 27, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 10,280352.6K $1.49 %0.01 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 10,203362.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 10,120347.1K $0.04 %0.01 %as of Feb 28, 2026 ↗
PGIM Income Builder Fund Prudential Investment Portfolios 16 10,006378.3K $0.15 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 9,926352.4K $0.29 %0.01 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 9,642330.7K $0.03 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 9,516337.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III 9,239328K $0.76 %0.00 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,503301.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 8,318295.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,300284.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 8,190290.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 8,006284.2K $0.14 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 7,815277.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 7,545267.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 7,481282.9K $0.11 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 7,053250.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 7,044250.1K $0.12 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,637250.9K $0.18 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 6,606234.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 6,562248.1K $0.13 %0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 6,391241.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 6,373218.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6,224213.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 5,940224.6K $0.08 %0.00 %as of Apr 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 5,902209.5K $0.30 %0.00 %as of Mar 31, 2026 ↗
STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds 5,814206.4K $0.32 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 5,611212.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,600192.1K $0.10 %0.00 %as of Feb 28, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 5,506188.9K $0.35 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 5,434192.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Opportunistic Value Fund GMO TRUST 5,257180.3K $0.06 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 5,119175.6K $0.06 %0.00 %as of Feb 28, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 5,109181.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,088174.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 5,081180.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 5,081174.3K $0.06 %0.00 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 4,545161.3K $0.17 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 4,517170.8K $0.04 %0.00 %as of Apr 30, 2026 ↗
Green Century Equity Fund GREEN CENTURY FUNDS 4,450168.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 4,335148.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 4,258151.2K $0.77 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 4,246145.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 4,059139.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
Archer Multi Cap Fund ARCHER INVESTMENT SERIES TRUST 4,042138.6K $0.92 %0.00 %as of Feb 28, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 4,041143.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
LSV Global Value Fund ADVISORS' INNER CIRCLE FUND 4,000151.2K $0.14 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,943140K $0.00 %0.00 %as of Mar 31, 2026 ↗
PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 3,933148.7K $1.20 %0.00 %as of Apr 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 3,912138.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 3,877146.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 3,721132.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 3,699131.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 3,621128.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,482123.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 3,470119K $0.03 %0.00 %as of Feb 28, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 3,377119.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 3,344118.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 3,288112.8K $0.05 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,270116.1K $0.00 %0.00 %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