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
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 21,953776K $0.03 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,888998.3K $0.04 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 21,883998.1K $0.12 %0.01 %as of Jul 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 21,876773.3K $0.24 %0.01 %as of Jun 30, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 21,531759.8K $1.68 %0.01 %as of May 31, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 21,202749.5K $1.44 %0.01 %as of Jun 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 20,780733.3K $0.09 %0.01 %as of May 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 19,491689K $0.32 %0.01 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 19,207679K $0.34 %0.01 %as of Jun 30, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 18,292834.3K $1.70 %0.01 %as of Jul 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 16,720591.1K $0.19 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 16,136570.4K $0.04 %0.01 %as of Jun 30, 2026 ↗
Systematic Core Fund VALIC Co I 16,036565.9K $0.08 %0.01 %as of May 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 15,900562.1K $0.09 %0.01 %as of Jun 30, 2026 ↗
EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND Eubel Brady & Suttman Mutual Fund Trust 15,673714.8K $0.44 %0.01 %as of Jul 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 15,636552.7K $0.11 %0.01 %as of Jun 30, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 15,600551.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 15,448546.1K $0.11 %0.01 %as of Jun 30, 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 14,766673.5K $0.05 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 14,761520.9K $0.06 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,396508K $0.01 %0.01 %as of May 31, 2026 ↗
Boston Partners Long/Short Equity Fund RBB Fund, Inc. 14,244502.7K $0.41 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 14,082497.8K $0.03 %0.01 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 14,025495.8K $0.24 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 13,708484.6K $0.08 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 13,666482.3K $0.01 %0.01 %as of May 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 13,628481.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 13,391473.4K $0.04 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 13,262468K $0.04 %0.01 %as of May 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 12,897455.9K $0.03 %0.01 %as of Jun 30, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,443439.1K $0.18 %0.01 %as of May 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 11,722414.4K $0.02 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 11,506406.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Easterly Snow Small Cap Value Fund James Alpha Funds Trust 11,486405.3K $0.86 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 11,067504.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 10,652375.9K $0.03 %0.01 %as of May 31, 2026 ↗
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 10,281362.8K $2.18 %0.01 %as of May 29, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 10,165358.7K $1.47 %0.01 %as of May 31, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 10,120357.7K $0.12 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 9,926350.9K $0.22 %0.01 %as of Jun 30, 2026 ↗
PGIM Income Builder Fund Prudential Investment Portfolios 16 9,720443.3K $0.17 %0.01 %as of Jul 31, 2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 9,516336.4K $0.05 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 9,388331.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 9,055320.1K $0.11 %0.00 %as of Jun 30, 2026 ↗
IMS Strategic Income Fund 360 Funds 8,900314.6K $1.94 %0.00 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,876313.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 8,838312.4K $0.89 %0.00 %as of Jun 30, 2026 ↗
MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III 8,705307.7K $0.66 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 8,667306.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 8,352295.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,300292.9K $0.05 %0.00 %as of May 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,106369.7K $0.22 %0.00 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 7,815276.3K $0.08 %0.00 %as of Jun 30, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 7,651270.5K $0.12 %0.00 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 7,545266.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 7,537266K $0.07 %0.00 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 7,481341.2K $0.12 %0.00 %as of Jul 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 7,044249K $0.11 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 6,562299.3K $0.15 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 6,547231K $0.03 %0.00 %as of May 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 6,541298.3K $0.05 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 6,403226K $0.01 %0.00 %as of May 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 6,391291.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 6,038213.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 5,902208.6K $0.26 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 5,902208.3K $0.03 %0.00 %as of May 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 5,861206.8K $0.06 %0.00 %as of May 31, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 5,608255.8K $0.08 %0.00 %as of Jul 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,600197.6K $0.10 %0.00 %as of May 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 5,474193.2K $0.04 %0.00 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 5,327243K $0.02 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 5,212184.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 5,171182.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,088179.6K $0.01 %0.00 %as of May 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 4,981176.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 4,849171.1K $0.02 %0.00 %as of May 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 4,702165.9K $0.34 %0.00 %as of May 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 4,355153.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 4,329153K $0.02 %0.00 %as of Jun 30, 2026 ↗
MFS Global Tactical Allocation Portfolio MFS VARIABLE INSURANCE TRUST II 4,250150.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 4,169147.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 4,161146.8K $0.00 %0.00 %as of May 31, 2026 ↗
Archer Multi Cap Fund ARCHER INVESTMENT SERIES TRUST 4,042142.6K $0.78 %0.00 %as of May 31, 2026 ↗
LSV Global Value Fund ADVISORS' INNER CIRCLE FUND 4,000182.4K $0.16 %0.00 %as of Jul 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 3,944139.4K $0.14 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,943139.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Green Century Equity Fund GREEN CENTURY FUNDS 3,857175.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 3,854136.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 3,849175.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 3,699130.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 3,621128K $0.02 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 3,606127.3K $0.03 %0.00 %as of May 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 3,576126.4K $0.65 %0.00 %as of Jun 30, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 3,491159.2K $0.04 %0.00 %as of Jul 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,482123.1K $0.07 %0.00 %as of Jun 30, 2026 ↗
PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 3,401155.1K $1.33 %0.00 %as of Jul 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 3,366119K $0.08 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,350118.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,270115.6K $0.00 %0.00 %as of Jun 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
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