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
GMO Implementation Fund GMO TRUST 3,139107.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,974105.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 2,856101.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 2,766104.6K $0.05 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,713102.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,60192.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Northern Trust US Equity ETF Northern Funds 2,58191.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 2,53590K $0.01 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 2,48694K $0.00 %0.00 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,45993K $0.01 %0.00 %as of Apr 30, 2026 ↗
MFS Global Tactical Allocation Portfolio MFS VARIABLE INSURANCE TRUST II 2,43186.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 2,39885.1K $0.83 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 2,37189.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,30979.2K $0.07 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 2,30679.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 2,18775K $0.02 %0.00 %as of Feb 28, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 2,18282.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 2,05072.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,02676.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,01269K $0.01 %0.00 %as of Feb 28, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,94366.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 1,93473.1K $0.84 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,86766.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI ESG U.S. ETF PIMCO Equity Series 1,85365.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 1,85263.5K $0.26 %0.00 %as of Feb 28, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 1,80464K $0.23 %0.00 %as of Mar 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 1,73359.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,71360.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 1,59354.6K $0.02 %0.00 %as of Feb 27, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 1,53654.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,51157.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
GMO Benchmark-Free Fund GMO TRUST 1,46950.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 1,45855.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 1,44951.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Value ETF GMO ETF Trust 1,31545.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,31349.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 1,30846.4K $0.65 %0.00 %as of Mar 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 1,28745.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 1,27445.2K $0.82 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,18344.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 1,15643.7K $0.72 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,11239.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 1,05536.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,04739.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 1,03836.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 1,03038.9K $0.28 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 99535.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 97634.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 85329.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 83629.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 81030.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 79328.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 74626.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 52018.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 437147.8K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 39414K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 32411.5K $0.10 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 31511.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 30210.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 29110.3K $0.42 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 23579.5K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 2288.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 2177.7K $0.20 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1877.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 1766.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I 1435.1K $0.17 %0.00 %as of Mar 31, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 1143.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1033.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 5171.5 $0.00 %0.00 %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