Filing Research | LNC - LINCOLN NATL CORP IND Institutional Holdings

Snapshot holdings

50 / 139 loaded

#		Instrument	quantity
1	Fideuram Asset Management (Ireland) dac	Shares	367.0KSH	$12.8M
2	Robeco Institutional Asset Management B.V.	Shares	153.4KSH	$5.4M
3	Louisiana State Employees Retirement System	Shares	74.6KSH	$2.6M
4	NAPLES GLOBAL ADVISORS, LLC	Shares	63.2KSH	$2.2M
5	Police & Firemen's Retirement System of New Jersey	Shares	62.2KSH	$2.2M
6	WOODSTOCK CORP	Shares	61.6KSH	$2.2M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	52.9KSH	$2.1M
8	ALLEN WEALTH MANAGEMENT, LLC	Shares	55.9KSH	$2.0M
9	BENJAMIN EDWARDS INC	Shares	51.4KSH	$1.8M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	49.5KSH	$1.7M
11	Register Financial Advisors LLC	Shares	48.3KSH	$1.7M
12	Insight Inv LLC	Shares	47.7KSH	$1.7M
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	41.5KSH	$1.5M
14	Vest Financial, LLC	Shares	40.8KSH	$1.4M
15	Range Financial Group LLC	Shares	40.7KSH	$1.4M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	40.4KSH	$1.4M
17	Y-Intercept (Hong Kong) Ltd	Shares	38.9KSH	$1.4M
18	CV Advisors LLC	Shares	36.0KSH	$1.3M
19	Trust Investment Advisors	Shares	35.6KSH	$1.3M
20	Capital Investment Advisory Services, LLC	Shares	34.9KSH	$1.2M
21	EASTERLY INVESTMENT PARTNERS LLC	Shares	32.0KSH	$1.1M
22	Wealthcare Advisory Partners LLC	Shares	31.0KSH	$1.1M
23	GUYASUTA INVESTMENT ADVISORS INC	Shares	30.0KSH	$1.1M
24	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	29.6KSH	$1.0M
25	Nicholas Wealth, LLC.	Shares	29.4KSH	$1.0M
26	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	28.3KSH	$1.0M
27	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	25.0KSH	$883.4K
28	Farther Finance Advisors, LLC	Shares	23.8KSH	$841.3K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	21.7KSH	$785.8K
30	Cornerstone Wealth Management, LLC	Shares	21.9KSH	$775.5K
31	D.A. DAVIDSON & CO.	Shares	19.7KSH	$697.3K
32	DAVENPORT & Co LLC	Shares	19.6KSH	$691.2K
33	Prospera Financial Services Inc	Shares	18.7KSH	$661.8K
34	SIGNATUREFD, LLC	Shares	18.2KSH	$642.0K
35	1620 INVESTMENT ADVISORS, INC.	Shares	16.4KSH	$581.3K
36	Wedmont Private Capital	Shares	14.2KSH	$563.5K
37	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	15.4KSH	$545.7K
38	Merit Financial Group, LLC	Shares	13.1KSH	$464.7K
39	180 WEALTH ADVISORS, LLC	Shares	12.3KSH	$434.7K
40	BOS Asset Management, LLC	Shares	12.3KSH	$434.7K
41	Lantz Financial LLC	Shares	12.0KSH	$425.0K
42	JOHNSON INVESTMENT COUNSEL INC	Shares	11.9KSH	$421.9K
43	Crossmark Global Holdings, Inc.	Shares	11.0KSH	$390.1K
44	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.1KSH	$358.3K
45	GREENLEAF TRUST	Shares	10.1KSH	$357.6K
46	INDEPENDENT FINANCIAL GROUP, LLC	Shares	9.8KSH	$344.8K
47	Valeo Financial Advisors, LLC	Shares	9.7KSH	$343.4K
48	Holistic Financial Partners	Shares	9.6KSH	$340.4K
49	Investors Research Corp	Shares	9.2KSH	$324.6K
50	VISTA INVESTMENT PARTNERS LLC	Shares	9.1KSH	$323.3K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 154 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac added	Shares	+355.9K	+$12.4M	$12.8M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+38.9K	+$1.4M	$1.4M
3	CV Advisors LLC new	Shares	+36.0K	+$1.3M	$1.3M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+26.6K	+$1.2M	$2.1M
5	J.W. COLE ADVISORS, INC. new	Shares	+6.3K	+$224.4K	$224.4K
6	Olympiad Research LP new	Shares	+6.3K	+$223.2K	$223.2K
7	HOME FEDERAL BANK OF TENNESSEE new	Shares	+5.9K	+$207.7K	$207.7K
8	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+5.7K	+$202.1K	$202.1K
9	BENJAMIN EDWARDS INC added	Shares	+4.9K	+$167.9K	$1.8M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+5.0K	+$167.6K	$2.2M
11	Wedmont Private Capital added	Shares	+2.9K	+$160.5K	$563.5K
12	Range Financial Group LLC added	Shares	+4.6K	+$156.1K	$1.4M
13	Merit Financial Group, LLC added	Shares	+4.4K	+$152.8K	$464.7K
14	CoreCap Advisors, LLC added	Shares	+1.7K	+$59.1K	$65.5K
15	Plancorp, LLC trimmed	Shares	-13	+$39.7K	$246.4K
16	Curated Wealth Partners LLC new	Shares	+30.4K	+$30.4K	$30.4K
17	IFP Advisors, Inc added	Shares	+765	+$26.4K	$177.2K
18	Kennebec Savings Bank new	Shares	+700	+$24.7K	$24.7K
19	Smith Salley Wealth Management added	Shares	+627	+$21.3K	$229.6K
20	EASTERN BANK added	Shares	+585	+$20.5K	$65.9K
21	Focus Financial Network, Inc. added	Shares	+600	+$20.2K	$270.2K
22	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added	Shares	+630	+$17.9K	$1.0M
23	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+654	+$17.0K	$1.5M
24	Owl Creek Wealth Partners LLC added	Shares	+476	+$16.7K	$36.7K
25	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+491	+$15.1K	$545.7K
26	NAPLES GLOBAL ADVISORS, LLC added	Shares	+631	+$12.9K	$2.2M
27	Wealthcare Advisory Partners LLC added	Shares	+454	+$11.5K	$1.1M
28	Apollon Wealth Management, LLC added	Shares	+334	+$11.0K	$214.1K
29	LifeSteps Financial, Inc. new	Shares	+298	+$10.6K	$10.6K
30	Capital Investment Advisory Services, LLC added	Shares	+407	+$9.2K	$1.2M
31	LRI Investments, LLC added	Shares	+268	+$9.1K	$89.0K
32	True Wealth Design, LLC added	Shares	+206	+$7.3K	$13.0K
33	Fifth Third Wealth Advisors LLC added	Shares	+223	+$7.0K	$218.7K
34	ELEVATION WEALTH PARTNERS, LLC added	Shares	+195	+$6.9K	$10.3K
35	Nicholas Wealth, LLC. added	Shares	+286	+$5.7K	$1.0M
36	Bogart Wealth, LLC added	Shares	+148	+$5.2K	$6.3K
37	RFG Advisory, LLC added	Shares	+155	+$4.6K	$205.9K
38	EverSource Wealth Advisors, LLC added	Shares	+132	+$4.4K	$68.2K
39	Triumph Capital Management added	Shares	+140	+$4.3K	$165.9K
40	SOA Wealth Advisors, LLC. added	Shares	+90	+$3.2K	$3.3K
41	GAMMA Investing LLC added	Shares	+114	+$2.7K	$309.6K
42	Creative Capital Management Investments LLC new	Shares	+64	+$2.3K	$2.3K
43	Versant Capital Management, Inc added	Shares	+77	+$2.1K	$158.5K
44	Valeo Financial Advisors, LLC added	Shares	+95	+$1.9K	$343.4K
45	Fortitude Family Office, LLC added	Shares	+52	+$1.8K	$6.4K
46	WEST PACES ADVISORS INC. new	Shares	+48	+$1.7K	$1.7K
47	JFS WEALTH ADVISORS, LLC added	Shares	+37	+$1.3K	$6.6K
48	SBI Securities Co., Ltd. added	Shares	+36	+$1.2K	$27.4K
49	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+65	+$844	$344.8K
50	Farther Finance Advisors, LLC trimmed	Shares	-79	+$726	$841.3K

Scroll to load more