← Every company
Funds Holding Lincoln National Corp
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Lincoln National Corp, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of LNC →Funds holding
104
as of 2026-07-31
Reported value
$713.5M
summed across funds
Fund families
50
named trusts
Largest conviction
1.87%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Invesco S&P SmallCap Value with Momentum ETFInvesco Exchange-Traded Fund Trust275.3K sh$12.6M | 1.87% |
| Hartford US Value ETFLattice Strategies Trust18.3K sh$834.3K | 1.70% |
| MFS Equity Income FundMFS SERIES TRUST VII288.7K sh$13.2M | 1.43% |
| PGIM Jennison Small-Cap Core Equity FundPrudential Investment Portfolios 23.4K sh$155.1K | 1.33% |
| SmallCap FundPrincipal Funds, Inc560.8K sh$25.6M | 1.23% |
| Cambria Value and Momentum ETFCambria ETF Trust24.7K sh$1.1M | 1.04% |
| Hypatia Women CEO ETFTwo Roads Shared Trust2.2K sh$101.6K | 1.02% |
| Allspring Small Company Value PortfolioALLSPRING MASTER TRUST134.3K sh$6.1M | 0.92% |
| Invesco S&P Smallcap 600 Pure Value ETFInvesco Exchange-Traded Fund Trust57.7K sh$2.6M | 0.89% |
| PGIM Jennison Global Equity Income FundPrudential Investment Portfolios, Inc. 10159.9K sh$7.3M | 0.86% |
| Invesco Zacks Multi-Asset Income ETFInvesco Exchange-Traded Fund Trust22.1K sh$1M | 0.81% |
| SMALL-CAP VALUE PROFUNDProFunds1.4K sh$63.9K | 0.81% |
| First Eagle Small Cap Equity ETFFirst Eagle ETF Trust242 sh$11K | 0.59% |
| iShares Select Dividend ETFiShares Trust2.9M sh$131.2M | 0.56% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust900K sh$41M | 0.50% |
| PACE Small/Medium Co Value Equity InvestmentsPACE SELECT ADVISORS TRUST29.6K sh$1.3M | 0.49% |
| First Eagle Small Cap Opportunity FundFirst Eagle Funds309.5K sh$14.1M | 0.49% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC63.4K sh$2.9M | 0.46% |
| EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUNDEubel Brady & Suttman Mutual Fund Trust15.7K sh$714.8K | 0.44% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.79.8K sh$3.6M | 0.43% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc125.4K sh$5.7M | 0.43% |
| LSV Small Cap Value FundADVISORS' INNER CIRCLE FUND59.8K sh$2.7M | 0.39% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC71.2K sh$3.2M | 0.36% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust1.4K sh$65.8K | 0.33% |
| Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds41.7K sh$1.9M | 0.32% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC1.2M sh$53.4M | 0.32% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust999.5K sh$45.6M | 0.31% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.3M sh$61M | 0.31% |
| Harbor Mid Cap Value FundHARBOR FUNDS25.8K sh$1.2M | 0.26% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust33.2K sh$1.5M | 0.23% |
| LSV Value Equity FundADVISORS' INNER CIRCLE FUND59.1K sh$2.7M | 0.22% |
| FT Vest SMID Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV40.9K sh$1.9M | 0.20% |
| iShares Morningstar Small-Cap Value ETFiShares Trust30.3K sh$1.4M | 0.20% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust107.1K sh$4.9M | 0.20% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust617.8K sh$28.2M | 0.18% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust25.4K sh$1.2M | 0.18% |
| PGIM Income Builder FundPrudential Investment Portfolios 169.7K sh$443.3K | 0.17% |
| SmallCap Value Fund IIPrincipal Funds, Inc47.8K sh$2.2M | 0.17% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust74.6K sh$3.4M | 0.17% |
| MFS Global Total Return FundMFS Series Trust VI44.4K sh$2M | 0.16% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC694.9K sh$31.7M | 0.16% |
| LSV Global Value FundADVISORS' INNER CIRCLE FUND4K sh$182.4K | 0.16% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc6.6K sh$299.3K | 0.15% |
| JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust26K sh$1.2M | 0.14% |
| Victory Small Cap Stock FundVictory Portfolios III29K sh$1.3M | 0.14% |
| Victory Extended Market Index FundVictory Portfolios III21.9K sh$998.1K | 0.12% |
| iShares Morningstar Small-Cap ETFiShares Trust7.5K sh$341.2K | 0.12% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust62.9K sh$2.9M | 0.11% |
| iShares U.S. Financials ETFiShares Trust77.7K sh$3.5M | 0.08% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST40.7K sh$1.9M | 0.08% |
| Columbia Research Enhanced Value ETFColumbia ETF Trust I5.6K sh$255.8K | 0.08% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC91.9K sh$4.2M | 0.08% |
| Fidelity SAI U.S. Value Index FundFidelity Salem Street Trust153.7K sh$7M | 0.07% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust34.6K sh$1.6M | 0.07% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust29.6K sh$1.3M | 0.06% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust650.8K sh$29.7M | 0.06% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST34.8K sh$1.6M | 0.06% |
| MFS Global Alternative Strategy FundMFS Series Trust XV2.5K sh$112.2K | 0.05% |
| Dimensional US Vector Equity ETFDimensional ETF Trust6.5K sh$298.3K | 0.05% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds14.8K sh$673.5K | 0.05% |
| iShares Russell Mid-Cap Index FundBlackRock Funds27.7K sh$1.3M | 0.05% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust94.1K sh$4.3M | 0.04% |
| Column Small Cap FundTrust for Professional Managers5.5K sh$233.1K | 0.04% |
| Green Century Balanced FundGREEN CENTURY FUNDS3.5K sh$159.2K | 0.04% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST122.2K sh$5.6M | 0.04% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust29.8K sh$1.4M | 0.04% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC21.9K sh$998.3K | 0.04% |
| Columbia Research Enhanced Core ETFColumbia ETF Trust I49.5K sh$2.3M | 0.04% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC303.2K sh$13.8M | 0.04% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust354K sh$16.1M | 0.03% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS691.2K sh$31.5M | 0.03% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC56K sh$2.6M | 0.03% |
| iShares ESG MSCI KLD 400 ETFiShares Trust27.4K sh$1.3M | 0.02% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC211.8K sh$9.7M | 0.02% |
| Green Century Equity FundGREEN CENTURY FUNDS3.9K sh$175.9K | 0.02% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST5.3K sh$243K | 0.02% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds63.2K sh$2.9M | 0.02% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust58K sh$2.6M | 0.02% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust67.9K sh$3.1M | 0.02% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust63.1K sh$2.9M | 0.02% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust44.7K sh$2M | 0.02% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST2.5K sh$115.7K | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.1K sh$49.1K | 0.01% |
| Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC2.5K sh$112.2K | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust53.5K sh$2.4M | 0.01% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS53.9K sh$2.5M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST105.2K sh$4.8M | 0.01% |
| Wilmington Large-Cap Strategy FundWilmington Funds1.5K sh$66.5K | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust93.2K sh$4.3M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds11.1K sh$504.8K | 0.01% |
| iShares Dow Jones U.S. ETFiShares Trust6.4K sh$291.5K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds126.7K sh$5.8M | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust228 sh$10.4K | 0.01% |
| AMT Diversified Equity FundADVISER MANAGED TRUST810 sh$36.9K | 0.01% |
| MidCap Value Fund IPrincipal Funds, Inc3.8K sh$175.6K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS135.8K sh$6.2M | 0.01% |
| Catholic Responsible Investments Multi-Style US Equity FundCatholic Responsible Investments Funds600 sh$27.4K | 0.00% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds2K sh$92.4K | 0.00% |
| SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST693 sh$31.6K | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds1.2K sh$54K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds2.7K sh$123.7K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds1.3K sh$59.9K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds187 sh$8.5K | 0.00% |
| Morningstar Alternatives FundMorningstar Funds Trust-10.2K NC-$464.6K | -0.18% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on LNC
Company overviewEverything on LNC in one place, with the price.SEC filingsWhat LNC's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat LNC's own officers and directors buy and sell.Who owns itEvery manager reporting a position in LNC.LobbyingWhat LNC spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on LNC's account, and who they worked for.