Public record / Tickers / LNC

LNC — LINCOLN NATIONAL CORP†

Both disclosure regimes on one name: who in Congress filed about LNC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
13
all PTR rows naming LNC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Alan S. Lowenthal · $15.0K–$50.0K

SELL · traded 2015-09-24 → filed 2015-10-08. Ranked over every LNC row by the provable lower bound, never a point estimate.

No member disclosed LNC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LNC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LNC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2023-08-23Michael Guest R–MS-3BUY SP (spouse-owned)Traded 08-07 +16d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SELLTraded 04-10 +39d$1K–$15K
2020-05-07Dean Phillips D–MN-3BUYTraded 04-02 +35d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in LNC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed LNC in the trailing 12 months.

Congress ↔ notable managers · LNC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · LINCOLN NATL CORP IND

Merged timeline of congressional filings and notable-manager moves on LNC
DateWhoChangeSize
2026-05-15Miller Value Partners 13FADD+65,929 sh
2026-05-15Bridgewater Associates 13FTRIM−18,962 sh
2026-05-15Gotham Asset Management 13FTRIM−164,735 sh
2026-05-15Soros Fund Management 13FTRIM−26,728 sh
2026-05-14Caxton Associates 13FADD+1,883 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of LNC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$657M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$370M1
3VANGUARD CAPITAL MANAGEMENT LLC$294M1
4DIMENSIONAL FUND ADVISORS LP$275M1
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/$210M1
6STATE STREET CORP$209M1
7JENNISON ASSOCIATES LLC$136M1
8MORGAN STANLEY$131M1
9PRINCIPAL FINANCIAL GROUP INC$81.0M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$75.8M1
11FIRST TRUST ADVISORS LP$75.6M1
12BALYASNY ASSET MANAGEMENT L.P.$74.0M1
13NORTHERN TRUST CORP$65.8M1
14JUPITER ASSET MANAGEMENT LTD$63.8M1
15Invesco Ltd.$54.7M1
16HSBC HOLDINGS PLC$53.2M1
17VICTORY CAPITAL MANAGEMENT INC$52.0M1
18UBS Group AG$51.6M1
19BANK OF AMERICA CORP /DE/$50.7M1
20ALGEBRIS (UK) LTD$48.3M1
21MILLENNIUM MANAGEMENT LLC$42.5M1
22VANGUARD FIDUCIARY TRUST CO$37.9M1
23AQR CAPITAL MANAGEMENT LLC$32.4M1
24CITADEL ADVISORS LLC$27.3M1
25WELLS FARGO & COMPANY/MN$25.2M1
26ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$24.2M1
27LPL Financial LLC$23.5M1
28Alyeska Investment Group, L.P.$22.8M1
29D. E. Shaw & Co., Inc.$21.8M1
30PUBLIC SECTOR PENSION INVESTMENT BOARD$21.5M1
31Advisors Capital Management, LLC$20.8M1
32Quantinno Capital Management LP$20.7M1
33MILLER VALUE PARTNERS, LLC$20.3M1
34AMERICAN CENTURY COMPANIES INC$19.8M1
35Jain Global LLC$19.5M1
36Allspring Global Investments Holdings, LLC$19.1M1
37CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$18.8M1
38SEI INVESTMENTS CO$18.6M1
39UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.0M1
40Hudson Bay Capital Management LP$17.3M1
41JANE STREET GROUP, LLC$17.1M1
42Interval Partners, LP$15.9M1
43Legal & General Group Plc$15.5M1
44Man Group plc$15.3M1
45First Eagle Investment Management, LLC$15.2M1
46Cander Asset Management LP$13.9M1
47Focus Partners Wealth$13.0M1
48RAYMOND JAMES FINANCIAL INC$12.9M1
49Nuveen, LLC$12.1M1
50Swiss National Bank$12.0M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.8M1
52ALLIANCEBERNSTEIN L.P.$11.7M1
53STIFEL FINANCIAL CORP$10.1M1
54Philadelphia Financial Management of San Francisco, LLC$10.1M1
55Freestone Grove Partners LP$9.8M1
56HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$9.3M1
57ROYAL BANK OF CANADA$9.3M1
58Schonfeld Strategic Advisors LLC$9.0M1
59Illinois Municipal Retirement Fund$8.4M1
60Bridgewater Associates, LP$8.0M1
61&PARTNERS$7.9M1
62Cordgrass Capital Advisors, LLC$7.8M1
63TWO SIGMA INVESTMENTS, LP$7.6M1
64BNP Paribas Asset Management Holding S.A.$7.4M1
65Point72 Asset Management, L.P.$7.4M1
66Allianz Asset Management GmbH$7.1M1
67Access Investment Management LLC$7.0M1
68COMMONWEALTH EQUITY SERVICES, LLC$6.8M1
69PRUDENTIAL FINANCIAL INC$6.6M1
70OSAIC HOLDINGS, INC.$6.5M1
71PEAK6 LLC$6.4M1
72CITIGROUP INC$6.2M1
73Universal- Beteiligungs- und Servicegesellschaft mbH$5.9M1
74FMR LLC$5.7M1
75Robeco Institutional Asset Management B.V.$5.5M1
76VANGUARD ASSET MANAGEMENT, Ltd$5.4M1
77CI INVESTMENTS INC.$5.4M1
78Susquehanna Portfolio Strategies, LLC$5.2M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.1M1
80Gotham Asset Management, LLC$5.0M1
81EASTERLY INVESTMENT PARTNERS LLC$4.9M1
82TRUIST FINANCIAL CORP$4.8M1
83Federation des caisses Desjardins du Quebec$4.8M1
84Loudon Investment Management, LLC$4.8M1
85ENVESTNET ASSET MANAGEMENT INC$4.8M1
86Brevan Howard Capital Management LP$4.7M1
87GREAT LAKES ADVISORS, LLC$4.5M1
88Squarepoint Ops LLC$4.4M1
89ICON ADVISERS INC/CO$4.2M1
90FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$4.2M1
91FRANKLIN RESOURCES INC$4.0M1
92Vanguard Global Advisers, LLC$4.0M1
93FIFTH THIRD BANCORP$3.7M1
94DEUTSCHE BANK AG\$3.6M1
95MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.6M1
96BARCLAYS PLC$3.5M1
97Collar Capital Management, LLC$3.5M1
98Hedeker Wealth, LLC$3.1M1
99Vest Financial, LLC$3.1M1
100SCHRODER INVESTMENT MANAGEMENT GROUP$3.1M1
101Cetera Investment Advisers$3.1M1
102Woodline Partners LP$3.1M1
103NEW VERNON INVESTMENT MANAGEMENT LLC$3.0M1
104SummitTX Capital, L.P.$3.0M1
105DAYMARK WEALTH PARTNERS, LLC$2.9M1
106WINTON GROUP Ltd$2.9M1
107Janus Henderson Group Ltd.$2.7M1
108Mitsubishi UFJ Trust & Banking Corp$2.7M1
109Prana Capital Management, LP$2.6M1
110AXQ CAPITAL, LP$2.6M1
111ExodusPoint Capital Management, LP$2.5M1
112Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
113SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M1
114Kestra Advisory Services, LLC$2.2M1
115Vinva Investment Management Ltd$2.2M1
116NAPLES GLOBAL ADVISORS, LLC$2.2M1
117Numerai GP LLC$2.2M1
118Oliver Luxxe Assets LLC$2.1M1
119Private Advisor Group, LLC$2.1M1
120HighTower Advisors, LLC$2.1M1
121ALLEN WEALTH MANAGEMENT, LLC$2.1M1
122State of New Jersey Common Pension Fund D$2.0M1
123Corient Private Wealth LLC$1.9M1
124O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.9M1
125GUGGENHEIM CAPITAL LLC$1.9M1
126PICTON MAHONEY ASSET MANAGEMENT$1.8M1
127Mork Capital Management, LLC$1.8M1
128YOUSIF CAPITAL MANAGEMENT, LLC$1.8M1
129Qsemble Capital Management, LP$1.7M1
130Beacon Pointe Advisors, LLC$1.7M1
131Insight Inv LLC$1.7M1
132Register Financial Advisors LLC$1.7M1
133Arizona State Retirement System$1.7M1
134ROYCE & ASSOCIATES LP$1.7M1
135BENJAMIN EDWARDS INC$1.6M1
136WATERS PARKERSON & CO., LLC$1.6M1
137Truvestments Capital LLC$1.6M1
138GROUP ONE TRADING LLC$1.6M1
139NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M1
140Cerity Partners LLC$1.6M1
141Pathstone Holdings, LLC$1.6M1
142Huntleigh Advisors, Inc.$1.5M1
143CAXTON ASSOCIATES LLP$1.5M1
144Vanguard Investments Australia, Ltd.$1.5M1
145MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.5M1
146COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
147Amundi$1.5M1
148BANK OF MONTREAL /CAN/$1.5M1
149STATE OF WISCONSIN INVESTMENT BOARD$1.5M1
150EXCHANGE TRADED CONCEPTS, LLC$1.4M1
151Patriot Financial Group Insurance Agency, LLC$1.4M1
152TODD ASSET MANAGEMENT LLC$1.4M1
153SIMPLEX TRADING, LLC$1.4M1
154Orion Porfolio Solutions, LLC$1.4M1
155US BANCORP \DE\$1.4M1
156OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
157Invst, LLC$1.3M1
158Vanguard Personalized Indexing Management, LLC$1.3M1
159CAISSE DES DEPOTS ET CONSIGNATIONS$1.3M1
160Range Financial Group LLC$1.3M1
161Trust Investment Advisors$1.3M1
162Parrish Capital LLC$1.3M1
163MML INVESTORS SERVICES, LLC$1.3M1
164Summit Trail Advisors, LLC$1.2M1
165Capital Investment Advisory Services, LLC$1.2M1
166Maryland State Retirement & Pension System$1.2M1
167Wealthstar Advisors, LLC$1.2M1
168MIRABELLA FINANCIAL SERVICES LLP$1.1M1
169Elo Mutual Pension Insurance Co$1.1M1
170Grantham, Mayo, Van Otterloo & Co. LLC$1.1M1
171Wealthcare Advisory Partners LLC$1.1M1
172Independent Advisor Alliance$1.1M1
173GUYASUTA INVESTMENT ADVISORS INC$1.1M1
174Tidal Investments LLC$1.1M1
175Pinnacle Financial Partners, Inc.$1.0M1
176Nicholas Wealth, LLC.$1.0M1
177CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.0M1
178GRIMES & Co WEALTH MANAGEMENT, LLC$1.0M1
179Berger Financial Group, Inc$1.0M1
180Magnetar Financial LLC$998K1
181NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$983K1
182Pictet Asset Management Holding SA$979K1
183GREENWOOD CAPITAL ASSOCIATES LLC$937K1
184Sanctuary Advisors, LLC$926K1
185WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$918K1
186Boston Partners$903K1
187Concurrent Investment Advisors, LLC$897K1
188DIVERSIFY WEALTH MANAGEMENT, LLC$894K1
189HB Wealth Management, LLC$887K1
190Engineers Gate Manager LP$884K1
191CenterStar Asset Management, LLC$879K1
192NewEdge Advisors, LLC$870K1
193SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$853K1
194KEYBANK NATIONAL ASSOCIATION/OH$834K1
195Diversify Advisory Services, LLC$830K1
196HFG Advisors, Inc.$827K1
197New Age Alpha Advisors, LLC$826K1
198INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$815K1
199OPPENHEIMER & CO INC$800K1
200Cornerstone Wealth Management, LLC$782K1
201Steward Partners Investment Advisory, LLC$755K1
202OmniStar Financial Group, Inc.$733K1
203Creative Planning$724K1
204D.A. DAVIDSON & CO.$711K1
205DAVENPORT & Co LLC$698K1
206Cambria Investment Management, L.P.$693K1
207Prospera Financial Services Inc$691K1
208Sigma Planning Corp$690K1
209MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$687K1
210AE Wealth Management LLC$682K1
211DENALI ADVISORS LLC$670K1
212EVOLVE PRIVATE WEALTH, LLC$669K1
213MTM Investment Management, LLC$661K1
214Kingsview Wealth Management, LLC$660K1
215SIGNATUREFD, LLC$651K1
216MERCER GLOBAL ADVISORS INC /ADV$649K1
217COMMERCE BANK$641K1
218Sagewood Asset Management LP$638K1
219VOYA INVESTMENT MANAGEMENT LLC$622K1
220PHILLIPS FINANCIAL MANAGEMENT, LLC$606K1
221Walleye Trading LLC$602K1
222CIBC Asset Management Inc$600K1
223Ethic Inc.$582K1
224STOREBRAND ASSET MANAGEMENT AS$571K1
225Jacobi Capital Management LLC$568K1
226Caprock Group, LLC$555K1
227BROWN ADVISORY INC$550K1
228HIGHLAND CAPITAL MANAGEMENT, LLC$531K1
229UNITED CAPITAL FINANCIAL ADVISORS, LLC$529K1
230Stratos Wealth Partners, LTD.$527K1
231COWA, LLC$512K1
232HOLDERNESS INVESTMENTS CO$507K1
233CIBC WORLD MARKET INC.$485K1
234180 WEALTH ADVISORS, LLC$470K1
235Parallax Volatility Advisers, L.P.$469K1
236XPONANCE LLC$465K1
237Sound View Wealth Advisors Group, LLC$457K1
238Fideuram Asset Management (Ireland) dac$453K1
239Walleye Capital LLC$448K1
240BlackDiamond Wealth Management, LLC$448K1
241BOS Asset Management, LLC$438K1
242State of Wyoming$434K1
243iSAM Funds (UK) Ltd$433K1
244Lantz Financial LLC$427K1
245STEPHENS INC /AR/$426K1
246JOHNSON INVESTMENT COUNSEL INC$423K1
247Atria Investments, Inc$421K1
248EVERGREEN CAPITAL MANAGEMENT LLC$414K1
249Brooklyn Investment Group$410K1
250QUADRANT CAPITAL GROUP LLC$405K1
251PRUDENTIAL PLC$403K1
252Wedmont Private Capital$403K1
253Cresset Asset Management, LLC$397K1
254COLDSTREAM CAPITAL MANAGEMENT INC$394K1
255Crossmark Global Holdings, Inc.$392K1
256Assenagon Asset Management S.A.$387K1
257Western Wealth Management, LLC$386K1
258EFG International AG$383K1
259BLAIR WILLIAM & CO/IL$374K1
260CWM, LLC$370K1
261EP Wealth Advisors, LLC$369K1
262Ensign Peak Advisors, Inc$368K1
263Savant Capital, LLC$366K1
264Swiss Life Asset Management Ltd$366K1
265Laird Norton Wetherby Trust Company, LLC$349K1
266Intellectus Partners, LLC$347K1
267INDEPENDENT FINANCIAL GROUP, LLC$344K1
268Holistic Financial Partners$342K1
269OneDigital Investment Advisors LLC$340K1
270Investors Research Corp$337K1
271KESTRA PRIVATE WEALTH SERVICES, LLC$335K1
272VISTA INVESTMENT PARTNERS LLC$325K1
273MERIDIAN INVESTMENT COUNSEL INC.$323K1
274MMA ASSET MANAGEMENT LLC$321K1
275Security Financial Services, INC.$320K1
276Utah Retirement Systems$320K1
277Merit Financial Group, LLC$312K1
278BRAVE ASSET MANAGEMENT INC$310K1
279Integrated Advisors Network LLC$308K1
280Pinnacle Wealth Planning Services, Inc.$306K1
281CIBC Bancorp USA Inc.$302K1
282Forvis Mazars Wealth Advisors, LLC$300K1
283Concorde Asset Management, LLC$293K1
284Mill Capital Management, LLC$292K1
285SAGE RHINO CAPITAL LLC$290K1
286Vise Technologies, Inc.$285K1
287Hilltop Holdings Inc.$284K1
288JOURNEY STRATEGIC WEALTH LLC$284K1
289Carson Advisory Inc.$282K1
290Pallas Capital Advisors LLC$281K1
291Provenance Wealth Advisors, LLC$280K1
292Calamos Advisors LLC$279K1
293Calamos Wealth Management LLC$279K1
294Empowered Funds, LLC$277K1
295Jefferies Financial Group Inc.$276K1
296Goelzer Investment Management, Inc.$270K1
297Urban Wealth Management, LLC$269K1
298OLD NATIONAL BANCORP /IN/$268K1
299Weiss Asset Management LP$265K1
300Rockefeller Capital Management L.P.$262K1
301SALEM INVESTMENT COUNSELORS INC$261K1
302SOROS FUND MANAGEMENT LLC$259K1
303Focus Financial Network, Inc.$250K1
304CHOREO, LLC$245K1
305M&T BANK CORP$245K1
306Sequoia Financial Advisors, LLC$240K1
307BURNEY CO/$240K1
308WEALTH ALLIANCE, LLC$237K1
309Equitable Holdings, Inc.$237K1
310Roehl & Yi Investment Advisors, LLC$235K1
311SYM FINANCIAL Corp$234K1
312Diversified Trust Co$234K1
313HUB Investment Partners, LLC$233K1
314Meeder Advisory Services, Inc.$232K1
315Baird Financial Group, Inc.$226K1
316Sentry LLC$224K1
317PROFUND ADVISORS LLC$223K1
318TEACHER RETIREMENT SYSTEM OF TEXAS$221K1
319Wilmington Savings Fund Society, FSB$221K1
320Allworth Financial LP$221K1
321Chicago Partners Investment Group LLC$221K1
322MONETA GROUP INVESTMENT ADVISORS LLC$217K1
323ASSETMARK, INC$216K1
324WELCH & FORBES LLC$215K1
325Smith Salley Wealth Management$208K1
326Paragon Capital Management Ltd$207K1
327Plancorp, LLC$207K1
328Summit Financial Wealth Advisors, LLC$206K1
329Bayforest Capital Ltd$204K1
330Apollon Wealth Management, LLC$203K1
331Ausdal Financial Partners, Inc.$203K1
332Lido Advisors, LLC$202K1
333RFG Advisory, LLC$201K1
334Smartleaf Asset Management LLC$192K1
335NATIONAL BANK OF CANADA /FI/$187K1
336DELTA ASSET MANAGEMENT LLC/TN$178K1
337Measured Wealth Private Client Group, LLC$176K1
338Triumph Capital Management$162K1
339NOMURA ASSET MANAGEMENT CO LTD$157K1
340Archer Investment Corp$149K1
341SUMMIT SECURITIES GROUP LLC$117K1
342Atlantic Union Bankshares Corp$109K1
343Larson Financial Group LLC$108K1
344AlphaCore Capital LLC$106K1
345CONTRAVISORY INVESTMENT MANAGEMENT, INC.$101K1
346Clearstead Advisors, LLC$86.5K1
347VISION FINANCIAL MARKETS LLC$85.2K1
348Advisors Asset Management, Inc.$83.0K1
349Tower Research Capital LLC (TRC)$80.7K1
350MAI Capital Management$76.8K1
351Transamerica Financial Advisors, LLC$76.6K1
352Salomon & Ludwin, LLC$73.0K1
353DT Investment Partners, LLC$61.6K1
354CVA Family Office, LLC$57.9K1
355Ameritas Investment Partners, Inc.$53.3K1
356SJS Investment Consulting Inc.$52.0K1
357HM PAYSON & CO$45.8K1
358EASTERN BANK$45.4K1
359Deseret Mutual Benefit Administrators$44.1K1
360Friedenthal Financial$43.0K1
361BARRETT & COMPANY, INC.$42.6K1
362Signature Equity Partners, LLC$34.6K1
363HHM Wealth Advisors, LLC$32.4K1
364UMB Bank, n.a.$30.9K1
365Destiny Wealth Partners, LLC$28.9K1
366Central Pacific Bank - Trust Division$27.7K1
367Manchester Capital Management LLC$25.6K1
368JPL Wealth Management, LLC$25.6K1
369MATHER GROUP, LLC.$25.3K1
370HRT FINANCIAL LP$21.0K1
371Owl Creek Wealth Partners LLC$19.9K1
372Cromwell Holdings LLC$18.7K1
373Westside Investment Management, Inc.$16.9K1
374Physician Wealth Advisors, Inc.$11.9K1
375Geneos Wealth Management Inc.$11.5K1
376Blue Trust, Inc.$11.4K1
377Bell Investment Advisors, Inc$11.4K1
378WealthCollab, LLC$11.3K1
379Parkside Financial Bank & Trust$10.1K1
380Clearstead Trust, LLC$8.5K1
381Keating Financial Advisory Services, Inc.$8.1K1
382Gladwyn Financial Advisors, Inc.$7.9K1
383WPG Advisers, LLC$7.8K1
384Pacific Center for Financial Services$7.5K1
385Private Wealth Management Group, LLC$7.2K1
386Addison Advisors LLC$6.9K1
387American Capital Advisory, LLC$5.9K1
388True Wealth Design, LLC$5.8K1
389SouthState Bank Corp$5.6K1
390CANADA LIFE ASSURANCE Co$5.5K1
391JFS WEALTH ADVISORS, LLC$5.4K1
392Mitsubishi UFJ Asset Management Co., Ltd.$5.1K1
393THRIVENT FINANCIAL FOR LUTHERANS$5.1K1
394Prestige Wealth Management Group LLC$4.8K1
395Sunrise Financial Services, LLC$3.6K1
396Key FInancial Inc$3.6K1
397Grove Bank & Trust$3.5K1
398ELEVATION WEALTH PARTNERS, LLC$3.4K1
399Kilter Group LLC$3.2K1
400Intentional Wealth Strategies, LLC$3.1K1
401State of Alaska, Department of Revenue$3.0K1
402FEDERATED HERMES, INC.$2.9K1
403NATIXIS ADVISORS, LLC$2.7K1
404Treasurer of the State of North Carolina$2.6K1
405GSA CAPITAL PARTNERS LLP$2.3K1
406Accordant Advisory Group Inc$2.2K1
407M Holdings Securities, Inc.$2.0K1
408New England Capital Financial Advisors LLC$1.7K1
409Rialto Wealth Management, LLC$1.6K1
410ALBION FINANCIAL GROUP /UT$1.3K1
411CALDWELL SUTTER CAPITAL, INC.$1.3K1
412MV CAPITAL MANAGEMENT, INC.$1.2K1
413Elevated Capital Advisors, LLC$1.1K1
414Kentucky Retirement Systems$1.1K1
415Ankerstar Wealth, LLC$1.1K1
416TFC Financial Management, Inc.$1.1K1
417ALGERT GLOBAL LLC$9241
418SHP Wealth Management$8881
419Mowery & Schoenfeld Wealth Management, LLC$8271
420CENTRAL TRUST Co$7461
421Nemes Rush Group LLC$6391
422GILPIN WEALTH MANAGEMENT, LLC$5681
423HFM Investment Advisors, LLC$4971
424Three Bearings Fiduciary Advisors, Inc.$4971
425FINANCIAL CONSULATE, INC$4621
426Sachetta, LLC$4621
427Ceeto Capital Group, LLC$4261
428GHP Investment Advisors, Inc.$3911
429WOLFF WIESE MAGANA LLC$3551
430Meramec Financial Planners, LLC$3351
431Annis Gardner Whiting Capital Advisors, LLC$3201
432Frazier Financial Advisors, LLC$3201
433Vermillion Wealth Management, Inc.$2491
434DecisionPoint Financial, LLC$2491
435Abound Wealth Management$2491
436Wood Tarver Financial Group, LLC$2391
437Stone House Investment Management, LLC$2131
438KBC Group NV$1781
4393 FACTOR INDEXING, LLC$711
440Capital Advisors, Ltd. LLC$361
441Matrix Trust Co$221
442Avion Wealth$01
443VANGUARD GROUP INC— value not disclosed1
444GLENMEDE TRUST CO NA— value not disclosed1
445HARBOUR INVESTMENTS, INC.— value not disclosed1
446PANAGORA ASSET MANAGEMENT INC— value not disclosed1
447COMERICA BANK— value not disclosed1
448StoneX Group Inc.— value not disclosed1
449BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL— value not disclosed1
450MACKENZIE FINANCIAL CORP— value not disclosed1
451SHELTON CAPITAL MANAGEMENT— value not disclosed1
452VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
453CLIFFORD SWAN INVESTMENT COUNSEL LLC— value not disclosed1
454ZACKS INVESTMENT MANAGEMENT— value not disclosed1
455BOURGEON CAPITAL MANAGEMENT LLC— value not disclosed1
456GATEWAY INVESTMENT ADVISERS LLC— value not disclosed1
457PETTYJOHN, WOOD & WHITE, INC— value not disclosed1
458TCV Trust & Wealth Management, Inc.— value not disclosed1
459HUSSMAN STRATEGIC ADVISORS, INC.— value not disclosed1
460CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
461CIBC Private Wealth Group LLC— value not disclosed1
462Mariner, LLC— value not disclosed1
463NORGES BANK— value not disclosed1
464WBI INVESTMENTS, LLC— value not disclosed1
465J.W. COLE ADVISORS, INC.— value not disclosed1
466CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
467Verition Fund Management LLC— value not disclosed1
468Convergence Investment Partners, LLC— value not disclosed1
469DRW Securities, LLC— value not disclosed1
470WESPAC Advisors, LLC— value not disclosed1
471FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
472Leonteq Securities AG— value not disclosed1
473Baader Bank Aktiengesellschaft— value not disclosed1
474PARK CIRCLE Co— value not disclosed1
475Oxbow Advisors, LLC— value not disclosed1
476BTG Pactual Asset Management US LLC— value not disclosed1
477Battery Global Advisors, LLC— value not disclosed1
478Arax Advisory Partners— value not disclosed1
479Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
480Waldron Private Wealth LLC— value not disclosed1
481Lighthouse Investment Partners, LLC— value not disclosed1
482ARMISTICE CAPITAL, LLC— value not disclosed1
483Westhampton Capital, LLC— value not disclosed1
484Fiduciary Group, LLC— value not disclosed1
485Versor Investments LP— value not disclosed1
486World Investment Advisors— value not disclosed1
487NorthCoast Asset Management LLC— value not disclosed1
488Legacy Bridge, LLC— value not disclosed1
489Connecticut Wealth Management, LLC— value not disclosed1
490Gillson Capital LP— value not disclosed1
491RITHOLTZ WEALTH MANAGEMENT— value not disclosed1
492Counterpoint Mutual Funds LLC— value not disclosed1
493Qube Research & Technologies Ltd— value not disclosed1
494Bedel Financial Consulting, Inc.— value not disclosed1
495MGO ONE SEVEN LLC— value not disclosed1
496Global Retirement Partners, LLC— value not disclosed1
497Laurel Wealth Advisors LLC— value not disclosed1
498Y-Intercept (Hong Kong) Ltd— value not disclosed1
499Bright Futures Wealth Management, LLC.— value not disclosed1
500First Pacific Financial— value not disclosed1
Truncated by Public Filings. Every one of the 442 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LNC

RETAINED WINDOW · ACTIVE HITS

Zero hits on LNC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for LNC · financials and macro

Financials — as filed PLANNED

LNC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LNC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing