As of the latest SEC filings, LINCOLN EDUCATIONAL SERVICES CORP (LINC) is held by 175 institutional funds. The largest fund shareholder is Needham Aggressive Growth Fund (NEAGX), holding an estimated $51,867,000.00 in market value, representing 3.30% of its portfolio.
Funds holding LINCOLN EDUCATIONAL SERVICES CORP (LINC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LINC
- CIK:
- 0001286613
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
NEAGX
Needham Aggressive Growth Fund
|
MF | Independent / Boutique | 3.30% | $51,867,000.00 | 1,275,000 | Mar 31, 2026 | May 19, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $34,313,864.76 | 843,507 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $29,505,163.32 | 725,299 | Mar 31, 2026 | May 28, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 1.04% | $23,129,977.64 | 562,226 | Apr 30, 2026 | Jun 25, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.09% | $21,200,182.56 | 584,994 | Feb 28, 2026 | Apr 29, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.02% | $17,888,784.25 | 2,358,208 | Mar 31, 2026 | May 28, 2026 |
|
WGICX
Wasatch Micro Cap Fund
|
MF | Independent / Boutique | 2.72% | $15,273,631.44 | 375,458 | Mar 31, 2026 | May 5, 2026 |
|
HRTVX
Heartland Value Fund
|
MF | Independent / Boutique | 1.49% | $14,533,540.20 | 357,265 | Mar 31, 2026 | May 5, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $13,287,267.72 | 326,629 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $12,042,871.06 | 292,729 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.08% | $9,815,555.16 | 241,287 | Mar 31, 2026 | May 28, 2026 |
|
LADFX
LORD ABBETT DEVELOPING GROWTH FUND INC
|
MF | Independent / Boutique | 0.43% | $9,602,651.96 | 233,414 | Apr 30, 2026 | Jun 29, 2026 |
|
WGMVX
Wasatch Micro Cap Value Fund
|
MF | Independent / Boutique | 2.74% | $8,765,482.32 | 215,474 | Mar 31, 2026 | May 5, 2026 |
|
AUXIX
AUXIER FOCUS FUND
|
MF | Independent / Boutique | 2.57% | $8,163,947.16 | 200,687 | Mar 31, 2026 | May 1, 2026 |
|
OBMCX
Oberweis Micro-Cap Fund
|
MF | Independent / Boutique | 0.70% | $7,342,740.00 | 180,500 | Mar 31, 2026 | May 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,822,297.36 | 141,524 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $5,604,407.28 | 154,647 | Feb 28, 2026 | Apr 24, 2026 |
|
RMCFX
Royce Micro-Cap Fund
|
MF | Independent / Boutique | 1.66% | $5,346,450.36 | 131,427 | Mar 31, 2026 | May 21, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.04% | $5,325,721.68 | 146,957 | Feb 28, 2026 | Apr 28, 2026 |
|
NSMVX
North Star Micro Cap Fund
|
MF | Independent / Boutique | 2.88% | $5,218,560.00 | 144,000 | Feb 28, 2026 | Apr 27, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $5,155,284.96 | 142,254 | Feb 28, 2026 | Apr 24, 2026 |
|
DMCRX
Driehaus Micro Cap Growth Fund
|
MF | Independent / Boutique | 0.96% | $4,399,989.48 | 108,161 | Mar 31, 2026 | May 27, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $4,338,336.42 | 105,453 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $4,168,716.20 | 101,330 | Apr 30, 2026 | Jun 24, 2026 |
|
VCDAX
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
|
ETF | Vanguard | 0.06% | $4,096,787.04 | 113,046 | Feb 28, 2026 | Apr 28, 2026 |
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