As of the latest SEC filings, LINCOLN NATIONAL CORP (LNC) is held by 419 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $303,420,417.00 in market value, representing 0.33% of its portfolio.
Funds holding LINCOLN NATIONAL CORP (LNC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LNC
- CIK:
- 0000059558
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.33% | $303,420,417.00 | 8,547,054 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $214,842,059.50 | 6,051,889 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.09% | $155,597,849.00 | 4,383,038 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.16% | $99,084,689.00 | 2,791,118 | Mar 31, 2026 | May 28, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 0.61% | $98,196,372.50 | 2,766,095 | Mar 31, 2026 | May 26, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 0.41% | $92,947,491.18 | 2,458,278 | Apr 30, 2026 | Jun 24, 2026 |
|
RRMVX
T. Rowe Price Mid-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.55% | $81,702,007.50 | 2,301,465 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.08% | $66,992,369.50 | 1,887,109 | Mar 31, 2026 | May 28, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.39% | $54,351,565.00 | 1,531,030 | Mar 31, 2026 | May 28, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.70% | $52,863,724.50 | 1,489,119 | Mar 31, 2026 | May 26, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.26% | $47,886,251.57 | 1,266,497 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.26% | $41,840,583.81 | 1,106,601 | Apr 30, 2026 | Jun 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.41% | $39,892,344.00 | 1,123,728 | Mar 31, 2026 | May 28, 2026 |
|
PGOAX
PGIM Jennison Small Company Fund
|
MF | PGIM / Prudential | 1.24% | $39,380,256.50 | 1,109,303 | Mar 31, 2026 | May 27, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.39% | $39,086,316.50 | 1,101,023 | Mar 31, 2026 | May 21, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.28% | $37,904,071.74 | 1,450,041 | Mar 31, 2026 | May 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.27% | $37,195,814.36 | 983,756 | Apr 30, 2026 | Jun 29, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.77% | $31,430,138.00 | 885,356 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.41% | $30,849,443.67 | 815,907 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.07% | $30,429,759.50 | 887,165 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.14% | $28,143,836.00 | 820,520 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.13% | $25,435,089.48 | 672,708 | Apr 30, 2026 | Jun 24, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.03% | $25,368,127.97 | 670,937 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.05% | $23,849,149.03 | 630,763 | Apr 30, 2026 | Jun 26, 2026 |
|
PSBMX
SmallCap Fund
|
MF | Independent / Boutique | 1.05% | $22,122,631.00 | 585,100 | Apr 30, 2026 | Jun 25, 2026 |
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