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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Alan S. Lowenthal · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2023-08-23Michael Guest R–MS-3Purchase · SP (spouse-owned)Traded 08-07 +16d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SaleTraded 04-10 +39d$1K–$15K
2020-05-07Dean Phillips D–MN-3PurchaseTraded 04-02 +35d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
444GLENMEDE TRUST CO NA$01
445HARBOUR INVESTMENTS, INC.$01
446PANAGORA ASSET MANAGEMENT INC$01
447COMERICA BANK$01
448StoneX Group Inc.$01
449BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL$01
450MACKENZIE FINANCIAL CORP$01
451SHELTON CAPITAL MANAGEMENT$01
452VIRGINIA RETIREMENT SYSTEMS ET Al$01
453CLIFFORD SWAN INVESTMENT COUNSEL LLC$01
454ZACKS INVESTMENT MANAGEMENT$01
455BOURGEON CAPITAL MANAGEMENT LLC$01
456GATEWAY INVESTMENT ADVISERS LLC$01
457PETTYJOHN, WOOD & WHITE, INC$01
458TCV Trust & Wealth Management, Inc.$01
459HUSSMAN STRATEGIC ADVISORS, INC.$01
460CANADA PENSION PLAN INVESTMENT BOARD$01
461CIBC Private Wealth Group LLC$01
462Mariner, LLC$01
463NORGES BANK$01
464WBI INVESTMENTS, LLC$01
465J.W. COLE ADVISORS, INC.$01
466CAPSTONE INVESTMENT ADVISORS, LLC$01
467Verition Fund Management LLC$01
468Convergence Investment Partners, LLC$01
469DRW Securities, LLC$01
470WESPAC Advisors, LLC$01
471FOX RUN MANAGEMENT, L.L.C.$01
472Leonteq Securities AG$01
473Baader Bank Aktiengesellschaft$01
474PARK CIRCLE Co$01
475Oxbow Advisors, LLC$01
476BTG Pactual Asset Management US LLC$01
477Battery Global Advisors, LLC$01
478Arax Advisory Partners$01
479Connor, Clark & Lunn Investment Management Ltd.$01
480Waldron Private Wealth LLC$01
481Lighthouse Investment Partners, LLC$01
482ARMISTICE CAPITAL, LLC$01
483Westhampton Capital, LLC$01
484Fiduciary Group, LLC$01
485Versor Investments LP$01
486World Investment Advisors$01
487NorthCoast Asset Management LLC$01
488Legacy Bridge, LLC$01
489Connecticut Wealth Management, LLC$01
490Gillson Capital LP$01
491RITHOLTZ WEALTH MANAGEMENT$01
492Counterpoint Mutual Funds LLC$01
493Qube Research & Technologies Ltd$01
494Bedel Financial Consulting, Inc.$01
495MGO ONE SEVEN LLC$01
496Global Retirement Partners, LLC$01
497Laurel Wealth Advisors LLC$01
498Y-Intercept (Hong Kong) Ltd$01
499Bright Futures Wealth Management, LLC.$01
500First Pacific Financial$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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