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LINCOLN NATL CORP IND
LINCOLN NATL CORP IND. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 613 Institutional holders with a total value of $12,271,921,387.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHCARE CAPITAL MANAGEMENT LLC 88 0 0.00%
2 FIRST MANHATTAN CO. LLC. 32 1,000 0.00%
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22 1,000 0.00%
4 Financial Architects, Inc 13 1,000 0.00%
5 GUPTA WEALTH MANAGEMENT LLC 41 2,000 0.00%
6 Spot Trading L.L.C 38 2,000 0.00%
7 Brookstone Capital Management 31 2,000 0.00%
8 Tradewinds Capital Management, LLC 45 3,000 0.00%
9 INTEGRATED WEALTH MANAGEMENT 54 3,000 0.00%
10 CITY HOLDING CO 53 3,000 0.00%
11 ClariVest Asset Management LLC 47 3,000 0.00%
12 NEW YORK LIFE TRUST CO 60 4,000 0.00%
13 Advisory Services Network, LLC 74 4,000 0.00%
14 Lenox Wealth Advisors, LLC 70 4,000 0.00%
15 Ruggie Capital Group 65 4,000 0.00%
16 Cable Hill Partners, LLC 76 5,000 0.00%
17 Global X Management CO LLC 89 5,000 0.00%
18 BROWN BROTHERS HARRIMAN & CO 76 5,000 0.00%
19 RATIONAL ADVISORS, INC. 102 6,000 0.00%
20 FARMERS & MERCHANTS INVESTMENTS INC 102 6,000 0.00%
21 Jolley Asset Management, LLC 110 7,000 0.00%
22 PEOPLES FINANCIAL SERVICES CORP. 117 7,000 0.00%
23 VALLEY NATIONAL ADVISERS INC 125 7,000 0.00%
24 Oakworth Capital, Inc. 131 7,000 0.00%
25 DELTA ASSET MANAGEMENT LLC/TN 136 8,000 0.00%
26 Manchester Capital Management LLC 141 8,000 0.00%
27 QCI ASSET MANAGEMENT INC/NY 134 8,000 0.00%
28 SATURNA CAPITAL CORP 177 10,000 0.00%
29 TCI Wealth Advisors, Inc. 200 12,000 0.00%
30 Tarbox Family Office, Inc. 219 13,000 0.00%
31 Gemmer Asset Management LLC 223 13,000 0.00% SH
32 JFS WEALTH ADVISORS, LLC 240 14,000 0.00%
33 EDMOND DE ROTHSCHILD HOLDING S.A. 248 15,000 0.00%
34 EDMOND DE ROTHSCHILD (SUISSE) S.A. 248 15,000 0.00%
35 CAPITAL GUARDIAN TRUST CO 245 15,000 0.00%
36 THOMPSON DAVIS & CO., INC. 258 15,000 0.00%
37 Mitsubishi UFJ Securities Holdings Co., Ltd. 290 17,000 0.00%
38 PIERSHALE FINANCIAL GROUP, INC. 287 17,000 0.00%
39 JAMES INVESTMENT RESEARCH, INC. 345 20,000 0.00%
40 WFG Advisors, LP 410 24,000 0.00%
41 Aris Wealth Services, Inc. 405 24,000 0.00%
42 REGENTATLANTIC CAPITAL LLC 49,834 25,000 0.00%
43 Joel Isaacson & Co., LLC 425 25,000 0.00%
44 Plante Moran Financial Advisors, LLC 434 26,000 0.00%
45 SIGNATUREFD, LLC 485 29,000 0.00%
46 KANALY TRUST CO 487 29,000 0.00%
47 Independent Portfolio Consultants, Inc. 580 34,000 0.00%
48 Index Management Solutions, LLC 591 35,000 0.00%
49 DUBUQUE BANK & TRUST CO 695 41,000 0.00%
50 ELEMENT CAPITAL MANAGEMENT LLC 700 41,454 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.