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

Institutional Holders (2016Q1)
Portfolio Summary: 579 Institutional holders with a total value of $7,659,923,378.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TD Securities (USA) LLC 54 2,000 0.00%
2 CITY HOLDING CO 53 2,000 0.00%
3 PROFICIO CAPITAL PARTNERS LLC 43 2,000 0.00%
4 DELPHI PRIVATE ADVISORS LLC 54 2,000 0.00%
5 INTEGRATED WEALTH MANAGEMENT 54 2,000 0.00%
6 BROWN BROTHERS HARRIMAN & CO 76 3,000 0.00%
7 Oakworth Capital, Inc. 86 3,000 0.00%
8 SUTTON WEALTH ADVISORS INC. 79 3,097 0.00%
9 DUBUQUE BANK & TRUST CO 93 4,000 0.00%
10 Jolley Asset Management, LLC 110 4,000 0.00%
11 FARMERS & MERCHANTS INVESTMENTS INC 102 4,000 0.00%
12 QCI ASSET MANAGEMENT INC/NY 134 5,000 0.00%
13 VALLEY NATIONAL ADVISERS INC 125 5,000 0.00%
14 DELTA ASSET MANAGEMENT LLC/TN 136 5,000 0.00%
15 Evercore Wealth Management, LLC 133 5,000 0.00%
16 Cable Hill Partners, LLC 121 5,000 0.00%
17 PEOPLES FINANCIAL SERVICES CORP. 117 5,000 0.00%
18 HOWE & RUSLING INC 160 6,000 0.00%
19 Manchester Capital Management LLC 141 6,000 0.00%
20 WFG Advisors, LP 212 8,000 0.00%
21 Gemmer Asset Management LLC 223 8,000 0.00%
22 TCI Wealth Advisors, Inc. 200 8,000 0.00%
23 JFS WEALTH ADVISORS, LLC 240 9,000 0.00%
24 Tarbox Family Office, Inc. 219 9,000 0.00%
25 FineMark National Bank & Trust 231 9,000 0.00%
26 CAPITAL GUARDIAN TRUST CO 245 10,000 0.00%
27 PIERSHALE FINANCIAL GROUP, INC. 287 11,000 0.00%
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 269 11,000 0.00%
29 KANALY TRUST CO 287 11,000 0.00%
30 INVICTUS RG 312 12,000 0.00%
31 ZIONS BANCORPORATION 288 13,000 0.00%
32 First Horizon Advisors, Inc. 344 14,000 0.00%
33 Avior Wealth Management, LLC 374 15,000 0.00%
34 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 399 16,000 0.00%
35 BRONFMAN E.L. ROTHSCHILD, L.P. 414 16,000 0.00%
36 Joel Isaacson & Co., LLC 481 19,000 0.00%
37 Clean Yield Group 495 20,000 0.00%
38 American Research & Management Co. 500 20,000 0.00%
39 Plante Moran Financial Advisors, LLC 507 20,000 0.00%
40 ASSETMARK, INC 561 22,000 0.00%
41 Winslow, Evans & Crocker, Inc. 579 22,697 0.00%
42 AllSquare Wealth Management LLC 582 23,000 0.00%
43 FIRST NEW YORK SECURITIES LLC /NY 600 23,520 0.00%
44 Mraz, Amerine & Associates, Inc. 623 24,422 0.00%
45 Advisory Services Network, LLC 701 27,000 0.00%
46 Cornerstone Advisors, Inc. 699 27,000 0.00%
47 SIGNATUREFD, LLC 718 28,000 0.00%
48 Shinko Asset Management Co., Ltd. 753 30,000 0.00%
49 Point72 Hong Kong Ltd 800 31,000 0.00%
50 Global X Management CO LLC 844 33,000 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.