17 institutions reported holding $1.7M of Lincoln National Corp (LNC) in SEC 13F filings for 2026-06-30. Largest institutional holders: 180 WEALTH ADVISORS, LLC ($434,719), Valeo Financial Advisors, LLC ($343,425), GAMMA Investing LLC ($309,631), BRAVE ASSET MANAGEMENT INC ($213,337), Versant Capital Management, Inc ($158,474). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 180 WEALTH ADVISORS, LLC | $434,719 | 12,298 | Trimmed |
| 2 | Valeo Financial Advisors, LLC | $343,425 | 9,715 | Added |
| 3 | GAMMA Investing LLC | $309,631 | 8,759 | Added |
| 4 | BRAVE ASSET MANAGEMENT INC | $213,337 | 6,035 | Trimmed |
| 5 | Versant Capital Management, Inc | $158,474 | 4,483 | Added |
| 6 | EASTERN BANK | $65,928 | 1,865 | Added |
| 7 | CoreCap Advisors, LLC | $65,504 | 1,853 | Added |
| 8 | CX Institutional | $61,000 | 1,722 | Added |
| 9 | Central Pacific Bank - Trust Division | $27,573 | 780 | Hold |
| 10 | Cedar Mountain Advisors, LLC | $16,933 | 479 | Hold |
| 11 | MassMutual Private Wealth & Trust, FSB | $12,196 | 345 | Added |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $10,323 | 292 | Added |
| 13 | HARBOR INVESTMENT ADVISORY, LLC | $3,535 | 100 | Hold |
| 14 | Grove Bank & Trust | $3,500 | 99 | Hold |
| 15 | 3 FACTOR INDEXING, LLC | $71 | 2 | Hold |
| 16 | Assenagon Asset Management S.A. | $0 | 0 | Exited |
| 17 | Gladwyn Financial Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30