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Sunday, October 4, 2026The Morning Brief →Sign in

Who holds LNCLINCOLN NATIONAL

28 funds on our shelf carry LINCOLN NATIONAL — heaviest hand: KIE at 1.78% of its book.

FundWeightFund assetsShares held
KIESPDR S&P Insurance ETFINDEX1.78%$537M230,719
XSVMInvesco S&P SmallCap Value with Momentum ETFINDEX1.77%$597M260,030
PSCFInvesco S&P SmallCap Financials ETFINDEX1.61%$28M11,114
XSHQInvesco S&P SmallCap Quality ETFINDEX1.50%$288M108,810
KBWDInvesco KBW High Dividend Yield Financial ETFINDEX1.24%$378M113,054
RWJInvesco S&P SmallCap 600 Revenue ETFINDEX1.22%$2B602,609
SPFFGlobal X SuperIncome Preferred ETFINDEX1.00%$151M53,186
RZVInvesco S&P SmallCap 600 Pure Value ETFINDEX0.82%$281M57,086
VIOVVanguard S&P Small-Cap 600 Value ETFINDEX0.78%$1.4B364,266
SLYVState Street SPDR S&P 600 Small Cap Value ETFINDEX0.76%$4.8B901,893
CVYInvesco Zacks Multi-Asset Income ETFINDEX0.65%$119M19,150
DVYiShares Select Dividend ETFINDEX0.51%$22.6B2,877,045
AUSFGlobal X Adaptive U.S. Factor ETFINDEX0.50%$298M107,600
ESIXSPDR S&P SmallCap 600 ESG ETFINDEX0.49%$34.6B1,088
QVMSInvesco S&P SmallCap 600 QVM Multi-factor ETFINDEX0.42%$238M25,165
VIOOVanguard S&P Small-Cap 600 ETFINDEX0.40%$2.9B612,947
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETFINDEX0.40%$15.9B1,569,029
IAKiShares U.S. Insurance ETFINDEX0.28%$439M33,854
PFFDGlobal X U.S. Preferred ETFINDEX0.25%$2.4B198,409
XJRiShares ESG Screened S&P Small-Cap ETFINDEX0.21%$205M10,352
ISCViShares Morningstar Small-Cap Value ETFINDEX0.19%$672M30,320
ONEYState Street SPDR Russell 1000 Yield Focus ETFINDEX0.18%$631M27,432
VBRVanguard Small Cap Value Index FundINDEX0.17%$30.1B2,794,053
PFFiShares Preferred and Income Securities ETFINDEX0.17%$12.3B798,546
VFVAVanguard U.S. Value Factor ETFINDEX0.15%$764M35,252
IYFiShares U.S. Financials ETFINDEX0.08%$4B77,653
VFHVanguard Financials Index FundINDEX0.08%$10.3B280,706
SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETFINDEX0.07%$13M228

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