Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LINCOLN NATIONAL CORP 02-06-2024 12-31-2023 1919 5,690,631,680
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 51 $19,732,146 698,978 0.00 698,978 +Inf 12-31-2023
JPMORGAN CHASE & CO COM 52 $19,221,725 113,003 0.00 0.26 35,475 45.76 12-31-2023
EATON CORP PLC SHS 53 $18,333,050 76,128 0.00 0.17 21,181 38.55 12-31-2023
VANGUARD INDEX FDS REAL ESTATE ETF 54 $17,411,395 197,050 0.00 0.33 44,811 29.43 12-31-2023
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