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Wednesday, October 7, 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%$530M230,719
XSVMInvesco S&P SmallCap Value with Momentum ETFINDEX1.78%$590M259,738
PSCFInvesco S&P SmallCap Financials ETFINDEX1.62%$28M11,114
XSHQInvesco S&P SmallCap Quality ETFINDEX1.51%$292M108,810
KBWDInvesco KBW High Dividend Yield Financial ETFINDEX1.27%$356M113,054
RWJInvesco S&P SmallCap 600 Revenue ETFINDEX1.23%$2B603,309
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 ETFINDEX0.66%$118M19,150
DVYiShares Select Dividend ETFINDEX0.52%$22.3B2,877,045
AUSFGlobal X Adaptive U.S. Factor ETFINDEX0.51%$298M107,600
ESIXSPDR S&P SmallCap 600 ESG ETFINDEX0.49%—1,088
QVMSInvesco S&P SmallCap 600 QVM Multi-factor ETFINDEX0.43%$239M25,165
VIOOVanguard S&P Small-Cap 600 ETFINDEX0.40%$2.9B612,947
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETFINDEX0.40%$16B1,573,817
IAKiShares U.S. Insurance ETFINDEX0.28%$421M33,854
PFFDGlobal X U.S. Preferred ETFINDEX0.25%$2.4B197,977
XJRiShares ESG Screened S&P Small-Cap ETFINDEX0.21%$207M10,352
ISCViShares Morningstar Small-Cap Value ETFINDEX0.19%$661M30,320
ONEYState Street SPDR Russell 1000 Yield Focus ETFINDEX0.18%$618M27,432
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 ETFINDEX0.16%$764M35,252
VFHVanguard Financials Index FundINDEX0.08%$10.3B280,706
IYFiShares U.S. Financials ETFINDEX0.08%$3.8B77,653
SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETFINDEX0.07%$13M228

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