Ethic Inc.

Position in LNC — Lincoln National Corp

CIK 1780570 NEW YORK, NY

Position in LNC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$625,376

+$43,105 QoQ

Shares Held

17,691

+7.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#271

of 614 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Ethic Inc. holds $45,541,118 across 13 Insurance - Life names. LNC ranks #9 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	147,498	$17,294,140
2	MET	Metlife Inc	120,569	$10,201,343
3	PRU	Prudential Financial Inc	63,721	$6,877,407
4	UNM	Unum Group	33,575	$3,001,605
5	GL	Globe Life Inc.	14,988	$2,678,055
6	PUK	Prudential PLC	74,979	$2,010,186
7	PRI	Primerica, Inc.	2,983	$847,768
8	MFC	Manulife Financial Corp	18,990	$769,284

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$625,376	17,691	+7.9%	Shares	Sole	2026-07-29
2026-03-31	$582,271	16,402	-8.0%	Shares	Sole	2026-04-27
2025-12-31	$793,658	17,823	+34.7%	Shares	Sole	2026-02-03
2025-09-30	$533,525	13,229	-48.4%	Shares	Sole	2025-10-17
2025-06-30	$887,144	25,640	+106.9%	Shares	Sole	2025-07-30
2025-03-31	$444,996	12,392	+15.4%	Shares	Sole	2025-05-13
2024-12-31	$340,533	10,739	+18.4%	Shares	Sole	2025-02-14
2024-09-30	$285,764	9,069	-15.8%	Shares	Sole	2024-11-13
2024-06-30	$335,009	10,772	+18.8%	Shares	Sole	2024-08-13
2024-03-31	$289,573	9,069	-25.4%	Shares	Sole	2024-05-13
2023-09-30	$300,032	12,152	-5.7%	Shares	Sole	2023-11-14
2023-06-30	$332,072	12,891	-35.7%	Shares	Sole	2023-08-14
2023-03-31	$450,141	20,033	+13.6%	Shares	Sole	2023-05-12
2022-12-31	$541,562	17,629	-22.4%	Shares	Sole	2023-02-14
2022-09-30	$997,547	22,718	-37.5%	Shares	Sole	2022-11-14
2022-06-30	$1,699,481	36,337	-6.9%	Shares	Sole	2022-08-10
2022-03-31	$2,550,085	39,016	+17.2%	Shares	Sole	2022-05-16
2021-12-31	$2,271,624	33,279	+28.6%	Shares	Sole	2022-02-14
2021-09-30	$1,778,631	25,871	+86.1%	Shares	Sole	2021-11-15
2021-06-30	$873,664	13,903	+7.3%	Shares	Sole	2021-08-10
2021-03-31	$806,770	12,956	+36.6%	Shares	Sole	2021-05-13
2020-12-31	$477,140	9,484	+35.5%	Shares	Sole	2021-02-10
2020-09-30	$219,310	7,000	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.