Vault-13

LINCOLN EDL SVCS CORP LINC

COM · Common Stock · CUSIP 533535100

78 institutional holders +8 vs Q1 2023
22,494,48322.5m shares reported held*
71.7% of all shares outstanding*
$151.6mreported value*
19 new 25 added 22 reduced 12 sold out net bought ≈ $5.8m (+866.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.9m this quarter). Holder counts are more reliable. Shares outstanding: 31.4m as of 2023-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $6.74. Options: 3 managers hold calls ($138.0k notional), 1 hold puts ($0).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 54Q4 22: 66Q1 23: 70Q2 23: 7878Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202254
Q4 202266
Q1 202370
Q2 202378

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 30 bought or addedQ4 22: 22 cut or sold outQ4 22Q1 23: 26 bought or addedQ1 23: 31 cut or sold outQ1 23Q2 23: 44 bought or addedQ2 23: 34 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223022
Q1 20232631
Q2 20234434

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150kQ3 22 calls: $1.0kQ3 22 puts: $120.0kQ3 22P/C 120.00Q4 22 calls: $1.0kQ4 22 puts: $0Q4 22P/C 0.00Q1 23 calls: $17.1kQ1 23 puts: $15.8kQ1 23P/C 0.93Q2 23 calls: $138.0kQ2 23 puts: $0Q2 23P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2022$1.0k$120.0k120.00
Q4 2022$1.0k$00.00
Q1 2023$17.1k$15.8k0.93
Q2 2023$138.0k$00.00

Biggest buyers

Herr Investment Group LLC Added +988,687+988.7k
BlackRock Inc. Added +852,397+852.4k
ESSEX INVESTMENT MANAGEMENT CO LLC Added +302,927+302.9k
CANNELL CAPITAL LLC Added +236,662+236.7k
GEODE CAPITAL MANAGEMENT, LLC Added +215,019+215.0k
STATE STREET CORP Added +212,705+212.7k
Private Advisor Group, LLC New +208,177+208.2k
VANGUARD GROUP INC Added +178,257+178.3k
Mariner, LLC New +177,839+177.8k
NORTHERN TRUST CORP Added +150,212+150.2k

Biggest sellers

Juniper Investment Company, LLC Reduced -1,656,491-1.7m
ROYCE & ASSOCIATES LP Reduced -399,576-399.6k
MILLENNIUM MANAGEMENT LLC Sold out -210,641-210.6k
Hillsdale Investment Management Inc. Sold out -189,900-189.9k
Paradice Investment Management LLC Sold out -170,881-170.9k
Alyeska Investment Group, L.P. Reduced -154,600-154.6k
GLOBEFLEX CAPITAL L P Sold out -122,974-123.0k
JANE STREET GROUP, LLC Sold out -81,600-81.6k
CITADEL ADVISORS LLC Sold out -75,193-75.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -71,151-71.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $124.0k18.4k shares
SIMPLEX TRADING, LLC Reduced $14.0k2.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution +1.0 pts · filed 2026-07-29 7.5% +1.0 pts 2.4m≈ $119.2m 2026-07-29
Juniper Investment Company, LLC 13D · may seek influence -1.2 pts · filed 2026-06-15
Stated purposeItem 4 is hereby amended and supplemented by adding the following information.Between February 27, 2026, and June 12, 2026, Juniper Targeted Opportunity Fund, L.P. sold 355,345 shares at an aggregate sale price of approximately $15,580,130, which includes brokerage commissions, in the open market. John A. Bartholdson received an award of 3,515 shares of Restricted Stock valued at $155,000 on May 7, 2026. Full filing
6.1% -1.2 pts 1.9m≈ $97.1m 2026-06-15

Fell to 5% or below in the last year: Alyeska Investment Group, L.P. (2.4%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 2 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 2 sellingQ2 23: 0 buyingQ2 23: 4 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—2$781.2k—
Q1 20220—0——
Q2 20220—0——
Q3 20220—0——
Q4 20220—0——
Q1 20230—2$656.3k—
Q2 20230—4$3.3m—
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-15 Morrow J Barry Director Sold 11 $6.49 $7411 shares -<1%
2023-06-14 Bartholdson John A. +3 Director · Juniper Targeted Opportunities L.P. Sold 194,312 $6.41 $1.2m194.3k shares -9%
2023-06-14 Morrow J Barry Director Sold 11,428 $6.39 $73.0k11.4k shares -6%
2023-06-13 Bartholdson John A. +2 Director · Juniper Targeted Opportunities L.P. Sold 46,849 $6.47 $303.1k46.8k shares -2%
2023-06-13 Morrow J Barry Director Sold 11,428 $6.43 $73.5k11.4k shares -5%
2023-06-12 Bartholdson John A. +2 Director · Juniper Targeted Opportunities L.P. Sold 108,839 $6.50 $707.5k108.8k shares -4%
2023-06-12 Morrow J Barry Director Sold 11 $6.49 $7411 shares -<1%
2023-06-09 Morrow J Barry Director Sold 11,428 $6.73 $76.9k11.4k shares -5%
2023-06-08 Morrow J Barry Director Sold 11,428 $6.76 $77.3k11.4k shares -5%
2023-06-07 Morrow J Barry Director Sold 11 $6.75 $7711 shares -<1%
2023-05-12 Meyers Brian K CFO and Treasurer Sold 75,994 $6.46 $490.9k76.0k shares -22%
2023-05-12 Harbour Ronald Edward Director Sold 9,009 $6.50 $58.6k9.0k shares -17%
2023-05-11 Meyers Brian K CFO and Treasurer Sold 30,021 $6.36 $190.9k30.0k shares -8%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Juniper Investment Company, LLC 16.99% of their portfolio NEW YORK, NY 3,969,5344.0m $26.8m $26.8m 16.99% Reduced -1.7m -1,656,491
2 Herr Investment Group LLC 4.32% of their portfolio AUSTIN, TX 2,129,4282.1m $14.4m $14.4m 4.32% Added +988.7k +988,687
3 HEARTLAND ADVISORS INC 0.80% of their portfolio MILWAUKEE, WI 2,067,0652.1m $13.9m $13.9m 0.80% Reduced -604 -604
4 BlackRock Inc. 0.00% of their portfolio New York, NY 1,341,2701.3m $9.0m $9.0m 0.00% Added +852.4k +852,397
5 CANNELL CAPITAL LLC 1.64% of their portfolio ALTA, WY 1,221,0701.2m $8.2m $8.2m 1.64% Added +236.7k +236,662
6 Alyeska Investment Group, L.P. 0.06% of their portfolio CHICAGO, IL 1,195,7771.2m $8.1m $8.1m 0.06% Reduced -154.6k -154,600
7 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,017,7971.0m $6.9m $6.9m 0.00% Added +178.3k +178,257
8 ROYCE & ASSOCIATES LP 0.06% of their portfolio New York, NY 984,503984.5k $6.6m $6.6m 0.06% Reduced -399.6k -399,576
9 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 738,789738.8k $5.0m $5.0m 0.00% Reduced -16.6k -16,557
10 Uniplan Investment Counsel, Inc. 0.36% of their portfolio MILWAUKEE, WI 736,823736.8k $5.0m $5.0m 0.36% Reduced -3.8k -3,795
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.09% of their portfolio HOUSTON, TX 557,029557.0k $3.8m $3.8m 0.09% Added +5.0k +4,960
12 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.22% of their portfolio EDINA, MN 546,800546.8k $3.7m $3.7m 0.22% Reduced -42.6k -42,631
13 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 540,478540.5k $3.6m $3.6m 0.01% Added +7.1k +7,100
14 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 513,668513.7k $3.5m $3.5m 0.00% Added +215.0k +215,019
15 RBF Capital, LLC 0.21% of their portfolio RENO, NV 499,070499.1k $3.4m $3.4m 0.21% Reduced -64.7k -64,728
16 ESSEX INVESTMENT MANAGEMENT CO LLC 0.44% of their portfolio BOSTON, MA 466,868466.9k $3.1m $3.1m 0.44% Added +302.9k +302,927
17 PRELUDE CAPITAL MANAGEMENT, LLC 0.24% of their portfolio NEW YORK, NY 432,632432.6k $2.9m $2.9m 0.24% Added +64.8k +64,757
18 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 422,260422.3k $2.8m $2.8m 0.01% Reduced -47.1k -47,148
19 Pacific Ridge Capital Partners, LLC 0.61% of their portfolio LAKE OSWEGO, OR 398,440398.4k $2.7m $2.7m 0.61% Added +147.0k +147,020
20 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 305,160305.2k $2.1m $2.1m 0.00% Added +212.7k +212,705
21 AUXIER ASSET MANAGEMENT LLC 0.26% of their portfolio AURORA, OR 233,374233.4k $1.6m $1.6m 0.26% Unchanged
22 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 208,177208.2k $1.4m $1.4m 0.01% New
23 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 198,235198.2k $1.3m $1.3m 0.00% Added +150.2k +150,212
24 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 182,443182.4k $1.2m $1.2m 0.01% Reduced -32.7k -32,718
25 Mariner, LLC 0.00% of their portfolio Overland Park, KS 177,839177.8k $1.2m $1.2m 0.00% New
26 Legato Capital Management LLC 0.15% of their portfolio San Francisco, CA 162,351162.4k $1.1m $1.1m 0.15% Added +148.4k +148,362
27 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 141,360141.4k $952.8k $952.8k 0.03% New
28 EA Series Trust 0.03% of their portfolio HAVERTOWN, PA 141,360141.4k $952.8k $952.8k 0.03% First filing
29 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 130,586130.6k $880.1k $880.1k 0.00% Added +59.7k +59,745
30 Perritt Capital Management Inc 0.30% of their portfolio Chicago, IL 81,46881.5k $549.1k $549.1k 0.30% Unchanged
31 BAILARD, INC. 0.02% of their portfolio Foster City, CA 70,27470.3k $473.6k $473.6k 0.02% Added +2.5k +2,503
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 64,76764.8k $436.5k $436.5k 0.00% Added +54.1k +54,128
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 61,58761.6k $415.1k $415.1k 0.00% Added +40.4k +40,410
34 Weil Company, Inc. 0.17% of their portfolio SAN DIEGO, CA 57,87857.9k $390.1k $390.1k 0.17% Added +21.0k +20,978
35 Penbrook Management LLC 0.28% of their portfolio NEW YORK, NY 57,80557.8k $389.6k $389.6k 0.28% Unchanged
36 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 57,20057.2k $385.5k $385.5k 0.00% Reduced -7.4k -7,400
37 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 52,85352.9k $356.2k $356.2k 0.00% Added +9.0k +9,039
38 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 47,33647.3k $319.0k $319.0k 0.00% Reduced -15.0k -14,996
39 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 45,08445.1k $303.9k $303.9k 0.00% Reduced -32.2k -32,171
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 38,47038.5k $260.0k $260.0k 0.00% Added +8.5k +8,454
41 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 35,59835.6k $239.9k $239.9k 0.00% Reduced -7.7k -7,726
42 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 31,28731.3k $210.6k $210.6k 0.00% Unchanged
43 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 30,58730.6k $206.2k $206.2k 0.00% New
44 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 29,85129.9k $201.2k $201.2k 0.00% Reduced -25.7k -25,688
45 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 25,01325.0k $168.6k $168.6k 0.00% New
46 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 22,84622.8k $154.0k $154.0k 0.00% New
47 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 22,73722.7k $153.2k $153.2k 0.01% Reduced -7.0k -6,978
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 18,87718.9k $127.2k $127.2k 0.00% New
49 State of Wyoming 0.03% of their portfolio CHEYENNE, WY 17,51817.5k $118.1k $118.1k 0.03% Added +9.3k +9,332
50 Alpha Cubed Investments, LLC 0.01% of their portfolio COSTA MESA, CA 17,50017.5k $118.0k $118.0k 0.01% Unchanged
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 15,82115.8k $106.6k $106.6k 0.00% Added +13.7k +13,706
52 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 15,41015.4k $103.9k $103.9k 0.00% Unchanged
53 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 15,30015.3k $103.1k $103.1k 0.00% New
54 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 14,05814.1k $94.8k $94.8k 0.00% Added +2.0k +2,017
55 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 13,86113.9k $93.4k $93.4k 0.00% New
56 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 13,79213.8k $93.0k $93.0k 0.00% Reduced -5.6k -5,629
57 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 12,69412.7k $85.6k $85.6k 0.00% New
58 Brandywine Global Investment Management, LLC 0.00% of their portfolio PHILADELPHIA, PA 11,73911.7k $79.1k $79.1k 0.00% Reduced -11.7k -11,739
59 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 11,40711.4k $76.9k $76.9k 0.00% New
60 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 11,40211.4k $76.8k $76.8k 0.00% New
61 Grantham, Mayo, Van Otterloo & Co. LLC 0.00% of their portfolio Boston, MA 11,10011.1k $74.8k $74.8k 0.00% Unchanged
62 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,84110.8k $73.1k $73.1k 0.00% Reduced -709 -709
63 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,50010.5k $71.0k $71.0k 0.00% Unchanged
64 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,05810.1k $67.8k $67.8k 0.00% Added +8.9k +8,861
65 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 9,1589.2k $61.7k $61.7k 0.00% Reduced -22.3k -22,315
66 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8,1828.2k $55.1k $55.1k 0.00% New
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 7,8807.9k $53.1k $53.1k 0.00% New
68 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,0527.1k $47.5k $47.5k 0.00% Reduced -26.5k -26,505
69 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,7954.8k $32.3k $32.3k 0.00% New
70 Dorsey Wright & Associates 0.01% of their portfolio PASADENA, CA 3,0103.0k $20.3k $20.3k 0.01% Reduced -52 -52
71 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,5002.5k $16.9k $16.9k 0.00% Unchanged
72 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 2,3042.3k $16.0k $16.0k 0.00% New
73 Legal & General Group Plc 0.00% of their portfolio London, X0 2,1452.1k $14.5k $14.5k 0.00% New
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,0002.0k $13.5k $13.5k 0.00% Unchanged
75 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,9562.0k $13.2k $13.2k 0.00% New
76 Metropolitan Life Insurance Co/NY 0.00% of their portfolio New York, NY 1,3151.3k $8.9k $8.9k 0.00% New
77 FMR LLC 0.00% of their portfolio BOSTON, MA 201201 $1.4k $1.4k 0.00% Added +141 +141
78 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged