Lloyds Banking Group PLC-ADRLYG
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 455 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, down 1 from Q4 2024. 50 opened new positions and 46 sold out. The largest holders were Fisher Asset Management ($504.7M), Mondrian Investment Partners LTD ($252.3M) and Arrowstreet Capital, Limited Partnership ($127.5M). 8 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).
- Company
- Lloyds Banking Group PLC-ADR
- CUSIP
- 539439109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $517.1M |
| Exits | 46 | $68.0M |
All 13F filers, Q4 2024 → Q1 2025: 173,619,524 shares bought and 117,842,761 shares sold, net +55,776,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 455 holders
| Fisher Asset Management | 0.22% | New | 132,122,777 | $504.7M |
| Mondrian Investment Partners LTD | 4.32% | Reduce -9.2% | 66,050,307 | $252.3M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +25.1% | 33,369,382 | $127.5M |
| FMR LLC | 0.01% | Add +28.0% | 31,819,347 | $121.5M |
| Clearbridge Investments, LLC | 0.09% | Add +21.9% | 26,511,724 | $101.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +6.1% | 24,154,117 | $92.3M |
| Morgan Stanley | 0.01% | Reduce -5.4% | 20,589,327 | $78.7M |
| Northern Trust Corp. | 0.01% | Reduce -0.8% | 15,487,638 | $59.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -14.4% | 14,040,936 | $53.6M |
| Bank of America Corp. | 0.00% | Add +14.3% | 12,701,406 | $48.5M |
| CIBC Private Wealth Group LLC | 0.09% | Add +5.4% | 13,065,283 | $43.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.0% | 10,492,898 | $40.1M |
| BlackRock, Inc. | 0.00% | Add +14.3% | 9,108,835 | $34.8M |
| Millennium Management | 0.03% | Add +15.5% | 8,199,299 | $31.3M |
| American Century Companies Inc. | 0.02% | Add +6.0% | 7,011,774 | $26.8M |
| Wells Fargo & Company | 0.01% | Add +10.4% | 6,726,709 | $25.7M |
| First Eagle Investment Management, LLC | 0.05% | Add +10.8% | 6,203,638 | $23.7M |
| Crossmark Global Holdings, Inc. | 0.33% | Add +0.4% | 4,831,997 | $18.5M |
| Raymond James Financial Inc. | 0.01% | Add +5.4% | 4,349,389 | $16.6M |
| O'shaughnessy Asset Management, LLC | 0.12% | Reduce -13.5% | 3,780,783 | $14.4M |
| Cibc World Market Inc. | 0.03% | Reduce -1.0% | 3,580,103 | $13.7M |
| Balyasny Asset Management L.P. | 0.03% | Add +18804.7% | 3,195,657 | $12.2M |
| Janney Capital Management LLC | 0.83% | Reduce -32.3% | 3,174,021 | $12.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +167.9% | 2,445,011 | $9.3M |
| QRG Capital Management, Inc. | 0.09% | Add +0.8% | 2,390,985 | $9.1M |
| Bard Financial Services, Inc. | 1.06% | Reduce -6.5% | 2,268,805 | $8.7M |
| LPL Financial LLC | 0.00% | Add +6.8% | 2,008,083 | $7.7M |
| MML Investors Services, LLC | 0.02% | Add +16.4% | 1,717,822 | $6.6M |
| Townsquare Capital LLC | 0.06% | Add +4.2% | 1,596,132 | $6.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -5.3% | 1,395,893 | $5.3M |
| Ethic Inc. | 0.11% | Reduce -2.8% | 1,390,416 | $5.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +20.0% | 1,351,534 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.9% | 1,334,805 | $5.1M |
| UBS Group AG | 0.00% | Add +19.3% | 1,244,211 | $4.8M |
| Creative Planning | 0.00% | Add +22.1% | 1,191,803 | $4.6M |
| Ritholtz Wealth Management | 0.14% | Reduce -4.9% | 1,186,344 | $4.5M |
| Timber Creek Capital Management LLC | 1.21% | Reduce -0.7% | 1,184,440 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -1.8% | 1,174,225 | $4.5M |
| Cetera Investment Advisers | 0.01% | Reduce -8.8% | 1,129,738 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +10.6% | 1,126,734 | $4.3M |
| Logan Capital Management Inc. | 0.19% | Add +1.3% | 1,092,492 | $4.2M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +3.5% | 1,026,365 | $3.9M |
| Renaissance Technologies | 0.01% | Add +33.4% | 1,016,900 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -8.2% | 1,009,696 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Add +23.8% | 992,298 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +9.8% | 935,947 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +9.8% | 935,947 | $3.6M |
| Henry James International Management Inc. | 1.19% | Add +0.4% | 909,264 | $3.5M |
| Franklin Resources Inc. | 0.00% | Reduce -12.8% | 907,037 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | New | 902,437 | $3.4M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +85.6% | 846,594 | $3.2M |
| US Bancorp \de | 0.00% | Add +2.5% | 831,523 | $3.2M |
| Assetmark, Inc. | 0.01% | Add +28.2% | 820,717 | $3.1M |
| Focus Partners Wealth | 0.01% | Add +7039.1% | 817,494 | $3.1M |
| Advisors Management Group Inc. | 0.68% | Reduce -21.2% | 813,572 | $3.1M |
| Jane Street Group, LLC | 0.01% | Add +25.7% | 812,424 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 812,185 | $3.1M |
| Mariner, LLC | 0.01% | Add +6.8% | 792,603 | $3.0M |
| Drucker Wealth 3.0, LLC | 0.61% | Reduce -3.8% | 724,137 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +13.8% | 719,229 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 714,836 | $2.7M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +12.2% | 703,044 | $2.7M |
| Cerity Partners LLC | 0.01% | Add +10.4% | 691,684 | $2.6M |
| Semmax Financial Advisors Inc. | 0.69% | Reduce -18.5% | 641,487 | $2.6M |
| Sei Investments Co. | 0.00% | Add +6.8% | 665,509 | $2.5M |
| Marshall Wace, LLP | 0.00% | New | 647,412 | $2.5M |
| English Capital Management LLC | 1.79% | No change | 629,115 | $2.4M |
| AMG National Trust Bank | 0.06% | Reduce -40.9% | 592,510 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.2% | 525,641 | $2.0M |
| Bank of Montreal | 0.00% | Add +84.5% | 518,544 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -12.8% | 514,028 | $2.0M |
| Eagle Global Advisors LLC | 0.08% | New | 500,000 | $1.9M |
| Quadrant Capital Group LLC | 0.07% | Add +184.8% | 480,487 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +65.6% | 478,335 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +3.7% | 470,311 | $1.8M |
| Caprock Group, LLC | 0.05% | Reduce -3.9% | 463,016 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.3% | 452,059 | $1.7M |
| Vident Advisory, LLC | 0.02% | Add +38.0% | 435,745 | $1.7M |
| Morningstar Investment Services LLC | 0.30% | Reduce -57.0% | 435,473 | $1.7M |
| NewEdge Wealth, LLC | 0.03% | Reduce -7.7% | 421,022 | $1.6M |
| Lockheed Martin Investment Management Co. | 0.07% | Add +59.1% | 420,060 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -82.7% | 400,416 | $1.5M |
| Naviter Wealth, LLC | 0.17% | Reduce -2.4% | 360,018 | $1.4M |
| HF Advisory Group, LLC | 0.59% | Add +3.4% | 354,746 | $1.4M |
| Signaturefd, LLC | 0.02% | Add +5.2% | 308,563 | $1.2M |
| Koss-Olinger Consulting, LLC | 0.10% | Add +205.5% | 307,348 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -0.2% | 300,255 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -4.5% | 293,537 | $1.1M |
| Curi Capital, LLC | 0.03% | New | 289,766 | $1.1M |
| Twin City Private Wealth, LLC | 0.90% | Reduce -24.8% | 267,995 | $1.0M |
| AQR Capital Management | 0.00% | Add +124.1% | 263,246 | $1.0M |
| GMO | 0.00% | Add +20.4% | 256,198 | $979K |
| Private Advisor Group, LLC | 0.01% | Add +15.2% | 254,955 | $974K |
| Ativo Capital Management LLC | 0.80% | Reduce -1.7% | 244,962 | $936K |
| Ellevest, Inc. | 0.06% | Reduce -0.2% | 233,057 | $890K |
| Voya Financial Advisors, Inc. | 0.10% | Add +10.6% | 225,365 | $865K |
| Marks Group Wealth Management, Inc | 0.08% | Add +5.0% | 220,620 | $843K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +0.2% | 208,142 | $795K |
| Principal Securities, Inc. | 0.02% | No change | 288,773 | $785K |
| XTX Topco Ltd | 0.04% | Reduce -12.0% | 205,118 | $784K |
| Qtron Investments LLC | 0.12% | Add +0.2% | 201,283 | $769K |
| Edge Wealth Management LLC | 0.15% | No change | 200,000 | $764K |
| Maverick Capital | 0.01% | Add +97.1% | 198,538 | $758K |
| Legacy Wealth Asset Management, LLC | 0.21% | Reduce -2.9% | 195,022 | $745K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 193,690 | $740K |
| Intrust Bank NA | 0.07% | Reduce -2.8% | 190,437 | $727K |
| Yousif Capital Management, LLC | 0.01% | No change | 188,968 | $722K |
| Forum Financial Management, LP | 0.01% | No change | 181,796 | $694K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.7% | 181,162 | $692K |
| Compound Planning, Inc. | 0.03% | Add +14.0% | 179,678 | $686K |
| Centiva Capital, LP | 0.04% | New | 176,494 | $674K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -52.0% | 172,972 | $661K |
| Acadian Asset Management LLC | 0.00% | New | 167,525 | $639K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.9% | 166,220 | $638K |
| Rhumbline Advisers | 0.00% | Reduce -2.8% | 166,405 | $636K |
| Pinnacle Associates Ltd. | 0.01% | Add +5.7% | 164,901 | $630K |
| Kathmere Capital Management, LLC | 0.05% | Add +22.7% | 163,831 | $626K |
| Invesco Ltd. | 0.00% | Reduce -21.3% | 162,927 | $622K |
| Stephens Inc. | 0.01% | Add +2.5% | 161,640 | $617K |
| Ballentine Partners, LLC | 0.01% | Add +17.0% | 160,999 | $615K |
| Cable Hill Partners, LLC | 0.06% | Reduce -0.4% | 149,993 | $608K |
| Gallacher Capital Management LLC | 0.29% | Reduce -8.0% | 156,877 | $599K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 155,853 | $595K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -2.6% | 155,177 | $593K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.8% | 154,558 | $590K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.3% | 153,116 | $585K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -4.6% | 152,180 | $581K |
| Blue Trust, Inc. | 0.01% | Add +13.9% | 149,600 | $571K |
| Russell Investments Group, Ltd. | 0.00% | Add +58.3% | 148,844 | $569K |
| &partners | 0.01% | Add +26.8% | 143,565 | $551K |
| Aaron Wealth Advisors LLC | 0.06% | Add +6.7% | 139,917 | $534K |
| Corient Private Wealth LP | 0.00% | Add +12.7% | 139,796 | $534K |
| Syon Capital LLC | 0.04% | Reduce -3.2% | 139,091 | $531K |
| Pacer Advisors, Inc. | 0.00% | Add +3.0% | 132,831 | $507K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.9% | 128,662 | $491K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.7% | 128,390 | $490K |
| Apollon Wealth Management, LLC | 0.01% | Add +4.2% | 127,795 | $488K |
| Evergreen Capital Management LLC | 0.02% | Reduce -0.8% | 124,740 | $477K |
| Wealth Alliance, LLC | 0.06% | Add +8.2% | 123,946 | $473K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4.7% | 123,414 | $470K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.5% | 122,553 | $468K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.6% | 121,364 | $464K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +73.8% | 120,360 | $460K |
| Mgo One Seven LLC | 0.02% | Reduce -16.5% | 115,527 | $441K |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.5% | 114,694 | $438K |
| Glenmede Trust Co. NA | 0.00% | Add +3.8% | 111,494 | $426K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -36.0% | 109,796 | $419K |
| Aprio Wealth Management, LLC | 0.05% | Add +50.1% | 109,587 | $419K |
| Portside Wealth Group, LLC | 0.06% | Add +9.8% | 103,316 | $395K |
| Papamarkou Wellner Asset Management inc. | 0.27% | Add +66.8% | 102,850 | $393K |
| Captrust Financial Advisors | 0.00% | Add +125.4% | 100,950 | $386K |
| Aegis Wealth Management LLC | 0.22% | No change | 98,975 | $378K |
| Ieq Capital, LLC | 0.00% | Add +6.5% | 98,957 | $378K |
| Cetera Trust Company, N.A | 0.24% | No change | 97,075 | $371K |
| Callan Capital, LLC | 0.03% | Add +25.4% | 94,353 | $360K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.6% | 91,815 | $351K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -0.9% | 90,605 | $346K |
| Quantbot Technologies LP | 0.01% | Reduce -32.2% | 90,419 | $345K |
| Blue Barn Wealth, LLC | 0.18% | Add +20.8% | 89,547 | $342K |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.1% | 88,041 | $336K |
| ICONIQ Capital, LLC | 0.01% | Add +194.1% | 87,502 | $334K |
| Advisory Services Network, LLC | 0.01% | Reduce -14.4% | 86,401 | $330K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -23.3% | 86,164 | $329K |
| Brooklyn Investment Group | 0.07% | New | 85,517 | $327K |
| Marcum Wealth, LLC | 0.03% | Add +13.2% | 85,341 | $326K |
| May Hill Capital, LLC | 0.12% | Add +1.5% | 84,725 | $324K |
| Pitcairn Co. | 0.02% | Add +6.2% | 81,913 | $313K |
| Choreo, LLC | 0.00% | Add +8.0% | 81,411 | $311K |
| Norden Group LLC | 0.04% | Add +0.3% | 79,726 | $305K |
| Eagle Rock Investment Company, LLC | 0.05% | No change | 77,176 | $295K |
| Sivia Capital Partners, LLC | 0.14% | Add +15.4% | 77,154 | $295K |
| Anchor Investment Management, LLC | 0.03% | No change | 76,000 | $290K |
| Financial Advocates Investment Management | 0.02% | Add +9.2% | 75,664 | $289K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +10.6% | 75,371 | $288K |
| Continuum Advisory, LLC | 0.04% | Reduce -23.1% | 73,690 | $281K |
| Independent Advisor Alliance | 0.01% | Reduce -4.1% | 71,964 | $275K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -12.3% | 71,948 | $275K |
| Callan Family Office, LLC | 0.02% | Reduce -10.9% | 70,957 | $271K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +9.4% | 70,812 | $271K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -14.6% | 68,998 | $265K |
| Prosperity Consulting Group, LLC | 0.02% | Add +3.0% | 68,331 | $261K |
| Gibbs Wealth Management | 0.06% | Add +13.2% | 68,088 | $260K |
| First Affirmative Financial Network | 0.16% | Reduce -15.7% | 66,987 | $256K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +6.2% | 66,417 | $254K |
| Checchi Capital Advisers, LLC | 0.02% | Add +23.8% | 65,389 | $250K |
| Allworth Financial LP | 0.00% | Add +0.3% | 63,291 | $247K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -27.7% | 64,566 | $247K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -1.7% | 64,072 | $245K |
| Tranquilli Financial Advisor LLC | 0.15% | Add +28.9% | 62,911 | $240K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -25.8% | 61,974 | $237K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.5% | 61,411 | $235K |
| Fielder Capital Group LLC | 0.07% | No change | 60,993 | $233K |
| M&T Bank Corp | 0.00% | Add +8.2% | 59,945 | $229K |
| Ascent Group, LLC | 0.01% | Add +19.4% | 59,130 | $226K |
| Aspen Grove Capital, LLC | 0.04% | Reduce -12.6% | 59,020 | $225K |
| Synovus Financial Corp. | 0.00% | No change | 58,936 | $225K |
| HB Wealth Management, LLC | 0.00% | Add +52.4% | 58,645 | $224K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -53.3% | 58,445 | $223K |
| Axxcess Wealth Management, LLC | 0.01% | Add +2.3% | 58,399 | $223K |
| TD Private Client Wealth LLC | 0.01% | Add +207.5% | 58,241 | $222K |
| State Street Corp. | 0.00% | Add +0.6% | 58,094 | $222K |
| PDS Planning, Inc | 0.02% | Add +32.6% | 57,598 | $220K |
| GAMMA Investing LLC | 0.02% | Add +24.2% | 57,543 | $220K |
| Valeo Financial Advisors, LLC | 0.01% | Add +16.0% | 56,872 | $217K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -29.4% | 56,456 | $216K |
| Parallel Advisors, LLC | 0.00% | Add +32.9% | 56,101 | $214K |
| Cape Investment Advisory, Inc. | 0.08% | Reduce -6.0% | 55,379 | $212K |
| Meriwether Wealth & Planning, LLC | 0.14% | Add +8.0% | 55,279 | $211K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -11.6% | 55,198 | $211K |
| Five Oceans Advisors | 0.10% | Reduce -15.2% | 54,791 | $209K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.8% | 51,905 | $207K |
| Toronto Dominion Bank | 0.00% | Reduce -14.9% | 54,025 | $206K |
| one8zero8, LLC | 0.05% | No change | 50,000 | $191K |
| Clarius Group, LLC | 0.01% | Add +18.8% | 49,760 | $190K |
| Cwm, LLC | 0.00% | Reduce -11.9% | 46,801 | $179K |
| Sage Rhino Capital LLC | 0.04% | Add +10.3% | 46,795 | $179K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 46,406 | $177K |
| Natural Investments, LLC | 0.05% | Reduce -6.2% | 45,841 | $175K |
| Brookstone Capital Management | 0.00% | Reduce -6.6% | 45,675 | $174K |
| Foster Victor Wealth Advisors, LLC | 0.01% | Reduce -10.4% | 48,592 | $174K |
| West Family Investments, Inc. | 0.07% | Add +94.7% | 45,390 | $173K |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -12.2% | 45,390 | $173K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 44,627 | $170K |
| HSBC Holdings PLC | 0.00% | Reduce -12.9% | 44,339 | $170K |
| Earnest Partners LLC | 0.00% | Reduce -18.4% | 44,243 | $169K |
| Wealthstream Advisors, Inc. | 0.03% | Add +3.6% | 44,185 | $169K |
| Thrivent Financial for Lutherans | 0.00% | No change | 60,071 | $166K |
| Decatur Capital Management, Inc. | 0.09% | Reduce -0.3% | 43,098 | $165K |
| Procyon Advisors, LLC | 0.01% | Add +38.0% | 42,042 | $161K |
| Cromwell Holdings LLC | 0.10% | No change | 41,924 | $160K |
| Schechter Investment Advisors, LLC | 0.01% | Reduce -19.4% | 41,494 | $159K |
| Hoxton Planning & Management, LLC | 0.06% | Add +5.0% | 41,119 | $157K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.7% | 40,459 | $155K |
| Baker Tilly Wealth Management, LLC | 0.06% | Add +6.3% | 40,458 | $155K |
| CreativeOne Wealth, LLC | 0.00% | Add +4.6% | 40,077 | $153K |
| Rehmann Capital Advisory Group | 0.01% | Add +1.8% | 39,019 | $149K |
| BSW Wealth Partners | 0.02% | Reduce -7.0% | 38,984 | $149K |
| Drive Wealth Management, LLC | 0.03% | Reduce -4.9% | 38,466 | $147K |
| Fortress Private Ledger, LLC | 0.08% | Add +82.0% | 38,410 | $147K |
| Claro Advisors Inc. | 0.02% | Reduce -6.2% | 37,280 | $142K |
| Crumly & Associates Inc. | 0.04% | Add +8.7% | 36,162 | $138K |
| Arax Advisory Partners | 0.01% | Add +176.4% | 36,068 | $138K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -3.2% | 35,695 | $136K |
| Optas, LLC | 0.02% | Reduce -3.4% | 35,657 | $136K |
| Platform Technology Partners | 0.04% | Reduce -1.1% | 35,457 | $135K |
| CarsonAllaria Wealth Management, Ltd. | 0.08% | Reduce -0.4% | 35,263 | $135K |
| Addison Advisors LLC | 0.04% | Add +2.2% | 35,208 | $134K |
| Lido Advisors, LLC | 0.00% | Reduce -2.0% | 35,043 | $134K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 34,877 | $133K |
| Prudent Man Advisors, LLC | 0.05% | No change | 34,326 | $131K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -46.5% | 33,772 | $129K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -14.6% | 31,907 | $127K |
| MQS Management LLC | 0.07% | New | 33,093 | $126K |
| Prospera Financial Services Inc | 0.00% | Add +2.3% | 33,070 | $126K |
| Copperleaf Capital, LLC | 0.07% | Add +20.0% | 32,276 | $123K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -6.9% | 30,428 | $121K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +48.3% | 31,495 | $120K |
| Abel Hall, LLC | 0.07% | Add +41.4% | 31,454 | $120K |
| Legacy Financial Advisors, Inc. | 0.02% | Reduce -24.1% | 30,235 | $115K |
| Guggenheim Capital LLC | 0.00% | Add +45.4% | 29,794 | $114K |
| Insigneo Advisory Services, LLC | 0.01% | Add +19.5% | 29,692 | $113K |
| Coldstream Capital Management Inc. | 0.00% | Add +13.8% | 29,345 | $112K |
| Hilltop Holdings Inc. | 0.01% | Add +15.7% | 29,176 | $111K |
| Wallace Advisory Group, LLC | 0.08% | Reduce -0.7% | 40,415 | $110K |
| Summit Financial, LLC | 0.00% | Reduce -1.5% | 28,566 | $109K |
| Sage Investment Counsel LLC | 0.14% | No change | 28,000 | $107K |
| Wedmont Private Capital | 0.01% | Reduce -2.7% | 29,791 | $107K |
| CIBC Asset Management Inc | 0.00% | Add +97.6% | 27,917 | $107K |
| Traveka Wealth, LLC | 0.06% | No change | 27,901 | $107K |
| Unique Wealth Strategies, LLC | 0.05% | Reduce -2.7% | 27,506 | $105K |
| Virtue Capital Management, LLC | 0.01% | Add +15.4% | 27,457 | $105K |
| Keel Point, LLC | 0.01% | Add +25.1% | 27,029 | $103K |
| Retirement Planning Co of New England, Inc. | 0.05% | Add +31.3% | 26,985 | $103K |
| TT Capital Management LLC | 0.09% | Reduce -8.5% | 26,971 | $103K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -4.8% | 26,898 | $102K |
| Brentview Investment Management LLC | 0.05% | Add +137.1% | 26,741 | $102K |
| Lindbrook Capital, LLC | 0.01% | Add +17.1% | 26,505 | $101K |
| CFO4Life Group, LLC | 0.02% | Reduce -27.6% | 26,356 | $101K |
| Florida Trust Wealth Management Co | 0.00% | Reduce -0.4% | 25,997 | $99K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -40.1% | 25,863 | $99K |
| World Investment Advisors | 0.00% | Add +14.4% | 25,394 | $97K |
| HUB Investment Partners, LLC | 0.00% | Add +0.5% | 25,015 | $96K |
| Octavia Wealth Advisors, LLC | 0.01% | No change | 24,714 | $94K |
| ProVise Management Group, LLC | 0.01% | No change | 24,665 | $94K |
| Marino, Stram & Associates LLC | 0.02% | No change | 24,503 | $94K |
| Legacy Capital Wealth Partners, LLC | 0.02% | Add +7.4% | 24,462 | $93K |
| Keynote Financial Services LLC | 0.07% | No change | 24,400 | $93K |
| Scotia Capital Inc. | 0.00% | Add +0.8% | 24,215 | $93K |
| Bayesian Capital Management, LP | 0.02% | New | 24,200 | $92K |
| Cooper Financial Group | 0.01% | Add +7.0% | 24,009 | $92K |
| Lazari Capital Management, Inc. | 0.04% | Reduce -10.8% | 23,992 | $92K |
| Flow Traders U.S. LLC | 0.00% | New | 23,896 | $91K |
| Sage Mountain Advisors LLC | 0.01% | No change | 23,683 | $90K |
| Keybank National Association | 0.00% | Add +30.7% | 23,586 | $90K |
| Trust Point Inc. | 0.01% | Reduce -1.0% | 23,380 | $89K |
| Riversedge Advisors, LLC | 0.02% | Add +15.8% | 23,247 | $89K |
| Choate Investment Advisors | 0.00% | Reduce -2.5% | 23,163 | $88K |
| Petros Family Wealth, LLC | 0.10% | Add +6.8% | 23,123 | $88K |
| Savant Capital, LLC | 0.00% | Reduce -30.1% | 23,049 | $88K |
| Savvy Advisors, Inc. | 0.01% | Add +16.9% | 21,345 | $82K |
| Breakwater Capital Group | 0.01% | Add +17.7% | 21,006 | $80K |
| Lifeworks Advisors, LLC | 0.01% | Reduce -16.9% | 20,964 | $80K |
| D'Orazio & Associates, Inc. | 0.01% | Add +3.1% | 20,933 | $80K |
| GeoWealth Management, LLC | 0.00% | Add +0.2% | 20,900 | $80K |
| Brio Consultants, LLC | 0.01% | Add +21.9% | 20,402 | $78K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +25.0% | 20,359 | $78K |
| Snowden Capital Advisors LLC | 0.00% | Add +4.2% | 20,228 | $77K |
| PARK CIRCLE Co | 0.07% | No change | 20,000 | $76K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -3.5% | 19,976 | $76K |
| Berger Financial Group, Inc | 0.01% | New | 19,632 | $75K |
| NorthCoast Asset Management LLC | 0.00% | Add +9.4% | 19,631 | $75K |
| Merit Financial Group, LLC | 0.00% | Add +70.0% | 19,574 | $75K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +4.3% | 19,460 | $74K |
| Great Diamond Partners, LLC | 0.02% | Reduce -15.6% | 18,887 | $72K |
| Simplex Trading, LLC | 0.00% | Add +868.9% | 19,077 | $72K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 18,673 | $71K |
| Seven Mile Advisory | 0.05% | Add +2.0% | 18,621 | $71K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +58.4% | 18,598 | $71K |
| Cresset Asset Management, LLC | 0.00% | Add +23.5% | 18,416 | $70K |
| Good Life Advisors, LLC | 0.00% | New | 17,955 | $69K |
| Oppenheimer & Co. Inc. | 0.00% | New | 17,711 | $68K |
| Defined Wealth Management, LLC | 0.04% | Add +35.3% | 17,343 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -32.1% | 17,260 | $66K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -11.1% | 16,753 | $64K |
| Capital Asset Advisory Services LLC | 0.00% | No change | 16,630 | $64K |
| NewEdge Advisors, LLC | 0.00% | Add +5.1% | 16,352 | $62K |
| Brighton Jones LLC | 0.00% | Add +3.6% | 16,165 | $62K |
| Warren Street Wealth Advisors, LLC | 0.02% | Add +1.7% | 16,076 | $61K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -3.5% | 16,063 | $61K |
| New Republic Capital, LLC | 0.03% | Reduce -19.9% | 15,916 | $61K |
| PFG Investments, LLC | 0.00% | Add +31.4% | 15,588 | $60K |
| D.A. Davidson & Co. | 0.00% | No change | 15,438 | $59K |
| Xponance LLC | 0.00% | Add +4.7% | 15,435 | $59K |
| SBI Securities Co., Ltd. | 0.00% | Add +22.1% | 15,369 | $59K |
| Camarda Financial Advisors, LLC | 0.03% | New | 15,206 | $58K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -17.6% | 15,005 | $57K |
| Jackson Thornton Wealth Management, LLC | 0.01% | Add +20.4% | 15,168 | $57K |
| Silver Oak Securities, Incorporated | 0.01% | New | 14,765 | $57K |
| Arkadios Wealth Advisors | 0.00% | Add +16.1% | 14,839 | $57K |
| Intergy Private Wealth, LLC | 0.02% | Add +9.9% | 14,685 | $56K |
| Olde Wealth Management, LLC | 0.02% | No change | 14,840 | $56K |
| Tritonpoint Wealth, LLC | 0.01% | Add +26.8% | 14,590 | $56K |
| Impact Capital Partners LLC | 0.02% | Reduce -41.3% | 14,288 | $55K |
| Centurion Wealth Management LLC | 0.02% | No change | 20,030 | $54K |
| IHT Wealth Management, LLC | 0.00% | Add +37.4% | 14,144 | $54K |
| Adero Partners, LLC | 0.00% | Reduce -2.2% | 13,883 | $53K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.7% | 13,872 | $53K |
| Legacy Financial Group, Inc. | 0.02% | New | 13,581 | $52K |
| Certuity, LLC | 0.01% | Add +3.6% | 13,470 | $51K |
| Mutual Advisors, LLC | 0.00% | Add +27.1% | 12,916 | $51K |
| Greenleaf Trust | 0.00% | New | 13,297 | $51K |
| Aletheian Wealth Advisors LLC | 0.03% | No change | 13,296 | $51K |
| PFG Advisors | 0.00% | No change | 13,261 | $51K |
| Founders Financial Securities LLC | 0.00% | Add +13.0% | 12,778 | $51K |
| Bank Hapoalim BM | 0.01% | No change | 13,000 | $50K |
| Simon Quick Advisors, LLC | 0.00% | Add +2.1% | 12,949 | $49K |
| Investors Research Corp | 0.01% | Reduce -53.9% | 12,500 | $48K |
| Quantum Portfolio Management LLC | 0.02% | New | 12,339 | $47K |
| Cherrydale Wealth Management, LLC | 0.02% | No change | 12,104 | $46K |
| Enterprise Financial Services Corp | 0.03% | No change | 12,058 | $46K |
| Colonial Trust Co / SC | 0.01% | No change | 12,000 | $46K |
| Fiduciary Financial Group, LLC | 0.01% | No change | 12,797 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +17.4% | 11,978 | $46K |
| Revisor Wealth Management LLC | 0.02% | New | 11,963 | $46K |
| Rothschild Wealth LLC | 0.01% | New | 11,835 | $45K |
| MAI Capital Management | 0.00% | Add +61.3% | 11,830 | $45K |
| FMB Wealth Management | 0.03% | No change | 11,812 | $45K |
| Geneos Wealth Management Inc. | 0.00% | Add +162.2% | 11,724 | $45K |
| Sowell Financial Services LLC | 0.00% | New | 11,614 | $44K |
| Dynamic Advisor Solutions LLC | 0.00% | Add +4.8% | 11,563 | $44K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -5.7% | 11,459 | $44K |
| Horizon Investments, LLC | 0.00% | Add +1.8% | 11,770 | $44K |
| SageView Advisory Group, LLC | 0.00% | Reduce -0.1% | 11,334 | $43K |
| Moody National Bank Trust Division | 0.00% | New | 11,244 | $43K |
| Fifth Third Bancorp | 0.00% | Add +23.4% | 10,982 | $42K |
| Holistic Financial Partners | 0.02% | No change | 10,874 | $42K |
| Robertson Stephens Wealth Management, LLC | 0.00% | Add +2.3% | 10,836 | $41K |
| Rainey & Randall Wealth Advisors Inc. | 0.01% | New | 10,642 | $41K |
| SYM FINANCIAL Corp | 0.00% | New | 10,416 | $40K |
| Squarepoint Ops LLC | 0.00% | New | 10,334 | $39K |
| Ausdal Financial Partners, Inc. | 0.00% | New | 10,194 | $39K |
| Crux Wealth Advisors | 0.02% | No change | 10,182 | $39K |
| GWN Securities Inc. | 0.00% | New | 10,088 | $39K |
| Transcend Capital Advisors, LLC | 0.00% | Reduce -16.1% | 10,052 | $38K |
| Interchange Capital Partners, LLC | 0.01% | Reduce -1.1% | 10,029 | $38K |
| Earned Wealth Advisors, LLC | 0.01% | New | 10,007 | $38K |
| Shepherd Financial Partners LLC | 0.00% | No change | 10,000 | $38K |
| Advisor Resource Council | 0.00% | New | 10,430 | $37K |
| Cerro Pacific Wealth Advisors LLC | 0.01% | Reduce -1.0% | 13,297 | $36K |
| Parkside Financial Bank & Trust | 0.00% | Add +140.1% | 8,544 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.0% | 8,120 | $31K |
| Private Trust Co. NA | 0.00% | Add +5.8% | 7,301 | $28K |
| Salem Investment Counselors Inc. | 0.00% | No change | 7,000 | $27K |
| Rothschild Investment LLC | 0.00% | Add +12.8% | 6,094 | $23K |
| Wayfinding Financial, LLC | 0.01% | New | 6,261 | $23K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -45.1% | 6,005 | $23K |
| Sierra Ocean, LLC | 0.02% | No change | 5,929 | $23K |
| Bessemer Group Inc. | 0.00% | Add +9.5% | 5,630 | $22K |
| TD Waterhouse Canada Inc. | 0.00% | Add +32.5% | 4,871 | $19K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 4,825 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.0% | 4,342 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -57.3% | 4,100 | $16K |
| HM Payson & Co. | 0.00% | New | 3,958 | $15K |
| Global Financial Private Client, LLC | 0.01% | No change | 3,700 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +14.2% | 3,427 | $13K |
| Lanark Financial, Inc. | 0.00% | — | 3,538 | $13K |
| Concord Wealth Partners | 0.00% | Reduce -24.6% | 3,056 | $12K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -99.9% | 2 | $11K |
| Huntington National Bank | 0.00% | Reduce -79.6% | 2,814 | $11K |
| UMB Bank, n.a. | 0.00% | No change | 2,804 | $11K |
| Creative Financial Designs Inc. | 0.00% | New | 2,649 | $10K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -9.3% | 2,461 | $9K |
| Larson Financial Group LLC | 0.00% | New | 2,421 | $9K |
| Truvestments Capital LLC | 0.00% | New | 2,384 | $9K |
| GW&K Investment Management, LLC | 0.00% | Reduce -8.7% | 2,280 | $9K |
| Barclays PLC | 0.00% | No change | 2,050 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -50.0% | 2,000 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +142.9% | 1,659 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 1,691 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +4.8% | 1,539 | $6K |
| Zions Bancorporation, National Association | 0.00% | — | 1,519 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 1,494 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 1,440 | $6K |
| REAP Financial Group, LLC | 0.00% | New | 1,387 | $5K |
| Mather Group, Llc. | 0.00% | No change | 1,288 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,156 | $4K |
| WealthCollab, LLC | 0.00% | No change | 1,046 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1,039 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 981 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 911 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 1,188 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 833 | $3K |
| Spire Wealth Management | 0.00% | Reduce -7.0% | 800 | $3K |
| CX Institutional | 0.00% | New | 849 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 675 | $3K |
| TD Capital Management LLC | 0.00% | No change | 528 | $2K |
| Rossby Financial, LCC | 0.00% | New | 498 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 493 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 443 | $2K |
| Binnacle Investments Inc | 0.00% | — | 421 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 329 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 310 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 277 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | — | 253 | $966 |
| WPG Advisers, LLC | 0.00% | No change | 223 | $852 |
| Millstone Evans Group, LLC | 0.00% | No change | 207 | $791 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 206 | $787 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 174 | $665 |
| Sound Income Strategies, LLC | 0.00% | No change | 161 | $615 |
| Abound Wealth Management | 0.00% | Reduce -22.4% | 156 | $596 |
| Bogart Wealth, LLC | 0.00% | Reduce -97.5% | 142 | $542 |
| NewSquare Capital LLC | 0.00% | New | 101 | $386 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 91 | $348 |
| High Note Wealth, LLC | 0.00% | No change | 64 | $244 |
| Rise Advisors, LLC | 0.00% | Reduce -100.0% | 1 | $4 |
"% of holder's portfolio" is LYG's weight in each manager's 13F, not the share of Lloyds Banking Group PLC-ADR the manager owns.