Lloyds Banking Group PLC-ADRLYG
13F holders, Q2 2025 (June 30)478holders +23
77new positions
48sold out
9famous investors
$3.57avg. 13F price*
At the end of Q2 2025, 478 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, up 23 from Q1 2025. 77 opened new positions and 48 sold out. The largest holders were Fisher Asset Management ($632.5M), FMR LLC ($149.2M) and L1 Capital Pty Ltd ($135.9M). 9 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Lloyds Banking Group PLC-ADR
- CUSIP
- 539439109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $178.7M |
| Exits | 48 | $12.6M |
All 13F filers, Q1 2025 → Q2 2025: 196,737,943 shares bought and 63,657,934 shares sold, net +133,080,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 478 holders
| Fisher Asset Management | 0.25% | Add +12.6% | 148,828,623 | $632.5M |
| FMR LLC | 0.01% | Add +10.3% | 35,104,266 | $149.2M |
| L1 Capital Pty Ltd | 8.22% | New | 129,076,191 | $135.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +10.7% | 26,748,337 | $113.7M |
| Morgan Stanley | 0.01% | Add +19.7% | 24,644,215 | $104.7M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Reduce -30.8% | 23,094,499 | $98.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.7% | 13,936,369 | $59.2M |
| Northern Trust Corp. | 0.01% | Reduce -11.3% | 13,737,771 | $58.4M |
| CIBC Private Wealth Group LLC | 0.10% | Add +3.4% | 13,506,967 | $57.4M |
| Renaissance Technologies | 0.06% | Add +998.7% | 11,172,800 | $47.5M |
| BlackRock, Inc. | 0.00% | Add +13.5% | 10,337,718 | $43.9M |
| Bank of America Corp. | 0.00% | Reduce -19.2% | 10,264,057 | $43.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -18.5% | 8,549,590 | $36.3M |
| Millennium Management | 0.03% | Reduce -8.4% | 7,506,320 | $31.9M |
| First Eagle Investment Management, LLC | 0.06% | Add +9.9% | 6,816,161 | $29.0M |
| American Century Companies Inc. | 0.02% | Reduce -2.9% | 6,806,177 | $28.9M |
| Citadel Advisors | 0.02% | Add +1648.6% | 5,250,393 | $22.3M |
| Crossmark Global Holdings, Inc. | 0.33% | Add +0.7% | 4,867,713 | $20.7M |
| Wells Fargo & Company | 0.00% | Reduce -35.8% | 4,321,763 | $18.4M |
| UBS Group AG | 0.00% | Add +245.3% | 4,296,768 | $18.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +48.0% | 3,618,576 | $15.4M |
| Cibc World Market Inc. | 0.03% | Reduce -1.4% | 3,528,241 | $15.0M |
| Janney Capital Management LLC | 0.85% | Reduce -1.8% | 3,115,690 | $13.2M |
| O'shaughnessy Asset Management, LLC | 0.08% | Reduce -28.1% | 2,719,119 | $11.6M |
| Point72 Asset Management | 0.03% | New | 2,568,800 | $10.9M |
| Clearbridge Investments, LLC | 0.01% | Reduce -91.4% | 2,280,279 | $9.7M |
| Jane Street Group, LLC | 0.02% | Add +178.3% | 2,261,115 | $9.6M |
| QRG Capital Management, Inc. | 0.08% | Reduce -8.5% | 2,186,886 | $9.3M |
| Bard Financial Services, Inc. | 1.04% | Reduce -9.5% | 2,053,105 | $8.7M |
| Assetmark, Inc. | 0.02% | Add +147.2% | 2,028,677 | $8.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -57.7% | 1,839,877 | $7.8M |
| LPL Financial LLC | 0.00% | Reduce -10.2% | 1,802,719 | $7.7M |
| Aquatic Capital Management LLC | 0.15% | New | 1,710,573 | $7.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +22.9% | 1,661,204 | $7.1M |
| Natixis Advisors, LLC | 0.01% | Add +17.1% | 1,634,323 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Add +277.7% | 1,512,313 | $6.4M |
| Creative Planning | 0.01% | Add +15.1% | 1,371,706 | $5.8M |
| Ethic Inc. | 0.10% | Reduce -5.5% | 1,314,314 | $5.6M |
| Beck Bode, LLC | 0.89% | New | 1,236,249 | $5.3M |
| Logan Capital Management Inc. | 0.24% | Add +10.9% | 1,211,983 | $5.2M |
| AQR Capital Management | 0.00% | Add +358.5% | 1,207,091 | $5.1M |
| MML Investors Services, LLC | 0.01% | Reduce -31.0% | 1,184,646 | $5.0M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -63.8% | 1,155,489 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +1.6% | 1,148,280 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.7% | 1,058,520 | $4.5M |
| Ritholtz Wealth Management | 0.09% | Reduce -21.4% | 932,080 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -17.6% | 928,425 | $3.9M |
| Focus Partners Wealth | 0.01% | Add +10.0% | 899,504 | $3.8M |
| Timber Creek Capital Management LLC | 0.97% | Reduce -25.9% | 877,275 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -26.6% | 862,207 | $3.7M |
| Mariner, LLC | 0.01% | Add +7.4% | 851,467 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.5% | 848,666 | $3.6M |
| US Bancorp \de | 0.00% | Add +0.2% | 833,483 | $3.5M |
| Henry James International Management Inc. | 1.16% | Reduce -8.4% | 832,564 | $3.5M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +10.1% | 774,145 | $3.3M |
| Franklin Resources Inc. | 0.00% | Reduce -16.0% | 761,551 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.6% | 726,534 | $3.1M |
| Eagle Global Advisors LLC | 0.12% | Add +40.0% | 700,000 | $3.0M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -32.8% | 689,459 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.2% | 684,657 | $2.9M |
| XTX Topco Ltd | 0.12% | Add +232.0% | 681,027 | $2.9M |
| Semmax Financial Advisors Inc. | 0.74% | Add +0.7% | 645,729 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -6.8% | 670,415 | $2.8M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 643,082 | $2.7M |
| Inspire Investing, LLC | 0.29% | New | 623,241 | $2.6M |
| Sei Investments Co. | 0.00% | Reduce -9.7% | 601,274 | $2.6M |
| First Trust Advisors LP | 0.00% | Add +12.7% | 579,038 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -42.7% | 578,691 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -35.3% | 547,840 | $2.3M |
| Cookson Peirce & Co. Inc. | 0.10% | New | 532,595 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.0% | 520,376 | $2.2M |
| Drucker Wealth 3.0, LLC | 0.40% | Reduce -31.6% | 495,273 | $2.1M |
| Cerity Partners LLC | 0.00% | Reduce -30.4% | 481,752 | $2.0M |
| Quantbot Technologies LP | 0.05% | Add +430.5% | 479,674 | $2.0M |
| AMG National Trust Bank | 0.05% | Reduce -21.1% | 467,420 | $2.0M |
| Vident Advisory, LLC | 0.02% | Add +5.8% | 461,001 | $2.0M |
| NewEdge Wealth, LLC | 0.03% | Add +2.1% | 429,735 | $1.9M |
| Global Retirement Partners, LLC | 0.04% | — | 427,337 | $1.8M |
| Lockheed Martin Investment Management Co. | 0.07% | No change | 420,060 | $1.8M |
| Abc Arbitrage SA | 0.19% | New | 397,446 | $1.7M |
| Symmetry Investments LP | 0.14% | New | 389,900 | $1.7M |
| Two Sigma Securities, LLC | 0.20% | New | 386,581 | $1.6M |
| Twin City Private Wealth, LLC | 1.34% | Add +44.1% | 386,100 | $1.6M |
| HF Advisory Group, LLC | 0.65% | Add +8.3% | 384,367 | $1.6M |
| Naviter Wealth, LLC | 0.20% | Add +5.3% | 379,011 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -16.6% | 376,912 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Reduce -25.6% | 355,854 | $1.5M |
| Compound Planning, Inc. | 0.06% | Add +94.3% | 349,024 | $1.5M |
| Marshall Wace, LLP | 0.00% | Reduce -47.2% | 341,760 | $1.5M |
| Quadrant Capital Group LLC | 0.05% | Reduce -30.1% | 335,925 | $1.4M |
| Signaturefd, LLC | 0.02% | Add +0.8% | 310,881 | $1.3M |
| Principal Securities, Inc. | 0.02% | Add +6.3% | 306,837 | $1.3M |
| Koss-Olinger Consulting, LLC | 0.11% | Reduce -1.1% | 304,047 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -40.6% | 279,315 | $1.2M |
| Callan Family Office, LLC | 0.03% | Add +258.0% | 254,052 | $1.1M |
| Curi Capital, LLC | 0.02% | Reduce -13.0% | 252,000 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.7% | 245,516 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.1% | 240,471 | $1.0M |
| Voya Financial Advisors, Inc. | 0.10% | Add +6.9% | 240,885 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -19.0% | 237,788 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | — | 226,307 | $962K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -76.6% | 219,161 | $931K |
| Russell Investments Group, Ltd. | 0.00% | Add +47.1% | 219,002 | $931K |
| Commonwealth Equity Services, LLC | 0.00% | Add +42.8% | 218,595 | $929K |
| Susquehanna International Group, LLP | 0.00% | Add +37.8% | 212,921 | $905K |
| Ellevest, Inc. | 0.14% | Reduce -9.1% | 211,958 | $901K |
| Intrust Bank NA | 0.08% | Add +9.9% | 209,223 | $889K |
| Papamarkou Wellner Asset Management inc. | 0.58% | No change | 102,850 | $871K |
| Yousif Capital Management, LLC | 0.01% | Add +7.5% | 203,173 | $863K |
| Ieq Capital, LLC | 0.01% | Add +104.0% | 201,855 | $858K |
| Qtron Investments LLC | 0.11% | Reduce -0.1% | 201,055 | $854K |
| Edge Wealth Management LLC | 0.16% | No change | 200,000 | $849K |
| Invesco Ltd. | 0.00% | Add +22.3% | 199,276 | $847K |
| Maverick Capital | 0.01% | No change | 198,538 | $844K |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +26.6% | 196,507 | $835K |
| &partners | 0.01% | Add +29.7% | 186,198 | $790K |
| Legacy Wealth Asset Management, LLC | 0.20% | Reduce -5.9% | 183,510 | $780K |
| Verition Fund Management LLC | 0.00% | New | 183,296 | $779K |
| Acadian Asset Management LLC | 0.00% | Add +9.1% | 182,748 | $775K |
| Forum Financial Management, LP | 0.01% | No change | 181,796 | $773K |
| Ballentine Partners, LLC | 0.01% | Add +5.4% | 169,625 | $721K |
| Osaic Holdings, Inc. | 0.00% | Add +34.2% | 172,709 | $717K |
| Rhumbline Advisers | 0.00% | Add +0.7% | 167,519 | $712K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -20.4% | 165,758 | $704K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.0% | 164,875 | $701K |
| Coldstream Capital Management Inc. | 0.01% | Add +449.6% | 161,282 | $685K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -2.3% | 160,050 | $680K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +5.0% | 159,864 | $679K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 155,853 | $662K |
| Gallacher Capital Management LLC | 0.30% | Reduce -3.8% | 150,993 | $642K |
| Blue Trust, Inc. | 0.01% | Reduce -2.3% | 146,197 | $621K |
| Brooklyn Investment Group | 0.08% | Add +67.0% | 142,834 | $607K |
| Syon Capital LLC | 0.04% | Add +2.3% | 142,350 | $605K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 139,952 | $595K |
| Sivia Capital Partners, LLC | 0.20% | Add +81.3% | 139,896 | $595K |
| Aaron Wealth Advisors LLC | 0.06% | Reduce -0.8% | 138,818 | $590K |
| Integrated Wealth Concepts LLC | 0.01% | Add +46.0% | 134,097 | $570K |
| Revisor Wealth Management LLC | 0.20% | Add +1025.8% | 134,677 | $560K |
| Marino, Stram & Associates LLC | 0.11% | Add +430.2% | 129,910 | $552K |
| Evergreen Capital Management LLC | 0.02% | Add +2.4% | 127,778 | $543K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.1% | 127,565 | $542K |
| SG Americas Securities, LLC | 0.00% | New | 126,780 | $539K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +5.0% | 126,331 | $537K |
| Stephens Inc. | 0.01% | Reduce -22.3% | 125,555 | $534K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.1% | 125,118 | $532K |
| Walleye Capital LLC | 0.01% | New | 124,820 | $530K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.8% | 123,517 | $525K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +112.2% | 124,024 | $516K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.4% | 127,650 | $515K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.4% | 115,016 | $489K |
| Glenmede Investment Management, LP | 0.00% | — | 112,793 | $479K |
| Captrust Financial Advisors | 0.00% | Add +11.7% | 112,764 | $479K |
| BNP Paribas Financial Markets | 0.00% | Add +25.6% | 110,532 | $470K |
| Bank of Montreal | 0.00% | Reduce -79.0% | 108,835 | $463K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -44.0% | 101,518 | $431K |
| Cetera Trust Company, N.A | 0.25% | Add +2.7% | 99,725 | $424K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -11.1% | 97,473 | $414K |
| Choreo, LLC | 0.01% | Add +17.2% | 95,440 | $406K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.5% | 94,999 | $404K |
| Jones Financial Companies LLLP | 0.00% | Reduce -43.3% | 94,206 | $398K |
| Cypress Wealth Services, LLC | 0.07% | Add +0.2% | 90,810 | $386K |
| ICONIQ Capital, LLC | 0.01% | Add +2.1% | 89,307 | $380K |
| Aegis Wealth Management LLC | 0.23% | No change | 98,975 | $378K |
| Tudor Investment Corporation | 0.00% | New | 88,954 | $378K |
| National Bank of Canada | 0.00% | New | 88,653 | $376K |
| TD Private Client Wealth LLC | 0.01% | Add +50.6% | 87,708 | $373K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 86,164 | $366K |
| Eagle Rock Investment Company, LLC | 0.06% | Add +10.1% | 84,963 | $361K |
| Mgo One Seven LLC | 0.01% | Reduce -27.4% | 83,889 | $357K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +8.4% | 81,683 | $347K |
| M&T Bank Corp | 0.00% | Add +36.0% | 81,502 | $346K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -53.0% | 81,363 | $346K |
| May Hill Capital, LLC | 0.11% | Reduce -4.7% | 80,729 | $343K |
| Foundations Investment Advisors, LLC | 0.01% | Add +9.0% | 78,399 | $333K |
| Tranquilli Financial Advisor LLC | 0.21% | Add +23.9% | 77,967 | $331K |
| Independent Advisor Alliance | 0.01% | Add +7.3% | 77,248 | $328K |
| Group One Trading LLC | 0.01% | New | 75,761 | $322K |
| Pitcairn Co. | 0.02% | Reduce -12.0% | 72,110 | $306K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +128.0% | 71,819 | $305K |
| GAMMA Investing LLC | 0.02% | Add +24.1% | 71,404 | $303K |
| Engineers Gate Manager LP | 0.00% | New | 69,784 | $297K |
| Advisory Services Network, LLC | 0.00% | Reduce -21.0% | 68,266 | $288K |
| Anchor Investment Management, LLC | 0.02% | Reduce -13.2% | 66,000 | $281K |
| First Affirmative Financial Network | 0.14% | Reduce -2.8% | 65,133 | $277K |
| Traub Capital Management LLC | 0.25% | — | 64,458 | $274K |
| Alliance Wealth Advisors, LLC | 0.15% | Reduce -4.8% | 63,194 | $269K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -10.1% | 62,019 | $262K |
| CIBC Asset Management Inc | 0.00% | Add +120.4% | 61,517 | $261K |
| Aspen Grove Capital, LLC | 0.04% | Add +4.1% | 61,420 | $261K |
| Townsquare Capital LLC | 0.03% | Reduce -96.2% | 61,222 | $260K |
| Fielder Capital Group LLC | 0.07% | No change | 60,993 | $259K |
| Valeo Financial Advisors, LLC | 0.01% | Add +5.9% | 60,214 | $256K |
| PDS Planning, Inc | 0.02% | Add +3.7% | 59,724 | $254K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -7.2% | 59,450 | $253K |
| Ascent Group, LLC | 0.01% | Add +0.2% | 59,235 | $252K |
| Allworth Financial LP | 0.00% | Reduce -6.6% | 59,109 | $251K |
| Synovus Financial Corp. | 0.00% | No change | 58,936 | $250K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 58,865 | $250K |
| Parallel Advisors, LLC | 0.01% | Add +3.9% | 58,307 | $248K |
| State Street Corp. | 0.00% | No change | 58,094 | $247K |
| Fortress Private Ledger, LLC | 0.11% | Add +51.0% | 57,982 | $246K |
| Cape Investment Advisory, Inc. | 0.09% | Add +3.3% | 57,211 | $243K |
| Centiva Capital, LP | 0.02% | Reduce -67.6% | 57,120 | $243K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.9% | 56,995 | $242K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -10.1% | 55,702 | $237K |
| Asset Dedication, LLC | 0.02% | New | 55,453 | $236K |
| Hantz Financial Services, Inc. | 0.00% | New | 55,342 | $235K |
| Five Oceans Advisors | 0.10% | No change | 54,791 | $233K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +22.4% | 54,630 | $232K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -16.6% | 54,529 | $232K |
| Natural Investments, LLC | 0.06% | Add +17.6% | 53,922 | $229K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -17.4% | 53,311 | $227K |
| Toronto Dominion Bank | 0.00% | Reduce -1.7% | 53,115 | $226K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -1.3% | 51,255 | $218K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -17.7% | 50,568 | $215K |
| HB Wealth Management, LLC | 0.00% | Reduce -14.2% | 50,293 | $214K |
| one8zero8, LLC | 0.05% | No change | 50,000 | $213K |
| Clarius Group, LLC | 0.01% | No change | 49,760 | $211K |
| Wealthstream Advisors, Inc. | 0.04% | Add +12.4% | 49,660 | $211K |
| Brookstone Capital Management | 0.00% | Add +8.3% | 49,491 | $210K |
| Earnest Partners LLC | 0.00% | Add +10.4% | 48,837 | $208K |
| West Family Investments, Inc. | 0.05% | Add +5.9% | 48,075 | $204K |
| Sage Rhino Capital LLC | 0.04% | Add +1.7% | 47,587 | $202K |
| Foster Victor Wealth Advisors, LLC | 0.01% | Reduce -2.6% | 47,347 | $197K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 46,406 | $197K |
| Cwm, LLC | 0.00% | Reduce -0.9% | 46,392 | $197K |
| Wallace Advisory Group, LLC | 0.14% | Add +22.3% | 49,435 | $189K |
| Gibbs Wealth Management | 0.04% | Reduce -36.0% | 43,594 | $185K |
| Savant Capital, LLC | 0.00% | Add +88.9% | 43,532 | $185K |
| Decatur Capital Management, Inc. | 0.08% | No change | 43,098 | $183K |
| CreativeOne Wealth, LLC | 0.00% | Add +7.4% | 43,050 | $183K |
| Arlington Capital Management, Inc. | 0.16% | New | 42,122 | $179K |
| CHICAGO TRUST Co NA | 0.03% | New | 42,000 | $179K |
| Cromwell Holdings LLC | 0.11% | No change | 41,924 | $178K |
| EP Wealth Advisors, LLC | 0.00% | New | 41,900 | $178K |
| Simplex Trading, LLC | 0.00% | Add +120.2% | 42,016 | $178K |
| Arax Advisory Partners | 0.01% | Add +4.5% | 37,693 | $176K |
| Drive Wealth Management, LLC | 0.04% | Add +6.8% | 41,065 | $175K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.6% | 40,204 | $171K |
| BSW Wealth Partners | 0.02% | Add +1.8% | 39,687 | $169K |
| Continuum Advisory, LLC | 0.02% | Reduce -47.9% | 38,368 | $163K |
| Meriwether Wealth & Planning, LLC | 0.10% | Reduce -31.4% | 37,932 | $161K |
| Merit Financial Group, LLC | 0.00% | Add +90.5% | 37,284 | $158K |
| Copperleaf Capital, LLC | 0.08% | Add +14.8% | 37,039 | $157K |
| Lido Advisors, LLC | 0.00% | Add +5.0% | 36,780 | $156K |
| Keel Point, LLC | 0.01% | Add +34.4% | 36,313 | $154K |
| Platform Technology Partners | 0.04% | No change | 35,457 | $151K |
| Optas, LLC | 0.03% | Reduce -0.6% | 35,444 | $151K |
| Blue Barn Wealth, LLC | 0.07% | Reduce -60.5% | 35,415 | $151K |
| Prudent Man Advisors, LLC | 0.05% | Add +3.1% | 35,402 | $150K |
| Abel Hall, LLC | 0.07% | Add +12.4% | 35,343 | $150K |
| Addison Advisors LLC | 0.04% | Add +0.4% | 35,335 | $150K |
| CarsonAllaria Wealth Management, Ltd. | 0.08% | Reduce -1.3% | 34,809 | $148K |
| Summit Financial, LLC | 0.00% | Add +20.3% | 34,371 | $146K |
| IFP Advisors, Inc | 0.00% | Reduce -2.2% | 34,122 | $145K |
| HSBC Holdings PLC | 0.00% | Reduce -24.6% | 33,431 | $142K |
| Prospera Financial Services Inc | 0.00% | Reduce -2.9% | 32,128 | $137K |
| CFO4Life Group, LLC | 0.02% | Add +19.6% | 31,519 | $134K |
| Crumly & Associates Inc. | 0.03% | Reduce -16.0% | 30,372 | $129K |
| Wedmont Private Capital | 0.01% | Add +1.6% | 30,277 | $126K |
| Guggenheim Capital LLC | 0.00% | Reduce -3.0% | 28,903 | $123K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +54.7% | 28,884 | $123K |
| Ariadne Wealth Management, LP | 0.06% | New | 26,381 | $122K |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -37.0% | 28,590 | $122K |
| MAI Capital Management | 0.00% | Add +139.8% | 28,371 | $121K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +45.5% | 28,322 | $120K |
| Squarepoint Ops LLC | 0.00% | Add +174.0% | 28,313 | $120K |
| Sage Investment Counsel LLC | 0.14% | No change | 28,000 | $119K |
| PFG Advisors | 0.01% | Add +108.9% | 27,704 | $118K |
| Keybank National Association | 0.00% | Add +17.4% | 27,687 | $118K |
| Unique Wealth Strategies, LLC | 0.05% | No change | 27,506 | $117K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +169.6% | 27,485 | $117K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +34.6% | 27,398 | $116K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -19.8% | 27,083 | $115K |
| Summit Trail Advisors, LLC | 0.00% | New | 26,827 | $114K |
| Brentview Investment Management LLC | 0.06% | No change | 26,741 | $114K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +42.6% | 26,521 | $113K |
| TT Capital Management LLC | 0.09% | Reduce -1.7% | 26,502 | $113K |
| World Investment Advisors | 0.00% | Add +3.9% | 26,394 | $112K |
| Scott Marsh Financial, LLC | 0.04% | — | 26,243 | $112K |
| HUB Investment Partners, LLC | 0.00% | Add +4.3% | 26,090 | $111K |
| Traveka Wealth, LLC | 0.06% | Reduce -6.7% | 26,022 | $111K |
| Florida Trust Wealth Management Co | 0.00% | No change | 25,997 | $110K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -0.5% | 25,745 | $109K |
| Riversedge Advisors, LLC | 0.02% | Add +10.5% | 25,680 | $109K |
| Retirement Planning Co of New England, Inc. | 0.05% | Reduce -4.9% | 25,672 | $109K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -63.8% | 25,637 | $109K |
| ProVise Management Group, LLC | 0.01% | Add +0.4% | 24,762 | $105K |
| Octavia Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 24,618 | $105K |
| Keynote Financial Services LLC | 0.07% | No change | 24,400 | $104K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -64.4% | 24,336 | $103K |
| Cooper Financial Group | 0.01% | Add +0.3% | 24,082 | $102K |
| Scotia Capital Inc. | 0.00% | Reduce -0.8% | 24,010 | $102K |
| Headlands Technologies LLC | 0.01% | New | 23,998 | $102K |
| SVB Wealth LLC | 0.01% | New | 23,801 | $101K |
| Virtue Capital Management, LLC | 0.02% | Reduce -13.6% | 23,733 | $101K |
| Sage Mountain Advisors LLC | 0.01% | No change | 23,683 | $101K |
| Wealth Alliance, LLC | 0.01% | Reduce -80.9% | 23,679 | $101K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -39.4% | 23,658 | $101K |
| Trust Point Inc. | 0.01% | Add +1.2% | 23,651 | $101K |
| Transcend Capital Advisors, LLC | 0.01% | Add +135.3% | 23,647 | $101K |
| Jackson Thornton Wealth Management, LLC | 0.01% | Add +59.7% | 24,227 | $100K |
| Choate Investment Advisors | 0.00% | No change | 23,163 | $98K |
| NorthCoast Asset Management LLC | 0.00% | Add +17.6% | 23,095 | $98K |
| Savvy Advisors, Inc. | 0.01% | Add +6.9% | 22,809 | $97K |
| Oppenheimer & Co. Inc. | 0.00% | Add +27.9% | 22,659 | $96K |
| Aigen Investment Management, LP | 0.01% | New | 22,588 | $96K |
| AlphaCore Capital LLC | 0.00% | New | 22,195 | $94K |
| Baldwin Wealth Partners LLC | 0.01% | New | 22,191 | $94K |
| Personal Cfo Solutions, LLC | 0.02% | Reduce -39.3% | 21,666 | $92K |
| Lifeworks Advisors, LLC | 0.01% | Add +3.3% | 21,654 | $92K |
| Centurion Wealth Management LLC | 0.03% | Add +5.8% | 21,195 | $90K |
| D'Orazio & Associates, Inc. | 0.01% | Add +1.2% | 21,190 | $90K |
| Breakwater Capital Group | 0.01% | No change | 21,006 | $89K |
| GeoWealth Management, LLC | 0.00% | Add +0.1% | 20,914 | $89K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -23.2% | 20,660 | $88K |
| Benjamin Edwards Inc. | 0.00% | New | 20,334 | $86K |
| Advisors Management Group Inc. | 0.02% | Reduce -97.5% | 20,148 | $86K |
| PARK CIRCLE Co | 0.07% | No change | 20,000 | $85K |
| Berger Financial Group, Inc | 0.01% | No change | 19,632 | $83K |
| NewEdge Advisors, LLC | 0.00% | Add +17.2% | 19,168 | $81K |
| Brighton Jones LLC | 0.00% | Add +16.2% | 18,778 | $80K |
| Lazari Capital Management, Inc. | 0.03% | Reduce -23.2% | 18,419 | $78K |
| Angeles Wealth Management, LLC | 0.01% | New | 18,079 | $77K |
| Seven Mile Advisory | 0.05% | Reduce -3.8% | 17,906 | $76K |
| Brio Consultants, LLC | 0.01% | Reduce -13.6% | 17,627 | $75K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 17,293 | $73K |
| New Republic Capital, LLC | 0.03% | Add +7.1% | 17,051 | $72K |
| SBI Securities Co., Ltd. | 0.00% | Add +10.1% | 16,926 | $72K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -15.4% | 16,906 | $72K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -71.5% | 16,647 | $71K |
| Aptus Capital Advisors, LLC | 0.00% | Add +10.5% | 16,587 | $70K |
| Capital Asset Advisory Services LLC | 0.00% | Add +0.1% | 16,647 | $70K |
| Warren Street Wealth Advisors, LLC | 0.02% | Add +2.4% | 16,464 | $70K |
| Impact Capital Partners LLC | 0.02% | Add +14.9% | 16,415 | $70K |
| International Private Wealth Advisors LLC | 0.06% | New | 15,988 | $68K |
| Inspire Advisors, LLC | 0.01% | New | 15,950 | $68K |
| MQS Management LLC | 0.04% | Reduce -52.1% | 15,859 | $67K |
| Xponance LLC | 0.00% | Add +1.6% | 15,690 | $67K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -6.5% | 15,660 | $67K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -3.6% | 15,485 | $66K |
| D.A. Davidson & Co. | 0.00% | No change | 15,438 | $66K |
| Brown Advisory Inc. | 0.00% | New | 15,437 | $66K |
| PFG Investments, LLC | 0.00% | Reduce -3.6% | 15,019 | $64K |
| Arkadios Wealth Advisors | 0.00% | Add +1.1% | 15,005 | $64K |
| Destiny Wealth Partners, LLC | 0.01% | New | 14,840 | $63K |
| Certuity, LLC | 0.01% | Add +10.0% | 14,822 | $63K |
| Blair William & Co. | 0.00% | New | 14,699 | $62K |
| AlTi Global, Inc. | 0.00% | New | 14,694 | $62K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -0.7% | 14,660 | $62K |
| Moody National Bank Trust Division | 0.01% | Add +28.1% | 14,405 | $61K |
| Intergy Private Wealth, LLC | 0.02% | Reduce -3.2% | 14,214 | $60K |
| Purkiss Capital Advisors LLC | 0.03% | New | 14,082 | $60K |
| Root Financial Partners, LLC | 0.01% | New | 14,039 | $60K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -53.0% | 13,956 | $59K |
| Snowden Capital Advisors LLC | 0.00% | Reduce -31.4% | 13,885 | $59K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 13,872 | $59K |
| Geneos Wealth Management Inc. | 0.00% | Add +17.0% | 13,714 | $58K |
| Enterprise Financial Services Corp | 0.03% | Add +13.6% | 13,700 | $58K |
| Hilltop Holdings Inc. | 0.00% | Reduce -53.2% | 13,662 | $58K |
| Legacy Financial Group, Inc. | 0.02% | No change | 13,581 | $58K |
| SYM FINANCIAL Corp | 0.01% | Add +30.1% | 13,555 | $58K |
| Sunpointe, LLC | 0.02% | New | 13,188 | $56K |
| Aletheian Wealth Advisors LLC | 0.03% | Reduce -1.9% | 13,040 | $55K |
| Rothschild Wealth LLC | 0.01% | Add +9.9% | 13,012 | $55K |
| Foster Group, Inc. | 0.00% | New | 12,966 | $55K |
| Bank Hapoalim BM | 0.01% | No change | 13,000 | $55K |
| Portside Wealth Group, LLC | 0.01% | Reduce -87.5% | 12,894 | $55K |
| Great Diamond Partners, LLC | 0.01% | Reduce -32.0% | 12,845 | $55K |
| Mutual Advisors, LLC | 0.00% | Reduce -2.9% | 12,540 | $54K |
| Fiduciary Financial Group, LLC | 0.01% | Reduce -0.5% | 12,730 | $54K |
| Robertson Stephens Wealth Management, LLC | 0.00% | Add +16.4% | 12,608 | $54K |
| Colonial Trust Co / SC | 0.01% | No change | 12,000 | $51K |
| FMB Wealth Management | 0.02% | No change | 11,812 | $50K |
| Resonant Capital Advisors, LLC | 0.00% | New | 11,785 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.9% | 11,766 | $50K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.1% | 11,695 | $50K |
| Syverson Strege & Co | 0.01% | New | 11,421 | $49K |
| SageView Advisory Group, LLC | 0.00% | Add +1.6% | 11,511 | $48K |
| Good Life Advisors, LLC | 0.00% | Reduce -37.2% | 11,278 | $48K |
| Quantinno Capital Management LP | 0.00% | New | 11,211 | $48K |
| Evoke Wealth, LLC | 0.00% | New | 10,994 | $47K |
| Earned Wealth Advisors, LLC | 0.01% | Add +9.5% | 10,958 | $47K |
| Holistic Financial Partners | 0.02% | No change | 10,874 | $46K |
| Greenleaf Trust | 0.00% | Reduce -18.6% | 10,824 | $46K |
| Cherrydale Wealth Management, LLC | 0.02% | Reduce -11.7% | 10,694 | $45K |
| Hoxton Planning & Management, LLC | 0.02% | Reduce -74.1% | 10,657 | $45K |
| HBK Sorce Advisory LLC | 0.00% | New | 10,349 | $44K |
| Zacks Investment Management | 0.00% | New | 10,343 | $44K |
| Sowell Financial Services LLC | 0.00% | Reduce -11.2% | 10,317 | $44K |
| Fifth Third Bancorp | 0.00% | Reduce -6.2% | 10,298 | $44K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 10,069 | $43K |
| Ascent Capital Management, LLC | 0.04% | New | 10,067 | $43K |
| Obsidian Cio, LLC | 0.01% | New | 10,050 | $43K |
| Pekin Hardy Strauss, Inc. | 0.00% | New | 10,000 | $43K |
| Shepherd Financial Partners LLC | 0.00% | No change | 10,000 | $43K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +10836.3% | 9,952 | $42K |
| Ameritas Advisory Services, LLC | 0.00% | New | 8,938 | $38K |
| Opal Wealth Advisors, LLC | 0.01% | New | 8,283 | $35K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -10.2% | 7,672 | $33K |
| HM Payson & Co. | 0.00% | Add +80.7% | 7,150 | $30K |
| Walleye Trading LLC | 0.00% | New | 7,107 | $30K |
| Salem Investment Counselors Inc. | 0.00% | No change | 7,000 | $30K |
| V-Square Quantitative Management LLC | 0.00% | New | 6,787 | $29K |
| Rothschild Investment LLC | 0.00% | Add +2.2% | 6,227 | $26K |
| Sierra Ocean, LLC | 0.02% | No change | 5,929 | $25K |
| TD Waterhouse Canada Inc. | 0.00% | Add +10.3% | 5,374 | $23K |
| Investors Research Corp | 0.00% | Reduce -60.0% | 5,000 | $21K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 4,200 | $19K |
| Bessemer Group Inc. | 0.00% | Reduce -23.9% | 4,282 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -3.1% | 4,209 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,100 | $17K |
| Fairscale Capital, LLC | 0.01% | New | 3,976 | $17K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -40.4% | 3,582 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 3,538 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +0.0% | 3,428 | $15K |
| Concord Wealth Partners | 0.00% | Add +4.8% | 3,203 | $14K |
| Westside Investment Management, Inc. | 0.00% | New | 3,203 | $14K |
| Princeton Global Asset Management LLC | 0.00% | New | 3,000 | $13K |
| Harbor Asset Planning, Inc. | 0.01% | — | 2,940 | $12K |
| Whipplewood Advisors, LLC | 0.01% | Add +141800.0% | 2,838 | $12K |
| Private Trust Co. NA | 0.00% | Reduce -61.2% | 2,831 | $12K |
| UMB Bank, n.a. | 0.00% | No change | 2,804 | $12K |
| Redmont Wealth Advisors LLC | 0.02% | New | 2,771 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 2,649 | $11K |
| Raffa Wealth Management, LLC | 0.00% | No change | 2,461 | $10K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,280 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 2,345 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | Add +5.0% | 2,100 | $9K |
| Barclays PLC | 0.00% | No change | 2,050 | $9K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 1,921 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,613 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 1,494 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 1,467 | $6K |
| Zions Bancorporation, National Association | 0.00% | Reduce -8.3% | 1,393 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | New | 1,319 | $6K |
| Fortitude Family Office, LLC | 0.00% | Reduce -23.4% | 1,296 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -24.3% | 1,256 | $5K |
| Binnacle Investments Inc | 0.00% | Add +203.8% | 1,279 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +43.3% | 1,194 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,156 | $5K |
| Larson Financial Group LLC | 0.00% | Reduce -52.8% | 1,143 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +304.0% | 1,119 | $5K |
| WealthCollab, LLC | 0.00% | No change | 1,046 | $4K |
| Hilltop National Bank | 0.00% | — | 1,000 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 981 | $4K |
| CX Institutional | 0.00% | No change | 849 | $4K |
| NewSquare Capital LLC | 0.00% | Add +823.8% | 933 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 911 | $4K |
| Golden State Wealth Management, LLC | 0.00% | New | 861 | $4K |
| Spire Wealth Management | 0.00% | No change | 800 | $3K |
| Ancora Advisors LLC | 0.00% | New | 765 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +68.4% | 746 | $3K |
| Huntington National Bank | 0.00% | Reduce -74.0% | 733 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 710 | $3K |
| Manchester Capital Management LLC | 0.00% | New | 620 | $3K |
| SWAN Capital LLC | 0.00% | New | 591 | $3K |
| TD Capital Management LLC | 0.00% | Add +2.6% | 542 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 498 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 500 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 427 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 329 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 310 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | New | 299 | $1K |
| Paladin Advisory Group, LLC | 0.00% | New | 291 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -80.3% | 283 | $1K |
| CVA Family Office, LLC | 0.00% | Reduce -48.3% | 255 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 253 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 223 | $948 |
| Millstone Evans Group, LLC | 0.00% | No change | 207 | $880 |
| Salomon & Ludwin, LLC | 0.00% | New | 215 | $866 |
| Sound Income Strategies, LLC | 0.00% | No change | 161 | $684 |
| Bogart Wealth, LLC | 0.00% | No change | 142 | $604 |
| Abound Wealth Management | 0.00% | Reduce -10.3% | 140 | $595 |
| Stephens Consulting, LLC | 0.00% | New | 98 | $417 |
| High Note Wealth, LLC | 0.00% | No change | 64 | $272 |
| Rise Advisors, LLC | 0.00% | No change | 1 | $4 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 206 | $0 |
"% 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.