Lloyds Banking Group PLC-ADRLYG
13F holders, Q2 2026 (June 30)614holders +42
88new positions
44sold out
7famous investors
$5.82avg. 13F price*
At the end of Q2 2026, 614 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, up 42 from Q1 2026. 88 opened new positions and 44 sold out. The largest holders were FMR LLC ($297.4M), Mondrian Investment Partners LTD ($291.2M) and Morgan Stanley ($248.8M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $104.1M |
| Exits | 44 | $21.4M |
All 13F filers, Q1 2026 → Q2 2026: 129,244,884 shares bought and 149,306,003 shares sold, net −20,061,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 614 holders
| FMR LLC | 0.01% | Add +5.1% | 51,014,992 | $297.4M |
| Mondrian Investment Partners LTD | 4.49% | Reduce -3.7% | 49,945,225 | $291.2M |
| Morgan Stanley | 0.01% | Add +68.2% | 42,671,550 | $248.8M |
| JPMorgan Chase & Co. | 0.01% | Add +27.5% | 31,757,731 | $182.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +5.2% | 26,503,021 | $154.5M |
| WCM Investment Management, LLC | 0.27% | Reduce -1.5% | 26,155,105 | $150.4M |
| Northern Trust Corp. | 0.02% | Reduce -0.1% | 23,632,830 | $137.8M |
| Fisher Asset Management | 0.04% | Reduce -86.0% | 21,504,433 | $125.4M |
| BNP Paribas Financial Markets | 0.06% | Add +4192.3% | 18,122,890 | $105.7M |
| Citigroup Inc. | 0.05% | Add +2674.0% | 16,746,452 | $97.6M |
| CIBC Bancorp USA Inc. | 0.11% | Reduce -2.9% | 15,053,607 | $87.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.2% | 12,861,050 | $75.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.9% | 12,564,633 | $73.3M |
| American Century Companies Inc. | 0.03% | Add +4.5% | 12,027,892 | $70.1M |
| Jane Street Group, LLC | 0.04% | Reduce -7.9% | 10,930,525 | $63.7M |
| Optiver Holding B.V. | 0.90% | Add +334.8% | 10,812,139 | $63.0M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +49.0% | 10,236,228 | $59.7M |
| BlackRock, Inc. | 0.00% | Reduce -4.4% | 9,928,067 | $57.9M |
| Millennium Management | 0.03% | Add +27.0% | 8,098,237 | $47.2M |
| Bank of America Corp. | 0.00% | Add +2.9% | 8,005,022 | $46.7M |
| First Eagle Investment Management, LLC | 0.07% | Reduce -5.4% | 7,001,757 | $40.8M |
| Qube Research & Technologies Ltd | 0.04% | Add +181.1% | 6,288,166 | $36.7M |
| Abc Arbitrage SA | 3.58% | Add +18306.4% | 5,689,418 | $33.2M |
| Bank of Montreal | 0.01% | Add +1113.6% | 5,235,547 | $30.5M |
| Voloridge Investment Management, LLC | 0.13% | Add +51.2% | 5,201,812 | $30.3M |
| Crossmark Global Holdings, Inc. | 0.37% | Reduce -0.2% | 4,844,087 | $28.2M |
| AQR Capital Management | 0.01% | Add +59.9% | 4,792,690 | $27.9M |
| Assetmark, Inc. | 0.05% | Add +20.4% | 4,635,820 | $27.0M |
| HRT Financial LP | 0.05% | New | 4,452,905 | $26.0M |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 3,581,617 | $20.9M |
| Citadel Advisors | 0.01% | Add +528.5% | 3,524,847 | $20.5M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +8.8% | 3,471,365 | $20.2M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.6% | 3,093,483 | $18.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +18.3% | 2,964,818 | $17.3M |
| Raymond James Financial Inc. | 0.00% | Add +6.5% | 2,943,648 | $17.2M |
| Natixis Advisors, LLC | 0.02% | Add +4.0% | 2,630,122 | $15.3M |
| LPL Financial LLC | 0.00% | Add +7.2% | 2,337,659 | $13.6M |
| Point72 Asset Management | 0.02% | Reduce -43.1% | 2,262,925 | $13.2M |
| Schonfeld Strategic Advisors LLC | 0.07% | New | 2,204,316 | $12.9M |
| Cibc World Market Inc. | 0.02% | Reduce -1.0% | 2,199,518 | $12.8M |
| Marshall Wace, LLP | 0.01% | Reduce -56.8% | 2,109,294 | $12.3M |
| Capital Fund Management S.A. | 0.09% | Add +185.0% | 2,093,662 | $12.2M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.0% | 1,998,538 | $11.7M |
| Aquatic Capital Management LLC | 0.39% | Add +2480.0% | 1,964,677 | $11.5M |
| Trexquant Investment LP | 0.07% | Add +74.9% | 1,891,954 | $11.0M |
| Cetera Investment Advisers | 0.01% | Reduce -7.8% | 1,817,733 | $10.6M |
| Farringdon Capital, Ltd. | 5.19% | New | 1,797,519 | $10.5M |
| QRG Capital Management, Inc. | 0.08% | Add +12.0% | 1,731,571 | $10.1M |
| Creative Planning | 0.01% | Add +2.2% | 1,531,629 | $8.9M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -15.1% | 1,494,395 | $8.8M |
| MML Investors Services, LLC | 0.02% | Add +43.8% | 1,453,513 | $8.5M |
| Ethic Inc. | 0.10% | Reduce -2.6% | 1,439,559 | $8.4M |
| UBS Group AG | 0.00% | Reduce -4.2% | 1,431,159 | $8.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.07% | New | 1,419,244 | $8.3M |
| NINE MASTS CAPITAL Ltd | 1.13% | New | 1,384,610 | $8.1M |
| Logan Capital Management Inc. | 0.30% | — | 1,374,230 | $8.0M |
| Eagle Global Advisors LLC | 0.25% | Add +28.4% | 1,290,000 | $7.5M |
| Y-Intercept (Hong Kong) Ltd | 0.15% | New | 1,261,414 | $7.4M |
| Old Mission Capital LLC | 0.19% | New | 1,257,130 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 1,222,547 | $7.1M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 1,188,031 | $6.9M |
| Henry James International Management Inc. | 2.02% | Add +70.0% | 1,157,361 | $6.7M |
| XTX Topco Ltd | 0.09% | Add +917.4% | 1,154,325 | $6.7M |
| Focus Partners Wealth | 0.01% | Add +5.7% | 1,148,141 | $6.7M |
| Mariner, LLC | 0.01% | Add +3.5% | 1,142,245 | $6.7M |
| Beck Bode, LLC | 1.00% | Add +1.2% | 1,138,120 | $6.6M |
| Ritholtz Wealth Management | 0.10% | Add +4.5% | 1,095,240 | $6.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.2% | 1,049,668 | $6.1M |
| Gradient Investments LLC | 0.08% | Add +5.9% | 1,038,552 | $6.1M |
| Pathstone Holdings, LLC | 0.02% | Add +4.0% | 1,035,643 | $6.0M |
| Integrated Quantitative Investments LLC | 0.98% | Add +13.8% | 1,029,049 | $6.0M |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 958,770 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.1% | 930,231 | $5.4M |
| Nuveen, LLC | 0.00% | New | 899,765 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.1% | 887,582 | $5.2M |
| Manning & Napier Advisors LLC | 0.06% | Add +48715.0% | 831,808 | $4.8M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +5.0% | 800,490 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Add +5.8% | 742,245 | $4.3M |
| Sei Investments Co. | 0.00% | Add +5.8% | 728,006 | $4.2M |
| Symmetry Investments LP | 0.45% | Reduce -24.0% | 693,000 | $4.0M |
| Tower Research Capital LLC (TRC) | 0.10% | Add +5885.6% | 675,596 | $3.9M |
| Squarepoint Ops LLC | 0.01% | Add +67.4% | 642,950 | $3.7M |
| Cerity Partners LLC | 0.00% | Add +2.0% | 640,341 | $3.7M |
| US Bancorp \de | 0.00% | Add +20.6% | 630,200 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +20.2% | 622,216 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -6.0% | 597,695 | $3.5M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -2.5% | 552,552 | $3.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.2% | 549,703 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.5% | 527,979 | $3.1M |
| M&T Bank Corp | 0.01% | Reduce -1.2% | 513,516 | $3.0M |
| New York State Common Retirement Fund | 0.00% | No change | 477,622 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +18.4% | 476,310 | $2.8M |
| Tudor Investment Corporation | 0.01% | New | 475,209 | $2.8M |
| Vident Advisory, LLC | 0.02% | Add +4.3% | 472,440 | $2.8M |
| Two Sigma Investments, LP | 0.00% | Add +11.3% | 458,500 | $2.7M |
| Hantz Financial Services, Inc. | 0.04% | Add +28.4% | 456,401 | $2.7M |
| Naviter Wealth, LLC | 0.24% | Add +22.8% | 451,862 | $2.6M |
| Capricorn Fund Managers Ltd | 0.21% | New | 450,000 | $2.6M |
| HF Advisory Group, LLC | 0.80% | Add +14.8% | 445,833 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +11.7% | 427,616 | $2.5M |
| NewEdge Wealth, LLC | 0.02% | Add +3.5% | 423,223 | $2.5M |
| BTC Capital Management, Inc. | 0.15% | Add +1.5% | 421,179 | $2.5M |
| Compound Planning, Inc. | 0.06% | Reduce -17.6% | 415,779 | $2.4M |
| Global Retirement Partners, LLC | 0.04% | — | 408,648 | $2.4M |
| Lockheed Martin Investment Management Co. | 0.09% | No change | 408,270 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +3.5% | 407,867 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +1.9% | 402,448 | $2.3M |
| Factory Mutual Insurance Co. | 0.02% | New | 400,442 | $2.3M |
| Engineers Gate Manager LP | 0.03% | Add +66.0% | 394,145 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -23.5% | 392,268 | $2.3M |
| Caprock Group, LLC | 0.04% | Add +0.8% | 391,673 | $2.3M |
| Equitable Trust Co. | 0.09% | Add +0.0% | 379,030 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +3.1% | 376,318 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +13.5% | 375,421 | $2.2M |
| Royal Palms Capital LLC | 1.92% | Reduce -0.3% | 374,661 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +30.5% | 369,578 | $2.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 364,656 | $2.1M |
| Atria Investments, Inc | 0.02% | Reduce -7.0% | 362,695 | $2.1M |
| JCIC Asset Management Inc. | 0.64% | No change | 416,850 | $2.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Add +2.9% | 357,019 | $2.1M |
| Empowered Funds, LLC | 0.01% | Add +18.3% | 356,236 | $2.1M |
| Twin City Private Wealth, LLC | 1.45% | Add +1.6% | 355,605 | $2.1M |
| Principal Securities, Inc. | 0.02% | Add +0.5% | 346,943 | $2.0M |
| GQG Partners LLC | 0.00% | New | 341,126 | $2.0M |
| Callan Family Office, LLC | 0.04% | Add +6.7% | 341,114 | $2.0M |
| Park Avenue Securities LLC | 0.01% | Add +1.5% | 336,738 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +210.8% | 331,881 | $1.9M |
| Quadrant Capital Group LLC | 0.05% | No change | 321,802 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +0.9% | 316,698 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 313,567 | $1.8M |
| Cookson Peirce & Co. Inc. | 0.06% | Reduce -5.2% | 307,663 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.8% | 302,273 | $1.8M |
| Signaturefd, LLC | 0.02% | Reduce -2.2% | 301,587 | $1.8M |
| Rhumbline Advisers | 0.00% | Add +13.8% | 279,929 | $1.6M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.06% | No change | 278,900 | $1.6M |
| Invesco Ltd. | 0.00% | Add +81.4% | 277,855 | $1.6M |
| Bessemer Group Inc. | 0.00% | Add +0.7% | 272,348 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +15.8% | 254,940 | $1.5M |
| Arax Advisory Partners | 0.01% | Add +255.2% | 253,609 | $1.5M |
| Ieq Capital, LLC | 0.01% | Reduce -12.2% | 249,216 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | Add +6.8% | 244,846 | $1.4M |
| Revisor Wealth Management LLC | 0.34% | Reduce -1.0% | 243,650 | $1.4M |
| Choreo, LLC | 0.02% | Add +2.3% | 238,666 | $1.4M |
| Voya Financial Advisors, Inc. | 0.12% | Reduce -5.7% | 241,490 | $1.4M |
| &partners | 0.01% | Reduce -1.2% | 231,929 | $1.4M |
| Intrust Bank NA | 0.10% | Reduce -2.5% | 229,858 | $1.3M |
| Group One Trading LLC | 0.04% | Add +99.7% | 226,621 | $1.3M |
| Keybank National Association | 0.00% | Add +22.3% | 225,147 | $1.3M |
| CIBC Asset Management Inc | 0.00% | Add +11.3% | 222,424 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -44.8% | 215,474 | $1.3M |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -8.3% | 214,363 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | New | 211,155 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -5.9% | 209,500 | $1.2M |
| Quantbot Technologies LP | 0.05% | Add +53.8% | 207,742 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +7.2% | 199,490 | $1.2M |
| Aaron Wealth Advisors LLC | 0.06% | Add +3.4% | 196,676 | $1.1M |
| Qtron Investments LLC | 0.15% | Add +3.6% | 192,046 | $1.1M |
| Kathmere Capital Management, LLC | 0.06% | Add +11.4% | 184,422 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +38.4% | 178,949 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -38.8% | 178,898 | $1.0M |
| Ellevest, Inc. | 0.12% | Add +9.4% | 177,187 | $1.0M |
| Legacy Wealth Asset Management, LLC | 0.22% | Reduce -0.8% | 172,636 | $1.0M |
| Ballentine Partners, LLC | 0.01% | Add +0.2% | 172,325 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | No change | 166,048 | $968K |
| Smartleaf Asset Management LLC | 0.03% | No change | 164,084 | $943K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.1% | 157,921 | $921K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -0.1% | 156,280 | $911K |
| Marino, Stram & Associates LLC | 0.14% | Add +0.7% | 152,911 | $891K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -17.5% | 152,533 | $889K |
| Vise Technologies, Inc. | 0.01% | Add +18.4% | 151,998 | $886K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -80.2% | 147,979 | $863K |
| Two Sigma Securities, LLC | 0.07% | New | 144,608 | $843K |
| Equitable Holdings, Inc. | 0.00% | Add +534.4% | 140,623 | $820K |
| Syon Capital LLC | 0.04% | Add +0.7% | 139,960 | $816K |
| Simplex Trading, LLC | 0.02% | Add +39.6% | 136,385 | $795K |
| Sivia Capital Partners, LLC | 0.10% | Reduce -34.9% | 135,445 | $790K |
| Connable Office Inc. | 0.07% | Reduce -1.6% | 133,578 | $779K |
| Fortress Private Ledger, LLC | 0.21% | Add +13.5% | 130,781 | $762K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.0% | 128,079 | $747K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.5% | 126,671 | $738K |
| Blue Trust, Inc. | 0.01% | Reduce -3.0% | 124,503 | $726K |
| Savant Capital, LLC | 0.00% | Add +106.9% | 129,224 | $704K |
| Personal Cfo Solutions, LLC | 0.10% | Add +0.7% | 120,012 | $700K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.5% | 117,638 | $686K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -3.5% | 117,216 | $683K |
| Mutual Advisors, LLC | 0.01% | Add +44.1% | 113,098 | $659K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.1% | 110,702 | $645K |
| Mgo One Seven LLC | 0.01% | Reduce -0.3% | 110,143 | $642K |
| Edge Wealth Management LLC | 0.11% | No change | 110,000 | $641K |
| Aprio Wealth Management, LLC | 0.03% | Add +5.0% | 108,247 | $631K |
| May Hill Capital, LLC | 0.13% | Add +6.5% | 107,244 | $625K |
| Gallacher Capital Management LLC | 0.35% | Reduce -34.7% | 107,239 | $625K |
| Papamarkou Wellner Asset Management inc. | 0.38% | No change | 104,100 | $607K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +3.0% | 103,020 | $601K |
| GeoWealth Management, LLC | 0.02% | Reduce -0.5% | 102,196 | $596K |
| Drucker Wealth 3.0, LLC | 0.09% | Reduce -4.1% | 101,152 | $590K |
| Stephens Inc. | 0.01% | Reduce -17.4% | 101,097 | $589K |
| Cetera Trust Company, N.A | 0.29% | No change | 99,725 | $581K |
| GAMMA Investing LLC | 0.02% | Add +12.3% | 95,365 | $556K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.0% | 95,017 | $554K |
| Eagle Rock Investment Company, LLC | 0.07% | No change | 93,759 | $547K |
| HB Wealth Management, LLC | 0.00% | Add +8.6% | 89,313 | $521K |
| Abel Hall, LLC | 0.09% | Reduce -1.6% | 89,084 | $519K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -1.0% | 88,676 | $517K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +21.6% | 86,505 | $513K |
| Benjamin Edwards Inc. | 0.00% | Add +18.2% | 86,223 | $503K |
| Brookstone Capital Management | 0.01% | Reduce -0.1% | 86,064 | $502K |
| LVW Advisors, LLC | 0.04% | Add +134.2% | 84,234 | $491K |
| Tranquilli Financial Advisor LLC | 0.26% | Add +4.5% | 83,749 | $488K |
| Independent Advisor Alliance | 0.01% | Reduce -5.6% | 82,442 | $481K |
| Bank of Nova Scotia | 0.00% | No change | 81,665 | $480K |
| Bleakley Financial Group, LLC | 0.01% | Add +101.4% | 81,162 | $473K |
| Parallel Advisors, LLC | 0.01% | Add +13.6% | 80,390 | $469K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.5% | 80,177 | $467K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -28.0% | 79,810 | $465K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +45.0% | 78,133 | $456K |
| Transcend Capital Advisors, LLC | 0.03% | Add +0.3% | 77,863 | $454K |
| TD Private Client Wealth LLC | 0.01% | Add +18.1% | 74,317 | $433K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +240.3% | 73,869 | $431K |
| William John Sempolinski | 0.17% | Reduce -15.3% | 73,020 | $426K |
| Aegis Wealth Management LLC | 0.19% | Add +6.0% | 70,528 | $411K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +5.6% | 68,395 | $399K |
| SmartHarvest Portfolios, LLC | 0.13% | Add +4.7% | 67,195 | $392K |
| Advisory Services Network, LLC | 0.00% | Reduce -3.6% | 66,855 | $390K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -38.8% | 66,821 | $390K |
| Frec Markets, Inc. | 0.03% | Add +8.1% | 66,416 | $387K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 66,229 | $386K |
| Merit Financial Group, LLC | 0.00% | Add +21.9% | 66,123 | $385K |
| Trust Point Inc. | 0.03% | Add +23.9% | 65,773 | $383K |
| FDx Advisors, Inc. | 0.11% | Reduce -1.7% | 65,252 | $380K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -3.3% | 64,717 | $377K |
| Ascent Group, LLC | 0.01% | Add +12.3% | 63,998 | $373K |
| PDS Planning, Inc | 0.02% | Reduce -0.1% | 62,979 | $367K |
| Alliance Wealth Advisors, LLC | 0.15% | Reduce -1.8% | 62,830 | $366K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +6.3% | 62,569 | $365K |
| Natural Investments, LLC | 0.08% | Add +1.7% | 62,531 | $364K |
| Greenspring Advisors, LLC | 0.02% | Add +4.6% | 61,884 | $361K |
| Van Diest Capital, LLC | 0.32% | Reduce -51.3% | 61,605 | $359K |
| WINTON GROUP Ltd | 0.01% | Reduce -37.0% | 60,400 | $352K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +1.1% | 60,114 | $350K |
| Quantum Portfolio Management LLC | 0.12% | Reduce -4.6% | 59,407 | $346K |
| BSW Wealth Partners | 0.04% | Reduce -34.5% | 59,279 | $346K |
| Larry Mathis Financial Planning, LLC | 0.26% | New | 58,725 | $342K |
| State Street Corp. | 0.00% | Reduce -0.1% | 58,364 | $340K |
| Mattson Financial Services, LLC | 0.07% | Add +1.5% | 56,375 | $340K |
| Lido Advisors, LLC | 0.00% | Reduce -12.8% | 58,020 | $338K |
| Cape Investment Advisory, Inc. | 0.09% | Reduce -3.1% | 57,334 | $334K |
| Indivisible Partners | 0.02% | Add +17.0% | 57,308 | $334K |
| Allworth Financial LP | 0.00% | Reduce -1.6% | 56,341 | $328K |
| Kestra Advisory Services, LLC | 0.00% | Add +107.0% | 55,947 | $326K |
| Anchyra Partners LLC | 0.08% | Add +0.4% | 55,091 | $321K |
| Portside Wealth Group, LLC | 0.04% | Add +38.3% | 54,931 | $320K |
| Five Oceans Advisors | 0.10% | No change | 54,791 | $319K |
| Valeo Financial Advisors, LLC | 0.01% | Add +18.6% | 54,451 | $317K |
| Xponance LLC | 0.00% | Add +106.9% | 54,428 | $317K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.0% | 53,421 | $311K |
| HUB Investment Partners, LLC | 0.01% | Add +32.3% | 53,086 | $309K |
| Traub Capital Management LLC | 0.28% | No change | 53,050 | $309K |
| Brown Financial Advisors | 0.11% | Reduce -0.8% | 51,604 | $301K |
| 71 West Capital Partners | 0.01% | Add +159.9% | 51,467 | $300K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.3% | 50,977 | $297K |
| Keebeck Wealth Management | 0.03% | Add +84.9% | 50,629 | $295K |
| Anchor Investment Management, LLC | 0.02% | No change | 50,500 | $294K |
| D.A. Davidson & Co. | 0.00% | No change | 50,123 | $292K |
| one8zero8, LLC | 0.06% | No change | 50,000 | $292K |
| Drive Wealth Management, LLC | 0.05% | Add +5.1% | 49,961 | $291K |
| Brighton Jones LLC | 0.01% | Add +15.0% | 49,887 | $291K |
| Sage Rhino Capital LLC | 0.05% | Add +2.7% | 49,529 | $289K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -9.2% | 48,639 | $284K |
| Checchi Capital Advisers, LLC | 0.02% | Add +0.2% | 48,429 | $282K |
| Clearstead Advisors, LLC | 0.00% | Reduce -50.0% | 47,258 | $276K |
| Perigon Wealth Management, LLC | 0.00% | Add +2.2% | 47,158 | $275K |
| West Family Investments, Inc. | 0.08% | Add +3.1% | 46,798 | $273K |
| CreativeOne Wealth, LLC | 0.01% | Add +9.3% | 46,210 | $269K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -1.0% | 46,100 | $269K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Add +23.3% | 45,563 | $266K |
| Purkiss Capital Advisors LLC | 0.10% | Add +15.8% | 45,456 | $265K |
| MAI Capital Management | 0.00% | Add +178.6% | 44,089 | $257K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.4% | 43,390 | $253K |
| World Investment Advisors | 0.00% | Add +0.8% | 49,466 | $251K |
| IFP Advisors, Inc | 0.00% | Reduce -0.8% | 42,429 | $247K |
| CHICAGO TRUST Co NA | 0.04% | No change | 42,000 | $245K |
| Cromwell Holdings LLC | 0.11% | No change | 41,924 | $244K |
| Angeles Wealth Management, LLC | 0.01% | Add +5.1% | 41,818 | $244K |
| Quantinno Capital Management LP | 0.00% | Add +156.2% | 40,814 | $238K |
| Axxcess Wealth Management, LLC | 0.00% | New | 40,065 | $234K |
| Riversedge Advisors, LLC | 0.03% | Add +33.8% | 39,409 | $230K |
| Aspen Grove Capital, LLC | 0.03% | Reduce -1.6% | 39,360 | $229K |
| Fielder Capital Group LLC | 0.05% | Reduce -17.8% | 38,446 | $224K |
| Cooper Financial Group | 0.02% | Add +56.2% | 38,086 | $222K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -21.6% | 37,874 | $221K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +15.4% | 37,676 | $220K |
| Continuum Advisory, LLC | 0.02% | Add +36.5% | 37,450 | $218K |
| Warren Street Wealth Advisors, LLC | 0.05% | Add +94.4% | 37,283 | $217K |
| GTS Securities LLC | 0.00% | Add +11.1% | 36,498 | $213K |
| Old National Bancorp | 0.00% | New | 35,947 | $210K |
| Yousif Capital Management, LLC | 0.00% | Reduce -72.5% | 35,313 | $206K |
| Prosperity Consulting Group, LLC | 0.01% | Add +19.9% | 33,827 | $197K |
| NewEdge Advisors, LLC | 0.00% | Add +16.4% | 33,749 | $197K |
| OneAscent Investment Solutions LLC | 0.19% | New | 33,695 | $196K |
| Venturi Wealth Management, LLC | 0.01% | Add +8.3% | 33,090 | $193K |
| Savvy Advisors, Inc. | 0.00% | Add +5.4% | 33,024 | $193K |
| Fifth Third Bancorp | 0.00% | Add +0.7% | 32,573 | $190K |
| Summit Financial, LLC | 0.00% | Add +3.3% | 32,535 | $190K |
| Optas, LLC | 0.03% | No change | 32,412 | $189K |
| Granite Group Advisors, LLC | 0.11% | No change | 32,018 | $187K |
| Pure Financial Advisors, LLC | 0.00% | Add +55.9% | 31,645 | $184K |
| Platform Technology Partners | 0.03% | Reduce -6.4% | 31,345 | $183K |
| HSBC Holdings PLC | 0.00% | Add +14.0% | 31,168 | $182K |
| EP Wealth Advisors, LLC | 0.00% | Add +22.3% | 30,696 | $179K |
| Permanens Capital L.P. | 0.02% | New | 29,174 | $170K |
| Wedmont Private Capital | 0.00% | Reduce -16.2% | 27,983 | $168K |
| Jump Financial, LLC | 0.00% | New | 28,622 | $167K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.13% | Add +11.7% | 28,491 | $166K |
| SPWM Advisors LLC | 0.15% | Reduce -13.4% | 27,251 | $162K |
| Keel Point, LLC | 0.01% | Add +1.3% | 27,820 | $162K |
| Prospera Financial Services Inc | 0.00% | Reduce -84.3% | 27,768 | $162K |
| Guggenheim Capital LLC | 0.00% | Reduce -0.6% | 27,680 | $161K |
| Basecamp Wealth Advisors LLC | 0.03% | No change | 27,074 | $158K |
| Oppenheimer & Co. Inc. | 0.00% | Add +9.9% | 26,997 | $157K |
| Arkadios Wealth Advisors | 0.00% | Add +43.7% | 26,958 | $157K |
| Stronghold Wealth Management L.L.C. | 0.21% | Reduce -0.6% | 26,618 | $155K |
| Traveka Wealth, LLC | 0.05% | No change | 26,401 | $154K |
| Ariadne Wealth Management, LP | 0.07% | No change | 26,381 | $154K |
| Meriwether Wealth & Planning, LLC | 0.08% | Add +0.0% | 26,246 | $153K |
| Lifeworks Advisors, LLC | 0.02% | Add +5.5% | 26,226 | $153K |
| Brown Brothers Harriman & Co. | 0.00% | Add +59.3% | 26,145 | $152K |
| Avior Wealth Management, LLC | 0.00% | Add +78.1% | 26,128 | $152K |
| Private Advisor Group, LLC | 0.00% | Reduce -90.0% | 25,967 | $151K |
| New Republic Capital, LLC | 0.03% | Add +1.0% | 25,826 | $151K |
| Integrity Financial Corp | 0.07% | No change | 25,696 | $150K |
| Advisors Management Group Inc. | 0.02% | No change | 25,691 | $149K |
| ProVise Management Group, LLC | 0.01% | Add +0.5% | 25,411 | $148K |
| V-Square Quantitative Management LLC | 0.01% | Add +11.7% | 25,152 | $147K |
| Pallas Capital Advisors LLC | 0.00% | New | 24,992 | $146K |
| Cardinal Point Capital Management ULC | 0.01% | New | 24,987 | $146K |
| Retirement Planning Co of New England, Inc. | 0.05% | Reduce -1.3% | 24,880 | $145K |
| Crumly & Associates Inc. | 0.03% | Reduce -2.6% | 24,754 | $144K |
| Townsquare Capital LLC | 0.03% | Add +5.1% | 24,624 | $144K |
| Toronto Dominion Bank | 0.00% | Reduce -25.6% | 24,605 | $143K |
| Keynote Financial Services LLC | 0.07% | No change | 24,400 | $142K |
| American Trust | 0.01% | Reduce -5.9% | 24,310 | $142K |
| Paladin Wealth, LLC | 0.08% | Add +16.4% | 23,982 | $140K |
| SYM FINANCIAL Corp | 0.01% | Add +42.7% | 23,958 | $140K |
| Florida Trust Wealth Management Co | 0.00% | Reduce -10.1% | 23,797 | $139K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 23,718 | $138K |
| PFG Advisors | 0.01% | Reduce -0.4% | 23,670 | $138K |
| Livet Wealth, LLC | 0.08% | Reduce -6.1% | 23,419 | $137K |
| CFO4Life Group, LLC | 0.02% | Add +2.1% | 23,313 | $136K |
| CPA Asset Management Group, LLC | 0.04% | No change | 23,185 | $135K |
| Choate Investment Advisors | 0.00% | No change | 23,163 | $135K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -4.6% | 22,970 | $134K |
| Flatrock Wealth Partners LLC | 0.05% | Reduce -8.4% | 22,399 | $131K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -37.4% | 22,233 | $130K |
| R Squared Ltd | 0.07% | New | 22,156 | $129K |
| Diversify Advisory Services, LLC | 0.00% | New | 21,049 | $129K |
| Diversify Wealth Management, LLC | 0.00% | New | 21,049 | $129K |
| 55 North Private Wealth, LLC | 0.03% | Reduce -11.3% | 22,007 | $128K |
| First Horizon Corp. | 0.00% | Reduce -43.7% | 21,642 | $126K |
| Curated Wealth Partners LLC | 0.01% | No change | 21,353 | $124K |
| Virtue Capital Management, LLC | 0.02% | Reduce -7.3% | 21,289 | $124K |
| Brio Consultants, LLC | 0.01% | Add +13.4% | 21,157 | $123K |
| Impact Capital Partners LLC | 0.03% | Add +4.6% | 21,142 | $123K |
| Breakwater Capital Group | 0.01% | No change | 21,006 | $122K |
| D'Orazio & Associates, Inc. | 0.01% | Reduce -1.6% | 20,846 | $122K |
| Scotia Capital Inc. | 0.00% | Reduce -0.7% | 20,683 | $121K |
| Mission Wealth Management, LP | 0.00% | New | 20,584 | $120K |
| Silver Oak Securities, Incorporated | 0.01% | Add +9.7% | 20,276 | $118K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -73.2% | 20,253 | $118K |
| Unique Wealth Strategies, LLC | 0.04% | Reduce -0.9% | 20,097 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | Add +12.3% | 19,959 | $116K |
| Centurion Wealth Management LLC | 0.03% | Reduce -7.7% | 19,892 | $116K |
| Berger Financial Group, Inc | 0.01% | Add +1.4% | 19,821 | $116K |
| Wealth Alliance, LLC | 0.01% | Reduce -2.9% | 19,483 | $114K |
| Iron Gate Global Advisors LLC | 0.01% | No change | 19,336 | $113K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -0.5% | 19,264 | $112K |
| Rothschild Investment LLC | 0.00% | Add +16.4% | 19,190 | $112K |
| Brentview Investment Management LLC | 0.04% | Reduce -28.5% | 19,108 | $111K |
| SteelPeak Wealth, LLC | 0.00% | Add +2.4% | 18,859 | $110K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.0% | 18,733 | $109K |
| AlphaCore Capital LLC | 0.00% | New | 18,405 | $107K |
| Fiduciary Financial Group, LLC | 0.01% | Add +11.7% | 18,028 | $105K |
| Lazari Capital Management, Inc. | 0.03% | No change | 17,949 | $105K |
| Xxi Wealth, LLC | 0.05% | Add +52.9% | 17,538 | $102K |
| Wedbush Securities Inc. | 0.00% | Reduce -2.7% | 17,241 | $101K |
| Baron Wealth Management LLC | 0.03% | Add +63.6% | 17,301 | $101K |
| Crestwood Advisors Group, LLC | 0.00% | Add +18.0% | 17,283 | $101K |
| Seven Mile Advisory | 0.07% | Add +1.4% | 17,218 | $100K |
| Stonebrook Private Inc. | 0.02% | Add +33.5% | 16,876 | $98K |
| Providence First Trust Co | 0.03% | New | 16,770 | $98K |
| Capital Asset Advisory Services LLC | 0.00% | Add +2.7% | 16,336 | $95K |
| RMR Wealth Builders | 0.01% | Add +1.2% | 16,258 | $95K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +12962.1% | 16,197 | $94K |
| Intergy Private Wealth, LLC | 0.02% | Add +0.2% | 16,165 | $94K |
| Facet Wealth, Inc. | 0.00% | New | 16,021 | $93K |
| VestGen Advisors, LLC | 0.00% | Add +51.3% | 15,920 | $93K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -52.5% | 15,785 | $92K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 15,606 | $91K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.0% | 15,599 | $91K |
| Aureus Asset Management, LLC | 0.01% | Reduce -3.9% | 15,552 | $91K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 15,442 | $90K |
| Resonant Capital Advisors, LLC | 0.00% | Add +1.3% | 15,323 | $89K |
| Baird Financial Group, Inc. | 0.00% | Reduce -11.7% | 15,316 | $89K |
| Rothschild Wealth LLC | 0.01% | Add +17.1% | 15,306 | $89K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.6% | 15,269 | $89K |
| August Group Capital Ltd | 0.10% | Add +5.1% | 15,158 | $88K |
| Rehmann Capital Advisory Group | 0.00% | Add +8.5% | 15,099 | $88K |
| Cloud Capital Management, LLC | 0.03% | Add +2.6% | 14,988 | $87K |
| BLVD Private Wealth, LLC | 0.06% | New | 14,879 | $87K |
| First Command Advisory Services, Inc. | 0.00% | Add +3964.9% | 14,837 | $87K |
| Waverly Advisors, LLC | 0.00% | Add +19.4% | 14,833 | $86K |
| Olde Wealth Management, LLC | 0.02% | No change | 14,840 | $86K |
| Robertson Stephens Wealth Management, LLC | 0.00% | Add +3.2% | 14,735 | $86K |
| AE Wealth Management LLC | 0.00% | New | 14,641 | $85K |
| Park National Corp. | 0.00% | Reduce -18.3% | 14,623 | $85K |
| Knightsbridge Asset Management, LLC | 0.01% | New | 14,596 | $85K |
| Hilton Head Capital Partners, LLC | 0.04% | Reduce -72.4% | 14,521 | $85K |
| Moody National Bank Trust Division | 0.01% | No change | 14,405 | $84K |
| Certuity, LLC | 0.00% | No change | 14,287 | $83K |
| Dynamic Advisor Solutions LLC | 0.00% | Add +36.8% | 14,256 | $83K |
| Opal Wealth Advisors, LLC | 0.02% | Reduce -2.8% | 14,139 | $82K |
| Aspiriant, LLC | 0.00% | New | 14,070 | $82K |
| Zacks Investment Management | 0.00% | Add +4.8% | 14,027 | $82K |
| HBK Sorce Advisory LLC | 0.00% | Add +3.3% | 13,054 | $82K |
| RFG Advisory, LLC | 0.00% | New | 13,981 | $82K |
| Octavia Wealth Advisors, LLC | 0.01% | Reduce -3.5% | 13,973 | $81K |
| SVB Wealth LLC | 0.01% | Add +5.8% | 13,964 | $81K |
| Atlas Legacy Advisors, LLC | 0.01% | New | 14,074 | $81K |
| Impact Investors, Inc | 0.06% | New | 13,770 | $80K |
| Acadian Asset Management LLC | 0.00% | Reduce -87.5% | 13,792 | $80K |
| Insigneo Advisory Services, LLC | 0.00% | Reduce -9.8% | 13,716 | $80K |
| Harbour Investments, Inc. | 0.00% | Add +3.8% | 13,706 | $80K |
| Kintra Wealth, LLC | 0.00% | Reduce -6.2% | 12,821 | $79K |
| Legacy Wealth Advisors, LLC | 0.03% | New | 13,569 | $79K |
| James Hambro & Partners LLP | 0.00% | No change | 13,473 | $79K |
| Greenleaf Trust | 0.00% | Add +24.2% | 13,447 | $78K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -8.6% | 13,356 | $78K |
| Vann Equity Management LLC | 0.05% | Add +2.3% | 13,290 | $77K |
| Klingman & Associates, LLC | 0.00% | Add +17.2% | 13,281 | $77K |
| Sowell Financial Services LLC | 0.00% | Add +5.4% | 13,278 | $77K |
| Great Diamond Partners, LLC | 0.01% | No change | 13,041 | $76K |
| Bank Hapoalim BM | 0.01% | No change | 13,000 | $76K |
| Morningstar Investment Management LLC | 0.00% | No change | 15,050 | $76K |
| Avail Investment Partners, LLC | 0.06% | New | 12,961 | $76K |
| Investment Research Partners LLC | 0.03% | New | 12,961 | $76K |
| Avidian Wealth Enterprises, LLC | 0.00% | New | 12,960 | $76K |
| Modern Wealth Management, LLC | 0.00% | New | 12,927 | $75K |
| Legacy Advisors, LLC | 0.01% | New | 12,874 | $75K |
| PFG Investments, LLC | 0.00% | Add +2.4% | 12,603 | $73K |
| Root Financial Partners, LLC | 0.00% | Reduce -4.9% | 12,518 | $73K |
| First Pacific Financial | 0.01% | Add +2.4% | 12,451 | $73K |
| Nicolet Bankshares Inc. | 0.00% | No change | 11,759 | $73K |
| Foster Group, Inc. | 0.00% | No change | 12,376 | $72K |
| SageView Advisory Group, LLC | 0.00% | Add +1.6% | 12,144 | $71K |
| Aletheian Wealth Advisors LLC | 0.03% | New | 12,114 | $71K |
| Diversified Enterprises, LLC | 0.00% | Reduce -2.6% | 11,992 | $70K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 12,135 | $70K |
| Quotient Wealth Partners, LLC | 0.00% | New | 11,793 | $69K |
| Everhart Financial Group, Inc. | 0.00% | Add +3.9% | 11,499 | $67K |
| GC Wealth Management RIA, LLC | 0.00% | New | 11,220 | $65K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -54.8% | 11,168 | $65K |
| Viaable, LLC | 0.05% | — | 11,002 | $65K |
| Gotham Asset Management | 0.00% | No change | 11,118 | $65K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -21.3% | 10,922 | $64K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +7.0% | 10,956 | $64K |
| Advisor OS, LLC | 0.00% | Reduce -15.6% | 10,953 | $64K |
| Cypress Capital Group | 0.01% | New | 10,930 | $64K |
| Holistic Financial Partners | 0.04% | No change | 10,874 | $63K |
| Triad Wealth Partners, LLC | 0.00% | New | 10,097 | $63K |
| Owl Creek Wealth Partners LLC | 0.02% | No change | 10,807 | $63K |
| Uniting Wealth Partners, LLC | 0.01% | New | 10,759 | $63K |
| Cherrydale Wealth Management, LLC | 0.02% | No change | 10,694 | $62K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +5.6% | 10,663 | $62K |
| Hoxton Planning & Management, LLC | 0.02% | No change | 10,657 | $62K |
| SG Americas Securities, LLC | 0.00% | Reduce -59.6% | 10,257 | $60K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 10,282 | $60K |
| Koss-Olinger Consulting, LLC | 0.00% | Reduce -95.5% | 10,227 | $60K |
| Hexagon Capital Partners LLC | 0.01% | New | 10,217 | $60K |
| Soltis Investment Advisors LLC | 0.00% | Add +1.1% | 10,189 | $59K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.01% | New | 10,143 | $59K |
| Carter Financial Group, INC. | 0.03% | Reduce -60.0% | 10,013 | $58K |
| Enterprise Financial Services Corp | 0.02% | No change | 10,009 | $58K |
| Shepherd Financial Partners LLC | 0.00% | No change | 10,000 | $58K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 9,886 | $58K |
| True Wealth Design, LLC | 0.01% | No change | 9,478 | $55K |
| Trust Co. of Toledo NA | 0.00% | No change | 9,415 | $55K |
| Mather Group, Llc. | 0.00% | Add +44.3% | 8,512 | $50K |
| Manchester Capital Management LLC | 0.01% | No change | 8,163 | $48K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.2% | 7,586 | $44K |
| Concord Wealth Partners | 0.00% | New | 7,176 | $42K |
| HM Payson & Co. | 0.00% | No change | 7,150 | $42K |
| Salem Investment Counselors Inc. | 0.00% | No change | 7,000 | $41K |
| Larson Financial Group LLC | 0.00% | Add +5.2% | 6,949 | $41K |
| Westside Investment Management, Inc. | 0.00% | No change | 6,406 | $37K |
| SJS Investment Consulting Inc. | 0.00% | Add +176.0% | 5,801 | $34K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.3% | 5,203 | $32K |
| Addison Advisors LLC | 0.01% | Reduce -86.4% | 4,821 | $28K |
| Private Trust Co. NA | 0.00% | Reduce -19.2% | 4,764 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 4,209 | $25K |
| Fairscale Capital, LLC | 0.01% | No change | 3,976 | $23K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 3,883 | $23K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 3,768 | $22K |
| Elequin Capital, LP | 0.00% | New | 3,570 | $21K |
| St Germain D J Co. Inc. | 0.00% | New | 3,531 | $21K |
| Wellington-Altus USA Inc. | 0.01% | No change | 4,018 | $20K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 3,428 | $20K |
| SHP Wealth Management | 0.00% | Add +0.1% | 3,382 | $20K |
| Bare Financial Services, Inc | 0.00% | Add +105.8% | 3,134 | $18K |
| Princeton Global Asset Management LLC | 0.00% | No change | 3,000 | $17K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 2,940 | $17K |
| UMB Bank, n.a. | 0.00% | No change | 2,804 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 2,786 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | Add +27.7% | 2,681 | $16K |
| Essential Partners LLC | 0.01% | No change | 2,579 | $15K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,575 | $15K |
| Raffa Wealth Management, LLC | 0.00% | Add +8.4% | 2,537 | $15K |
| Bell Investment Advisors, Inc | 0.00% | Add +9.5% | 2,461 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +196.0% | 2,196 | $13K |
| Nisa Investment Advisors, LLC | 0.00% | Add +47.0% | 2,047 | $12K |
| Planning Strategies Inc. | 0.01% | — | 2,045 | $12K |
| JDM Financial Group LLC | 0.00% | No change | 2,017 | $12K |
| Retirement Wealth Solutions LLC | 0.01% | Add +2.5% | 1,939 | $11K |
| Signature Equity Partners, LLC | 0.00% | Add +19.2% | 1,770 | $10K |
| Lanark Financial, Inc. | 0.00% | Reduce -2.8% | 1,738 | $10K |
| Financial Consulate, Inc. | 0.00% | Add +115.9% | 1,606 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 1,597 | $9K |
| Cornerstone Financial Management LLC | 0.01% | Add +106.1% | 1,544 | $9K |
| Proffitt & Goodson Inc. | 0.00% | No change | 1,539 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | New | 1,498 | $9K |
| Huntington National Bank | 0.00% | Reduce -25.8% | 1,409 | $8K |
| Zions Bancorporation, National Association | 0.00% | Reduce -0.1% | 1,391 | $8K |
| Kilter Group LLC | 0.00% | Add +168.6% | 1,375 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,368 | $8K |
| Highline Wealth Partners LLC | 0.00% | Reduce -5.7% | 1,326 | $8K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 1,319 | $8K |
| Fortitude Family Office, LLC | 0.00% | No change | 1,279 | $7K |
| IMA Advisory Services, Inc. | 0.00% | Add +53.3% | 1,242 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +7.2% | 1,239 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,184 | $7K |
| Principia Wealth Advisory, LLC | 0.00% | Add +27.8% | 1,158 | $7K |
| Turim 21 Investimentos Ltda. | 0.00% | No change | 1,064 | $6K |
| WealthCollab, LLC | 0.00% | No change | 1,046 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +165.6% | 1,012 | $6K |
| Hilltop National Bank | 0.00% | No change | 1,000 | $6K |
| Kozak & Associates, Inc. | 0.00% | No change | 951 | $6K |
| CX Institutional | 0.00% | Add +2.2% | 868 | $5K |
| Nova Wealth Management, Inc. | 0.00% | New | 826 | $5K |
| Nemes Rush Group LLC | 0.00% | No change | 812 | $5K |
| Horizon Financial Services, LLC | 0.00% | New | 810 | $5K |
| Spire Wealth Management | 0.00% | No change | 800 | $5K |
| Independence Bank of Kentucky | 0.00% | No change | 773 | $5K |
| JNBA Financial Advisors | 0.00% | No change | 773 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 765 | $4K |
| Rossby Financial, LCC | 0.00% | Add +16.4% | 738 | $4K |
| Triumph Capital Management | 0.00% | Add +113.7% | 733 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 731 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +86.5% | 720 | $4K |
| Markowski Investments | 0.00% | — | 717 | $4K |
| IFG Advisory, LLC | 0.00% | New | 712 | $4K |
| Gleason Group, Inc. | 0.00% | New | 707 | $4K |
| American Capital Advisory, LLC | 0.00% | Add +226.4% | 692 | $4K |
| Quent Capital, LLC | 0.00% | New | 646 | $4K |
| Synergy Investment Management, LLC | 0.00% | New | 629 | $4K |
| Allied Private Wealth LLC | 0.00% | — | 612 | $4K |
| Abound Wealth Management | 0.00% | No change | 610 | $4K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 595 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 575 | $3K |
| TD Capital Management LLC | 0.00% | Add +2.4% | 563 | $3K |
| Motco | 0.00% | New | 537 | $3K |
| Smithfield Trust Co | 0.00% | No change | 497 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 500 | $3K |
| MV Capital Management, Inc. | 0.00% | Add +13.0% | 494 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -74.8% | 490 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 454 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -40.6% | 443 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -81.3% | 438 | $3K |
| Burk Holdings LLC | 0.00% | No change | 427 | $2K |
| CENTRAL TRUST Co | 0.00% | Add +117.0% | 421 | $2K |
| West Paces Advisors Inc. | 0.00% | New | 388 | $2K |
| JPL Wealth Management, LLC | 0.00% | Reduce -20.5% | 377 | $2K |
| MidFirst Bank | 0.00% | No change | 322 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 310 | $2K |
| Grove Bank & Trust | 0.00% | Add +40.2% | 307 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +97.9% | 281 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 272 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 270 | $2K |
| Highland Investment Advisors LLC | 0.00% | — | 256 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 255 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 253 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 253 | $1K |
| Caldwell Trust Co | 0.00% | New | 246 | $1K |
| LRI Investments, LLC | 0.00% | New | 243 | $1K |
| Dogwood Wealth Management LLC | 0.00% | New | 237 | $1K |
| Geneos Wealth Management Inc. | 0.00% | No change | 237 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 223 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 207 | $1K |
| Southern Michigan Bank & Trust | 0.00% | No change | 186 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 172 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 132 | $1K |
| Breakwater Investment Management | 0.00% | New | 167 | $974 |
| Asset Dedication, LLC | 0.00% | New | 164 | $957 |
| Arlington Trust Co LLC | 0.00% | No change | 140 | $816 |
| Stone House Investment Management, LLC | 0.00% | Add +29.1% | 133 | $775 |
| Mosley Wealth Management | 0.00% | New | 131 | $764 |
| Monetary Solutions, Ltd | 0.00% | New | 125 | $729 |
| Trust Co | 0.00% | No change | 107 | $624 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 95 | $554 |
| Decker Retirement Planning Inc. | 0.00% | New | 93 | $545 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 93 | $543 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 89 | $519 |
| Versant Capital Management, Inc | 0.00% | New | 54 | $315 |
| Cary Street Partners Financial LLC | 0.00% | New | 42 | $245 |
| Institute for Wealth Management, LLC. | 0.00% | New | 26 | $151 |
| Financial Gravity Companies, Inc. | 0.00% | — | 7 | $41 |
"% 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.