Public record / Tickers / LYG

LYG — Lloyds Banking Group plc†

Both disclosure regimes on one name: who in Congress filed about LYG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
20
all PTR rows naming LYG
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
480
top-480 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $50.0K–$100K

SELL · traded 2023-07-10 → filed 2023-08-13. Ranked over every LYG row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LYG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LYG
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-30 LATE·113d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-14 +38d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-10 +34d$50K–$100K
2023-04-17Daniel S. Goldman D–NY-10BUYTraded 03-31 +17d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 20 ↗

Members active in LYG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing LYG in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · LYG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · LLOYDS BANKING GROUP PLC

Merged timeline of congressional filings and notable-manager moves on LYG
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$1K–$15K

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of LYG for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$244M1
2WCM INVESTMENT MANAGEMENT, LLC$128M1
3MORGAN STANLEY$128M1
4NORTHERN TRUST CORP$119M1
5CIBC Bancorp USA Inc.$78.0M1
6DIMENSIONAL FUND ADVISORS LP$64.5M1
7ENVESTNET ASSET MANAGEMENT INC$61.4M1
8JANE STREET GROUP, LLC$59.7M1
9AMERICAN CENTURY COMPANIES INC$57.9M1
10BlackRock, Inc.$52.2M1
11BANK OF AMERICA CORP /DE/$39.1M1
12First Eagle Investment Management, LLC$37.2M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$34.6M1
14MILLENNIUM MANAGEMENT LLC$32.1M1
15Crossmark Global Holdings, Inc.$24.4M1
16Point72 Asset Management, L.P.$20.0M1
17ASSETMARK, INC$19.4M1
18WELLS FARGO & COMPANY/MN$18.9M1
19VOLORIDGE INVESTMENT MANAGEMENT, LLC$17.3M1
20O'SHAUGHNESSY ASSET MANAGEMENT, LLC$16.0M1
21AQR CAPITAL MANAGEMENT LLC$15.1M1
22RAYMOND JAMES FINANCIAL INC$13.9M1
23RENAISSANCE TECHNOLOGIES LLC$12.7M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$12.6M1
25Optiver Holding B.V.$12.5M1
26Qube Research & Technologies Ltd$11.3M1
27LPL Financial LLC$11.0M1
28Clearbridge Investments, LLC$10.1M1
29Cetera Investment Advisers$9.9M1
30TD Waterhouse Canada Inc.$9.2M1
31QRG CAPITAL MANAGEMENT, INC.$7.8M1
32Creative Planning$7.5M1
33UBS Group AG$7.5M1
34ROYAL BANK OF CANADA$6.1M1
35STIFEL FINANCIAL CORP$6.0M1
36Beck Bode, LLC$5.7M1
37Mariner, LLC$5.5M1
38MERCER GLOBAL ADVISORS INC /ADV$5.5M1
39Focus Partners Wealth$5.5M1
40Trexquant Investment LP$5.4M1
41RITHOLTZ WEALTH MANAGEMENT$5.3M1
42MML INVESTORS SERVICES, LLC$5.1M1
43EAGLE GLOBAL ADVISORS LLC$5.1M1
44Pathstone Holdings, LLC$5.0M1
45Gradient Investments LLC$4.9M1
46HighTower Advisors, LLC$4.8M1
47Symmetry Investments LP$4.6M1
48Integrated Quantitative Investments LLC$4.6M1
49Rockefeller Capital Management L.P.$4.4M1
50Vanguard Personalized Indexing Management, LLC$3.8M1
51BALYASNY ASSET MANAGEMENT L.P.$3.8M1
52SEI INVESTMENTS CO$3.5M1
53Cerity Partners LLC$3.2M1
54CITIGROUP INC$3.0M1
55Brooklyn Investment Group$3.0M1
56OPPENHEIMER ASSET MANAGEMENT INC.$2.8M1
57CITADEL ADVISORS LLC$2.8M1
58US BANCORP \DE\$2.6M1
59FIRST TRUST ADVISORS LP$2.6M1
60Compound Planning, Inc.$2.5M1
61NEW YORK STATE COMMON RETIREMENT FUND$2.4M1
62M&T BANK CORP$2.4M1
63Vident Advisory, LLC$2.3M1
64BANK OF MONTREAL /CAN/$2.2M1
65JCIC Asset Management Inc.$2.1M1
66BTC Capital Management, Inc.$2.1M1
67TWO SIGMA INVESTMENTS, LP$2.1M1
68NewEdge Wealth, LLC$2.1M1
69LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.1M1
70Vestmark Advisory Solutions, Inc.$2.0M1
71TRUIST FINANCIAL CORP$2.0M1
72Atria Investments, Inc$2.0M1
73Patriot Financial Group Insurance Agency, LLC$2.0M1
74Caprock Group, LLC$2.0M1
75HF Advisory Group, LLC$2.0M1
76Squarepoint Ops LLC$1.9M1
77OSAIC HOLDINGS, INC.$1.9M1
78SIH Partners, LLLP$1.9M1
79Naviter Wealth, LLC$1.9M1
80ELEVATION POINT WEALTH PARTNERS, LLC$1.8M1
81TWIN CITY PRIVATE WEALTH, LLC$1.8M1
82Laird Norton Wetherby Trust Company, LLC$1.7M1
83PRINCIPAL SECURITIES, INC.$1.7M1
84COOKSON PEIRCE & CO INC$1.6M1
85QUADRANT CAPITAL GROUP LLC$1.6M1
86Callan Family Office, LLC$1.6M1
87UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.6M1
88SIGNATUREFD, LLC$1.6M1
89FRANKLIN RESOURCES INC$1.5M1
90Empowered Funds, LLC$1.5M1
91Havemeyer Place LP$1.5M1
92COLDSTREAM CAPITAL MANAGEMENT INC$1.5M1
93IEQ CAPITAL, LLC$1.4M1
94Orion Porfolio Solutions, LLC$1.4M1
95NLB Skladi, upravljanje premozenja, d.o.o.$1.4M1
96Private Advisor Group, LLC$1.3M1
97Revisor Wealth Management LLC$1.2M1
98Voya Financial Advisors, Inc.$1.2M1
99Engineers Gate Manager LP$1.2M1
100INTRUST BANK NA$1.2M1
101&PARTNERS$1.2M1
102Dynasty Wealth Management, LLC$1.2M1
103CHOREO, LLC$1.2M1
1041832 Asset Management L.P.$1.2M1
105Sanctuary Advisors, LLC$1.1M1
106Corient Private Wealth LLC$1.1M1
107Sivia Capital Partners, LLC$1.0M1
108CIBC Asset Management Inc$1.0M1
109Allspring Global Investments Holdings, LLC$970K1
110Aaron Wealth Advisors LLC$956K1
111Qtron Investments LLC$932K1
112Prospera Financial Services Inc$887K1
113Legacy Wealth Asset Management, LLC$875K1
114Ballentine Partners, LLC$865K1
115PINNACLE ASSOCIATES LTD$835K1
116Kathmere Capital Management, LLC$833K1
117Gallacher Capital Management LLC$826K1
118Smartleaf Asset Management LLC$793K1
119Summit Trail Advisors, LLC$787K1
120Snowden Capital Advisors LLC$786K1
121Invesco Ltd.$771K1
122MARINO, STRAM & ASSOCIATES LLC$764K1
123Headlands Technologies LLC$729K1
124Vise Technologies, Inc.$680K1
125WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$674K1
126Blue Trust, Inc.$646K1
127Van Diest Capital, LLC$636K1
128UNITED CAPITAL FINANCIAL ADVISORS, LLC$628K1
129STEPHENS INC /AR/$615K1
130Sequoia Financial Advisors, LLC$611K1
131Gibbs Wealth Management$608K1
132EVERGREEN CAPITAL MANAGEMENT LLC$601K1
133PERSONAL CFO SOLUTIONS, LLC$599K1
134FORTRESS PRIVATE LEDGER, LLC$580K1
135Voleon Capital Management LP$575K1
136GROUP ONE TRADING LLC$571K1
137XTX Topco Ltd$571K1
138COMMONWEALTH EQUITY SERVICES, LLC$557K1
139MGO ONE SEVEN LLC$556K1
140Edge Wealth Management LLC$553K1
141Apollon Wealth Management, LLC$551K1
142SUSQUEHANNA INTERNATIONAL GROUP, LLP$537K1
143Drucker Wealth 3.0, LLC$530K1
144Papamarkou Wellner Asset Management inc.$524K1
145Aprio Wealth Management, LLC$518K1
146Blueshift Asset Management, LLC$518K1
147GeoWealth Management, LLC$517K1
148NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$514K1
149May Hill Capital, LLC$506K1
150Dorsey & Whitney Trust CO LLC$503K1
151Cetera Trust Company, N.A$502K1
152WINTON GROUP Ltd$482K1
153Clearstead Advisors, LLC$475K1
154EAGLE ROCK INVESTMENT COMPANY, LLC$472K1
155Abel Hall, LLC$455K1
156BSW Wealth Partners$455K1
157Cypress Wealth Services, LLC$451K1
158CWM, LLC$450K1
159Independent Advisor Alliance$439K1
160Brookstone Capital Management$433K1
161HB Wealth Management, LLC$414K1
162BANK OF NOVA SCOTIA$411K1
163Tranquilli Financial Advisor LLC$403K1
164Foster Victor Wealth Advisors, LLC$398K1
165Mutual Advisors, LLC$395K1
166Aquatic Capital Management LLC$383K1
167Beacon Pointe Advisors, LLC$380K1
168BENJAMIN EDWARDS INC$367K1
169Arax Advisory Partners$359K1
170FOUNDATIONS INVESTMENT ADVISORS, LLC$337K1
171Lido Advisors, LLC$335K1
172Aegis Wealth Management LLC$335K1
173SAGESPRING WEALTH PARTNERS, LLC$326K1
174SmartHarvest Portfolios, LLC$323K1
175Alliance Wealth Advisors, LLC$322K1
176PDS Planning, Inc$317K1
177Savant Capital, LLC$314K1
178Quantum Portfolio Management LLC$313K1
179Frec Markets, Inc.$309K1
180Pinnacle Wealth Planning Services, Inc.$299K1
181Cape Investment Advisory, Inc.$298K1
182Greenspring Advisors, LLC$298K1
183Frank, Rimerman Advisors LLC$296K1
184STATE STREET CORP$294K1
185Allworth Financial LP$288K1
186First Affirmative Financial Network$287K1
187Ascent Group, LLC$287K1
188Arlington Capital Management, Inc.$282K1
189Mattson Financial Services, LLC$279K1
190ANCHYRA PARTNERS LLC$276K1
191Five Oceans Advisors$276K1
192Merit Financial Group, LLC$273K1
193Pinnacle Financial Partners, Inc.$269K1
194Traub Capital Management LLC$267K1
195Brown Financial Advisors$262K1
196Concurrent Investment Advisors, LLC$253K1
197D.A. DAVIDSON & CO.$252K1
198one8zero8, LLC$252K1
199World Investment Advisors$247K1
200Envestnet Portfolio Solutions, Inc.$246K1
201Indivisible Partners$246K1
202Checchi Capital Advisers, LLC$243K1
203EVOLVE PRIVATE WEALTH, LLC$243K1
204SAGE RHINO CAPITAL LLC$243K1
205DRIVE WEALTH MANAGEMENT, LLC$239K1
206Fielder Capital Group LLC$235K1
207Focus Partners Advisor Solutions, LLC$234K1
208Perigon Wealth Management, LLC$232K1
209West Family Investments, Inc.$228K1
210CHICAGO TRUST Co NA$211K1
211Cromwell Holdings LLC$211K1
212Beverly Hills Private Wealth, LLC$210K1
213JACKSON THORNTON WEALTH MANAGEMENT, LLC$203K1
214Bleakley Financial Group, LLC$203K1
215HUB Investment Partners, LLC$202K1
216Aspen Grove Capital, LLC$201K1
217ANGELES WEALTH MANAGEMENT, LLC$200K1
218Portside Wealth Group, LLC$200K1
219Purkiss Capital Advisors LLC$197K1
220EntryPoint Capital, LLC$195K1
221Wedmont Private Capital$185K1
222Pathfinder Wealth Consulting, Inc.$184K1
223LVW Advisors, LLC$181K1
224Ausdal Financial Partners, Inc.$179K1
225Addison Advisors LLC$178K1
226Platform Technology Partners$168K1
227Gateway Wealth Partners, LLC$167K1
228Granite Group Advisors, LLC$166K1
229GTS SECURITIES LLC$165K1
230Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$164K1
231SPWM Advisors LLC$164K1
232Optas, LLC$163K1
233FIFTH THIRD BANCORP$163K1
234Summit Financial, LLC$158K1
235Savvy Advisors, Inc.$158K1
236RIVERSEDGE ADVISORS, LLC$148K1
237NewEdge Advisors, LLC$146K1
238CacheTech Inc.$142K1
239Prosperity Consulting Group, LLC$142K1
240GUGGENHEIM CAPITAL LLC$140K1
241Keel Point, LLC$138K1
242Continuum Advisory, LLC$138K1
243Keebeck Wealth Management$138K1
244HSBC HOLDINGS PLC$138K1
245Kestra Advisory Services, LLC$136K1
246Traveka Wealth, LLC$133K1
247Ariadne Wealth Management, LP$133K1
248XPONANCE LLC$132K1
249Meriwether Wealth & Planning, LLC$132K1
250Integrity Financial Corp /WA$129K1
251New Republic Capital, LLC$129K1
252STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$128K1
253Crumly & Associates Inc.$128K1
254ProVise Management Group, LLC$127K1
255Retirement Planning Co of New England, Inc.$127K1
256EP Wealth Advisors, LLC$126K1
257Livet Wealth, LLC$125K1
258Lifeworks Advisors, LLC$125K1
25955 North Private Wealth, LLC$125K1
260Epoch Investment Partners, Inc.$124K1
261AIGEN INVESTMENT MANAGEMENT, LP$124K1
262OPPENHEIMER & CO INC$124K1
263Flatrock Wealth Partners LLC$123K1
264KEYNOTE FINANCIAL SERVICES LLC$123K1
265Cooper Financial Group$123K1
266EVOKE WEALTH, LLC$122K1
267BALDWIN WEALTH PARTNERS LLC/MA$121K1
268Quintet Private Bank (Europe) S.A.$121K1
269PFG Advisors$120K1
270TOWNSQUARE CAPITAL LLC$118K1
271Equitable Holdings, Inc.$117K1
272CPA Asset Management Group, LLC$117K1
273Choate Investment Advisors$117K1
274CFO4Life Group, LLC$115K1
275Steward Partners Investment Advisory, LLC$109K1
276Centurion Wealth Management LLC$108K1
277Curated Wealth Partners LLC$107K1
278D'Orazio & Associates, Inc.$107K1
279Breakwater Capital Group$106K1
280SCOTIA CAPITAL INC.$105K1
281Paladin Wealth, LLC$104K1
282Pure Financial Advisors, LLC$102K1
283Impact Capital Partners LLC$102K1
284WEALTH ALLIANCE, LLC$101K1
28571 West Capital Partners$99.6K1
286Berger Financial Group, Inc$98.3K1
287Iron Gate Global Advisors LLC$97.3K1
288Warren Street Wealth Advisors, LLC$96.5K1
289Sage Investment Counsel LLC$94.1K1
290SILVER OAK SECURITIES, INCORPORATED$93.0K1
291SteelPeak Wealth, LLC$92.6K1
292LAZARI CAPITAL MANAGEMENT, INC.$90.3K1
293Capital Asset Advisory Services LLC$89.4K1
294Aptus Capital Advisors, LLC$89.4K1
295Federation des caisses Desjardins du Quebec$87.6K1
296EARNED WEALTH ADVISORS, LLC$87.4K1
297Baird Financial Group, Inc.$87.3K1
298SYM FINANCIAL Corp$84.5K1
299Intergy Private Wealth, LLC$81.2K1
300FIDUCIARY FINANCIAL GROUP, LLC$81.2K1
301RMR Wealth Builders$80.8K1
302Quantinno Capital Management LP$80.1K1
303MAI Capital Management$79.6K1
304INSIGNEO ADVISORY SERVICES, LLC$76.5K1
305Resonant Capital Advisors, LLC$76.1K1
306Morningstar Investment Management LLC$75.7K1
307Destiny Wealth Partners, LLC$74.6K1
308Avior Wealth Management, LLC$73.8K1
309PharVision Advisers, LLC$73.6K1
310Clark Capital Management Group, Inc.$73.5K1
311Opal Wealth Advisors, LLC$73.2K1
312Octavia Wealth Advisors, LLC$72.8K1
313August Group Capital Ltd$72.5K1
314MOODY NATIONAL BANK TRUST DIVISION$72.5K1
315Simplicity Wealth,LLC$71.9K1
316Robertson Stephens Wealth Management, LLC$71.8K1
317Cresset Asset Management, LLC$71.7K1
318BROWN ADVISORY INC$71.3K1
319Rehmann Capital Advisory Group$70.0K1
320IMC-Chicago, LLC$68.9K1
321KINTRA WEALTH, LLC$68.8K1
322HBK Sorce Advisory LLC$68.6K1
323LEGACY FINANCIAL GROUP, INC.$68.3K1
324James Hambro & Partners LLP$67.6K1
325ZACKS INVESTMENT MANAGEMENT$67.3K1
326Tanager Wealth Management LLP$66.2K1
327Rothschild Wealth LLC$65.7K1
328Great Diamond Partners, LLC$65.6K1
329Vann Equity Management LLC$65.4K1
330Advisor OS, LLC$65.2K1
331Stonebrook Private Inc.$63.6K1
332Sowell Financial Services LLC$63.4K1
333Waverly Advisors, LLC$62.5K1
334Foster Group, Inc.$62.3K1
335Diversified Enterprises, LLC$61.9K1
336PFG Investments, LLC$61.9K1
337NICOLET BANKSHARES INC$61.4K1
338First Pacific Financial$61.2K1
339XXI WEALTH, LLC$57.7K1
340Klingman & Associates, LLC$57.0K1
341Tower Research Capital LLC (TRC)$56.8K1
342Gotham Asset Management, LLC$55.9K1
343Everhart Financial Group, Inc.$55.7K1
344VestGen Advisors, LLC$54.8K1
345Holistic Financial Partners$54.7K1
346JOURNEY STRATEGIC WEALTH LLC$54.6K1
347Owl Creek Wealth Partners LLC$54.4K1
348CHERRYDALE WEALTH MANAGEMENT, LLC$53.8K1
349Hoxton Planning & Management, LLC$53.6K1
350Baron Wealth Management LLC$53.2K1
351CRUX WEALTH ADVISORS$53.2K1
352DIVERSIFIED MANAGEMENT INC$53.1K1
353Dynamic Advisor Solutions LLC$52.4K1
354OpenArc Corporate Advisory, LLC$51.5K1
355HALBERT HARGROVE GLOBAL ADVISORS, LLC$50.8K1
356Soltis Investment Advisors LLC$50.7K1
357Legacy Capital Wealth Partners, LLC$50.6K1
358ENTERPRISE FINANCIAL SERVICES CORP$50.3K1
359Shepherd Financial Partners LLC$50.3K1
360Beaird Harris Wealth Management, LLC$49.7K1
361True Wealth Design, LLC$47.7K1
362Manchester Capital Management LLC$41.1K1
363Parkside Financial Bank & Trust$38.1K1
364HM PAYSON & CO$36.0K1
365SALEM INVESTMENT COUNSELORS INC$35.2K1
366Larson Financial Group LLC$33.2K1
367MATHER GROUP, LLC.$29.7K1
368JFS WEALTH ADVISORS, LLC$21.2K1
369Acumen Wealth Advisors, LLC$19.5K1
370BROWN, LISLE/CUMMINGS, INC.$17.2K1
371SHP Wealth Management$17.0K1
372Harbor Asset Planning, Inc.$14.8K1
373UMB Bank, n.a.$14.1K1
374Bell Investment Advisors, Inc$11.3K1
375SJS Investment Consulting Inc.$10.6K1
376Glen Eagle Advisors, LLC$10.6K1
377Retirement Wealth Solutions LLC$9.5K1
378Annis Gardner Whiting Capital Advisors, LLC$9.5K1
379Intentional Wealth Strategies, LLC$8.9K1
380Financial Freedom, LLC$8.2K1
381PROFFITT & GOODSON INC$7.7K1
382Signature Equity Partners, LLC$7.5K1
383New England Capital Financial Advisors LLC$6.6K1
384Truvestments Capital LLC$6.5K1
385Wilmington Savings Fund Society, FSB$6.0K1
386WealthCollab, LLC$5.3K1
387Hilltop National Bank$5.0K1
388Spire Wealth Management$4.0K1
389JNBA Financial Advisors$3.9K1
390Physician Wealth Advisors, Inc.$3.8K1
391FINANCIAL CONSULATE, INC$3.7K1
392Financial Network Wealth Advisors LLC$3.7K1
393Abound Wealth Management$3.1K1
394TD Capital Management LLC$2.8K1
395Kilter Group LLC$2.6K1
396DecisionPoint Financial, LLC$2.5K1
397JPL Wealth Management, LLC$2.4K1
398MV CAPITAL MANAGEMENT, INC.$2.2K1
399Burk Holdings LLC$2.1K1
400Transamerica Financial Advisors, LLC$1.9K1
401Triumph Capital Management$1.7K1
402PARK AVENUE SECURITIES LLC$1.7K1
403MidFirst Bank$1.6K1
404Raleigh Capital Management Inc.$1.4K1
405CVA Family Office, LLC$1.3K1
406Elevated Capital Advisors, LLC$1.3K1
407Frazier Financial Advisors, LLC$1.2K1
408Geneos Wealth Management Inc.$1.2K1
409WPG Advisers, LLC$1.1K1
410Grove Bank & Trust$1.1K1
411American Capital Advisory, LLC$1.1K1
412CENTRAL TRUST Co$9761
413Key Capital Management, INC$8001
414Caitong International Asset Management Co., Ltd$6241
415ACADIAN ASSET MANAGEMENT LLC$5551
416Stone House Investment Management, LLC$5181
417Godfrey Financial Associates, Inc.$4781
418Cassaday & Co Wealth Management LLC$4681
419GHP Investment Advisors, Inc.$4481
420TOTH FINANCIAL ADVISORY CORP$3531
421NATURAL INVESTMENTS, LLC$3091
422Murphy & Mullick Capital Management Corp$1511
423ADVISORS MANAGEMENT GROUP INC /ADV$1291
424CHASE INVESTMENT COUNSEL CORP$1261
425Virtu Financial LLC$1221
426THRIVENT FINANCIAL FOR LUTHERANS$931
427BANK HAPOALIM BM$651
428Walleye Capital LLC$651
429Smithfield Trust Co$21
430NOMURA ASSET MANAGEMENT CO LTD$01
431Jefferies Financial Group Inc.— value not disclosed1
432GLENMEDE TRUST CO NA— value not disclosed1
433HARBOUR INVESTMENTS, INC.— value not disclosed1
434JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
435NATIONAL BANK OF CANADA /FI/— value not disclosed1
436OSTERWEIS CAPITAL MANAGEMENT INC— value not disclosed1
437PALISADE CAPITAL MANAGEMENT, LP— value not disclosed1
438EARNEST PARTNERS LLC— value not disclosed1
439LOGAN CAPITAL MANAGEMENT INC— value not disclosed1
440Hilltop Holdings Inc.— value not disclosed1
441CIBC Private Wealth Group LLC— value not disclosed1
442Magnetar Financial LLC— value not disclosed1
443Walleye Trading LLC— value not disclosed1
444AMG National Trust Bank— value not disclosed1
445J.W. COLE ADVISORS, INC.— value not disclosed1
446TWO SIGMA SECURITIES, LLC— value not disclosed1
447OLD MISSION CAPITAL LLC— value not disclosed1
448B. Riley Wealth Advisors, Inc.— value not disclosed1
449HRT FINANCIAL LP— value not disclosed1
450TWO SIGMA ADVISERS, LP— value not disclosed1
451Genus Capital Management Inc.— value not disclosed1
452FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
453Wealthspire Advisors, LLC— value not disclosed1
454Clarius Group, LLC— value not disclosed1
455SIMON QUICK ADVISORS, LLC— value not disclosed1
456AlphaCore Capital LLC— value not disclosed1
457Crewe Advisors LLC— value not disclosed1
458Quaker Wealth Management, LLC— value not disclosed1
459CreativeOne Wealth, LLC— value not disclosed1
460Brio Consultants, LLC— value not disclosed1
461Global Retirement Partners, LLC— value not disclosed1
462Magnus Financial Group LLC— value not disclosed1
463NICOLET ADVISORY SERVICES, LLC— value not disclosed1
464CERTUITY, LLC— value not disclosed1
465Concord Wealth Partners— value not disclosed1
466Sage Mountain Advisors LLC— value not disclosed1
467AlTi Global, Inc.— value not disclosed1
468DV EQUITIES, LLC— value not disclosed1
469Koss-Olinger Consulting, LLC— value not disclosed1
470TUCKER ASSET MANAGEMENT LLC— value not disclosed1
471AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
472Forum Financial Management, LP— value not disclosed1
473SageView Advisory Group, LLC— value not disclosed1
474Trajan Wealth LLC— value not disclosed1
475TFB Advisors LLC— value not disclosed1
476SAPIENT CAPITAL LLC— value not disclosed1
477a16z Perennial Management, L.P.— value not disclosed1
478FMB WEALTH MANAGEMENT— value not disclosed1
479Wealth Watch Advisors, INC— value not disclosed1
480J. Derek Lewis & Associates Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 430 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LYG

RETAINED WINDOW · ACTIVE HITS
Signal hits naming LYG
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for LYG · financials and macro

Financials — as filed PLANNED

LYG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LYG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing