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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $50.0K–$100K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-14 +38d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-10 +34d$50K–$100K
2023-04-17Daniel S. Goldman D–NY-10PurchaseTraded 03-31 +17d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing LYG in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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 2026-06-16 → 2026-09-14 · 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 CongressPurchase$1K–$15K

1 newest rows · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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.$01
432GLENMEDE TRUST CO NA$01
433HARBOUR INVESTMENTS, INC.$01
434JOHNSON INVESTMENT COUNSEL INC$01
435NATIONAL BANK OF CANADA /FI/$01
436OSTERWEIS CAPITAL MANAGEMENT INC$01
437PALISADE CAPITAL MANAGEMENT, LP$01
438EARNEST PARTNERS LLC$01
439LOGAN CAPITAL MANAGEMENT INC$01
440Hilltop Holdings Inc.$01
441CIBC Private Wealth Group LLC$01
442Magnetar Financial LLC$01
443Walleye Trading LLC$01
444AMG National Trust Bank$01
445J.W. COLE ADVISORS, INC.$01
446TWO SIGMA SECURITIES, LLC$01
447OLD MISSION CAPITAL LLC$01
448B. Riley Wealth Advisors, Inc.$01
449HRT FINANCIAL LP$01
450TWO SIGMA ADVISERS, LP$01
451Genus Capital Management Inc.$01
452FOX RUN MANAGEMENT, L.L.C.$01
453Wealthspire Advisors, LLC$01
454Clarius Group, LLC$01
455SIMON QUICK ADVISORS, LLC$01
456AlphaCore Capital LLC$01
457Crewe Advisors LLC$01
458Quaker Wealth Management, LLC$01
459CreativeOne Wealth, LLC$01
460Brio Consultants, LLC$01
461Global Retirement Partners, LLC$01
462Magnus Financial Group LLC$01
463NICOLET ADVISORY SERVICES, LLC$01
464CERTUITY, LLC$01
465Concord Wealth Partners$01
466Sage Mountain Advisors LLC$01
467AlTi Global, Inc.$01
468DV EQUITIES, LLC$01
469Koss-Olinger Consulting, LLC$01
470TUCKER ASSET MANAGEMENT LLC$01
471AXXCESS WEALTH MANAGEMENT, LLC$01
472Forum Financial Management, LP$01
473SageView Advisory Group, LLC$01
474Trajan Wealth LLC$01
475TFB Advisors LLC$01
476SAPIENT CAPITAL LLC$01
477a16z Perennial Management, L.P.$01
478FMB WEALTH MANAGEMENT$01
479Wealth Watch Advisors, INC$01
480J. Derek Lewis & Associates Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 480 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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