Signals

LYG

516 in-universe funds with a nonzero position in LYG within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23766
Score / z-0.050 / -0.08
Consensus190.20 over 330 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 680.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 285.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
FMR LLC CIK 0000315066 0.989 5571 177.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 115.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 115.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 98.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 64.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 64.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 61.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 51.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 44.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 40.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 38.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 36.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 28.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 23.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 23.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 19.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 15.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 13.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 13.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 12.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 7.5 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Creative Planning CIK 0001540235 0.979 4196 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beck Bode, LLC CIK 0001790548 0.122 104 5.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 5.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 4.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Timber Creek Capital Management LLC CIK 0001510848 0.327 80 4.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henry James International Management Inc. CIK 0001750423 0.252 91 3.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 2.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symmetry Investments LP CIK 0001691919 0.056 112 2.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 1.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 1.8 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qtron Investments LLC CIK 0001768099 0.279 449 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.8 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 0.5 0.3% 3 -0.3 pp +0.0 pp +0.3 pp +0.3 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L1 Capital Pty Ltd CIK 0001817646 0.463 24 0.0 0.0% 0 -10.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Decatur Capital Management, Inc. CIK 0001505961 0.238 53 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Syverson Strege & Co CIK 0001682057 0.757 186 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just LYG). Qtrs Held counts distinct quarters this fund has actually held LYG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LYG position size. Δ columns are the percentage-point change in LYG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status