Natixis Loomis Focused GrwthLSGRETF

13F holders, Q2 2026 (June 30)
60holders +7
18new positions
12sold out
1famous investor
$42.13avg. 13F price*

At the end of Q2 2026, 60 institutions reported holding Natixis Loomis Focused Grwth (LSGR) in their 13F filings, up 7 from Q1 2026. 18 opened new positions and 12 sold out. The largest holders were Loomis Sayles & Co. L P ($340.7M), LPL Financial LLC ($98.2M) and Raymond James Financial Inc. ($90.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Natixis Loomis Focused Grwth
CUSIP
63875W406
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 5Q3 2024Q4 2024: 9Q4 2024Q1 2025: 11Q1 2025Q2 2025: 17Q2 2025Q3 2025: 32Q3 2025Q4 2025: 42Q4 2025Q1 2026: 53Q1 2026Q2 2026: 60Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions18$44.0M
Exits12$15.4M

All 13F filers, Q1 2026 → Q2 2026: 2,745,050 shares bought and 608,143 shares sold, net +2,136,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Loomis Sayles & Co. L P 0.43% Add +8.0% 8,087,491 $340.7M
LPL Financial LLC 0.02% Add +4.6% 2,331,803 $98.2M
Raymond James Financial Inc. 0.02% Add +12.7% 2,135,806 $90.0M
Cerity Partners LLC 0.07% Add +27.5% 1,460,978 $61.6M
Vestmark Advisory Solutions, Inc. 0.36% Reduce -0.1% 905,571 $38.2M
Northwest Financial Advisors 4.68% New 834,612 $35.2M
Wells Fargo & Company 0.00% Add +17.4% 554,280 $23.4M
Ameriprise Financial Inc. 0.00% No change 412,285 $17.4M
Bank of America Corp. 0.00% Add +59.2% 315,461 $13.3M
IHT Wealth Management, LLC 0.25% Add +2.4% 281,075 $11.8M
MAI Capital Management 0.04% Add +0.6% 243,189 $10.2M
Envestnet Asset Management Inc. 0.00% Add +4.8% 226,245 $9.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 225,991 $9.5M
Baird Financial Group, Inc. 0.01% Add +638.5% 205,315 $8.6M
Greater Midwest Financial Group, LLC 3.80% Reduce -48.2% 180,929 $7.6M
Clifford Group, LLC 4.45% Reduce -10.0% 152,854 $6.4M
MML Investors Services, LLC 0.01% Add +9.5% 119,798 $5.0M
PNC Financial Services Group, Inc. 0.00% Add +12.5% 111,238 $4.7M
Golden State Wealth Management, LLC 0.34% New 87,435 $3.7M
Apollon Wealth Management, LLC 0.04% Reduce -0.5% 81,125 $3.4M
Nations Financial Group Inc, /Ia/ 0.07% Add +1.5% 35,303 $1.5M
Atlanta Consulting Group Advisors, LLC 0.20% Add +13.2% 29,855 $1.3M
Stratos Wealth Partners, LTD. 0.01% Reduce -0.1% 27,241 $1.1M
Integrated Wealth Concepts LLC 0.01% New 22,226 $936K
Osaic Holdings, Inc. 0.00% Add +1724.5% 18,282 $770K
IFG Advisory, LLC 0.03% New 17,634 $743K
Global Retirement Partners, LLC 0.01% — 16,095 $678K
Citadel Advisors 0.00% New 14,773 $622K
Truist Financial Corp. 0.00% Reduce -2.9% 14,327 $604K
Janney Montgomery Scott LLC 0.00% New 13,686 $577K
&partners 0.00% New 12,157 $512K
Third View Private Wealth, LLC 0.06% Add +3.8% 11,481 $484K
Drive Wealth Management, LLC 0.08% Add +18.8% 10,659 $449K
Resurgent Financial Advisors LLC 0.10% Reduce -3.3% 8,466 $357K
TrustWell Financial Advisors, LLC 0.28% New 7,914 $333K
DAVENPORT & Co LLC 0.00% Reduce -24.3% 7,460 $314K
Level Four Advisory Services, LLC 0.01% Reduce -11.0% 7,299 $308K
Commonwealth Equity Services, LLC 0.00% Reduce -14.1% 7,048 $297K
Goldman Sachs Group Inc. 0.00% New 6,331 $267K
Avaii Wealth Management, LLC 0.07% Reduce -1.9% 5,958 $251K
Jane Street Group, LLC 0.00% Reduce -77.8% 5,780 $244K
Callan Family Office, LLC 0.00% New 5,768 $243K
Private Advisor Group, LLC 0.00% New 5,619 $237K
Legacy Capital Wealth Management, LLC 0.11% Reduce -1.4% 5,580 $235K
Flagship Harbor Advisors, LLC 0.01% Reduce -16.4% 5,425 $229K
HighTower Advisors, LLC 0.00% New 5,396 $227K
Perigon Wealth Management, LLC 0.00% New 5,283 $223K
Mgo One Seven LLC 0.00% Reduce -48.3% 5,100 $215K
UBS Group AG 0.00% New 3,693 $156K
Rockefeller Capital Management L.P. 0.00% No change 2,000 $84K
NewEdge Advisors, LLC 0.00% No change 910 $38K
Steward Partners Investment Advisory, LLC 0.00% Add +16.4% 815 $34K
Oakworth Capital, Inc. 0.00% New 800 $34K
JPMorgan Chase & Co. 0.00% New 621 $26K
Fifth Third Bancorp 0.00% No change 571 $24K
International Assets Investment Management, LLC 0.00% No change 331 $14K
Millstone Evans Group, LLC 0.01% No change 304 $13K
Morgan Stanley 0.00% New 100 $4K
EverSource Wealth Advisors, LLC 0.00% New 58 $2K
Harbour Investments, Inc. 0.00% No change 38 $2K

"% of holder's portfolio" is LSGR's weight in each manager's 13F, not the share of Natixis Loomis Focused Grwth the manager owns.