Natixis Loomis Focused GrwthLSGRETF
13F holders, Q1 2026 (March 31)53holders +11
17new positions
5sold out
1famous investor
$39.39avg. 13F price*
At the end of Q1 2026, 53 institutions reported holding Natixis Loomis Focused Grwth (LSGR) in their 13F filings, up 11 from Q4 2025. 17 opened new positions and 5 sold out. The largest holders were Loomis Sayles & Co. L P ($294.9M), LPL Financial LLC ($87.8M) and Raymond James Financial Inc. ($74.6M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Natixis Loomis Focused Grwth
- CUSIP
- 63875W406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $55.4M |
| Exits | 5 | $6.0M |
All 13F filers, Q4 2025 → Q1 2026: 3,943,101 shares bought and 143,789 shares sold, net +3,799,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Loomis Sayles & Co. L P | 0.40% | Add +1.5% | 7,487,001 | $294.9M |
| LPL Financial LLC | 0.02% | Add +27.7% | 2,229,330 | $87.8M |
| Raymond James Financial Inc. | 0.02% | Add +55.3% | 1,894,723 | $74.6M |
| Cerity Partners LLC | 0.06% | Add +33.4% | 1,145,674 | $45.1M |
| Vestmark Advisory Solutions, Inc. | 0.40% | New | 906,908 | $35.7M |
| Wells Fargo & Company | 0.00% | Add +421.3% | 472,012 | $18.6M |
| Ameriprise Financial Inc. | 0.00% | Add +47.1% | 412,285 | $16.2M |
| Greater Midwest Financial Group, LLC | 7.39% | Add +7.4% | 349,125 | $13.8M |
| IHT Wealth Management, LLC | 0.25% | Add +2.6% | 274,551 | $10.8M |
| Mariner, LLC | 0.01% | Add +8.2% | 257,985 | $10.2M |
| MAI Capital Management | 0.05% | Add +6.3% | 241,826 | $9.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 225,991 | $8.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +152.3% | 215,804 | $8.5M |
| Bank of America Corp. | 0.00% | Add +93.0% | 198,208 | $7.8M |
| Clifford Group, LLC | 5.15% | New | 169,796 | $6.7M |
| MML Investors Services, LLC | 0.01% | Add +711.1% | 109,428 | $4.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +60.4% | 98,879 | $3.9M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -1.8% | 81,489 | $3.2M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +14.3% | 34,783 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | New | 27,803 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.0% | 27,275 | $1.1M |
| Atlanta Consulting Group Advisors, LLC | 0.22% | Add +7.0% | 26,374 | $1.0M |
| Independence Asset Advisors, LLC | 0.37% | No change | 26,250 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +62.0% | 26,027 | $1.0M |
| Richmond Investment Services, LLC | 0.15% | New | 23,422 | $923K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.8% | 21,055 | $829K |
| Sepio Capital, LP | 0.04% | New | 20,262 | $798K |
| Susquehanna International Group, LLP | 0.00% | Add +157.0% | 18,083 | $712K |
| Truist Financial Corp. | 0.00% | Add +5.5% | 14,754 | $581K |
| Third View Private Wealth, LLC | 0.06% | New | 11,061 | $436K |
| Mgo One Seven LLC | 0.01% | Add +9.6% | 9,868 | $389K |
| DAVENPORT & Co LLC | 0.00% | Add +95.7% | 9,855 | $388K |
| Drive Wealth Management, LLC | 0.07% | Add +4.3% | 8,971 | $353K |
| Resurgent Financial Advisors LLC | 0.13% | Add +74.2% | 8,754 | $345K |
| Level Four Advisory Services, LLC | 0.01% | New | 8,205 | $323K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -40.1% | 8,201 | $323K |
| Sugar Maple Asset Management, LLC | 0.19% | Reduce -3.6% | 7,979 | $314K |
| D. E. Shaw & Co. | 0.00% | New | 7,165 | $282K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -14.2% | 6,490 | $256K |
| Avaii Wealth Management, LLC | 0.08% | Add +4.5% | 6,075 | $239K |
| Legacy Capital Wealth Management, LLC | 0.13% | Reduce -13.4% | 5,659 | $223K |
| Royal Bank of Canada | 0.00% | Add +16.6% | 5,247 | $207K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,000 | $79K |
| Investment Counsel Co. of Nevada | 0.16% | New | 1,769 | $70K |
| Osaic Holdings, Inc. | 0.00% | Add +243.2% | 1,002 | $39K |
| NewEdge Advisors, LLC | 0.00% | No change | 910 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 700 | $28K |
| Fifth Third Bancorp | 0.00% | New | 571 | $22K |
| National Bank of Canada | 0.00% | New | 454 | $18K |
| International Assets Investment Management, LLC | 0.00% | New | 331 | $13K |
| Millstone Evans Group, LLC | 0.01% | No change | 304 | $12K |
| Jones Financial Companies LLLP | 0.00% | New | 154 | $6K |
| Harbour Investments, Inc. | 0.00% | New | 38 | $1K |
"% of holder's portfolio" is LSGR's weight in each manager's 13F, not the share of Natixis Loomis Focused Grwth the manager owns.