Loomis Sayles Strat Inc. Class YNEZYX
13F holders, Q2 2026 (June 30)1holders
1new positions
0sold out
$12.08avg. 13F price*
At the end of Q2 2026, 1 institutions reported holding Loomis Sayles Strat Inc. Class Y (NEZYX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 0 sold out. The largest holder was Ethos Financial Group, LLC ($565K).
- Company
- Loomis Sayles Strat Inc. Class Y
- CUSIP
- 543487250
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $565K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q2 2026: 46,741 shares bought, net +46,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ethos Financial Group, LLC | 0.04% | New | 46,741 | $565K |
"% of holder's portfolio" is NEZYX's weight in each manager's 13F, not the share of Loomis Sayles Strat Inc. Class Y the manager owns.