GQI Institutional Ownership
Natixis Gateway Quality Income ETF
1W: +0.2%
1M: +0.9%
3M: +2.5%
YTD: +8.2%
1Y: +10.2%
$60.61
+0.21 (+0.35%)
Weekly Expected Move ±1.0%
$59
$60
$61
$61
$62
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — GQI
51
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
156M
Total Invested
11
New Positions
17
Increased
17
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (60 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 712,933 | 43M | +229,876 | +47.6% | 9Q | SEC ↗ |
| 2 | HighTower Advisors, LLC | 410,929 | 25M | +399,791 | +3589.4% | 4Q | SEC ↗ |
| 3 | Legacy Financial Advisors, Inc. | 214,000 | 13M | +4,301 | +2.1% | 10Q | SEC ↗ |
| 4 | DAVENPORT & Co LLC | 189,292 | 11M | +38,891 | +25.9% | 10Q | SEC ↗ |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 151,640 | 9M | -4,679 | -3.0% | 7Q | SEC ↗ |
| 6 | Dakota Wealth Management | 122,713 | 7M | +2,782 | +2.3% | 3Q | SEC ↗ |
| 7 | Three Magnolias Financial Advisors, LL | 122,363 | 7M | +28,429 | +30.3% | 7Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC NEW | 109,347 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 90,111 | 5M | +22,376 | +33.0% | 10Q | SEC ↗ |
| 10 | Steward Partners Investment Advisory, | 75,980 | 5M | +1,656 | +2.2% | 7Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 65,787 | 4M | -16,421 | -20.0% | 10Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 64,745 | 4M | -37,569 | -36.7% | 9Q | SEC ↗ |
| 13 | Apollon Wealth Management, LLC | 49,763 | 3M | +13,238 | +36.2% | 5Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 46,775 | 3M | +1,877 | +4.2% | 6Q | SEC ↗ |
| 15 | U.S. Capital Wealth Advisors, LLC | 40,020 | 2M | -5,432 | -12.0% | 9Q | SEC ↗ |
| 16 | Global Retirement Partners, LLC NEW | 33,973 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | STIFEL FINANCIAL CORP NEW | 33,149 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | PlanVest Financial, Inc | 24,737 | 1M | +1,330 | +5.7% | 2Q | SEC ↗ |
| 19 | Sanctuary Advisors, LLC NEW | 23,273 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | OLD MISSION CAPITAL LLC | 23,073 | 1M | +10,884 | +89.3% | 9Q | SEC ↗ |
| 21 | Equitable Holdings, Inc. | 18,043 | 1M | +2,079 | +13.0% | 4Q | SEC ↗ |
| 22 | FLAGSHIP HARBOR ADVISORS, LLC | 17,185 | 1M | -1,033 | -5.7% | 4Q | SEC ↗ |
| 23 | COFG Advisors, LLC | 16,491 | 1000K | +3,586 | +27.8% | 3Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC NEW | 11,855 | 719K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Waterloo Capital, L.P. | 9,690 | 587K | — | +0.0% | 5Q | SEC ↗ |
| 26 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV NEW | 8,955 | 543K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Envision Financial LLC | 8,790 | 533K | -100 | -1.1% | 5Q | SEC ↗ |
| 28 | WEDBUSH SECURITIES INC | 8,377 | 508K | +1,825 | +27.9% | 9Q | SEC ↗ |
| 29 | GENTRY PRIVATE WEALTH, LLC | 5,465 | 331K | — | +0.0% | 3Q | SEC ↗ |
| 30 | GoalVest Advisory LLC | 5,465 | 331K | — | +0.0% | 3Q | SEC ↗ |
| 31 | Private Advisor Group, LLC | 4,980 | 302K | -103 | -2.0% | 3Q | SEC ↗ |
| 32 | Kestra Advisory Services, LLC | 4,965 | 301K | +148 | +3.1% | 3Q | SEC ↗ |
| 33 | TRUIST FINANCIAL CORP | 4,386 | 266K | -729 | -14.3% | 6Q | SEC ↗ |
| 34 | AGH Wealth Advisors, LLC | 4,349 | 264K | — | +0.0% | 4Q | SEC ↗ |
| 35 | NewEdge Advisors, LLC | 3,729 | 226K | -675 | -15.3% | 6Q | SEC ↗ |
| 36 | Bank of New York Mellon Corp NEW | 3,704 | 224K | — | +0.0% | 1Q | SEC ↗ |
| 37 | CAPTRUST FINANCIAL ADVISORS | 3,570 | 216K | -1,330 | -27.1% | 3Q | SEC ↗ |
| 38 | FIFTH THIRD BANCORP NEW | 2,399 | 145K | — | +0.0% | 1Q | SEC ↗ |
| 39 | CWM, LLC | 709 | 43K | +660 | +1346.9% | 3Q | SEC ↗ |
| 40 | Integrated Wealth Concepts LLC NEW | 600 | 36K | — | +0.0% | 1Q | SEC ↗ |
| 41 | PRIVATE TRUST CO NA | 590 | 36K | — | +0.0% | 9Q | SEC ↗ |
| 42 | MORGAN STANLEY | 312 | 19K | -421 | -57.4% | 2Q | SEC ↗ |
| 43 | Larson Financial Group LLC NEW | 170 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Farther Finance Advisors, LLC | 144 | 9K | -215 | -59.9% | 3Q | SEC ↗ |
| 45 | Ritter Daniher Financial Advisory LLC | 90 | 5K | +3 | +3.4% | 4Q | SEC ↗ |
| 46 | JONES FINANCIAL COMPANIES LLLP NEW | 11 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 47 | DHJJ Financial Advisors, Ltd. | 6 | 0K | — | +0.0% | 8Q | SEC ↗ |
| 48 | Claro Advisors Inc. | 0 | 0K | -3,767 | -100.0% | 1Q | SEC ↗ |
| 49 | MAI Capital Management | 0 | 0K | -94 | -100.0% | 1Q | SEC ↗ |
| 50 | GREENWOOD CAPITAL ASSOCIATES LLC | 0 | 0K | -9,555 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 109,347 | 7M |
| Global Retirement Partners, LLC | 33,973 | 2M |
| STIFEL FINANCIAL CORP | 33,149 | 2M |
| Sanctuary Advisors, LLC | 23,273 | 1M |
| JANE STREET GROUP, LLC | 11,855 | 719K |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 8,955 | 543K |
| Bank of New York Mellon Corp | 3,704 | 224K |
| FIFTH THIRD BANCORP | 2,399 | 145K |
| Integrated Wealth Concepts LLC | 600 | 36K |
| Larson Financial Group LLC | 170 | 10K |
| JONES FINANCIAL COMPANIES LLLP | 11 | 1K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Horizon Wealth Management, LLC | 862,258 | 52M |
| Independent Advisor Alliance | 631,181 | 38M |
| GREENWOOD CAPITAL ASSOCIATES LLC | 9,555 | 579K |
| CITADEL ADVISORS LLC | 5,467 | 331K |
| Gateway Wealth Partners, LLC | 4,094 | 248K |
| AMERIPRISE FINANCIAL INC | 4,058 | 246K |
| Claro Advisors Inc. | 3,767 | 228K |
| Wilmington Savings Fund Society, FS | 2,900 | 176K |
| Quattro Advisors LLC | 1,610 | 98K |
| UBS Group AG | 353 | 21K |
| MAI Capital Management | 94 | 6K |
| BARTLETT & CO. WEALTH MANAGEMENT LL | 61 | 4K |
| Holos Integrated Wealth LLC | 26 | 2K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +399,791 | +3589.4% | 410,929 |
| LPL Financial LLC | +229,876 | +47.6% | 712,933 |
| DAVENPORT & Co LLC | +38,891 | +25.9% | 189,292 |
| Three Magnolias Financial Advisors, | +28,429 | +30.3% | 122,363 |
| ROYAL BANK OF CANADA | +22,376 | +33.0% | 90,111 |
| Apollon Wealth Management, LLC | +13,238 | +36.2% | 49,763 |
| OLD MISSION CAPITAL LLC | +10,884 | +89.3% | 23,073 |
| Legacy Financial Advisors, Inc. | +4,301 | +2.1% | 214,000 |
| COFG Advisors, LLC | +3,586 | +27.8% | 16,491 |
| Dakota Wealth Management | +2,782 | +2.3% | 122,713 |
| Equitable Holdings, Inc. | +2,079 | +13.0% | 18,043 |
| OSAIC HOLDINGS, INC. | +1,877 | +4.2% | 46,775 |
| WEDBUSH SECURITIES INC | +1,825 | +27.9% | 8,377 |
| Steward Partners Investment Advisor | +1,656 | +2.2% | 75,980 |
| PlanVest Financial, Inc | +1,330 | +5.7% | 24,737 |
| CWM, LLC | +660 | +1346.9% | 709 |
| Kestra Advisory Services, LLC | +148 | +3.1% | 4,965 |
| Ritter Daniher Financial Advisory L | +3 | +3.4% | 90 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -37,569 | -36.7% | 64,745 |
| Janney Montgomery Scott LLC | -16,421 | -20.0% | 65,787 |
| U.S. Capital Wealth Advisors, LLC | -5,432 | -12.0% | 40,020 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -4,679 | -3.0% | 151,640 |
| CAPTRUST FINANCIAL ADVISORS | -1,330 | -27.1% | 3,570 |
| FLAGSHIP HARBOR ADVISORS, LLC | -1,033 | -5.7% | 17,185 |
| TRUIST FINANCIAL CORP | -729 | -14.3% | 4,386 |
| NewEdge Advisors, LLC | -675 | -15.3% | 3,729 |
| MORGAN STANLEY | -421 | -57.4% | 312 |
| Farther Finance Advisors, LLC | -215 | -59.9% | 144 |
| Private Advisor Group, LLC | -103 | -2.0% | 4,980 |
| Envision Financial LLC | -100 | -1.1% | 8,790 |