LSGR Institutional Ownership
Natixis Loomis Sayles Focused Growth ETF
1W: -0.3%
1M: -0.2%
3M: +4.5%
YTD: +2.0%
1Y: +1.6%
3Y: +86.1%
$45.31
+0.46 (+1.03%)
Weekly Expected Move ±2.1%
$43
$44
$45
$46
$47
Overview
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Holdings
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Institutional Ownership — LSGR
72
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
813M
Total Invested
19
New Positions
18
Increased
27
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (76 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LOOMIS SAYLES & CO L P | 8,087,491 | $366M | +600,490 | +8.0% | 10Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,331,803 | $106M | +102,473 | +4.6% | 7Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 2,135,806 | $97M | +241,083 | +12.7% | 6Q | SEC ↗ |
| 4 | Cerity Partners LLC | 1,460,978 | $66M | +315,304 | +27.5% | 4Q | SEC ↗ |
| 5 | Vestmark Advisory Solutions, Inc. | 905,571 | $41M | -1,337 | -0.1% | 2Q | SEC ↗ |
| 6 | Northwest Financial Advisors NEW | 834,612 | $38M | — | +0.0% | 1Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 554,280 | $25M | +82,268 | +17.4% | 3Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 412,285 | $19M | — | +0.0% | 8Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 315,461 | $14M | +117,253 | +59.2% | 4Q | SEC ↗ |
| 10 | IHT Wealth Management, LLC | 281,075 | $13M | +6,524 | +2.4% | 5Q | SEC ↗ |
| 11 | MAI Capital Management | 243,189 | $11M | +1,363 | +0.6% | 4Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 226,245 | $10M | +10,441 | +4.8% | 4Q | SEC ↗ |
| 13 | UBS AM, a distinct business unit of UB | 225,991 | $10M | — | +0.0% | 2Q | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 205,315 | $9M | +177,512 | +638.5% | 2Q | SEC ↗ |
| 15 | Greater Midwest Financial Group, LLC | 180,929 | $8M | -168,196 | -48.2% | 4Q | SEC ↗ |
| 16 | Clifford Group, LLC | 152,854 | $7M | -16,942 | -10.0% | 2Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 119,798 | $5M | +10,370 | +9.5% | 5Q | SEC ↗ |
| 18 | PNC Financial Services Group, Inc. | 111,238 | $5M | +12,359 | +12.5% | 4Q | SEC ↗ |
| 19 | Golden State Wealth Management, LLC NEW | 87,435 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Apollon Wealth Management, LLC | 81,125 | $4M | -364 | -0.4% | 5Q | SEC ↗ |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 35,303 | $2M | +520 | +1.5% | 3Q | SEC ↗ |
| 22 | Atlanta Consulting Group Advisors, LLC | 29,855 | $1M | +3,481 | +13.2% | 5Q | SEC ↗ |
| 23 | Stratos Wealth Partners, LTD. | 27,241 | $1M | -34 | -0.1% | 4Q | SEC ↗ |
| 24 | Integrated Wealth Concepts LLC NEW | 22,226 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 18,282 | $828K | +17,280 | +1724.6% | 3Q | SEC ↗ |
| 26 | IFG Advisory, LLC NEW | 17,634 | $799K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Global Retirement Partners, LLC NEW | 16,095 | $729K | — | +0.0% | 1Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC NEW | 14,773 | $669K | — | +0.0% | 1Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 14,327 | $649K | -427 | -2.9% | 4Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC NEW | 13,686 | $620K | — | +0.0% | 1Q | SEC ↗ |
| 31 | &PARTNERS NEW | 12,157 | $551K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Third View Private Wealth, LLC | 11,481 | $520K | +420 | +3.8% | 2Q | SEC ↗ |
| 33 | DRIVE WEALTH MANAGEMENT, LLC | 10,659 | $483K | +1,688 | +18.8% | 3Q | SEC ↗ |
| 34 | Resurgent Financial Advisors LLC | 8,466 | $384K | -288 | -3.3% | 4Q | SEC ↗ |
| 35 | TrustWell Financial Advisors, LLC NEW | 7,914 | $359K | — | +0.0% | 1Q | SEC ↗ |
| 36 | DAVENPORT & Co LLC | 7,460 | $338K | -2,395 | -24.3% | 3Q | SEC ↗ |
| 37 | LEVEL FOUR ADVISORY SERVICES, LLC | 7,299 | $331K | -906 | -11.0% | 2Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 7,048 | $319K | -1,153 | -14.1% | 3Q | SEC ↗ |
| 39 | GOLDMAN SACHS GROUP INC NEW | 6,331 | $287K | — | +0.0% | 1Q | SEC ↗ |
| 40 | AVAII WEALTH MANAGEMENT, LLC | 5,958 | $270K | -117 | -1.9% | 5Q | SEC ↗ |
| 41 | JANE STREET GROUP, LLC | 5,780 | $262K | -20,247 | -77.8% | 4Q | SEC ↗ |
| 42 | Callan Family Office, LLC NEW | 5,768 | $261K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Private Advisor Group, LLC NEW | 5,619 | $255K | — | +0.0% | 1Q | SEC ↗ |
| 44 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 5,580 | $253K | -79 | -1.4% | 3Q | SEC ↗ |
| 45 | FLAGSHIP HARBOR ADVISORS, LLC | 5,425 | $246K | -1,065 | -16.4% | 3Q | SEC ↗ |
| 46 | HighTower Advisors, LLC NEW | 5,396 | $244K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Perigon Wealth Management, LLC NEW | 5,283 | $239K | — | +0.0% | 1Q | SEC ↗ |
| 48 | MGO ONE SEVEN LLC | 5,100 | $231K | -4,768 | -48.3% | 5Q | SEC ↗ |
| 49 | UBS Group AG NEW | 3,693 | $167K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 2,000 | $91K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| Northwest Financial Advisors | 834,612 | $38M |
| Golden State Wealth Management, LLC | 87,435 | $4M |
| Integrated Wealth Concepts LLC | 22,226 | $1M |
| IFG Advisory, LLC | 17,634 | $799K |
| Global Retirement Partners, LLC | 16,095 | $729K |
| CITADEL ADVISORS LLC | 14,773 | $669K |
| Janney Montgomery Scott LLC | 13,686 | $620K |
| &PARTNERS | 12,157 | $551K |
| TrustWell Financial Advisors, LLC | 7,914 | $359K |
| GOLDMAN SACHS GROUP INC | 6,331 | $287K |
| Callan Family Office, LLC | 5,768 | $261K |
| Private Advisor Group, LLC | 5,619 | $255K |
| HighTower Advisors, LLC | 5,396 | $244K |
| Perigon Wealth Management, LLC | 5,283 | $239K |
| UBS Group AG | 3,693 | $167K |
| OAKWORTH CAPITAL, INC. | 800 | $36K |
| JPMORGAN CHASE & CO | 621 | $28K |
| MORGAN STANLEY | 100 | $5K |
| EverSource Wealth Advisors, LLC | 58 | $3K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 257,985 | $12M |
| U.S. Capital Wealth Advisors, LLC | 82,204 | $4M |
| Independence Asset Advisors, LLC | 26,250 | $1M |
| Richmond Investment Services, LLC | 23,422 | $1M |
| Sanctuary Advisors, LLC | 21,055 | $954K |
| Sepio Capital, LP | 20,262 | $918K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 18,083 | $819K |
| Sugar Maple Asset Management, LLC | 7,979 | $362K |
| D. E. Shaw & Co., Inc. | 7,165 | $325K |
| ROYAL BANK OF CANADA | 5,247 | $238K |
| INVESTMENT COUNSEL CO OF NEVADA | 1,769 | $80K |
| Wilmington Savings Fund Society, FS | 1,600 | $72K |
| PRIVATE TRUST CO NA | 1,100 | $50K |
| Kestra Advisory Services, LLC | 710 | $32K |
| NATIONAL BANK OF CANADA /FI | 454 | $21K |
| JONES FINANCIAL COMPANIES LLLP | 154 | $7K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LOOMIS SAYLES & CO L P | +600,490 | +8.0% | 8,087,491 |
| Cerity Partners LLC | +315,304 | +27.5% | 1,460,978 |
| RAYMOND JAMES FINANCIAL INC | +241,083 | +12.7% | 2,135,806 |
| Baird Financial Group, Inc. | +177,512 | +638.5% | 205,315 |
| BANK OF AMERICA CORP /DE | +117,253 | +59.2% | 315,461 |
| LPL Financial LLC | +102,473 | +4.6% | 2,331,803 |
| WELLS FARGO & COMPANY/MN | +82,268 | +17.4% | 554,280 |
| OSAIC HOLDINGS, INC. | +17,280 | +1724.6% | 18,282 |
| PNC Financial Services Group, Inc. | +12,359 | +12.5% | 111,238 |
| ENVESTNET ASSET MANAGEMENT INC | +10,441 | +4.8% | 226,245 |
| MML INVESTORS SERVICES, LLC | +10,370 | +9.5% | 119,798 |
| IHT Wealth Management, LLC | +6,524 | +2.4% | 281,075 |
| Atlanta Consulting Group Advisors, | +3,481 | +13.2% | 29,855 |
| DRIVE WEALTH MANAGEMENT, LLC | +1,688 | +18.8% | 10,659 |
| MAI Capital Management | +1,363 | +0.6% | 243,189 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | +520 | +1.5% | 35,303 |
| Third View Private Wealth, LLC | +420 | +3.8% | 11,481 |
| Steward Partners Investment Advisor | +115 | +16.4% | 815 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Greater Midwest Financial Group, LL | -168,196 | -48.2% | 180,929 |
| JANE STREET GROUP, LLC | -20,247 | -77.8% | 5,780 |
| Clifford Group, LLC | -16,942 | -10.0% | 152,854 |
| MGO ONE SEVEN LLC | -4,768 | -48.3% | 5,100 |
| DAVENPORT & Co LLC | -2,395 | -24.3% | 7,460 |
| Vestmark Advisory Solutions, Inc. | -1,337 | -0.1% | 905,571 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,153 | -14.1% | 7,048 |
| FLAGSHIP HARBOR ADVISORS, LLC | -1,065 | -16.4% | 5,425 |
| LEVEL FOUR ADVISORY SERVICES, LLC | -906 | -11.0% | 7,299 |
| TRUIST FINANCIAL CORP | -427 | -2.9% | 14,327 |
| Apollon Wealth Management, LLC | -364 | -0.4% | 81,125 |
| Resurgent Financial Advisors LLC | -288 | -3.3% | 8,466 |
| AVAII WEALTH MANAGEMENT, LLC | -117 | -1.9% | 5,958 |
| LEGACY CAPITAL WEALTH MANAGEMENT, L | -79 | -1.4% | 5,580 |
| Stratos Wealth Partners, LTD. | -34 | -0.1% | 27,241 |