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Natixis Gateway Quality Income ETF (GQI) Institutional Ownership

$58.84 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Natixis Gateway Quality Income ETF (NYSEARCA:GQI)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$79.94M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$13.09M
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GQI Institutional Buying and Selling by Quarter

Natixis Gateway Quality Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC4,404$242K0.0%-14.6%0.131%
5/18/2026Royal Bank of Canada67,735$3.72M0.0%+31.2%2.010%
5/15/2026Gateway Wealth Partners LLC4,094$225K0.0%N/A0.121%
4/30/2026Kestra Advisory Services LLC4,817$264K0.0%+65.0%0.143%
4/30/2026Greenwood Capital Associates LLC9,555$524K0.1%N/A0.284%
4/27/2026Private Advisor Group LLC5,083$279K0.0%+10.9%0.152%
4/23/2026Three Magnolias Financial Advisors LLC93,934$5.15M3.3%+3.8%2.812%
4/23/2026Apollon Wealth Management LLC36,525$2.00M0.0%-3.2%1.094%
4/22/2026Janney Montgomery Scott LLC82,208$4.51M0.0%-16.0%2.484%
4/22/2026AGH Wealth Advisors LLC4,349$239K0.2%+14.2%0.131%
2/18/2026NewEdge Advisors LLC5,155$294K0.0%+106.3%0.164%
2/18/2026OLD Mission Capital LLC14,481$826K0.0%-10.8%0.460%
2/18/2026Claro Advisors Inc.3,767$215K0.0%N/A0.120%
2/17/2026Equitable Holdings Inc.10,609$605K0.0%+65.9%0.337%
2/17/2026Osaic Holdings Inc.42,882$2.45M0.0%+0.5%1.361%
2/17/2026Captrust Financial Advisors5,350$305K0.0%N/A0.170%
2/17/2026Royal Bank of Canada51,619$2.95M0.0%+3.6%1.639%
2/13/2026Kestra Advisory Services LLC2,919$167K0.0%N/A0.093%
2/13/2026Quattro Advisors LLC1,610$92K0.1%N/A0.051%
2/12/2026Commonwealth Equity Services LLC97,949$5.59M0.0%+4.9%3.109%
2/12/2026Steward Partners Investment Advisory LLC81,101$4.63M0.0%+0.9%2.575%
2/11/2026Janney Montgomery Scott LLC97,882$5.59M0.0%+2.7%3.107%
2/11/2026LPL Financial LLC402,817$22.99M0.0%+12.7%12.788%
2/10/2026COFG Advisors LLC11,185$638K0.2%N/A0.355%
2/6/2026Global Retirement Partners LLC33,102$1.89M0.0%-32.6%1.051%
2/6/2026HighTower Advisors LLC12,425$709K0.0%+46.9%0.394%
2/4/2026Legacy Financial Advisors Inc.230,174$13.14M1.8%-36.3%7.330%
2/4/2026AGH Wealth Advisors LLC3,809$217K0.2%-55.0%0.121%
2/4/2026Horizon Wealth Management LLC862,258$49.21M7.6%N/A27.460%
2/2/2026Truist Financial Corp8,597$491K0.0%-9.1%0.274%
1/28/2026Gentry Private Wealth LLC5,465$312K0.2%N/A0.174%
1/26/2026Private Trust Co. NA3,645$208K0.0%+267.8%0.116%
1/23/2026U.S. Capital Wealth Advisors LLC45,452$2.59M0.1%-2.0%1.452%
1/22/2026Apollon Wealth Management LLC37,734$2.15M0.0%+4.5%1.206%
1/21/2026Flagship Harbor Advisors LLC19,914$1.14M0.1%+84.4%0.636%
1/20/2026Three Magnolias Financial Advisors LLC90,503$5.17M3.2%+1.2%2.891%
1/13/2026Dakota Wealth Management118,650$6.77M0.1%N/A2.989%
1/12/2026DAVENPORT & Co LLC132,023$7.53M0.0%+12.6%3.326%
1/7/2026Envision Financial LLC9,855$562K0.3%+23.0%0.252%
1/5/2026GoalVest Advisory LLC5,465$312K0.1%N/A0.140%
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11/17/2025Citadel Advisors LLC7,858$440K0.0%N/A0.257%
11/17/2025Ameriprise Financial Inc.8,856$496K0.0%N/A0.289%
11/14/2025Equitable Holdings Inc.6,393$358K0.0%N/A0.209%
11/10/2025Legacy Financial Advisors Inc.361,433$20.26M2.8%+6.1%11.812%
11/6/2025Northwest Financial Advisors5,531$310K0.4%N/A0.181%
11/5/2025Flagship Harbor Advisors LLC10,799$605K0.0%N/A0.353%
11/5/2025Lokken Investment Group LLC115,961$6.50M2.2%+1.5%3.790%
11/3/2025Truist Financial Corp9,459$530K0.0%+5.2%0.309%
11/3/2025AGH Wealth Advisors LLC8,465$474K0.3%N/A0.277%
10/29/2025Wealth Enhancement Advisory Services LLC144,716$8.04M0.0%+1.9%4.714%
10/22/2025Commonwealth Equity Services LLC93,360$5.23M0.0%-14.8%3.051%
10/21/2025Global Retirement Partners LLC49,101$2.75M0.1%-1.7%1.605%
10/21/2025Three Magnolias Financial Advisors LLC89,438$5.01M3.1%+12.2%2.923%
10/17/2025Apollon Wealth Management LLC36,114$2.02M0.0%-2.0%1.188%
10/15/2025Private Trust Co. NA991$56K0.0%-47.6%0.033%
10/15/2025DAVENPORT & Co LLC117,237$6.57M0.0%+27.1%3.856%
10/10/2025Envision Financial LLC8,015$449K0.3%+14.3%0.264%
10/9/2025U.S. Capital Wealth Advisors LLC46,378$2.60M0.1%-35.4%1.526%
9/4/2025Osaic Holdings Inc.38,795$2.08M0.0%-4.0%1.329%
8/13/2025Gateway Wealth Partners LLC34,794$1.87M0.4%-11.5%1.192%
8/12/2025Steward Partners Investment Advisory LLC74,845$4.02M0.0%+14.3%2.563%
8/12/2025Global Retirement Partners LLC49,944$2.68M0.1%N/A1.710%
8/12/2025Waterloo Capital L.P.9,690$520K0.0%N/A0.332%
7/29/2025Private Trust Co. NA1,891$102K0.0%-71.6%0.066%
7/25/2025Apollon Wealth Management LLC36,842$1.98M0.0%N/A1.293%
7/24/2025Lokken Investment Group LLC114,259$6.14M2.4%-0.3%4.009%
7/22/2025DAVENPORT & Co LLC92,245$4.95M0.0%+78.7%3.237%
7/18/2025Truist Financial Corp8,990$483K0.0%+7.1%0.317%
7/17/2025Janney Montgomery Scott LLC67,063$3.60M0.0%-1.8%2.361%
7/14/2025U.S. Capital Wealth Advisors LLC71,834$3.86M0.1%-1.2%2.529%
7/10/2025Envision Financial LLC7,010$376K0.3%N/A0.248%
7/10/2025Wealth Enhancement Advisory Services LLC141,958$7.61M0.0%-0.9%5.016%
5/20/2025Blue Rock Wealth Management LLC56,832$2.92M2.5%-11.5%2.194%
5/19/2025Jane Street Group LLC24,696$1.27M0.0%N/A0.954%
5/16/2025NewEdge Advisors LLC2,454$126K0.0%N/A0.095%
5/15/2025Royal Bank of Canada77,159$3.96M0.0%+0.8%2.979%
5/15/2025OLD Mission Capital LLC40,357$2.07M0.0%+334.8%1.558%
5/14/2025Legacy Financial Advisors Inc.329,520$16.91M2.8%+1.6%12.723%
5/13/2025Steward Partners Investment Advisory LLC65,493$3.36M0.0%+76.2%2.529%
5/7/2025LPL Financial LLC418,732$21.49M0.0%+51.6%16.167%
5/2/2025Lokken Investment Group LLC114,564$5.88M2.5%+9.1%4.212%
5/1/2025Gateway Wealth Partners LLC39,314$2.02M0.5%N/A1.445%
4/29/2025U.S. Capital Wealth Advisors LLC72,692$3.73M0.1%-1.6%2.673%
4/28/2025Private Trust Co. NA6,668$342K0.0%+24.3%0.245%
4/28/2025DAVENPORT & Co LLC51,614$2.65M0.0%+25.8%1.898%
4/17/2025Janney Montgomery Scott LLC68,316$3.51M0.0%+93.6%2.512%
4/16/2025Wealth Enhancement Advisory Services LLC143,198$7.35M0.0%+5.2%5.265%
3/17/2025Wealth Enhancement Advisory Services LLC136,135$7.40M0.0%N/A5.318%
2/14/2025Blue Rock Wealth Management LLC64,232$3.49M3.7%N/A3.801%
2/14/2025Natixis Investment Managers LLC688,361$37.43M58.3%-17.6%40.731%
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2/13/2025Legacy Financial Advisors Inc.324,266$17.63M2.9%+3.9%19.187%
2/12/2025Lokken Investment Group LLC105,049$5.71M2.5%+11.3%6.216%
2/12/2025OLD Mission Capital LLC9,281$505K0.0%-33.3%0.549%
2/11/2025LPL Financial LLC276,294$15.02M0.0%+27.3%16.349%
2/10/2025Commonwealth Equity Services LLC51,771$2.82M0.0%+3.7%3.063%
2/7/2025Independent Advisor Alliance38,172$2.08M0.0%N/A2.259%
2/6/2025Steward Partners Investment Advisory LLC37,175$2.02M0.0%N/A2.200%
2/5/2025Private Trust Co. NA5,366$292K0.0%+809.5%0.318%
1/31/2025Global Retirement Partners LLC73,483$4.00M0.1%+121.7%4.348%
1/24/2025U.S. Capital Wealth Advisors LLC73,905$4.02M0.1%-3.0%4.373%


GQI Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 institutional investors and hedge funds held shares of Natixis Gateway Quality Income ETF. The most heavily invested institutionals were Horizon Wealth Management LLC ($49.21M), Natixis Investment Managers LLC ($37.43M), LPL Financial LLC ($22.99M), Legacy Financial Advisors Inc. ($13.14M), Wealth Enhancement Advisory Services LLC ($8.04M), DAVENPORT & Co LLC ($7.53M), and Dakota Wealth Management ($6.77M).Learn more on Natixis Gateway Quality Income ETF's institutional investors.

Of the 43 institutional investors that purchased Natixis Gateway Quality Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Horizon Wealth Management LLC ($862.26K), LPL Financial LLC ($247.10K), Wealth Enhancement Advisory Services LLC ($145.96K), Dakota Wealth Management ($118.65K), DAVENPORT & Co LLC ($93.78K), Global Retirement Partners LLC ($90.28K), and Steward Partners Investment Advisory LLC ($75.55K).

Institutional investors have bought a total of 1,413,364 shares in the last 24 months. This purchase volume represents approximately $79.94M in transactions.

Of the 15 institutional investors that sold Natixis Gateway Quality Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Legacy Financial Advisors Inc. ($131.26K), U.S. Capital Wealth Advisors LLC ($27.24K), Janney Montgomery Scott LLC ($16.93K), Global Retirement Partners LLC ($16.84K), Commonwealth Equity Services LLC ($16.24K), Private Trust Co. NA ($5.68K), and AGH Wealth Advisors LLC ($4.66K).

Institutional investors have sold a total of 231,820 shares in the last 24 months. This volume of shares sold represents approximately $13.09M in transactions.


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This page (NYSEARCA:GQI) was last updated on 7/6/2026 by MarketBeat.com Staff.
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