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Natixis Loomis Sayles Focused Growth ETF (LSGR) Institutional Ownership

$46.16 +0.13 (+0.28%)
Closing price 04:10 PM Eastern
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$46.14 -0.02 (-0.04%)
As of 04:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for Natixis Loomis Sayles Focused Growth ETF (NYSEARCA:LSGR)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$169.49M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.21M
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LSGR Institutional Buying and Selling by Quarter

Natixis Loomis Sayles Focused Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Integrated Wealth Concepts LLC22,226$936K0.0%N/A0.111%
9/9/2026Baird Financial Group Inc.205,315$8.65M0.0%+638.5%1.028%
5/19/2026Bank of America Corp DE198,208$7.81M0.0%+93.0%1.063%
5/18/2026Royal Bank of Canada5,247$207K0.0%+16.7%0.028%
5/8/2026PNC Financial Services Group Inc.98,879$3.90M0.0%+60.4%0.530%
5/5/2026Sanctuary Advisors LLC21,055$829K0.0%-5.8%0.113%
4/29/2026Richmond Investment Services LLC23,422$923K0.1%N/A0.126%
4/23/2026Apollon Wealth Management LLC81,489$3.21M0.1%-1.8%0.456%
4/21/2026Sugar Maple Asset Management LLC7,979$314K0.2%-3.6%0.045%
4/15/2026Nations Financial Group Inc. IA ADV34,783$1.37M0.1%+14.3%0.198%
2/18/2026IHT Wealth Management LLC267,602$11.98M0.3%-4.3%1.853%
2/17/2026Greater Midwest Financial Group LLC324,961$14.55M8.1%+3.6%2.250%
2/17/2026Royal Bank of Canada4,498$201K0.0%N/A0.031%
2/16/2026MML Investors Services LLC13,491$604K0.0%+49.1%0.093%
2/16/2026Mariner LLC238,489$10.68M0.0%+2.4%1.652%
2/13/2026Kestra Advisory Services LLC710$32K0.0%N/A0.005%
2/13/2026Wells Fargo & Company MN90,546$4.05M0.0%N/A0.627%
2/12/2026Jane Street Group LLC16,066$719K0.0%+99.1%0.111%
2/12/2026Commonwealth Equity Services LLC13,696$613K0.0%N/A0.095%
2/12/2026Loomis Sayles & Co. L P7,373,272$330.03M0.4%+1.0%51.061%
2/11/2026Legacy Capital Wealth Management LLC6,535$293K0.2%N/A0.045%
2/11/2026Atlanta Consulting Group Advisors LLC24,636$1.10M0.2%+38.0%0.171%
2/11/2026Cerity Partners LLC859,097$38.45M0.1%+60.8%5.949%
2/11/2026LPL Financial LLC1,746,022$78.15M0.0%+27.2%12.092%
2/10/2026IFG Advisory LLC47,658$2.13M0.1%-7.9%0.330%
2/9/2026Huntington National Bank718$32K0.0%N/A0.005%
2/6/2026Global Retirement Partners LLC16,750$750K0.0%-3.8%0.116%
2/6/2026PNC Financial Services Group Inc.61,660$2.76M0.0%+77.7%0.427%
2/4/2026Drive Wealth Management LLC8,605$385K0.1%N/A0.060%
2/3/2026MGO One Seven LLC9,002$403K0.0%+12.8%0.062%
2/2/2026Truist Financial Corp13,987$626K0.0%+33.2%0.097%
2/2/2026Independence Asset Advisors LLC26,250$1.18M0.6%-14.1%0.182%
1/29/2026Sanctuary Advisors LLC22,360$1.00M0.0%+6.7%0.156%
1/26/2026Nations Financial Group Inc. IA ADV30,438$1.36M0.1%N/A0.213%
1/23/2026U.S. Capital Wealth Advisors LLC82,204$3.68M0.1%-3.9%0.579%
1/21/2026Flagship Harbor Advisors LLC7,565$339K0.0%N/A0.053%
1/20/2026Sugar Maple Asset Management LLC8,281$371K0.2%N/A0.059%
1/13/2026Avaii Wealth Management LLC5,812$260K0.1%+6.9%0.042%
1/12/2026DAVENPORT & Co LLC5,035$225K0.0%N/A0.036%
11/20/2025Wilmington Savings Fund Society FSB1,600$71K0.0%+166.7%0.012%
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11/17/2025NewEdge Advisors LLC910$40K0.0%N/A0.007%
11/17/2025Mariner LLC232,827$10.34M0.0%N/A1.810%
11/17/2025Bank of America Corp DE6,954$309K0.0%N/A0.054%
11/17/2025Ameriprise Financial Inc.280,358$12.45M0.0%+35.1%2.180%
11/14/2025Raymond James Financial Inc.959,353$42.61M0.0%+996.0%7.460%
11/13/2025Resurgent Financial Advisors LLC5,067$225K0.1%N/A0.039%
11/12/2025IFG Advisory LLC51,758$2.30M0.1%+22.8%0.402%
11/10/2025MAI Capital Management228,054$10.13M0.1%N/A1.773%
11/7/2025PNC Financial Services Group Inc.34,708$1.54M0.0%N/A0.270%
11/6/2025Stratos Wealth Partners LTD.25,943$1.15M0.0%N/A0.202%
11/6/2025Gateway Wealth Partners LLC36,917$1.64M0.2%N/A0.287%
11/5/2025Atlanta Consulting Group Advisors LLC17,856$793K0.2%+91.1%0.139%
11/5/2025Greater Midwest Financial Group LLC313,754$13.93M9.0%N/A2.442%
11/5/2025Envestnet Asset Management Inc.45,210$2.01M0.0%N/A0.352%
11/3/2025Independence Asset Advisors LLC30,542$1.36M0.6%+25.7%0.238%
11/3/2025Truist Financial Corp10,502$466K0.0%N/A0.082%
10/28/2025Wilmington Savings Fund Society FSB1,600$71K0.0%+166.7%0.013%
10/24/2025MGO One Seven LLC7,978$354K0.0%+32.3%0.063%
10/22/2025Cerity Partners LLC534,132$23.72M0.0%N/A4.212%
10/21/2025Global Retirement Partners LLC17,414$773K0.0%+8.4%0.138%
10/17/2025Apollon Wealth Management LLC83,020$3.69M0.1%+15.4%0.660%
10/15/2025Private Trust Co. NA1,100$49K0.0%+266.7%0.009%
10/9/2025U.S. Capital Wealth Advisors LLC85,526$3.80M0.1%N/A0.691%
8/15/2025IHT Wealth Management LLC141,501$5.92M0.2%N/A1.395%
8/14/2025Raymond James Financial Inc.87,529$3.66M0.0%+598.3%0.863%
8/13/2025Flow Traders U.S. LLC18,762$785K0.0%N/A0.185%
8/13/2025Loomis Sayles & Co. L P7,477,344$312.81M0.4%-0.3%73.741%
8/12/2025Global Retirement Partners LLC16,064$672K0.0%N/A0.158%
8/8/2025Atlanta Consulting Group Advisors LLC9,342$391K0.1%N/A0.095%
8/4/2025IFG Advisory LLC42,158$1.76M0.1%+326.1%0.428%
7/25/2025Priebe Wealth Holdings LLC37,665$1.58M1.4%+50.5%0.383%
7/25/2025MGO One Seven LLC6,032$252K0.0%N/A0.061%
7/25/2025Apollon Wealth Management LLC71,924$3.01M0.1%N/A0.731%
7/15/2025Avaii Wealth Management LLC5,231$219K0.1%N/A0.055%
5/19/2025Jane Street Group LLC6,454$224K0.0%N/A0.070%
5/16/2025NewEdge Advisors LLC28,823$1M0.0%-14.8%0.315%
5/8/2025IFG Advisory LLC9,895$343K0.0%N/A0.108%
5/7/2025LPL Financial LLC875,406$30.39M0.0%+2,086.8%9.578%
4/23/2025Independence Asset Advisors LLC24,292$843K2.7%-12.6%0.272%
4/14/2025Priebe Wealth Holdings LLC25,025$869K0.5%N/A0.281%
2/13/2025NewEdge Advisors LLC33,823$1.31M0.0%N/A0.745%
2/12/2025Loomis Sayles & Co. L P7,418,427$288.13M31.1%+3.3%163.401%
2/11/2025LPL Financial LLC40,031$1.56M0.0%N/A0.882%
1/31/2025Global Retirement Partners LLC10,737$417K0.0%-14.4%0.236%
1/30/2025Principal Securities Inc.5,222$203K0.0%N/A0.115%
1/28/2025Independence Asset Advisors LLC27,791$1.09M5.0%N/A0.612%
11/14/2024Flow Traders U.S. LLC5,700$202K0.0%N/A0.126%
11/13/2024Loomis Sayles & Co. L P7,180,978$254.10M0.3%+46.4%158.171%
5/14/2024Natixis Investment Managers LLC199,740$6.40M9.8%N/A4.400%


LSGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 47 institutional investors and hedge funds held shares of Natixis Loomis Sayles Focused Growth ETF. The most heavily invested institutionals were Loomis Sayles & Co. L P ($330.03M), LPL Financial LLC ($78.15M), Raymond James Financial Inc. ($42.61M), Cerity Partners LLC ($38.45M), Greater Midwest Financial Group LLC ($14.55M), Ameriprise Financial Inc. ($12.45M), and IHT Wealth Management LLC ($11.98M).Learn more on Natixis Loomis Sayles Focused Growth ETF's institutional investors.

Of the 47 institutional investors that purchased Natixis Loomis Sayles Focused Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Loomis Sayles & Co. L P ($2.58M), LPL Financial LLC ($1.25M), Raymond James Financial Inc. ($946.82K), Cerity Partners LLC ($859.10K), Greater Midwest Financial Group LLC ($324.96K), Mariner LLC ($238.49K), and MAI Capital Management ($228.05K).

Institutional investors have bought a total of 3,837,025 shares in the last 24 months. This purchase volume represents approximately $169.49M in transactions.

The following institutional investors have sold Natixis Loomis Sayles Focused Growth ETF stock in the last 24 months: IHT Wealth Management LLC ($11.91K), Independence Asset Advisors LLC ($4.29K), IFG Advisory LLC ($4.10K), U.S. Capital Wealth Advisors LLC ($3.32K), Apollon Wealth Management LLC ($1.46K), Sanctuary Advisors LLC ($1.31K), and Global Retirement Partners LLC ($664.00).

Institutional investors have sold a total of 27,361 shares in the last 24 months. This volume of shares sold represents approximately $1.21M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:LSGR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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