Natixis Gateway Quality Inc (GQI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares779,688 from 712,933

Change+66,755 (+9%)

Value$47.1M (+$4.9M)

Filed 2026-11-06

Davenport & Co LLC

INCREASED

Shares203,094 from 189,292

Change+13,802 (+7%)

Value$12.3M (+$1.1M)

Filed 2026-10-14

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares155,398 from 151,640

Change+3,758 (+2%)

Value$9.5M (+$454.1K)

Filed 2026-10-13

Three Magnolias Financial Advisors, LLC

INCREASED

Shares130,371 from 122,363

Change+8,008 (+7%)

Value$7.9M (+$638.6K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

INCREASED

Shares123,095 from 64,745

Change+58,350 (+90%)

Value$7.4M (+$3.6M)

Filed 2026-11-02

Apollon Wealth Management, LLC

INCREASED

Shares58,454 from 49,763

Change+8,691 (+17%)

Value$3.5M (+$588.1K)

Filed 2026-10-23

Flagship Harbor Advisors, LLC

INCREASED

Shares18,886 from 17,185

Change+1,701 (+10%)

Value$1.1M (+$124.5K)

Filed 2026-10-26

Nations Financial Group Inc,

INCREASED

Shares16,785 from 8,955

Change+7,830 (+87%)

Value$1.0M (+$484.5K)

Filed 2026-11-05

Envision Financial LLC

INCREASED

Shares9,395 from 8,790

Change+605 (+7%)

Value$567.8K (+$47.7K)

Filed 2026-10-15

Wedbush Securities Inc

UNCHANGED

Shares8,377 from 8,377

Change0 (0%)

Value$506 (-$495.5K)

Filed 2026-10-22

Kestra Advisory Services, LLC

INCREASED

Shares5,781 from 4,965

Change+816 (+16%)

Value$349.3K (+$55.6K)

Filed 2026-11-02

GoalVest Advisory LLC

UNCHANGED

Shares5,465 from 5,465

Change0 (0%)

Value$330.3K (+$6.9K)

Filed 2026-10-02

AGH Wealth Advisors, LLC

INCREASED

Shares5,184 from 4,349

Change+835 (+19%)

Value$313.3K (+$56.0K)

Filed 2026-10-26

Truist Financial Corp

INCREASED

Shares4,390 from 4,386

Change+4 (+0%)

Value$265.3K (+$5.8K)

Filed 2026-10-30

Carson Advisory Inc.

NEW

Shares4,200

Change+4,200

Value$253.8K

Filed 2026-11-06

Bank of New York Mellon Corp

UNCHANGED

Shares3,704 from 3,704

Change0 (0%)

Value$223.8K (+$4.7K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares2,392 from 2,399

Change-7 (0%)

Value$144.6K (+$2.6K)

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares590 from 590

Change0 (0%)

Value$35.7K (+$746)

Filed 2026-10-20

Larson Financial Group LLC

INCREASED

Shares300 from 170

Change+130 (+76%)

Value$18.1K (+$8.1K)

Filed 2026-11-05

Farther Finance Advisors, LLC

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$8.7K (+$183)

Filed 2026-10-08

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$363 (+$7)

Filed 2026-10-23

HighTower Advisors, LLC

N/A

Shares— from 410,929

Change-410,929 (-100%)

Value—

Legacy Financial Advisors, Inc.

N/A

Shares— from 214,000

Change-214,000 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 122,713

Change-122,713 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 109,347

Change-109,347 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 90,111

Change-90,111 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 75,980

Change-75,980 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 65,787

Change-65,787 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 46,775

Change-46,775 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 33,973

Change-33,973 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 33,149

Change-33,149 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 24,737

Change-24,737 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 23,273

Change-23,273 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 23,073

Change-23,073 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 18,043

Change-18,043 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 16,491

Change-16,491 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 11,855

Change-11,855 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 9,690

Change-9,690 (-100%)

Value—

Gentry Private Wealth, LLC

N/A

Shares— from 5,465

Change-5,465 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 4,980

Change-4,980 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 3,729

Change-3,729 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 3,570

Change-3,570 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 312

Change-312 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 90

Change-90 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 11

Change-11 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	779,688	712,933	+66,755	+9%	$42.2M	$47.1M	+$4.9M	2026-11-06
Davenport & Co LLC	INCREASED	203,094	189,292	+13,802	+7%	$11.2M	$12.3M	+$1.1M	2026-10-14
Wealth Enhancement Advisory Services, LLC	INCREASED	155,398	151,640	+3,758	+2%	$9.0M	$9.5M	+$454.1K	2026-10-13
Three Magnolias Financial Advisors, LLC	INCREASED	130,371	122,363	+8,008	+7%	$7.2M	$7.9M	+$638.6K	2026-10-14
Commonwealth Equity Services, LLC	INCREASED	123,095	64,745	+58,350	+90%	$3.8M	$7.4M	+$3.6M	2026-11-02
Apollon Wealth Management, LLC	INCREASED	58,454	49,763	+8,691	+17%	$2.9M	$3.5M	+$588.1K	2026-10-23
Flagship Harbor Advisors, LLC	INCREASED	18,886	17,185	+1,701	+10%	$1.0M	$1.1M	+$124.5K	2026-10-26
Nations Financial Group Inc,	INCREASED	16,785	8,955	+7,830	+87%	$529.9K	$1.0M	+$484.5K	2026-11-05
Envision Financial LLC	INCREASED	9,395	8,790	+605	+7%	$520.1K	$567.8K	+$47.7K	2026-10-15
Wedbush Securities Inc	UNCHANGED	8,377	8,377	0	0%	$496.0K	$506	-$495.5K	2026-10-22
Kestra Advisory Services, LLC	INCREASED	5,781	4,965	+816	+16%	$293.8K	$349.3K	+$55.6K	2026-11-02
GoalVest Advisory LLC	UNCHANGED	5,465	5,465	0	0%	$323.4K	$330.3K	+$6.9K	2026-10-02
AGH Wealth Advisors, LLC	INCREASED	5,184	4,349	+835	+19%	$257.3K	$313.3K	+$56.0K	2026-10-26
Truist Financial Corp	INCREASED	4,390	4,386	+4	+0%	$259.5K	$265.3K	+$5.8K	2026-10-30
Carson Advisory Inc.	NEW	4,200	—	+4,200	—	—	$253.8K	—	2026-11-06
Bank of New York Mellon Corp	UNCHANGED	3,704	3,704	0	0%	$219.1K	$223.8K	+$4.7K	2026-11-05
Fifth Third Bancorp	DECREASED	2,392	2,399	-7	0%	$141.9K	$144.6K	+$2.6K	2026-11-05
Private Trust Co NA	UNCHANGED	590	590	0	0%	$34.9K	$35.7K	+$746	2026-10-20
Larson Financial Group LLC	INCREASED	300	170	+130	+76%	$10.1K	$18.1K	+$8.1K	2026-11-05
Farther Finance Advisors, LLC	UNCHANGED	144	144	0	0%	$8.5K	$8.7K	+$183	2026-10-08
Dhjj Financial Advisors, Ltd.	UNCHANGED	6	6	0	0%	$356	$363	+$7	2026-10-23
HighTower Advisors, LLC	N/A	—	410,929	-410,929	-100%	$24.3M	—	—	—
Legacy Financial Advisors, Inc.	N/A	—	214,000	-214,000	-100%	$12.7M	—	—	—
Dakota Wealth Management	N/A	—	122,713	-122,713	-100%	$7.3M	—	—	—
Raymond James Financial Inc	N/A	—	109,347	-109,347	-100%	$6.5M	—	—	—
Royal Bank of Canada	N/A	—	90,111	-90,111	-100%	$5.3M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	75,980	-75,980	-100%	$4.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	65,787	-65,787	-100%	$3.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	46,775	-46,775	-100%	$2.8M	—	—	—
Global Retirement Partners, LLC	N/A	—	33,973	-33,973	-100%	$2.0M	—	—	—
Stifel Financial Corp	N/A	—	33,149	-33,149	-100%	$2.0M	—	—	—
PlanVest Financial, Inc	N/A	—	24,737	-24,737	-100%	$1.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	23,273	-23,273	-100%	$1.4M	—	—	—
Old Mission Capital LLC	N/A	—	23,073	-23,073	-100%	$1.4M	—	—	—
Equitable Holdings, Inc.	N/A	—	18,043	-18,043	-100%	$1.1M	—	—	—
Cofg Advisors, LLC	N/A	—	16,491	-16,491	-100%	$975.8K	—	—	—
Jane Street Group, LLC	N/A	—	11,855	-11,855	-100%	$701.5K	—	—	—
Waterloo Capital, L.P.	N/A	—	9,690	-9,690	-100%	$573.4K	—	—	—
Gentry Private Wealth, LLC	N/A	—	5,465	-5,465	-100%	$323.4K	—	—	—
Private Advisor Group, LLC	N/A	—	4,980	-4,980	-100%	$294.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	3,729	-3,729	-100%	$220.6K	—	—	—
Captrust Financial Advisors	N/A	—	3,570	-3,570	-100%	$211.2K	—	—	—
Morgan Stanley	N/A	—	312	-312	-100%	$18.5K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	90	-90	-100%	$5.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	11	-11	-100%	$638	—	—	—

Showing 45 of 45 institutions