Natixis Loomis Focused Grwth (LSGR)

CUSIP: 63875W406 | NYSE | 88 institutional holders

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

Institutional Holders — Q3 2026

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Northwest Financial Advisors835,470

5.1% of portfolio$37.6M

Greater Midwest Financial Group, LLC179,516

3.8% of portfolio$8.1M

Ascentis Independent Advisors114,112

0.3% of portfolio$5.1M

Apollon Wealth Management, LLC81,762

0.0% of portfolio$3.7M

Golden State Wealth Management, LLC81,001

0.3% of portfolio$3.6M

Nations Financial Group Inc,36,953

0.1% of portfolio$1.7M

Sepio Capital, LP35,449

0.1% of portfolio$1.6M

Truist Financial Corp14,524

0.0% of portfolio$653.2K

TrustWell Financial Advisors, LLC11,365

0.4% of portfolio$511.2K

Third View Private Wealth, LLC10,529

0.1% of portfolio$473.6K

Davenport & Co LLC8,720

0.0% of portfolio$392.2K

Commonwealth Equity Services, LLC6,268

0.0% of portfolio$281.9K

Avaii Wealth Management, LLC5,958

0.1% of portfolio$270.0K

Flagship Harbor Advisors, LLC5,425

0.0% of portfolio$244.0K

Perigon Wealth Management, LLC5,283

0.0% of portfolio$237.6K

MGO One Seven LLC5,241

0.0% of portfolio$235.7K

Trust Co of Vermont1,016

0.0% of portfolio$45.7K

Fifth Third Bancorp569

0.0% of portfolio$25.6K

Financial Consulate, Inc134

0.0% of portfolio$6.0K

IMG Wealth Management, Inc.69

0.0% of portfolio$3.1K

EverSource Wealth Advisors, LLC58

0.0% of portfolio$2.6K

				Style	Turnover	Location	Filed
Northwest Financial Advisors	835,470	$37.6M	5.1%	ETF	Low	Herndon, VA	2026-10-27
Greater Midwest Financial Group, LLC	179,516	$8.1M	3.8%	Growth	Medium	St. Paul, MN	2026-10-13
Ascentis Independent Advisors	114,112	$5.1M	0.3%	ETF	Low	Dallas, TX	2026-11-03
Apollon Wealth Management, LLC	81,762	$3.7M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Golden State Wealth Management, LLC	81,001	$3.6M	0.3%	ETF	Medium	Santa Ana, CA	2026-11-02
Nations Financial Group Inc,	36,953	$1.7M	0.1%	Core	Low	Cedar Rapids, IA	2026-11-05
Sepio Capital, LP	35,449	$1.6M	0.1%	ETF	Low	Salt Lake City, UT	2026-10-22
Truist Financial Corp	14,524	$653.2K	0.0%	Core	Low	Charlotte, NC	2026-10-30
TrustWell Financial Advisors, LLC	11,365	$511.2K	0.4%	ETF	Medium	Jacksonville, FL	2026-10-15
Third View Private Wealth, LLC	10,529	$473.6K	0.1%	Growth	Low	Westport, CT	2026-10-30
Davenport & Co LLC	8,720	$392.2K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Commonwealth Equity Services, LLC	6,268	$281.9K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Avaii Wealth Management, LLC	5,958	$270.0K	0.1%	ETF	Medium	Appleton, WI	2026-10-09
Flagship Harbor Advisors, LLC	5,425	$244.0K	0.0%	ETF	Medium	Boston, MA	2026-10-26
Perigon Wealth Management, LLC	5,283	$237.6K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
MGO One Seven LLC	5,241	$235.7K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Trust Co of Vermont	1,016	$45.7K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Fifth Third Bancorp	569	$25.6K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Financial Consulate, Inc	134	$6.0K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
IMG Wealth Management, Inc.	69	$3.1K	0.0%	ETF	Medium	Jacksonville, FL	2026-10-27
EverSource Wealth Advisors, LLC	58	$2.6K	0.0%	Core	Medium	Birmingham, AL	2026-11-04