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Natixis Loomis Focused Grwth (LSGR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,361,290 from 2,331,803
Change+29,487 (+1%)
Value$106.2M (+$8.0M)
Filed 2026-11-06
Northwest Financial Advisors
INCREASED
Shares835,470 from 834,612
Change+858 (+0%)
Value$37.6M (+$2.4M)
Filed 2026-10-27
Greater Midwest Financial Group, LLC
DECREASED
Shares179,516 from 180,929
Change-1,413 (-1%)
Value$8.1M (+$451.5K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares116,910 from 111,238
Change+5,672 (+5%)
Value$5.3M (+$571.8K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares114,112
Change+114,112
Value$5.1M
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares81,762 from 81,125
Change+637 (+1%)
Value$3.7M (+$259.6K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares81,001 from 87,435
Change-6,434 (-7%)
Value$3.6M (-$40.5K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares36,953 from 35,303
Change+1,650 (+5%)
Value$1.7M (+$174.7K)
Filed 2026-11-05
Sepio Capital, LP
NEW
Shares35,449
Change+35,449
Value$1.6M
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares14,524 from 14,327
Change+197 (+1%)
Value$653.2K (+$49.6K)
Filed 2026-10-30
Drive Wealth Management, LLC
INCREASED
Shares12,114 from 10,659
Change+1,455 (+14%)
Value$544.8K (+$95.8K)
Filed 2026-11-09
IFG Advisory, LLC
DECREASED
Shares11,934 from 17,634
Change-5,700 (-32%)
Value$536.8K (-$206.2K)
Filed 2026-11-09
TrustWell Financial Advisors, LLC
INCREASED
Shares11,365 from 7,914
Change+3,451 (+44%)
Value$511.2K (+$177.7K)
Filed 2026-10-15
Third View Private Wealth, LLC
DECREASED
Shares10,529 from 11,481
Change-952 (-8%)
Value$473.6K (-$10.1K)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares8,720 from 7,460
Change+1,260 (+17%)
Value$392.2K (+$77.9K)
Filed 2026-10-14
Level Four Advisory Services, LLC
DECREASED
Shares7,256 from 7,299
Change-43 (-1%)
Value$326.4K (+$18.8K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares6,268 from 7,048
Change-780 (-11%)
Value$281.9K (-$15.0K)
Filed 2026-11-02
Avaii Wealth Management, LLC
UNCHANGED
Shares5,958 from 5,958
Change0 (0%)
Value$270.0K (+$18.9K)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
UNCHANGED
Shares5,425 from 5,425
Change0 (0%)
Value$244.0K (+$15.4K)
Filed 2026-10-26
Perigon Wealth Management, LLC
UNCHANGED
Shares5,283 from 5,283
Change0 (0%)
Value$237.6K (+$15.0K)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares5,241 from 5,100
Change+141 (+3%)
Value$235.7K (+$20.9K)
Filed 2026-10-28
Trust Co of Vermont
NEW
Shares1,016
Change+1,016
Value$45.7K
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares569 from 571
Change-2 (0%)
Value$25.6K (+$1.5K)
Filed 2026-11-05
Financial Consulate, Inc
NEW
Shares134
Change+134
Value$6.0K
Filed 2026-10-23
IMG Wealth Management, Inc.
NEW
Shares69
Change+69
Value$3.1K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$2.6K (+$165)
Filed 2026-11-04
Harbour Investments, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.7K (+$108)
Filed 2026-11-09
Oakworth Capital, Inc.
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$34.2K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 331
Change-331 (-100%)
Value$0 (-$14.2K)
Filed 2026-11-02
Loomis Sayles & Co L P
N/A
Shares— from 8,087,491
Change-8,087,491 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,135,806
Change-2,135,806 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,460,978
Change-1,460,978 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 905,571
Change-905,571 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 554,280
Change-554,280 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 412,285
Change-412,285 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 315,461
Change-315,461 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 281,075
Change-281,075 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 243,189
Change-243,189 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 226,245
Change-226,245 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 225,991
Change-225,991 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 205,315
Change-205,315 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 152,854
Change-152,854 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 119,798
Change-119,798 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 29,855
Change-29,855 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,241
Change-27,241 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 22,226
Change-22,226 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,282
Change-18,282 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 16,095
Change-16,095 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,773
Change-14,773 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,686
Change-13,686 (-100%)
Value—
&partners
N/A
Shares— from 12,157
Change-12,157 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 8,466
Change-8,466 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 5,768
Change-5,768 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 621
Change-621 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,361,2902,331,803+29,487+1%$98.2M$106.2M+$8.0M2026-11-06
Northwest Financial Advisors
INCREASED835,470834,612+858+0%$35.2M$37.6M+$2.4M2026-10-27
Greater Midwest Financial Group, LLC
DECREASED179,516180,929-1,413-1%$7.6M$8.1M+$451.5K2026-10-13
PNC Financial Services Group, Inc.
INCREASED116,910111,238+5,672+5%$4.7M$5.3M+$571.8K2026-11-06
Ascentis Independent Advisors
NEW114,112—+114,112——$5.1M—2026-11-03
Apollon Wealth Management, LLC
INCREASED81,76281,125+637+1%$3.4M$3.7M+$259.6K2026-10-23
Golden State Wealth Management, LLC
DECREASED81,00187,435-6,434-7%$3.7M$3.6M-$40.5K2026-11-02
Nations Financial Group Inc,
INCREASED36,95335,303+1,650+5%$1.5M$1.7M+$174.7K2026-11-05
Sepio Capital, LP
NEW35,449—+35,449——$1.6M—2026-10-22
Truist Financial Corp
INCREASED14,52414,327+197+1%$603.6K$653.2K+$49.6K2026-10-30
Drive Wealth Management, LLC
INCREASED12,11410,659+1,455+14%$449.1K$544.8K+$95.8K2026-11-09
IFG Advisory, LLC
DECREASED11,93417,634-5,700-32%$742.9K$536.8K-$206.2K2026-11-09
TrustWell Financial Advisors, LLC
INCREASED11,3657,914+3,451+44%$333.4K$511.2K+$177.7K2026-10-15
Third View Private Wealth, LLC
DECREASED10,52911,481-952-8%$483.7K$473.6K-$10.1K2026-10-30
Davenport & Co LLC
INCREASED8,7207,460+1,260+17%$314.3K$392.2K+$77.9K2026-10-14
Level Four Advisory Services, LLC
DECREASED7,2567,299-43-1%$307.5K$326.4K+$18.8K2026-11-06
Commonwealth Equity Services, LLC
DECREASED6,2687,048-780-11%$296.9K$281.9K-$15.0K2026-11-02
Avaii Wealth Management, LLC
UNCHANGED5,9585,95800%$251.0K$270.0K+$18.9K2026-10-09
Flagship Harbor Advisors, LLC
UNCHANGED5,4255,42500%$228.6K$244.0K+$15.4K2026-10-26
Perigon Wealth Management, LLC
UNCHANGED5,2835,28300%$222.6K$237.6K+$15.0K2026-10-22
MGO One Seven LLC
INCREASED5,2415,100+141+3%$214.9K$235.7K+$20.9K2026-10-28
Trust Co of Vermont
NEW1,016—+1,016——$45.7K—2026-10-21
Fifth Third Bancorp
DECREASED569571-20%$24.1K$25.6K+$1.5K2026-11-05
Financial Consulate, Inc
NEW134—+134——$6.0K—2026-10-23
IMG Wealth Management, Inc.
NEW69—+69——$3.1K—2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED585800%$2.4K$2.6K+$1652026-11-04
Harbour Investments, Inc.
UNCHANGED383800%$1.6K$1.7K+$1082026-11-09
Oakworth Capital, Inc.
CLOSED0800-800-100%$34.2K$0-$34.2K2026-10-26
International Assets Investment Management, LLC
CLOSED0331-331-100%$14.2K$0-$14.2K2026-11-02
Loomis Sayles & Co L P
N/A—8,087,491-8,087,491-100%$340.7M———
Raymond James Financial Inc
N/A—2,135,806-2,135,806-100%$90.0M———
Cerity Partners LLC
N/A—1,460,978-1,460,978-100%$61.6M———
Vestmark Advisory Solutions, Inc.
N/A—905,571-905,571-100%$38.2M———
Wells Fargo & Company
N/A—554,280-554,280-100%$23.4M———
Ameriprise Financial Inc
N/A—412,285-412,285-100%$17.4M———
Bank of America Corp
N/A—315,461-315,461-100%$13.3M———
IHT Wealth Management, LLC
N/A—281,075-281,075-100%$11.8M———
MAI Capital Management
N/A—243,189-243,189-100%$10.2M———
Envestnet Asset Management Inc
N/A—226,245-226,245-100%$9.5M———
UBS Asset Management Americas LLC
N/A—225,991-225,991-100%$9.5M———
Baird Financial Group, Inc.
N/A—205,315-205,315-100%$8.6M———
Clifford Group, LLC
N/A—152,854-152,854-100%$6.4M———
MML Investors Services, LLC
N/A—119,798-119,798-100%$5.0M———
Atlanta Consulting Group Advisors, LLC
N/A—29,855-29,855-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—27,241-27,241-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—22,226-22,226-100%$936.4K———
Osaic Holdings, Inc.
N/A—18,282-18,282-100%$770.2K———
Global Retirement Partners, LLC
N/A—16,095-16,095-100%$678.1K———
Citadel Advisors LLC
N/A—14,773-14,773-100%$622.4K———
Janney Montgomery Scott LLC
N/A—13,686-13,686-100%$577.0K———
&partners
N/A—12,157-12,157-100%$512.4K———
Resurgent Financial Advisors LLC
N/A—8,466-8,466-100%$356.7K———
Goldman Sachs Group Inc
N/A—6,331-6,331-100%$266.7K———
Jane Street Group, LLC
N/A—5,780-5,780-100%$243.5K———
Callan Family Office, LLC
N/A—5,768-5,768-100%$243.0K———
Private Advisor Group, LLC
N/A—5,619-5,619-100%$236.7K———
Legacy Capital Wealth Management, LLC
N/A—5,580-5,580-100%$235.1K———
HighTower Advisors, LLC
N/A—5,396-5,396-100%$227.3K———
UBS Group AG
N/A—3,693-3,693-100%$155.6K———
Rockefeller Capital Management L.P.
N/A—2,000-2,000-100%$84.3K———
NewEdge Advisors, LLC
N/A—910-910-100%$38.3K———
Steward Partners Investment Advisory, LLC
N/A—815-815-100%$34.3K———
JPMorgan Chase & Co
N/A—621-621-100%$26.1K———
Millstone Evans Group, LLC
N/A—304-304-100%$12.8K———
Morgan Stanley
N/A—100-100-100%$4.2K———
Showing 65 of 65 institutions