DOSSIER · 13F Holders · Q1 2026
GQI

NATIXIS ETF TR

46 institutions still hold NATIXIS ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 63873X307·46 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$142M
visible holders
Holders
46
filers reporting
Concentration
24.31%
Independent Advisor Alliance #1
top holder share
AI Holders Summary · Q1 2026

46 institutions reported GQI in Q1 2026. Independent Advisor Alliance leads at 24.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Independent Advisor Alliance
CIK 0001696899
$35M631K0.37%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$26M483K0.01%Q1 2026
03
Legacy Financial Advisors, Inc.
CIK 0001730810
$12M210K1.61%Q1 2026
04
DAVENPORT & Co LLC
CIK 0000887777
$11M189K0.06%Q2 2026
05
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$9M152K0.02%Q2 2026
06
Dakota Wealth Management
CIK 0001631353
$7M120K0.14%Q1 2026
07
Lokken Investment Group LLC
CIK 0001842840
$6M116K2.23%Q3 2025
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M102K0.01%Q1 2026
09
Three Magnolias Financial Advisors, LLC
CIK 0002056795
$5M94K3.28%Q1 2026
10
Janney Montgomery Scott LLC
CIK 0001329948
$5M82K0.01%Q1 2026
11
Steward Partners Investment Advisory, LLC
CIK 0001723397
$4M74K0.02%Q1 2026
12
ROYAL BANK OF CANADA
CIK 0001000275
$4M68K0.00%Q1 2026
13
Apollon Wealth Management, LLC
CIK 0001764387
$3M50K0.04%Q2 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M45K0.00%Q1 2026
15
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$2M40K0.06%Q1 2026
16
Global Retirement Partners, LLC
CIK 0001749744
$2M33K0.03%Q4 2025
17
PlanVest Financial, Inc
CIK 0002135239
$1M23K0.98%Q1 2026
18
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$1M17K0.04%Q2 2026
19
Equitable Holdings, Inc.
CIK 0001333986
$911K16K0.01%Q1 2026
20
COFG Advisors, LLC
CIK 0002104330
$708K13K0.17%Q1 2026
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