DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

LSGR

Natixis Etf Tr /Loomis Sayles Focus

55 institutions still hold Natixis Etf Tr /Loomis Sayles Focus as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 63875W406·55 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 8.0%

vs prior quarter

13F value held

$662M

64.0% inst. owned

of float

Holders

55

+9 QoQ

filers reporting

Activity

+89 / −37

+895 added · −731 reduced

this quarter

Concentration

44.52%

LOOMIS SAYLES & CO L P #1

top holder share

AI Holders Summary · Q1 2026

55 institutions reported LSGR in Q1 2026. LOOMIS SAYLES & CO L P leads at 44.5% of the visible book. +9 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

LOOMIS SAYLES & CO L P

$295M7.5M0.40%Q1 2026 02

LPL Financial LLC

$88M2.2M0.02%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

$75M1.9M0.02%Q1 2026 04

Cerity Partners LLC

$45M1.1M0.06%Q1 2026 05

Vestmark Advisory Solutions, Inc.

$36M907K0.40%Q1 2026 06

WELLS FARGO & COMPANY/MN

$19M472K0.00%Q1 2026 07

AMERIPRISE FINANCIAL INC

$16M412K0.00%Q1 2026 08

Greater Midwest Financial Group, LLC

$14M349K7.39%Q1 2026 09

IHT Wealth Management, LLC

$11M275K0.25%Q1 2026 10

$10M258K0.01%Q1 2026 11

MAI Capital Management

$10M242K0.05%Q1 2026 12

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$9M226K0.00%Q1 2026 13

ENVESTNET ASSET MANAGEMENT INC

$9M216K0.00%Q1 2026 14

BANK OF AMERICA CORP /DE/

$8M198K0.00%Q1 2026 15

Clifford Group, LLC

$7M170K5.15%Q1 2026 16

MML INVESTORS SERVICES, LLC

$4M109K0.01%Q1 2026 17

Apollon Wealth Management, LLC

$3M81K0.05%Q1 2026 18

PNC FINANCIAL SERVICES GROUP, INC.

$3M62K0.00%Q4 2025 19

Priebe Wealth Holdings LLC

$2M38K1.36%Q2 2025 20

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

$1M35K0.07%Q1 2026

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