GQI Institutional Ownership & Shareholders
NATIXIS GATEWAY QUALITY INC (GQI) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $135.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GQI tracked by InsiderSet, reporting ownership valued at approximately $42.18M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $42.72M, representing an estimated gain of +1.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed GQI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Legacy Financial Advisors, Inc., Davenport & Co Llc, and several other long-term asset managers with concentrated positions in NATIXIS GATEWAY QUALITY INC (GQI).
This page ranks the largest institutional GQI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$135.14M
Largest Holder
Lpl Financial Llc
Largest Position
$42.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 712,933 | $42,184,236 | $42,718,945 | +$534,709 | +1.27% | |
| Legacy Financial Advisors, Inc. | 1.54% | 214,000 | $12,662,380 | $12,822,880 | +$160,500 | +1.27% | |
| Davenport & Co Llc | 0.06% | 203,094 | $12,273,764 | $12,169,392 | -$104,372 | -0.85% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 155,398 | $9,499,475 | $9,311,448 | -$188,027 | -1.98% | |
| Three Magnolias Financial Advisors, Llc | 4.73% | 130,371 | $7,878,841 | $7,811,830 | -$67,011 | -0.85% | |
| Commonwealth Equity Services, Llc | 0.01% | 123,095 | $7,439,130 | $7,375,852 | -$63,278 | -0.85% | |
| Raymond James Financial Inc | 0.00% | 109,347 | $6,470,044 | $6,552,072 | +$82,028 | +1.27% | |
| Royal Bank Of Canada | 0.00% | 90,111 | $5,332,000 | $5,399,451 | +$67,451 | +1.27% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 75,980 | $4,495,736 | $4,552,722 | +$56,986 | +1.27% | |
| Janney Montgomery Scott Llc | 0.01% | 65,787 | $3,893,000 | $3,941,957 | +$48,957 | +1.26% | |
| Apollon Wealth Management, Llc | 0.04% | 58,454 | $3,532,636 | $3,502,564 | -$30,072 | -0.85% | |
| Osaic Holdings, Inc. | 0.00% | 46,775 | $2,767,634 | $2,802,758 | +$35,124 | +1.27% | |
| U.S. Capital Wealth Advisors, Llc | 0.06% | 40,020 | $2,195,021 | $2,397,998 | +$202,977 | +9.25% | |
| Stifel Financial Corp | 0.00% | 33,149 | $1,961,426 | $1,986,288 | +$24,862 | +1.27% | |
| Planvest Financial, Inc | 0.98% | 24,737 | $1,463,684 | $1,482,241 | +$18,557 | +1.27% | |
| Sanctuary Advisors, Llc | 0.01% | 23,273 | $1,377,056 | $1,394,518 | +$17,462 | +1.27% | |
| Old Mission Capital Llc | 0.03% | 23,073 | $1,365,229 | $1,382,534 | +$17,305 | +1.27% | |
| Flagship Harbor Advisors, Llc | 0.04% | 18,886 | $1,141,342 | $1,131,649 | -$9,693 | -0.85% | |
| Equitable Holdings, Inc. | 0.01% | 18,043 | $1,067,602 | $1,081,137 | +$13,535 | +1.27% | |
| Cofg Advisors, Llc | 0.17% | 16,491 | $975,785 | $988,141 | +$12,356 | +1.27% | |
| Jane Street Group, Llc | 0.00% | 11,855 | $701,460 | $710,352 | +$8,892 | +1.27% | |
| Waterloo Capital, L.P. | 0.03% | 9,690 | $573,357 | $580,625 | +$7,268 | +1.27% | |
| Envision Financial Llc | 0.25% | 9,395 | $567,769 | $562,948 | -$4,821 | -0.85% | |
| Nations Financial Group Inc | 0.03% | 8,955 | $529,867 | $536,584 | +$6,717 | +1.27% | |
| Kestra Advisory Services, Llc | 0.00% | 5,781 | $349,344 | $346,398 | -$2,946 | -0.84% | |
| Goalvest Advisory Llc | 0.06% | 5,465 | $330,272 | $327,463 | -$2,809 | -0.85% | |
| Gentry Private Wealth, Llc | 0.17% | 5,465 | $323,364 | $327,463 | +$4,099 | +1.27% | |
| Agh Wealth Advisors, Llc | 0.18% | 5,184 | $313,289 | $310,625 | -$2,664 | -0.85% | |
| Private Advisor Group, Llc | 0.00% | 4,980 | $294,637 | $298,402 | +$3,765 | +1.28% | |
| Truist Financial Corp | 0.00% | 4,390 | $265,334 | $263,049 | -$2,285 | -0.86% | |
| Newedge Advisors, Llc | 0.00% | 3,729 | $220,645 | $223,442 | +$2,797 | +1.27% | |
| Bank Of New York Mellon Corp | 0.00% | 3,704 | $219,140 | $221,944 | +$2,804 | +1.28% | |
| Captrust Financial Advisors | 0.00% | 3,570 | $211,215 | $213,914 | +$2,699 | +1.28% | |
| Fifth Third Bancorp | 0.00% | 2,399 | $141,949 | $143,748 | +$1,799 | +1.27% | |
| Cwm, Llc | 0.00% | 709 | $38,887 | $42,483 | +$3,596 | +9.25% | |
| Private Trust Co Na | 0.00% | 590 | $35,656 | $35,353 | -$303 | -0.85% | |
| Morgan Stanley | 0.00% | 312 | $18,461 | $18,695 | +$234 | +1.27% | |
| Larson Financial Group Llc | 0.00% | 170 | $10,059 | $10,186 | +$127 | +1.27% | |
| Farther Finance Advisors, Llc | 0.00% | 144 | $8,703 | $8,628 | -$75 | -0.86% | |
| Ritter Daniher Financial Advisory Llc / De | 0.00% | 90 | $5,302 | $5,393 | +$91 | +1.71% | |
| Jones Financial Companies Lllp | 0.00% | 11 | $638 | $659 | +$21 | +3.31% | |
| Wedbush Securities Inc | 0.01% | 8,377 | $506 | $501,950 | +$501,444 | +99099.57% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 6 | $363 | $360 | -$3 | -0.96% |
Frequently asked questions about GQI
Who are the largest institutional holders of GQI?
The largest institutional holders of GQI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Legacy Financial Advisors, Inc., Davenport & Co Llc, Wealth Enhancement Advisory Services, Llc, and Three Magnolias Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported GQI position.
What is GQI institutional ownership?
This page tracks GQI positions reported by institutional investment managers through SEC Form 13F. NATIXIS GATEWAY QUALITY INC (GQI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GQI?
InsiderSet currently tracks 43 institutional managers reporting GQI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GQI shareholders.
How much GQI stock do institutions own?
Institutional investment managers disclosed approximately $135.14M in GQI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GQI institutional ownership last updated?
The latest GQI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GQI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GQI position after the reporting date.
Are institutions buying or selling GQI?
Institutional buying and selling can be analyzed by comparing GQI positions across consecutive 13F reporting periods. InsiderSet's GQI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GQI ownership changes.
How has GQI institutional ownership changed over time?
InsiderSet tracks GQI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.