NATIXIS GATEWAY QUALITY INC (GQI) Institutional Shareholders
NATIXIS GATEWAY QUALITY INC (GQI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $135.30M in GQI holdings during the latest filing period.
Independent Advisor Alliance is currently the largest disclosed institutional shareholder of GQI tracked by InsiderSet, reporting ownership valued at approximately $34.62M in its March 31, 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 $37.70M, representing an estimated gain of +8.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed GQI value among the investors covered in this analysis. Major shareholders include Independent Advisor Alliance, Lpl Financial Llc, Legacy Financial Advisors, Inc., 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
39
Total Reported Value
$135.30M
Largest Holder
Independent Advisor Alliance
Largest Position
$34.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Independent Advisor Alliance | 0.37% | 631,181 | $34,619,092 | $37,700,441 | +$3,081,349 | +8.90% | |
| Lpl Financial Llc | 0.01% | 483,057 | $26,494,747 | $28,852,995 | +$2,358,248 | +8.90% | |
| Legacy Financial Advisors, Inc. | 1.61% | 209,699 | $11,501,587 | $12,525,321 | +$1,023,734 | +8.90% | |
| Davenport & Co Llc | 0.06% | 189,292 | $11,200,403 | $11,306,411 | +$106,008 | +0.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 151,640 | $9,045,351 | $9,057,457 | +$12,106 | +0.13% | |
| Three Magnolias Financial Advisors, Llc | 4.03% | 122,363 | $7,240,219 | $7,308,742 | +$68,523 | +0.95% | |
| Dakota Wealth Management | 0.14% | 119,931 | $6,577,975 | $7,163,479 | +$585,504 | +8.90% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 74,324 | $4,076,530 | $4,439,373 | +$362,843 | +8.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 64,745 | $3,830,946 | $3,867,219 | +$36,273 | +0.95% | |
| Royal Bank Of Canada | 0.00% | 67,735 | $3,715,000 | $4,045,812 | +$330,812 | +8.90% | |
| Apollon Wealth Management, Llc | 0.04% | 49,763 | $2,944,488 | $2,972,344 | +$27,856 | +0.95% | |
| Osaic Holdings, Inc. | 0.00% | 44,898 | $2,462,613 | $2,681,758 | +$219,145 | +8.90% | |
| U.S. Capital Wealth Advisors, Llc | 0.06% | 40,020 | $2,195,021 | $2,390,395 | +$195,374 | +8.90% | |
| Planvest Financial, Inc | 0.98% | 23,407 | $1,283,834 | $1,398,100 | +$114,266 | +8.90% | |
| Flagship Harbor Advisors, Llc | 0.04% | 17,185 | $1,016,828 | $1,026,460 | +$9,632 | +0.95% | |
| Equitable Holdings, Inc. | 0.01% | 15,964 | $910,986 | $953,530 | +$42,544 | +4.67% | |
| Cofg Advisors, Llc | 0.18% | 12,905 | $707,813 | $770,816 | +$63,003 | +8.90% | |
| Old Mission Capital Llc | 0.02% | 12,189 | $668,543 | $728,049 | +$59,506 | +8.90% | |
| Hightower Advisors, Llc | 0.00% | 11,138 | $610,909 | $665,273 | +$54,364 | +8.90% | |
| Waterloo Capital, L.P. | 0.03% | 9,690 | $573,357 | $578,784 | +$5,427 | +0.95% | |
| Nations Financial Group Inc | 0.03% | 8,955 | $529,867 | $534,882 | +$5,015 | +0.95% | |
| Envision Financial Llc | 0.24% | 8,790 | $520,104 | $525,027 | +$4,923 | +0.95% | |
| Goalvest Advisory Llc | 0.06% | 5,465 | $323,364 | $326,424 | +$3,060 | +0.95% | |
| Gentry Private Wealth, Llc | 0.18% | 5,465 | $299,745 | $326,424 | +$26,679 | +8.90% | |
| Private Advisor Group, Llc | 0.00% | 4,980 | $294,637 | $297,455 | +$2,818 | +0.96% | |
| Kestra Advisory Services, Llc | 0.00% | 4,965 | $293,757 | $296,559 | +$2,802 | +0.95% | |
| Captrust Financial Advisors | 0.00% | 4,900 | $268,758 | $292,677 | +$23,919 | +8.90% | |
| Truist Financial Corp | 0.00% | 4,386 | $259,514 | $261,976 | +$2,462 | +0.95% | |
| Agh Wealth Advisors, Llc | 0.16% | 4,349 | $257,331 | $259,766 | +$2,435 | +0.95% | |
| Gateway Wealth Partners, Llc | 0.01% | 4,094 | $224,582 | $244,535 | +$19,953 | +8.88% | |
| Ameriprise Financial Inc | 0.00% | 4,058 | $222,574 | $242,384 | +$19,810 | +8.90% | |
| Morgan Stanley | 0.00% | 733 | $40,204 | $43,782 | +$3,578 | +8.90% | |
| Cwm, Llc | 0.00% | 709 | $38,887 | $42,349 | +$3,462 | +8.90% | |
| Private Trust Co Na | 0.00% | 590 | $34,910 | $35,241 | +$331 | +0.95% | |
| Farther Finance Advisors, Llc | 0.00% | 144 | $8,520 | $8,601 | +$81 | +0.95% | |
| Ritter Daniher Financial Advisory Llc / De | 0.00% | 90 | $5,302 | $5,376 | +$74 | +1.39% | |
| Janney Montgomery Scott Llc | 0.01% | 82,208 | $4,509 | $4,910,284 | +$4,905,775 | +108799.62% | |
| Wedbush Securities Inc | 0.01% | 8,377 | $496 | $500,358 | +$499,862 | +100778.67% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 6 | $356 | $358 | +$2 | +0.67% |
Frequently asked questions about GQI
Who owns the most GQI stock?
The largest holders of GQI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NATIXIS GATEWAY QUALITY INC (GQI).
Is GQI widely held by superinvestors?
Many widely followed stocks like GQI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GQI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.