NATIXIS LOOMIS FOCUSED GRWTH (LSGR) Institutional Ownership Changes & 13F Activity

NATIXIS LOOMIS FOCUSED GRWTH (LSGR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Loomis Sayles & Co L P, Ameriprise Financial Inc, Cerity Partners Llc, Raymond James Financial Inc, and Baird Financial Group, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+10,441+4.8%226,245$9.53MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+22,226—22,226$936.38KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+14,773—14,773$622.39KQ2 2026Sep 02, 2026
Loomis Sayles & Co L PBuy+600,490+8.0%8,087,491$340.73MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+412,285—412,285$17.37MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+315,304+27.5%1,460,978$61.55MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+241,083+12.7%2,135,806$89.98MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+117,253+59.2%315,461$13.29MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+82,268+17.4%554,280$23.35MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-20,247-77.8%5,780$243.51KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+17,634—17,634$742.94KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+17,280+1724.6%18,282$770.21KQ2 2026Aug 14, 2026
Clifford Group, LlcSell-16,942-10.0%152,854$6.44MQ2 2026Aug 14, 2026
&PartnersBuy+12,157—12,157$512.38KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+6,524+2.4%281,075$11.84MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+6,331—6,331$266.73KQ2 2026Aug 14, 2026
Atlanta Consulting Group Advisors, LlcBuy+3,481+13.2%29,855$1.26MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+1,363+0.6%243,189$10.25MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-1,337-0.1%905,571$38.15MQ2 2026Aug 14, 2026
Resurgent Financial Advisors LlcSell-288-3.3%8,466$356.67KQ2 2026Aug 14, 2026
Ubs Group AgBuy+3,693—3,693$155.59KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+115+16.4%815$34.34KQ2 2026Aug 13, 2026
Morgan StanleyBuy+100—100$4.21KQ2 2026Aug 13, 2026
Legacy Capital Wealth Management, LlcSell-79-1.4%5,580$235.09KQ2 2026Aug 13, 2026
Baird Financial Group, Inc.Buy+177,512+638.5%205,315$8.65MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+910—910$38.34KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+621—621$26.11KQ2 2026Aug 12, 2026
Callan Family Office, LlcBuy+5,768—5,768$243.01KQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Sell-34-0.1%27,241$1.15MQ2 2026Aug 11, 2026
Level Four Advisory Services, LlcSell-906-11.0%7,299$307.51KQ2 2026Aug 10, 2026
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Frequently asked questions about LSGR activity

  • Which institutional owners are buying LSGR?

    Institutional owners buying LSGR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LSGR activity?

    "Buy" means an investor increased their reported position in LSGR compared to the prior reporting period. This reflects growing exposure to NATIXIS LOOMIS FOCUSED GRWTH (LSGR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LSGR increasing?

    Institutional interest in LSGR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.