Cerity Partners
LSGR icon

Cerity Partners’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Cerity Partners’s Portfolio LSGR Stock Details LSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.1M Buy
1,145,674
+286,577
+33% +$12.1M 0.06% 262
2025
Q4 		$38.5M Buy
859,097
+324,965
+61% +$14.4M 0.06% 278
2025
Q3 		$23.7M Buy
+534,132
New +$22.9M 0.04% 348

Other funds holding LSGR

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Cerity Partners's LSGR Position: Q1 2026 in Review

Cerity Partners increased its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 33% in Q1 2026, buying an estimated $12.1M and bringing the position to 1,145,674 shares worth $45.1M. The position accounts for 0.06% of the portfolio, ranked #262.

Cerity Partners first reported a position in LSGR in Q3 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold LSGR as of Q1 2026.

  • Cerity Partners held 1,145,674 shares of Natixis Loomis Sayles Focused Growth ETF worth $45.1M as of Q1 2026.
  • Cerity Partners bought 286,577 Natixis Loomis Sayles Focused Growth ETF shares in Q1 2026, an estimated $12.1M.
  • Natixis Loomis Sayles Focused Growth ETF made up 0.06% of Cerity Partners's portfolio in Q1 2026, its #262 holding.
  • Cerity Partners first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.