LPL Financial
LSGR icon

LPL Financial’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

LPL Financial’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
Q2 		$98.2M Buy
2,331,803
+102,473
+5% +$4.46M 0.02% 675
2026
Q1 		$87.8M Buy
2,229,330
+483,308
+28% +$20.5M 0.02% 646
2025
Q4 		$78.2M Buy
1,746,022
+373,412
+27% +$16.6M 0.02% 661
2025
Q3 		$61M Buy
1,372,610
+243,849
+22% +$10.5M 0.02% 749
2025
Q2 		$47.2M Buy
1,128,761
+253,355
+29% +$9.45M 0.02% 785
2025
Q1 		$30.4M Buy
875,406
+835,375
+2,087% +$31.9M 0.01% 915
2024
Q4 		$1.55M Buy
+40,031
New +$1.52M ﹤0.01% 3107

Other funds holding LSGR

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

LPL Financial's LSGR Position: Q2 2026 in Review

LPL Financial increased its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 4.6% in Q2 2026, buying an estimated $4.46M and bringing the position to 2,331,803 shares worth $98.2M. The position accounts for 0.02% of the portfolio, ranked #675.

LPL Financial first reported a position in LSGR in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

  • LPL Financial held 2,331,803 shares of Natixis Loomis Sayles Focused Growth ETF worth $98.2M as of Q2 2026.
  • LPL Financial bought 102,473 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $4.46M.
  • Natixis Loomis Sayles Focused Growth ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #675 holding.
  • LPL Financial first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.