Who Owns NATIXIS (GQI)? -- Institutional Holders (2026-03-31)
49 institutions reported holding $135.3M of NATIXIS (GQI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Independent Advisor Alliance ($34.6M), LPL Financial LLC ($26.5M), Legacy Financial Advisors, Inc. ($11.5M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($8.6M), DAVENPORT & Co LLC ($8.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Independent Advisor Alliance | $34.6M | 631,181 | New |
| 2 | LPL Financial LLC | $26.5M | 483,057 | Added |
| 3 | Legacy Financial Advisors, Inc. | $11.5M | 209,699 | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.6M | 156,319 | Added |
| 5 | DAVENPORT & Co LLC | $8.2M | 150,401 | Added |
| 6 | Dakota Wealth Management | $6.6M | 119,931 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 102,314 | Added |
| 8 | Three Magnolias Financial Advisors, LLC | $5.2M | 93,934 | Added |
| 9 | Janney Montgomery Scott LLC | $4.5M | 82,208 | Trimmed |
| 10 | Steward Partners Investment Advisory, LLC | $4.1M | 74,324 | Trimmed |
| 11 | Royal Bank of Canada | $3.7M | 67,735 | Added |
| 12 | OSAIC HOLDINGS, INC. | $2.5M | 44,898 | Added |
| 13 | U.S. Capital Wealth Advisors, LLC | $2.2M | 40,020 | Trimmed |
| 14 | Apollon Wealth Management, LLC | $2.0M | 36,525 | Trimmed |
| 15 | PlanVest Financial, Inc | $1.3M | 23,407 | New |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | $999,215 | 18,218 | Trimmed |
| 17 | Equitable Holdings, Inc. | $910,986 | 15,964 | Added |
| 18 | COFG Advisors, LLC | $707,813 | 12,905 | Added |
| 19 | OLD MISSION CAPITAL LLC | $668,543 | 12,189 | Trimmed |
| 20 | HighTower Advisors, LLC | $610,909 | 11,138 | Trimmed |
| 21 | Waterloo Capital, L.P. | $531,478 | 9,690 | Hold |
| 22 | GREENWOOD CAPITAL ASSOCIATES LLC | $524,074 | 9,555 | New |
| 23 | Envision Financial LLC | $487,600 | 8,890 | Trimmed |
| 24 | WEDBUSH SECURITIES INC | $359,000 | 6,552 | Hold |
| 25 | GoalVest Advisory LLC | $299,745 | 5,465 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31