4 institutions reported holding $184,033 of LOOMIS SAYLES GROWTH Y (LSGRX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($96,412), VSM Wealth Advisory, LLC ($70,586), Financial Gravity Asset Management, Inc. ($17,035), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $96,412 | 3,284 | Trimmed |
| 2 | VSM Wealth Advisory, LLC | $70,586 | 330 | New |
| 3 | Financial Gravity Asset Management, Inc. | $17,035 | 580 | Hold |
| 4 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31