Public ownership evidence

Natixis Loomis Sayles Focused Growth ETF (LSGR) Ownership Disclosures

Read LSGR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Natixis Loomis Sayles Focused Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Clifford Group, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
152,854
Value (USD)
$6,439,739
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001965522-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read LSGR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read LSGR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Clifford Group, LLC2026-06-302026-08-15152,854$6,439,739None
Resurgent Financial Advisors LLC2026-06-302026-08-158,466$356,673None
IFG Advisory, LLC2026-06-302026-08-1517,634$742,937None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,282$770,209None
JANE STREET GROUP, LLC2026-06-302026-08-155,780$243,511None
Atlanta Consulting Group Advisors, LLC2026-06-302026-08-1529,855$1,257,791None
&PARTNERS2026-06-302026-08-1512,157$512,385None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15412,285$17,369,567None
MAI Capital Management2026-06-302026-08-15243,189$10,245,553None
Cerity Partners LLC2026-06-302026-08-1517,678$744,774None
Cerity Partners LLC2026-06-302026-08-15180$7,583None
Cerity Partners LLC2026-06-302026-08-151,443,120$60,798,661None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15905,571$38,151,706None
CITADEL ADVISORS LLC2026-06-302026-08-1514,773$622,386None
IHT Wealth Management, LLC2026-06-302026-08-15281,075$11,841,679None
GOLDMAN SACHS GROUP INC2026-06-302026-08-156,331$266,725None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1516,584$698,684None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15193,999$8,173,178None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,925,223$81,109,652None
LOOMIS SAYLES & CO L P2026-06-302026-08-151,976,173$83,256,168None
LOOMIS SAYLES & CO L P2026-06-302026-08-156,111,318$257,469,827None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15517,291$21,793,470None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1534,839$1,467,767None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,400$58,982None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15750$31,598None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15202,922$8,549,104None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1557,797$2,434,988None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1554,742$2,306,280None
LEGACY CAPITAL WEALTH MANAGEMENT, LLC2026-06-302026-08-145,580$235,085None
Rockefeller Capital Management L.P.2026-06-302026-08-142,000$84,260None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14815$34,336None
UBS Group AG2026-06-302026-08-143,058$128,834None
UBS Group AG2026-06-302026-08-14635$26,753None
MORGAN STANLEY2026-06-302026-08-14100$4,213None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-14225,991$9,521,001None
Integrated Wealth Concepts LLC2026-06-302026-08-1322,466$946,495None
Baird Financial Group, Inc.2026-06-302026-08-13205,315$8,649,921None
NewEdge Advisors, LLC2026-06-302026-08-13910$38,338None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1338$1,601None
JPMORGAN CHASE & CO2026-06-302026-08-13621$26,113None
Millstone Evans Group, LLC2026-06-302026-08-12304$12,808None
Callan Family Office, LLC2026-06-302026-08-125,768$243,006None
Stratos Wealth Partners, LTD.2026-06-302026-08-1227,241$1,147,663None
AVAII WEALTH MANAGEMENT, LLC2026-06-302026-08-115,958$251,011None
LEVEL FOUR ADVISORY SERVICES, LLC2026-06-302026-08-117,299$307,507None
Perigon Wealth Management, LLC2026-06-302026-08-085,283$222,573None
LPL Financial LLC2026-06-302026-08-082,331,803$98,238,849None
PNC Financial Services Group, Inc.2026-06-302026-08-08111,238$4,686,457None
MML INVESTORS SERVICES, LLC2026-06-302026-08-08119,798$5,047,090None
Global Retirement Partners, LLC2026-06-302026-08-0716,095$678,082None

90-day public filing window, up to 50 source positions.

Clifford Group, LLC ↗Resurgent Financial Advisors LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Atlanta Consulting Group Advisors, LLC ↗&PARTNERS ↗AMERIPRISE FINANCIAL INC ↗MAI Capital Management ↗Cerity Partners LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.