Filing Research | NATIXIS ETF TR Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	189.3KSH	$11.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	151.6KSH	$9.0M
3	Apollon Wealth Management, LLC	Shares	49.8KSH	$2.9M
4	FLAGSHIP HARBOR ADVISORS, LLC	Shares	17.2KSH	$1.0M
5	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	9.0KSH	$529.9K
6	Envision Financial LLC	Shares	8.8KSH	$520.1K
7	GoalVest Advisory LLC	Shares	5.5KSH	$323.4K
8	AGH Wealth Advisors, LLC	Shares	4.3KSH	$257.3K
9	Farther Finance Advisors, LLC	Shares	144SH	$8.5K
10	Ritter Daniher Financial Advisory LLC / DE	Shares	90SH	$5.3K
11	DHJJ Financial Advisors, Ltd.	Shares	6SH	$356

Manager changes2026-06-30 vs 2026-03-31

13 / 13 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+38.9K	+$3.0M	$11.2M
2	Apollon Wealth Management, LLC added	Shares	+13.2K	+$941.2K	$2.9M
3	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+9.0K	+$529.9K	$529.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-4.7K	+$466.3K	$9.0M
5	Envision Financial LLC trimmed	Shares	-100	+$32.5K	$520.1K
6	GoalVest Advisory LLC unchanged	Shares	0	+$23.6K	$323.4K
7	AGH Wealth Advisors, LLC unchanged	Shares	0	+$18.8K	$257.3K
8	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-1.0K	+$17.6K	$1.0M
9	Ritter Daniher Financial Advisory LLC / DE added	Shares	+3	+$517	$5.3K
10	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$26	$356
11	Holos Integrated Wealth LLC exited	Shares	-26	-$1.4K	$0
12	BARTLETT & CO. WEALTH MANAGEMENT LLC exited	Shares	-61	-$3.5K	$0
13	Farther Finance Advisors, LLC trimmed	Shares	-215	-$11.2K	$8.5K

Filing Research | NATIXIS ETF TR Institutional Holdings