SEC 13F Intelligence

NATIXIS ETF TR

CUSIP 63873X208

Natixis Etf Tr has 17 institutional holders in Filings Flow’s 13F database, together reporting 391.1K shares worth $9M as of Q4 2022. The largest reported holders are Susquehanna International Group, LLP, Lpl Financial LLC, and Fermata Advisors, LLC.

Institutional Holders
17
Q4 2022
Reported Value
$9M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 7Q4 ’18Q1 ’19: 6Q1 ’19Q2 ’19: 6Q2 ’19Q3 ’19: 5Q3 ’19Q2 ’21: 16Q2 ’21Q4 ’21: 18Q4 ’21Q4 ’22: 17Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $4MQ4 ’18Q1 ’19: $3MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $3MQ3 ’19Q2 ’21: $19MQ2 ’21Q4 ’21: $34MQ4 ’21Q4 ’22: $9MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Fermata Advisors, LLC$495M AUM0.18%$771,51832.3KQ2 2024OLDER
CAPITAL WEALTH MANAGEMENT, LLC$416M AUM0.17%$381,20216.0KQ2 2024OLDER
Platform Technology Partners$519M AUM0.15%$434,79018.2KQ2 2024OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM0.08%$549,31823.0KQ2 2024OLDER
Hartford Financial Management Inc.$392M AUM0.01%$66,3832.8KQ2 2024OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$344,30014.4KQ2 2024OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$8,786367Q4 2023OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$265,85411.1KQ4 2023OLDER
Atria Wealth Solutions, Inc.$4.4B AUM0.00%$271,40111.4KQ2 2024OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$23,619975Q3 2024
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$10,538435Q3 2024
AdvisorNet Financial, Inc$1.9B AUM0.00%$9,690400Q3 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$262,88211.0KQ1 2024OLDER
LPL Financial LLC$376.6B AUM0.00%$878,05436.8KQ2 2024OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M50.3KQ2 2024OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$430,30318.0KQ2 2024OLDER
UBS Group AG$666.3B AUM0.00%$13,454562Q4 2023OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,34056Q4 2023OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.