NATIXIS GATEWAY QUALITY INC GQI
$58.84
-0.1% 52w: $47.62 – $59.24
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data47.6253.4359.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
42
-1 QoQ
13F value
$135.6M
-9.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GQI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Independent Advisor Alliance | Wealth advisor | 631.2K | $34.6M | 0.4% | New |
| LPL Financial LLC | Bank broker | 483.1K | $26.5M | 0.0% | +19.9% |
| Legacy Financial Advisors, Inc. | Other | 209.7K | $11.5M | 1.6% | -8.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 156.3K | $8.6M | 0.0% | +7.9% |
| DAVENPORT & Co LLC | Diversified mechanical | 150.4K | $8.2M | 0.0% | +13.9% |
| Dakota Wealth Management | Other | 119.9K | $6.6M | 0.1% | +1.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 102.3K | $5.6M | 0.0% | +4.5% |
| Three Magnolias Financial Advisors, LLC | Wealth advisor | 93.9K | $5.2M | 3.3% | +3.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 82.2K | $4.5M | 0.0% | -16.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 74.3K | $4.1M | 0.0% | -8.4% |
| ROYAL BANK OF CANADA | Bank broker | 67.7K | $3.7M | 0.0% | +31.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 44.9K | $2.5M | 0.0% | +4.7% |
| U.S. Capital Wealth Advisors, LLC | Other | 40.0K | $2.2M | 0.1% | -12.0% |
| Apollon Wealth Management, LLC | Diversified mechanical | 36.5K | $2.0M | 0.0% | -3.2% |
| PlanVest Financial, Inc | Wealth advisor | 23.4K | $1.3M | 1.0% | — |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 18.2K | $999K | 0.0% | -8.5% |
| Equitable Holdings, Inc. | Wealth advisor | 16.0K | $911K | 0.0% | +50.5% |
| COFG Advisors, LLC | Wealth advisor | 12.9K | $708K | 0.2% | +15.4% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 12.2K | $669K | 0.0% | -15.8% |
| HighTower Advisors, LLC | Diversified mechanical | 11.1K | $611K | 0.0% | -10.4% |
| Waterloo Capital, L.P. | Wealth advisor | 9.7K | $531K | 0.0% | Held |
| GREENWOOD CAPITAL ASSOCIATES LLC | Other | 9.6K | $524K | 0.1% | New |
| Envision Financial LLC | Wealth advisor | 8.9K | $488K | 0.3% | -9.8% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 6.6K | $359K | 0.0% | Held |
| GENTRY PRIVATE WEALTH, LLC | Wealth advisor | 5.5K | $300K | 0.2% | Held |
| GoalVest Advisory LLC | Wealth advisor | 5.5K | $300K | 0.1% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 5.1K | $281K | 0.0% | -40.5% |
| Private Advisor Group, LLC | Wealth advisor | 5.1K | $279K | 0.0% | +10.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 4.9K | $269K | 0.0% | -8.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 4.8K | $264K | 0.0% | +65.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 4.4K | $242K | 0.0% | -14.6% |
| AGH Wealth Advisors, LLC | Other | 4.3K | $239K | 0.2% | +14.2% |
| Gateway Wealth Partners, LLC | Wealth advisor | 4.1K | $225K | 0.0% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.1K | $223K | 0.0% | -52.9% |
| MORGAN STANLEY | Bank broker | 733 | $40K | 0.0% | New |
| CWM, LLC | Wealth advisor | 709 | $39K | 0.0% | +1346.9% |
| PRIVATE TRUST CO NA | Diversified mechanical | 590 | $32K | 0.0% | -83.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 359 | $20K | 0.0% | -11.4% |
| Ritter Daniher Financial Advisory LLC / DE | Wealth advisor | 87 | $5K | 0.0% | +1.2% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | Diversified mechanical | 61 | $3K | 0.0% | New |
| Holos Integrated Wealth LLC | Wealth advisor | 26 | $1K | 0.0% | New |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 6 | $330 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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