Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Natixis ETF Trust II (LSGR)

60 + Investors. Track Smart Money conviction in LSGR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
10Q ▲
Buyers last Q
58%

Smart Money Signals — LSGR

Based on 60 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added LSGR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
60 hedge funds hold LSGR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +253% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+253% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

38 buying27 selling
Last quarter: 38 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 15 → 17 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 62% entered in last year

■ 2% conviction (2yr+) ■ 37% medium ■ 62% new
Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

10 → 16 → 15 → 17 → 20 new funds/Q
New funds entering each quarter: 16 → 15 → 17 → 20. A growing number of institutions are discovering LSGR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 83% of holders entered in last year

■ 7% veterans ■ 10% 1-2yr ■ 83% new
Of 60 current holders: 50 (83%) entered in the past year, only 4 (7%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
12 of 60 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LSGR

In 2026 Q2, 38 hedge funds were net buyers of LSGR (20 opened a new position, 18 added to an existing one), while 27 reduced or exited (15 trimmed, 12 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in LSGR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 60.

Hedge Fund Ownership: LSGR

How many hedge funds hold LSGR — quarterly history vs. share price
Quarterly hedge fund ownership of LSGR vs. share price

Market Analysis: LSGR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LSGR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: LSGR
60 + Investors

Track Smart Money conviction in LSGR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 60 52 15.38%
13F Shares 19M 17M 12.56%
Total Value $813M $675M 20.31%
New Positions 20 17 +3
Increased Positions 18 27 -9
Closed Positions 12 8 +4
Reduced Positions 15 6 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LSGR

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Institutional Holders (2026 Q2)

60 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LSGR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LSGR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Northwest Financial Advisors 4.68% 834,612 $35.2M
2 Clifford Group, LLC 4.45% 152,854 $6.4M
3 Greater Midwest Financial Group, LLC 3.80% 180,929 $7.6M
4 Loomis Sayles & Co L P 0.43% 8,087,491 $340.7M
5 Vestmark Advisory Solutions, Inc. 0.36% 905,571 $38.2M
6 Golden State Wealth Management, LLC 0.34% 87,435 $3.7M
7 TrustWell Financial Advisors, LLC 0.28% 7,914 $333K
8 IHT Wealth Management, LLC 0.25% 281,075 $11.8M
9 Atlanta Consulting Group Advisors, LLC 0.20% 29,855 $1.3M
10 Legacy Capital Wealth Management, LLC 0.11% 5,580 $235K
11 Resurgent Financial Advisors LLC 0.10% 8,466 $357K
12 Drive Wealth Management, LLC 0.08% 10,659 $449K
13 Cerity Partners LLC 0.07% 1,460,978 $61.6M
14 Avaii Wealth Management, LLC 0.07% 5,958 $251K
15 Nations Financial Group Inc, /Ia/ /Adv 0.07% 35,303 $1.5M
16 Third View Private Wealth, LLC 0.06% 11,481 $484K
17 Apollon Wealth Management, LLC 0.04% 81,125 $3.4M
18 MAI Capital Management 0.04% 243,189 $10.2M
19 IFG Advisory, LLC 0.03% 17,634 $743K
20 Raymond James Financial Inc 0.02% 2,135,806 $90.0M
21 LPL Financial LLC 0.02% 2,331,803 $98.2M
22 Baird Financial Group, Inc. 0.01% 205,315 $8.6M
23 Stratos Wealth Partners, LTD. 0.01% 27,241 $1.1M
24 Global Retirement Partners, LLC 0.01% 16,095 $678K
25 Mml Investors Services, LLC 0.01% 119,798 $5.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Natixis ETF Trust II (LSGR)

What does the Smart Money Trend signal show for LSGR?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added LSGR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LSGR?

Slight buying edge — 58% buying: Last quarter: 38 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LSGR holders?

Strong quality — 22% AUM from major funds: 12 of 60 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LSGR?

Mostly new holders — 62% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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