Congress Holdings

Most held

LSSIX

Loomis Sayles Small Cap Growth Fund Institutional Class

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Max L. Miller OH-7 Member 2012 Trust ⇒ Loomis Sayles Small Cap Growth Fund Institutional Class (LSSIX) MF $50,001 - $100,000 August 10, 2026
filing 10076162, p. 5
Max L. Miller OH-7 Member 2009 Trust ⇒ Loomis Sayles Small Cap Growth Fund Institutional Class (LSSIX) MF $15,001 - $50,000 August 10, 2026
filing 10076162, p. 2

How the count is made: see Most held.