Natixis Advisors’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Natixis Advisors’s Portfolio CGMM Stock Details CGMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.2M	Buy	522,131 +254,212	+95%	+$8M	0.02%	587
2026 Q1	$7.87M	Buy	267,919 +180,646	+207%	+$5.48M	0.01%	726
2025 Q4	$2.52M	Buy	87,273 +66,296	+316%	+$1.89M	﹤0.01%	985
2025 Q3	$596K	Buy	+20,977	New	+$585K	﹤0.01%	1445

Other funds holding CGMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Natixis Advisors's CGMM Position: Q2 2026 in Review

Natixis Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 95% in Q2 2026, buying an estimated $8M and bringing the position to 522,131 shares worth $17.2M. The position accounts for 0.02% of the portfolio, ranked #587.

Natixis Advisors first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Natixis Advisors held 522,131 shares of Capital Group U.S. Small and Mid Cap ETF worth $17.2M as of Q2 2026.
Natixis Advisors bought 254,212 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $8M.
Capital Group U.S. Small and Mid Cap ETF made up 0.02% of Natixis Advisors's portfolio in Q2 2026, its #587 holding.
Natixis Advisors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.