CGMM institutional holders

CAPITAL GRP EQUITY ETF TR I US SMALL & MID CAP SH CL · 13F, 2026Q2

Managers holding226
Shares held83,656,235
Reported value$2.8bn
Quarter flows42 new, 145 added, 27 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC21,475,187$708.0m0.2%
ENVESTNET ASSET MANAGEMENT INC10,481,145$345.6m0.1%
WELLS FARGO & COMPANY/MN4,714,240$155.4m0.0%
Pathstone Holdings, LLC2,904,910$95.8m0.3%
JONES FINANCIAL COMPANIES LLLP2,507,602$81.3m0.0%
OSAIC HOLDINGS, INC.2,443,779$80.6m0.1%
Cetera Investment Advisers2,276,254$75.0m0.1%
Cambridge Investment Research Advisors, Inc.2,140,159$70.6m0.1%
COMMONWEALTH EQUITY SERVICES, LLC1,573,652$51.9m0.1%
Merit Financial Group, LLC1,407,335$46.4m0.3%
MML INVESTORS SERVICES, LLC1,325,925$43.7m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,235,373$40.7m0.0%
RAYMOND JAMES FINANCIAL INC1,218,875$40.2m0.0%
SEI INVESTMENTS CO1,192,327$39.3m0.0%
Janney Montgomery Scott LLC1,171,983$38.6m0.1%
CAPTRUST FINANCIAL ADVISORS1,131,525$37.3m0.1%
ASSETMARK, INC1,104,735$36.4m0.1%
ROYAL BANK OF CANADA1,077,007$35.5m0.0%
Kestra Advisory Services, LLC998,736$32.9m0.1%
STIFEL FINANCIAL CORP955,775$31.5m0.0%
Capital Group Private Client Services, Inc.955,714$31.5m0.4%
NewEdge Advisors, LLC824,209$27.2m0.1%
Ergawealth Advisors, Inc.815,624$26.9m10.4%
BENJAMIN EDWARDS INC801,560$26.4m0.2%
Kestra Investment Management, LLC744,539$24.5m0.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CGMM"). CGMM price history · All 13F data

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