CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID (CGMM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / US SMALL AND MID
Symbol
CGMM
Price per share
$30.23
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
34,937,874
Total reported value
$1,008,024,386
% of total 13F portfolios
0.01%
Share change
+12,031,534
Value change
+$347,107,787
Number of holders
169
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 169 institutional investors reported holding 34,937,874 shares of CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID (CGMM).

Institutional Holders of CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID (CGMM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 34,937,874 $1,008,024,386 +$347,107,787 $28.84 169
2025 Q3 22,632,401 $642,454,107 +$370,882,057 $28.39 123
2025 Q2 9,633,891 $259,058,651 +$163,914,180 $26.88 81
2025 Q1 3,530,600 $84,248,530 +$84,248,530 $23.89 44