Latest Period
Q2 2026
Security Snapshot
CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID (CGMM) Institutional Ownership
CUSIP: 14022A102
13F Institutional Holders and Ownership History from Q1 2025 to Q2 2026
Institutions Reporting
227
Shares (Excl. Options)
82,588,361
Price
$32.97
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- Security type / class
- Equity / US SMALL AND MID
- Symbol
- CGMM
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 82,588,361
- Total 13F value
- $2,720,988,217
- Portfolio coverage rank
- 0.01%
- Share change
- +23,847,950
- Value change
- +$785,938,427
- Number of holders
- 227
- SEC-reported price per share
- $31.77
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CGMM - CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID is tracked under CUSIP 14022A102.
- 227 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 201 to 227 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,722,475,754 to $2,720,988,217.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 227 institutions filings for Q2 2026.
Security key
14022A102
Latest holder period
Q2 2026
13F holders
227
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 14022A102:
As of 30 Jun 2026, 227 institutional investors reported holding 82,588,361 shares of CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID (CGMM).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q2 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 82,588,361 | $2,720,988,217 | +$785,938,427 | $32.97 | 227 |
| 2026 Q1 | 58,694,102 | $1,722,475,754 | +$683,863,540 | $29.36 | 201 |
| 2025 Q4 | 35,368,779 | $1,020,576,641 | +$348,682,187 | $28.84 | 176 |
| 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 |