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

CUSIP: 14022A102

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / US SMALL AND MID
Total 13F shares
35,013,130
Share change
+12,044,008
Total reported value
$1,010,319,704
Price per share
$28.84
Number of holders
171
Value change
+$347,521,486
Number of buys
142
Number of sells
18

Quarterly Holders Quick Answers

What is CUSIP 14022A102?
CUSIP 14022A102 identifies CGMM - CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID in SEC institutional holdings data.

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Institutional Holders of CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID (CGMM) as of Q4 2025

As of 31 Dec 2025, CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID (CGMM) was held by 171 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 35,013,130 shares. The largest 10 holders included ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, OSAIC HOLDINGS, INC., Merit Financial Group, LLC, Cetera Investment Advisers, CAPTRUST FINANCIAL ADVISORS, COMMONWEALTH EQUITY SERVICES, LLC, Kestra Advisory Services, LLC, and STIFEL FINANCIAL CORP. This page lists 171 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.