Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US SMALL AND MID
-
Total 13F shares
-
34,937,874
-
Share change
-
+12,031,534
-
Total reported value
-
$1,008,024,386
-
Price per share
-
$28.84
-
Number of holders
-
169
-
Value change
-
+$347,107,787
-
Number of buys
-
141
-
Number of sells
-
18
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
169 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
34,937,874 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
169
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.