Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US SMALL AND MID
-
Total 13F shares
-
3,530,600
-
Share change
-
+3,530,600
-
Total reported value
-
$84,248,530
-
Price per share
-
$23.89
-
Number of holders
-
44
-
Value change
-
+$84,248,530
-
Number of buys
-
44
Institutional Holders of CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID (CGMM) as of Q1 2025
As of 31 Mar 2025,
CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID (CGMM) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,530,600 shares.
The largest 10 holders included
Capital International Investors, ENVESTNET ASSET MANAGEMENT INC, Beta Wealth Group, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Strategic Blueprint, LLC, MML INVESTORS SERVICES, LLC, Smith Thornton Advisors LLC, Capital Group Private Client Services, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and A&I FINANCIAL SERVICES, LLC.
This page lists
44
institutional shareholders reporting positions in this security
for the Q1 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.