Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / US SMALL AND MID
-
Total 13F shares
-
22,632,401
-
Share change
-
+13,063,461
-
Total reported value
-
$642,454,107
-
Price per share
-
$28.39
-
Number of holders
-
123
-
Value change
-
+$370,882,003
-
Number of buys
-
111
-
Number of sells
-
9
Institutional Holders of CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID (CGMM) as of Q3 2025
As of 30 Sep 2025,
CAPITAL GROUP EQUITY ETF TR - US SMALL AND MID (CGMM) was held by
123 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,632,401 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Merit Financial Group, LLC, CAPTRUST FINANCIAL ADVISORS, Cetera Investment Advisers, OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, MML INVESTORS SERVICES, LLC, STIFEL FINANCIAL CORP, and NewEdge Advisors, LLC.
This page lists
123
institutional shareholders reporting positions in this security
for the Q3 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.