Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US SMALL AND MID
-
Total 13F shares
-
2,748,788
-
Share change
-
+912,212
-
Total reported value
-
$79,687,196
-
Price per share
-
$28.84
-
Number of holders
-
29
-
Value change
-
+$26,381,785
-
Number of buys
-
27
-
Number of sells
-
1
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
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,748,788 shares.
The largest 10 holders included
Ergawealth Advisors, Inc., Main Line Retirement Advisors, LLC, Coign Capital Advisors LLC, National Wealth Management Group, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, StoneCrest Wealth Management, Inc., Smith Thornton Advisors LLC, NavPoint Financial, Inc., PARK AVENUE SECURITIES LLC, and Dynamic Advisor Solutions LLC.
This page lists
29
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.