AQR Capital Management
CGMM

AQR Capital Management’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

AQR Capital Management’s Portfolio CGMM Stock Details CGMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$605K Hold
20,607
– – ﹤0.01% 3023
2025
Q4 		$594K Hold
20,607
– – ﹤0.01% 2822
2025
Q3 		$585K Buy
+20,607
New +$574K ﹤0.01% 2730

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Osaic Holdings
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AQR Capital Management's CGMM Position: Q1 2026 in Review

AQR Capital Management held its Capital Group U.S. Small and Mid Cap ETF (CGMM) position steady in Q1 2026 at 20,607 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #3023.

AQR Capital Management first reported a position in CGMM in Q3 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • AQR Capital Management held 20,607 shares of Capital Group U.S. Small and Mid Cap ETF worth $605K as of Q1 2026.
  • AQR Capital Management left its Capital Group U.S. Small and Mid Cap ETF share count unchanged in Q1 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of AQR Capital Management's portfolio in Q1 2026, its #3023 holding.
  • AQR Capital Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.