Cambridge Investment Research Advisors’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Cambridge Investment Research Advisors’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	$15.2M	Buy	518,250 +87,350	+20%	+$2.65M	0.04%	460
2025 Q4	$12.4M	Buy	430,900 +297,777	+224%	+$8.47M	0.03%	511
2025 Q3	$3.78M	Buy	133,123 +43,779	+49%	+$1.22M	0.01%	1074
2025 Q2	$2.4M	Buy	89,344 +79,047	+768%	+$1.95M	0.01%	1296
2025 Q1	$246K	Buy	+10,297	New	+$260K	﹤0.01%	3047

Other funds holding CGMM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cambridge Investment Research Advisors's CGMM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 20% in Q1 2026, buying an estimated $2.65M and bringing the position to 518,250 shares worth $15.2M. The position accounts for 0.04% of the portfolio, ranked #460.

Cambridge Investment Research Advisors first reported a position in CGMM in Q1 2025 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

Cambridge Investment Research Advisors held 518,250 shares of Capital Group U.S. Small and Mid Cap ETF worth $15.2M as of Q1 2026.
Cambridge Investment Research Advisors bought 87,350 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $2.65M.
Capital Group U.S. Small and Mid Cap ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #460 holding.
Cambridge Investment Research Advisors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 5 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 Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.