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 Q2	$35.3M	Buy	1,070,088 +551,838	+106%	+$17.4M	0.08%	253
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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors's CGMM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 106% in Q2 2026, buying an estimated $17.4M and bringing the position to 1,070,088 shares worth $35.3M. The position accounts for 0.08% of the portfolio, ranked #253.

Cambridge Investment Research Advisors first reported a position in CGMM in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Cambridge Investment Research Advisors held 1,070,088 shares of Capital Group U.S. Small and Mid Cap ETF worth $35.3M as of Q2 2026.
Cambridge Investment Research Advisors bought 551,838 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $17.4M.
Capital Group U.S. Small and Mid Cap ETF made up 0.08% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #253 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 6 quarters since.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.