CAL
CGMM

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

Capital Analysts LLC’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 		$1.49M Buy
45,195
+27,038
+149% +$851K 0.03% 305
2026
Q1 		$533K Buy
18,157
+16,796
+1,234% +$509K 0.01% 441
2025
Q4 		$39K Buy
1,361
+1,246
+1,083% +$35.4K ﹤0.01% 969
2025
Q3 		$3K Hold
115
– – ﹤0.01% 1364
2025
Q2 		$3K Hold
115
– – ﹤0.01% 1310
2025
Q1 		$3K Buy
+115
New +$2.91K ﹤0.01% 1300

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Capital Analysts LLC's CGMM Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 149% in Q2 2026, buying an estimated $851K and bringing the position to 45,195 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #305.

Capital Analysts LLC 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.

  • Capital Analysts LLC held 45,195 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.49M as of Q2 2026.
  • Capital Analysts LLC bought 27,038 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $851K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #305 holding.
  • Capital Analysts LLC 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 Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.