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

Citadel 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	$590K	Buy	17,902 +7,557	+73%	+$238K	﹤0.01%	9463
2026 Q1	$304K	Buy	+10,345	New	+$314K	﹤0.01%	10445
2025 Q4	–	Sell	-8,046	Closed	-$228K	–	14528
2025 Q3	$228K	Sell	8,046 -923	-10%	-$25.7K	﹤0.01%	10963
2025 Q2	$241K	Buy	+8,969	New	+$221K	﹤0.01%	10291

Other funds holding CGMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MFG

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

Citadel Advisors's CGMM Position: Q2 2026 in Review

Citadel Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 73% in Q2 2026, buying an estimated $238K and bringing the position to 17,902 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #9463.

Citadel Advisors first reported a position in CGMM in Q2 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Citadel Advisors held 17,902 shares of Capital Group U.S. Small and Mid Cap ETF worth $590K as of Q2 2026.
Citadel Advisors bought 7,557 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $238K.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #9463 holding.
Citadel Advisors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 4 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 Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.