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

Jeff Yass’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	$577K	Buy	+17,499	New	+$551K	﹤0.01%	9579
2025 Q3	–	Sell	-21,754	Closed	-$585K	–	14274
2025 Q2	$585K	Buy	21,754 +11,804	+119%	+$291K	﹤0.01%	8815
2025 Q1	$238K	Buy	+9,950	New	+$251K	﹤0.01%	10580

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

Jeff Yass's CGMM Position: Q2 2026 in Review

Jeff Yass opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 17,499 shares worth $577K. The stake represents ﹤0.01% of the portfolio and ranks #9579 among its holdings. This is a return to the name: Jeff Yass previously reported a position in CGMM as recently as Q2 2025.

Jeff Yass first reported a position in CGMM in Q1 2025 and has held it in 3 quarters since. The position peaked at $585K in Q2 2025. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Jeff Yass held 17,499 shares of Capital Group U.S. Small and Mid Cap ETF worth $577K as of Q2 2026.
Capital Group U.S. Small and Mid Cap ETF was a new Jeff Yass position in Q2 2026.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9579 holding.
Jeff Yass first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 3 quarters since.
Jeff Yass's Capital Group U.S. Small and Mid Cap ETF position peaked at $585K in Q2 2025.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.