Mercer Global Advisors
CGMM

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

Mercer Global 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 		$16.5K Buy
+500
New +$15.7K ﹤0.01% 4916

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Mercer Global Advisors's CGMM Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 500 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #4916 among its holdings.

198 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Mercer Global Advisors held 500 shares of Capital Group U.S. Small and Mid Cap ETF worth $16.5K as of Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF was a new Mercer Global Advisors position in Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4916 holding.
  • 198 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.