MML Investors Services’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

MML Investors Services’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	$43.7M	Buy	1,325,925 +379,386	+40%	+$11.9M	0.09%	228
2026 Q1	$27.8M	Buy	946,539 +93,394	+11%	+$2.83M	0.08%	259
2025 Q4	$24.6M	Buy	853,145 +132,500	+18%	+$3.77M	0.06%	308
2025 Q3	$20.5M	Buy	720,645 +491,458	+214%	+$13.7M	0.05%	331
2025 Q2	$6.16M	Buy	229,187 +62,129	+37%	+$1.53M	0.02%	706
2025 Q1	$3.99M	Buy	+167,058	New	+$4.22M	0.01%	828

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MML Investors Services's CGMM Position: Q2 2026 in Review

MML Investors Services increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 40% in Q2 2026, buying an estimated $11.9M and bringing the position to 1,325,925 shares worth $43.7M. The position accounts for 0.09% of the portfolio, ranked #228.

MML Investors Services 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.

MML Investors Services held 1,325,925 shares of Capital Group U.S. Small and Mid Cap ETF worth $43.7M as of Q2 2026.
MML Investors Services bought 379,386 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $11.9M.
Capital Group U.S. Small and Mid Cap ETF made up 0.09% of MML Investors Services's portfolio in Q2 2026, its #228 holding.
MML Investors Services 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 MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.