Royal Bank of Canada’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Royal Bank of Canada’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 Q1	$23.3M	Buy	793,978 +159,187	+25%	+$4.83M	﹤0.01%	1345
2025 Q4	$18.3M	Buy	634,791 +350,003	+123%	+$9.96M	﹤0.01%	1563
2025 Q3	$8.09M	Buy	284,788 +265,473	+1,374%	+$7.4M	﹤0.01%	2296
2025 Q2	$519K	Buy	19,315 +14,521	+303%	+$358K	﹤0.01%	4439
2025 Q1	$115K	Buy	+4,794	New	+$121K	﹤0.01%	5128

Other funds holding CGMM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada's CGMM Position: Q1 2026 in Review

Royal Bank of Canada increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 25% in Q1 2026, buying an estimated $4.83M and bringing the position to 793,978 shares worth $23.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Royal Bank of Canada first reported a position in CGMM in Q1 2025 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

Royal Bank of Canada held 793,978 shares of Capital Group U.S. Small and Mid Cap ETF worth $23.3M as of Q1 2026.
Royal Bank of Canada bought 159,187 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $4.83M.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #1345 holding.
Royal Bank of Canada first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.