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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$39.3M Buy
1,192,327
+214,872
+22% +$6.77M 0.03% 517
2026
Q1
$28.7M Buy
977,455
+226,974
+30% +$6.88M 0.03% 636
2025
Q4
$21.6M Buy
750,481
+250,107
+50% +$7.12M 0.02% 701
2025
Q3
$14.2M Buy
500,374
+257,391
+106% +$7.17M 0.02% 867
2025
Q2
$6.53M Buy
242,983
+228,801
+1,613% +$5.65M 0.01% 1152
2025
Q1
$339K Buy
+14,182
New +$358K ﹤0.01% 2292

Other funds holding CGMM

SEI Investments's CGMM Position: Q2 2026 in Review

SEI Investments increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 22% in Q2 2026, buying an estimated $6.77M and bringing the position to 1,192,327 shares worth $39.3M. The position accounts for 0.03% of the portfolio, ranked #517.

SEI Investments 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.

  • SEI Investments held 1,192,327 shares of Capital Group U.S. Small and Mid Cap ETF worth $39.3M as of Q2 2026.
  • SEI Investments bought 214,872 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $6.77M.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.03% of SEI Investments's portfolio in Q2 2026, its #517 holding.
  • SEI Investments 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 SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.