CGMM

Capital Group U.S. Small and Mid Cap ETF

79 hedge funds and large institutions have $247M invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 33 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
79
Holders Change
+35
Holders Change %
+79.55%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
38
Increased
33
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.6M 1,846,515 +1,073,891 +139%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$24.8M 923,440 +891,748 +2,814%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.6M 654,161 +412,326 +170%
NA
4
NewEdge Advisors
Louisiana
$13.6M 505,750 +505,750 New
MLRA
5
Main Line Retirement Advisors
Montana
$13.1M 488,907 +477,357 +4,133%
SB
6
Strategic Blueprint
Georgia
$9.48M 352,716 +143,860 +69%
LPL Financial
7
LPL Financial
California
$9.02M 335,707 +335,707 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$7.58M 281,832 +281,832 New
BWG
9
Beta Wealth Group
California
$7.2M 267,824 -2,946 -1%
SI
10
Stephens Inc
Arkansas
$7.01M 260,608 +260,608 New
CGPCS
11
Capital Group Private Client Services
California
$6.88M 255,947 +177,062 +224%
Stifel Financial
12
Stifel Financial
Missouri
$6.65M 247,324 +247,324 New
SEI Investments
13
SEI Investments
Pennsylvania
$6.53M 242,983 +228,801 +1,613%
MML Investors Services
14
MML Investors Services
Massachusetts
$6.16M 229,187 +62,129 +37%
CSP
15
Cary Street Partners
Virginia
$5.21M 193,673 +193,673 New
Capital International Investors
16
Capital International Investors
California
$4.7M 174,909 -829,981 -83%
SWM
17
StoneCrest Wealth Management
Arizona
$3.2M 118,935 +118,935 New
STA
18
Smith Thornton Advisors
Alabama
$3.05M 113,644 +529 +0.5%
P
19
&Partners
Tennessee
$2.78M 102,637 +52,930 +106%
CIA
20
Concurrent Investment Advisors
Florida
$2.61M 96,946 +56,382 +139%
EA
21
Ergawealth Advisors
Illinois
$2.6M 96,732 +96,732 New
BEI
22
Benjamin Edwards Inc
Missouri
$2.59M 96,264 +55,149 +134%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.4M 89,344 +79,047 +768%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$2.3M 83,792 +21,742 +35%
AAS
25
Avantax Advisory Services
Texas
$1.75M 64,937 +64,937 New