CGMM

Capital Group U.S. Small and Mid Cap ETF

199 hedge funds and large institutions have $1.72B invested in Capital Group U.S. Small and Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 130 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$14.6M
SB
27
Strategic Blueprint
Georgia
$13.2M
P
28
&Partners
Tennessee
$12.8M
SI
29
Stephens Inc
Arkansas
$11.6M
CIA
30
Concurrent Investment Advisors
Florida
$9.33M
SFA
31
Souders Financial Advisors
Ohio
$8.44M
VAS
32
Vestmark Advisory Solutions
Massachusetts
$8.4M
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$8.35M
CCA
34
Coign Capital Advisors
Utah
$8.17M
Natixis Advisors
35
Natixis Advisors
Massachusetts
$7.87M
BCI
36
Brinker Capital Investments
Pennsylvania
$7.79M
NWMG
37
National Wealth Management Group
Ohio
$7.34M
GVAG
38
Great Valley Advisor Group
Delaware
$6.76M
JDLA
39
J. Derek Lewis & Associates
California
$6.66M
VA
40
Valmark Advisers
Ohio
$6.13M
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$6.06M
CFG
42
Compton Financial Group
Maryland
$5.75M
CSP
43
Cary Street Partners
Virginia
$5.3M
RHP
44
Royal Harbor Partners
Texas
$5.11M
PSCM
45
Per Stirling Capital Management
Texas
$4.73M
SAM
46
Smartleaf Asset Management
Massachusetts
$4.67M
SWM
47
StoneCrest Wealth Management
Arizona
$4.1M
BWM
48
BNB Wealth Management
Maryland
$3.91M
STA
49
Smith Thornton Advisors
Alabama
$3.91M
HI
50
Harbour Investments
Wisconsin
$3.78M