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 %
WWP
26
Wise Wealth Partners
Arizona
$1.61M 59,905 +59,905 New
AIFS
27
A&I Financial Services
Colorado
$1.41M 52,617 -2,282 -4%
TWM
28
Tradition Wealth Management
Minnesota
$1.37M 50,990 +38,840 +320%
NF
29
NavPoint Financial
Minnesota
$1.37M 50,983 +33,723 +195%
KWM
30
Kingsview Wealth Management
Oregon
$1.34M 49,984 +49,984 New
MFG
31
Merit Financial Group
Georgia
$1.07M 39,691 +16,824 +74%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.02M 37,974 +3,134 +9%
CFB
33
Cullen/Frost Bankers
Texas
$1.01M 37,685 +9,434 +33%
AssetMark Inc
34
AssetMark Inc
California
$1M 37,334 +37,334 New
PWM
35
Pines Wealth Management
North Carolina
$951K 34,618 +2,095 +6%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$890K 33,124 +33,124 New
BCI
37
Brinker Capital Investments
Pennsylvania
$851K 31,651 +31,651 New
HighTower Advisors
38
HighTower Advisors
Illinois
$850K 31,636 +31,636 New
RIL
39
Rothschild Investment LLC
Illinois
$744K 27,690 +27,690 New
SWP
40
Sagespring Wealth Partners
Tennessee
$692K 25,750 +25,750 New
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$672K 24,999 -5,080 -17%
Mariner
42
Mariner
Kansas
$646K 24,050
OFS
43
OneAscent Financial Services
Alabama
$632K 23,506 +11,772 +100%
RA
44
RFG Advisory
Alabama
$632K 23,504 +23,504 New
EFS
45
Essex Financial Services
Connecticut
$627K 23,334 +13,239 +131%
SA
46
Sovran Advisors
California
$611K 22,424 +22,424 New
MSAM
47
Moloney Securities Asset Management
Missouri
$606K 22,560 +6,830 +43%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$585K 21,754 +11,804 +119%
Truist Financial
49
Truist Financial
North Carolina
$571K 21,242 +1,238 +6%
HI
50
Harbour Investments
Wisconsin
$565K 21,010 +12,392 +144%