CGMM

Capital Group U.S. Small and Mid Cap ETF

198 hedge funds and large institutions have $1.7B 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, 129 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
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
SB
26
Strategic Blueprint
Georgia
$13.2M
P
27
&Partners
Tennessee
$12.8M
SI
28
Stephens Inc
Arkansas
$11.6M
CIA
29
Concurrent Investment Advisors
Florida
$9.33M
SFA
30
Souders Financial Advisors
Ohio
$8.44M
VAS
31
Vestmark Advisory Solutions
Massachusetts
$8.4M
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$8.35M
CCA
33
Coign Capital Advisors
Utah
$8.17M
Natixis Advisors
34
Natixis Advisors
Massachusetts
$7.87M
BCI
35
Brinker Capital Investments
Pennsylvania
$7.79M
NWMG
36
National Wealth Management Group
Ohio
$7.34M
GVAG
37
Great Valley Advisor Group
Delaware
$6.76M
JDLA
38
J. Derek Lewis & Associates
California
$6.66M
VA
39
Valmark Advisers
Ohio
$6.13M
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$6.06M
CFG
41
Compton Financial Group
Maryland
$5.75M
CSP
42
Cary Street Partners
Virginia
$5.3M
RHP
43
Royal Harbor Partners
Texas
$5.11M
PSCM
44
Per Stirling Capital Management
Texas
$4.73M
SAM
45
Smartleaf Asset Management
Massachusetts
$4.67M
SWM
46
StoneCrest Wealth Management
Arizona
$4.1M
BWM
47
BNB Wealth Management
Maryland
$3.91M
STA
48
Smith Thornton Advisors
Alabama
$3.91M
HI
49
Harbour Investments
Wisconsin
$3.78M
TWM
50
Tradition Wealth Management
Minnesota
$3.66M