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 %
SPC
51
Sigma Planning Corp
Michigan
$545K 20,281 +281 +1%
PAG
52
Private Advisor Group
New Jersey
$533K 19,830 +19,830 New
TWM
53
Trinity Wealth Management
Pennsylvania
$523K 19,473 +19,473 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$519K 19,315 +14,521 +303%
LWM
55
LongView Wealth Management
Georgia
$453K 16,861 +16,861 New
DADC
56
D.A. Davidson & Co
Montana
$449K 16,720 +16,720 New
LA
57
Latitude Advisors
Florida
$414K 15,399 +3,055 +25%
MHB
58
Midwest Heritage Bank
Iowa
$365K 13,574 +13,574 New
FFS
59
Founders Financial Securities
Maryland
$346K 12,889 +1,575 +14%
KAS
60
Kestra Advisory Services
Texas
$339K 12,630 +12,630 New
VA
61
Valmark Advisers
Ohio
$339K 12,610 +12,610 New
SFS
62
Security Financial Services
Indiana
$333K 12,405 +12,405 New
WIA
63
World Investment Advisors
California
$291K 10,812 +1,662 +18%
OP
64
ORG Partners
Indiana
$276K 10,189 +9,319 +1,071%
BWP
65
Balboa Wealth Partners
Arizona
$272K 10,102 +10,102 New
SFA
66
Souders Financial Advisors
Ohio
$261K 9,724 +9,724 New
Citadel Advisors
67
Citadel Advisors
Florida
$241K 8,969 +8,969 New
SWGC
68
Summit Wealth Group (Colorado)
Colorado
$215K 7,994 +7,994 New
JWM
69
JGP Wealth Management
Oregon
$209K 7,770 +7,770 New
BC
70
Barrett & Company
Rhode Island
$153K 5,675 +550 +11%
Morgan Stanley
71
Morgan Stanley
New York
$47K 1,748 +1,748 New
IA
72
IFP Advisors
Florida
$33.4K 1,242
Raymond James Financial
73
Raymond James Financial
Florida
$29.8K 1,107 +1,107 New
MSFP
74
Mark Sheptoff Financial Planning
Connecticut
$10.5K 390
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$8K 299 +299 New