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
Corient Private Wealth
151
Corient Private Wealth
Florida
$266K
LA
152
LexAurum Advisors
Kansas
$264K
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$257K
SWA
154
Stratos Wealth Advisors
Ohio
$256K
EWA
155
Exencial Wealth Advisors
Oklahoma
$252K
CCMG
156
Clark Capital Management Group
Pennsylvania
$247K
JWM
157
JGP Wealth Management
Oregon
$228K
AG
158
Ascent Group
Virginia
$220K
AP
159
Advisortrust Partners
North Carolina
$220K
USCWA
160
U.S. Capital Wealth Advisors
Texas
$218K
MOS
161
MGO One Seven
Ohio
$217K
WS
162
Wedbush Securities
California
$214K
VA
163
VestGen Advisors
Illinois
$213K
IAIM
164
International Assets Investment Management
Florida
$213K
BAM
165
Belpointe Asset Management
Nevada
$210K
UPS
166
UHLMANN PRICE SECURITIES
Illinois
$208K
SGI
167
Summit Global Investments
Utah
$203K
ASN
168
Advisory Services Network
Georgia
$203K
SS
169
Sunbelt Securities
Texas
$153K
TSMHT
170
Thurston Springer Miller Herd & Titak
Indiana
$147K
RFP
171
Root Financial Partners
California
$145K
UBS Group
172
UBS Group
Switzerland
$116K
JP Morgan Chase
173
JP Morgan Chase
New York
$112K
HIA
174
Harbor Investment Advisory
Maryland
$84.7K
M
175
MOTCO
Texas
$80.7K