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
LPL Financial
1
LPL Financial
California
$388M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$268M
Wells Fargo
3
Wells Fargo
California
$89M
Osaic Holdings
4
Osaic Holdings
Arizona
$49.5M
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$49.3M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$44.6M
Jones Financial Companies
7
Jones Financial Companies
Missouri
$42.5M
MFG
8
Merit Financial Group
Georgia
$41.2M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$40.2M
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$32.7M
KIM
11
Kestra Investment Management
Texas
$31.6M
SEI Investments
12
SEI Investments
Pennsylvania
$28.7M
MML Investors Services
13
MML Investors Services
Massachusetts
$27.8M
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$27.5M
Stifel Financial
15
Stifel Financial
Missouri
$27.2M
KAS
16
Kestra Advisory Services
Texas
$26.8M
AssetMark Inc
17
AssetMark Inc
California
$26.1M
EA
18
Ergawealth Advisors
Illinois
$23.3M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$23.3M
CGPCS
20
Capital Group Private Client Services
California
$21.7M
PFA
21
Presper Financial Architects
Ohio
$18.8M
BEI
22
Benjamin Edwards Inc
Missouri
$15.7M
MLRA
23
Main Line Retirement Advisors
Montana
$15.4M
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$15.2M
Raymond James Financial
25
Raymond James Financial
Florida
$14.6M