Cap Group Small and Mid CapCGMM ETF 13F holders, Q1 2025 (March 31) 44 holders
$23.86 avg. 13F price*
At the end of Q1 2025 , 44 institutions reported holding Cap Group Small and Mid Cap (CGMM) in their 13F filings. The largest holders were Capital International Investors ($24.0M), Envestnet Asset Management Inc. ($18.5M) and Beta Wealth Group, Inc. ($6.5M).
Company Cap Group Small and Mid Cap
Filed as CAPITAL GROUP EQUITY ETF TR (Q1 2025)
CUSIP 14022A102
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2025 Institutions Total Value New Positions 44 $84.2M Exits 0 $0
Ownership 44 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Capital International Investors 0.00% New 1,004,890 $24.0M Envestnet Asset Management Inc. 0.01% New 772,624 $18.5M Beta Wealth Group, Inc. 2.32% New 270,770 $6.5M Commonwealth Equity Services, LLC 0.01% New 241,835 $5.8M Strategic Blueprint, LLC 0.27% New 208,856 $5.0M MML Investors Services, LLC 0.01% New 167,058 $4.0M Smith Thornton Advisors LLC 1.68% New 113,115 $2.7M Capital Group Private Client Services, Inc. 0.02% New 78,885 $1.9M Wealth Enhancement Advisory Services, LLC 0.00% New 62,050 $1.5M A&I Financial Services, LLC 0.89% New 54,899 $1.3M &partners 0.01% New 49,707 $1.2M Benjamin Edwards Inc. 0.01% New 41,115 $982K Concurrent Investment Advisors, LLC 0.02% New 40,564 $969K Osaic Holdings, Inc. 0.00% New 34,840 $832K Captrust Financial Advisors 0.00% New 31,692 $757K Envestnet Portfolio Solutions, Inc. 0.00% New 30,079 $719K Pines Wealth Management, LLC 0.32% New 32,523 $682K Cullen/Frost Bankers, Inc. 0.01% New 28,251 $675K Mariner, LLC 0.00% New 24,050 $575K Merit Financial Group, LLC 0.01% New 22,867 $546K Truist Financial Corp. 0.00% New 20,004 $478K Sigma Planning Corp 0.02% New 20,000 $478K NavPoint Financial, Inc. 0.29% New 17,260 $412K Moloney Securities Asset Management, LLC 0.05% New 15,730 $376K Sei Investments Co. 0.00% New 14,182 $339K Latitude Advisors, LLC 0.17% New 12,344 $295K GWN Securities Inc. 0.02% New 12,344 $295K Tradition Wealth Management, LLC 0.03% New 12,150 $290K OneAscent Financial Services LLC 0.02% New 11,734 $280K Main Line Retirement Advisors, LLC 0.18% New 11,550 $276K Founders Financial Securities LLC 0.02% New 11,314 $264K Cambridge Investment Research Advisors, Inc. 0.00% New 10,297 $246K Essex Financial Services, Inc. 0.02% New 10,095 $241K Susquehanna International Group, LLP 0.00% New 9,950 $238K World Investment Advisors 0.01% New 9,150 $219K Harbour Investments, Inc. 0.01% New 8,618 $206K Barrett & Company, Inc. 0.05% New 5,125 $122K Royal Bank of Canada 0.00% New 4,794 $115K IFP Advisors, Inc 0.00% New 1,242 $30K ORG Partners LLC 0.01% New 870 $21K Capital A Wealth Management, LLC 0.01% New 520 $12K Mark Sheptoff Financial Planning, LLC 0.01% New 390 $9K Steward Partners Investment Advisory, LLC 0.00% New 152 $4K Capital Analysts, LLC 0.00% New 115 $3K
"% of holder's portfolio" is CGMM's weight in each manager's 13F, not the share of Cap Group Small and Mid Cap the manager owns.