Cap Group Small and Mid CapCGMMETF
13F holders, Q2 2025 (June 30)82holders +38
38new positions
2sold out
1famous investor
$26.89avg. 13F price*
At the end of Q2 2025, 82 institutions reported holding Cap Group Small and Mid Cap (CGMM) in their 13F filings, up 38 from Q1 2025. 38 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($49.6M), Captrust Financial Advisors ($24.8M) and Commonwealth Equity Services, LLC ($17.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Small and Mid Cap
- Filed as
- CAPITAL GROUP EQUITY ETF TR (Q2 2025)
- CUSIP
- 14022A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $71.7M |
| Exits | 2 | $307K |
All 13F filers, Q1 2025 → Q2 2025: 6,970,432 shares bought and 853,153 shares sold, net +6,117,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Envestnet Asset Management Inc. | 0.01% | Add +139.0% | 1,846,515 | $49.6M |
| Captrust Financial Advisors | 0.06% | Add +2813.8% | 923,440 | $24.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +170.5% | 654,161 | $17.6M |
| NewEdge Advisors, LLC | 0.07% | New | 505,750 | $13.6M |
| Main Line Retirement Advisors, LLC | 7.48% | Add +4133.0% | 488,907 | $13.1M |
| Osaic Holdings, Inc. | 0.02% | Add +1090.9% | 414,909 | $11.2M |
| Strategic Blueprint, LLC | 0.47% | Add +68.9% | 352,716 | $9.5M |
| LPL Financial LLC | 0.00% | New | 335,707 | $9.0M |
| Cetera Investment Advisers | 0.01% | New | 281,832 | $7.6M |
| Beta Wealth Group, Inc. | 2.64% | Reduce -1.1% | 267,824 | $7.2M |
| Stephens Inc. | 0.10% | New | 260,608 | $7.0M |
| Capital Group Private Client Services, Inc. | 0.06% | Add +224.5% | 255,947 | $6.9M |
| Stifel Financial Corp. | 0.01% | New | 247,324 | $6.6M |
| Sei Investments Co. | 0.01% | Add +1613.3% | 242,983 | $6.5M |
| MML Investors Services, LLC | 0.02% | Add +37.2% | 229,187 | $6.2M |
| Cary Street Partners Financial LLC | 0.15% | New | 193,673 | $5.2M |
| Capital International Investors | 0.00% | Reduce -82.6% | 174,909 | $4.7M |
| StoneCrest Wealth Management, Inc. | 1.52% | New | 118,935 | $3.2M |
| Smith Thornton Advisors LLC | 1.76% | Add +0.5% | 113,644 | $3.1M |
| &partners | 0.02% | Add +106.5% | 102,637 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +139.0% | 96,946 | $2.6M |
| Ergawealth Advisors, Inc. | 1.17% | New | 96,732 | $2.6M |
| Benjamin Edwards Inc. | 0.03% | Add +134.1% | 96,264 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +767.7% | 89,344 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +35.0% | 83,792 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | New | 64,937 | $1.7M |
| Wise Wealth Partners | 2.69% | New | 59,905 | $1.6M |
| A&I Financial Services, LLC | 0.80% | Reduce -4.2% | 52,617 | $1.4M |
| Tradition Wealth Management, LLC | 0.11% | Add +319.7% | 50,990 | $1.4M |
| NavPoint Financial, Inc. | 0.83% | Add +195.4% | 50,983 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | New | 49,984 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +73.6% | 39,691 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +33.4% | 37,685 | $1.0M |
| Assetmark, Inc. | 0.00% | New | 37,334 | $1.0M |
| Pines Wealth Management, LLC | 0.34% | Add +6.4% | 34,618 | $951K |
| NWF Advisory Services Inc. | 0.11% | New | 33,572 | $902K |
| Janney Montgomery Scott LLC | 0.00% | New | 33,124 | $890K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 31,651 | $851K |
| HighTower Advisors, LLC | 0.00% | New | 31,636 | $850K |
| Rothschild Investment LLC | 0.05% | New | 27,690 | $744K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 25,750 | $692K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.9% | 24,999 | $672K |
| Mariner, LLC | 0.00% | No change | 24,050 | $646K |
| OneAscent Financial Services LLC | 0.05% | Add +100.3% | 23,506 | $632K |
| RFG Advisory, LLC | 0.01% | New | 23,504 | $632K |
| Essex Financial Services, Inc. | 0.04% | Add +131.1% | 23,334 | $627K |
| Sovran Advisors, LLC | 0.06% | New | 22,424 | $611K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +43.4% | 22,560 | $606K |
| Independent Financial Group, LLC | 0.02% | New | 21,996 | $591K |
| Susquehanna International Group, LLP | 0.00% | Add +118.6% | 21,754 | $585K |
| Truist Financial Corp. | 0.00% | Add +6.2% | 21,242 | $571K |
| Harbour Investments, Inc. | 0.01% | Add +143.8% | 21,010 | $565K |
| Sigma Planning Corp | 0.02% | Add +1.4% | 20,281 | $545K |
| Private Advisor Group, LLC | 0.00% | New | 19,830 | $533K |
| Trinity Wealth Management, LLC | 0.21% | New | 19,473 | $523K |
| Royal Bank of Canada | 0.00% | Add +302.9% | 19,315 | $519K |
| LongView Wealth Management | 0.14% | New | 16,861 | $453K |
| D.A. Davidson & Co. | 0.00% | New | 16,720 | $449K |
| Latitude Advisors, LLC | 0.21% | Add +24.8% | 15,399 | $414K |
| Midwest Heritage Bank, FSB | 0.14% | New | 13,574 | $365K |
| Founders Financial Securities LLC | 0.03% | Add +13.9% | 12,889 | $346K |
| Kestra Advisory Services, LLC | 0.00% | New | 12,630 | $339K |
| Valmark Advisers, Inc. | 0.00% | New | 12,610 | $339K |
| Security Financial Services, INC. | 0.06% | New | 12,405 | $333K |
| World Investment Advisors | 0.01% | Add +18.2% | 10,812 | $291K |
| ORG Partners LLC | 0.06% | Add +1071.2% | 10,189 | $276K |
| Balboa Wealth Partners | 0.05% | New | 10,102 | $272K |
| Souders Financial Advisors | 0.03% | New | 9,724 | $261K |
| Citadel Advisors | 0.00% | New | 8,969 | $241K |
| Summit Wealth Group LLC / Co. | 0.05% | — | 7,994 | $215K |
| JGP Wealth Management, LLC | 0.03% | New | 7,770 | $209K |
| Barrett & Company, Inc. | 0.06% | Add +10.7% | 5,675 | $153K |
| Morgan Stanley | 0.00% | New | 1,748 | $47K |
| IFP Advisors, Inc | 0.00% | No change | 1,242 | $33K |
| Raymond James Financial Inc. | 0.00% | New | 1,107 | $30K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 390 | $10K |
| Cwm, LLC | 0.00% | New | 299 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 295 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +37.5% | 209 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 115 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | — | 14 | $377 |
| Legacy Wealth Managment, LLC | 0.00% | New | 14 | $377 |
"% 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.