Vault-13

CAPITAL GROUP EQUITY ETF TR CGMM

US SM MI CA ETF · ETP · CUSIP 14022A102

227 institutional holders +26 vs Q1 2026
83,538,87083.5m shares reported held*
$2.8bnreported value*
38 new 146 added 27 reduced 12 sold out net bought ≈ $820.1m (+24.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.95.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q1 25: 45Q2 25: 83Q3 25: 124Q4 25: 177Q1 26: 201Q2 26: 227227Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202545
Q2 202583
Q3 2025124
Q4 2025177
Q1 2026201
Q2 2026227

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 25: 72 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 112 bought or addedQ3 25: 9 cut or sold outQ3 25Q4 25: 144 bought or addedQ4 25: 18 cut or sold outQ4 25Q1 26: 167 bought or addedQ1 26: 25 cut or sold outQ1 26Q2 26: 184 bought or addedQ2 26: 39 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025726
Q3 20251129
Q4 202514418
Q1 202616725
Q2 202618439

Biggest buyers

LPL Financial LLC Added +8,256,733+8.3m
WELLS FARGO & COMPANY/MN Added +1,682,787+1.7m
Cambridge Investment Research Advisors, Inc. Added +1,621,909+1.6m
ENVESTNET ASSET MANAGEMENT INC Added +1,361,364+1.4m
Pathstone Holdings, LLC Added +1,225,540+1.2m
Janney Montgomery Scott LLC New +1,171,983+1.2m
JONES FINANCIAL COMPANIES LLLP Added +1,028,712+1.0m
OSAIC HOLDINGS, INC. Added +758,030+758.0k
Cetera Investment Advisers Added +755,963+756.0k
RAYMOND JAMES FINANCIAL INC Added +723,128+723.1k

Biggest sellers

Kestra Investment Management, LLC Reduced -332,664-332.7k
Concurrent Investment Advisors, LLC Reduced -152,036-152.0k
National Wealth Management Group, LLC Reduced -70,239-70.2k
Mariner, LLC Reduced -61,568-61.6k
Merited Wealth, LLC Reduced -35,217-35.2k
Richmond Investment Services, LLC Sold out -32,020-32.0k
GOLDMAN SACHS GROUP INC Sold out -20,654-20.7k
Gateway Wealth Partners, LLC Reduced -17,774-17.8k
Main Line Retirement Advisors, LLC Reduced -12,909-12.9k
Kingsview Wealth Management, LLC Reduced -11,670-11.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.16% of their portfolio FORT MILL, SC 21,475,18721.5m $708.0m $708.0m 0.16% Added +8.3m +8,256,733
2 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 10,481,14510.5m $345.6m $345.6m 0.08% Added +1.4m +1,361,364
3 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 4,714,2404.7m $155.4m $155.4m 0.03% Added +1.7m +1,682,787
4 Pathstone Holdings, LLC 0.28% of their portfolio ENGLEWOOD, NJ 2,904,9102.9m $95.8m $95.8m 0.28% Added +1.2m +1,225,540
5 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 2,507,6022.5m $81.3m $81.3m 0.03% Added +1.0m +1,028,712
6 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 2,443,7792.4m $80.6m $80.6m 0.09% Added +758.0k +758,030
7 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 2,276,2542.3m $75.0m $75.0m 0.07% Added +756.0k +755,963
8 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 2,140,1592.1m $70.6m $70.6m 0.08% Added +1.6m +1,621,909
9 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 1,573,6521.6m $51.9m $51.9m 0.07% Added +202.7k +202,749
10 Merit Financial Group, LLC 0.29% of their portfolio ALPHARETTA, GA 1,407,3351.4m $46.4m $46.4m 0.29% Added +3.3k +3,314
11 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 1,325,9251.3m $43.7m $43.7m 0.09% Added +379.4k +379,386
12 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 1,235,3731.2m $40.7m $40.7m 0.02% Added +297.6k +297,639
13 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,218,8751.2m $40.2m $40.2m 0.01% Added +723.1k +723,128
14 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 1,192,3271.2m $39.3m $39.3m 0.03% Added +214.9k +214,872
15 Janney Montgomery Scott LLC 0.07% of their portfolio PHILADELPHIA, PA 1,171,9831.2m $38.6m $38.6m 0.07% New
16 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 1,131,5251.1m $37.3m $37.3m 0.06% Added +18.9k +18,926
17 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 1,104,7351.1m $36.4m $36.4m 0.06% Added +214.4k +214,356
18 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,077,0071.1m $35.5m $35.5m 0.01% Added +283.0k +283,029
19 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 998,736998.7k $32.9m $32.9m 0.11% Added +85.5k +85,509
20 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 955,775955.8k $31.5m $31.5m 0.03% Added +29.1k +29,116
21 Capital Group Private Client Services, Inc. 0.44% of their portfolio Los Angeles, CA 955,714955.7k $31.5m $31.5m 0.44% Added +217.0k +217,032
22 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 824,209824.2k $27.2m $27.2m 0.08% Added +80.7k +80,691
23 Ergawealth Advisors, Inc. 10.44% of their portfolio OAK BROOK, IL 815,624815.6k $26.9m $26.9m 10.44% Added +21.5k +21,507
24 BENJAMIN EDWARDS INC 0.24% of their portfolio Clayton, MO 801,560801.6k $26.4m $26.4m 0.24% Added +267.3k +267,289
25 Kestra Investment Management, LLC 0.48% of their portfolio AUSTIN, TX 744,539744.5k $24.5m $24.5m 0.48% Reduced -332.7k -332,664
26 Presper Financial Architects, LLC 11.04% of their portfolio AKRON, OH 641,960642.0k $21.2m $21.2m 11.04% Added +257 +257
27 &PARTNERS 0.07% of their portfolio NASHVILLE, TN 552,692552.7k $18.3m $18.3m 0.07% Added +117.4k +117,368
28 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 522,131522.1k $17.2m $17.2m 0.02% Added +254.2k +254,212
29 Main Line Retirement Advisors, LLC 7.73% of their portfolio WHITEFISH, MT 511,035511.0k $16.8m $16.8m 7.73% Reduced -12.9k -12,909
30 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 509,926509.9k $16.8m $16.8m 0.02% Added +415.2k +415,219
31 Valmark Advisers, Inc. 0.16% of their portfolio AKRON, OH 468,806468.8k $15.5m $15.5m 0.16% Added +260.2k +260,152
32 MACQUARIE GROUP LTD 0.07% of their portfolio Sydney, NSW 2000, C3 460,000460.0k $15.2m $15.2m 0.07% New
33 Strategic Blueprint, LLC 0.76% of their portfolio ATLANTA, GA 458,668458.7k $15.1m $15.1m 0.76% Added +9.0k +9,037
34 Compton Financial Group, LLC 2.91% of their portfolio TOWSON, MD 457,700457.7k $15.1m $15.1m 2.91% Added +261.7k +261,724
35 STEPHENS INC /AR/ 0.15% of their portfolio LITTLE ROCK, AR 404,504404.5k $13.3m $13.3m 0.15% Added +8.2k +8,162
36 KWB Wealth 1.07% of their portfolio REDLANDS, CA 379,650379.6k $12.5m $12.5m 1.07% New
37 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 372,277372.3k $12.3m $12.3m 0.02% Added +165.7k +165,736
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 311,525311.5k $10.1m $10.1m 0.02% Added +30.3k +30,280
39 Souders Financial Advisors 1.01% of their portfolio CINCINNATI, OH 305,649305.6k $10.1m $10.1m 1.01% Added +18.0k +18,044
40 Vestmark Advisory Solutions, Inc. 0.09% of their portfolio Wakefield, MA 303,954304.0k $10.0m $10.0m 0.09% Added +17.7k +17,712
41 Coign Capital Advisors LLC 4.26% of their portfolio Draper, UT 286,923286.9k $9.5m $9.5m 4.26% Added +8.6k +8,629
42 Orion Porfolio Solutions, LLC 0.07% of their portfolio OMAHA, NE 282,307282.3k $9.3m $9.3m 0.07% Added +16.9k +16,933
43 J. Derek Lewis & Associates Inc. 1.75% of their portfolio NEWPORT BEACH, CA 281,626281.6k $9.3m $9.3m 1.75% Added +55.8k +55,822
44 GREAT VALLEY ADVISOR GROUP, INC. 0.14% of their portfolio WILMINGTON, DE 270,456270.5k $8.9m $8.9m 0.14% Added +40.3k +40,349
45 Essex Financial Services, Inc. 0.35% of their portfolio ESSEX, CT 215,247215.2k $7.1m $7.1m 0.35% Added +106.8k +106,849
46 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 213,117213.1k $7.0m $7.0m 0.04% Added +120.6k +120,597
47 CARY STREET PARTNERS FINANCIAL LLC 0.14% of their portfolio RICHMOND, VA 190,437190.4k $6.3m $6.3m 0.14% Added +9.9k +9,875
48 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 190,130190.1k $6.3m $6.3m 0.03% Added +99.9k +99,913
49 National Wealth Management Group, LLC 1.83% of their portfolio CINCINNATI, OH 179,661179.7k $5.9m $5.9m 1.83% Reduced -70.2k -70,239
50 Royal Harbor Partners, LLC 1.80% of their portfolio HOUSTON, TX 175,902175.9k $5.8m $5.8m 1.80% Added +1.7k +1,708
51 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 165,625165.6k $5.5m $5.5m 0.05% Reduced -152.0k -152,036
52 Smartleaf Asset Management LLC 0.17% of their portfolio BOSTON, MA 164,361164.4k $5.4m $5.4m 0.17% Unchanged
53 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 159,931159.9k $5.3m $5.3m 0.00% New
54 Per Stirling Capital Management, LLC. 0.49% of their portfolio AUSTIN, TX 156,930156.9k $5.2m $5.2m 0.49% Reduced -4.1k -4,127
55 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 155,166155.2k $5.1m $5.1m 0.07% Added +26.5k +26,499
56 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 148,932148.9k $4.9m $4.9m 0.01% Added +25.1k +25,141
57 DAVENPORT & Co LLC 0.02% of their portfolio RICHMOND, VA 146,308146.3k $4.8m $4.8m 0.02% Added +110.3k +110,325
58 Smith Thornton Advisors LLC 2.06% of their portfolio HUNTSVILLE, AL 145,026145.0k $4.7m $4.7m 2.06% Added +12.0k +12,016
59 Aprio Wealth Management, LLC 0.23% of their portfolio ATLANTA, GA 143,654143.7k $4.7m $4.7m 0.23% Added +87.9k +87,883
60 INDEPENDENT FINANCIAL GROUP, LLC 0.09% of their portfolio SAN DIEGO, CA 143,030143.0k $4.7m $4.7m 0.09% Added +34.5k +34,535
61 Laurel Wealth Planning LLC 2.06% of their portfolio EDINA, MN 140,924140.9k $4.6m $4.6m 2.06% Added +19.1k +19,093
62 StoneCrest Wealth Management, Inc. 1.47% of their portfolio CHANDLER, AZ 139,716139.7k $4.6m $4.6m 1.47% Added +24 +24
63 Sigma Planning Corp 0.12% of their portfolio ANN ARBOR, MI 139,127139.1k $4.6m $4.6m 0.12% Added +22.1k +22,078
64 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 137,808137.8k $4.5m $4.5m 0.02% Added +19.6k +19,562
65 Cullen/Frost Bankers, Inc. 0.04% of their portfolio San Antonio, TX 133,823133.8k $4.4m $4.4m 0.04% Added +12.3k +12,322
66 BNB Wealth Management, LLC 2.35% of their portfolio SILVER SPRING, MD 130,610130.6k $4.3m $4.3m 2.35% Reduced -2.6k -2,566
67 Wealth Science Advisors LLC 1.91% of their portfolio ALPHARETTA, GA 130,103130.1k $4.3m $4.3m 1.91% Added +36.8k +36,834
68 NavPoint Financial, Inc. 1.55% of their portfolio Prior Lake, MN 127,106127.1k $4.2m $4.2m 1.55% Added +24.5k +24,492
69 PRINCIPAL SECURITIES, INC. 0.05% of their portfolio DES MOINES, IA 125,820125.8k $4.1m $4.1m 0.05% Added +22.7k +22,731
70 Tradition Wealth Management, LLC 0.25% of their portfolio EDINA, MN 124,541124.5k $4.1m $4.1m 0.25% Reduced -44 -44
71 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 111,477111.5k $3.7m $3.7m 0.07% Added +43.9k +43,889
72 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 101,139101.1k $3.3m $3.3m 0.00% Added +16.3k +16,342
73 Boyer Financial Services, Inc. 2.71% of their portfolio NEWPORT BEACH, CA 98,02398.0k $3.2m $3.2m 2.71% Added +21.8k +21,792
74 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 92,00492.0k $3.0m $3.0m 0.03% Added +42.8k +42,806
75 Gateway Wealth Partners, LLC 0.18% of their portfolio APPLETON, WI 91,94691.9k $3.0m $3.0m 0.18% Reduced -17.8k -17,774
76 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 86,58986.6k $2.9m $2.9m 0.02% New
77 A&I FINANCIAL SERVICES, LLC 1.20% of their portfolio LONE TREE, CO 83,52183.5k $2.8m $2.8m 1.20% Added +10.5k +10,470
78 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 83,39083.4k $2.7m $2.7m 0.03% Added +23.1k +23,108
79 PFG Advisors 0.14% of their portfolio Phoenix, AZ 82,10482.1k $2.7m $2.7m 0.14% Added +23.6k +23,642
80 NWF Advisory Services Inc. 0.25% of their portfolio Los Angeles, CA 80,56080.6k $2.7m $2.7m 0.25% Added +6.9k +6,937
81 Entruity Wealth, LLC 1.72% of their portfolio BAKERSFIELD, CA 80,52080.5k $2.7m $2.7m 1.72% Reduced -981 -981
82 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 77,38677.4k $2.3m $2.3m 0.04% Added +246 +246
83 Venture Visionary Partners LLC 0.07% of their portfolio Sylvania, OH 74,57674.6k $2.5m $2.5m 0.07% Added +20.9k +20,934
84 Hopwood Nicholas Hunter 0.67% of their portfolio PLYMOUTH, MI 74,53174.5k $2.5m $2.5m 0.67% Added +3.0k +2,973
85 FOUNDERS FINANCIAL SECURITIES LLC 0.10% of their portfolio TOWSON, MD 61,35461.4k $2.0m $2.0m 0.10% Added +8.4k +8,380
86 Wise Wealth Partners 3.38% of their portfolio PHOENIX, AZ 60,38860.4k $2.0m $2.0m 3.38% Added +699 +699
87 Beta Wealth Group, Inc. 0.73% of their portfolio SAN DIEGO, CA 58,68358.7k $1.9m $1.9m 0.73% Unchanged
88 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 56,10156.1k $1.8m $1.8m 0.02% Reduced -11.7k -11,670
89 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 54,71154.7k $1.8m $1.8m 0.01% Added +41.6k +41,569
90 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 54,55754.6k $1.8m $1.8m 0.00% Added +36.3k +36,325
91 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 53,54953.5k $1.8m $1.8m 0.02% New
92 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 51,74651.7k $1.7m $1.7m 0.01% Added +51.3k +51,251
93 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 51,11451.1k $1.7m $1.7m 0.00% Unchanged
94 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 49,85149.9k $1.6m $1.6m 0.02% Added +3.6k +3,577
95 HighPoint Advisor Group LLC 0.06% of their portfolio DOWNERS GROVE, IL 49,75849.8k $1.6m $1.6m 0.06% Added +8.0k +8,018
96 SAGESPRING WEALTH PARTNERS, LLC 0.02% of their portfolio FRANKLIN, TN 48,81948.8k $1.6m $1.6m 0.02% Added +1.6k +1,587
97 R2 Capital Strategies, LLC 0.73% of their portfolio LINCOLN, NE 48,61448.6k $1.6m $1.6m 0.73% First filing
98 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 48,47048.5k $1.6m $1.6m 0.00% Added +27.9k +27,863
99 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 48,39948.4k $1.6m $1.6m 0.01% Reduced -11.2k -11,217
100 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 48,28348.3k $1.6m $1.6m 0.02% Added +32.9k +32,860