Back to LPL Financial LLC LPL Financial LLC

CGMMCGMM
5 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in CAPITAL GROUP EQUITY ETF TR

LPL Financial LLC holds 21.5M shares of CGMM (CAPITAL GROUP EQUITY ETF TR), worth $708M as of 2026-Q2. The position was increased (+62.5% shares). CGMM represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$708M

Current Shares

21.5M

Total Value Change

+$699M

Total Shares Change

+21.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21.5M
+62.5%
$708M0.2%$32.97
55
2026-Q1
Increased
13.2M
+347.3%
$388.1M0.1%$30.93
60
2025-Q4
Increased
3M
+48.7%
$85.2M0.0%$29.14
41
2025-Q3
Increased
2M
+491.9%
$56.4M0.0%$28.34
47
2025-Q2
New
335,707
-
$9M0.0%$26.75
38

Other major holders of CGMM: ENVESTNET ASSET MANAGEMENT INC, WELLS FARGO & COMPANY/MN

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used