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CGMMCGMM
6 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in CAPITAL GROUP EQUITY ETF TR

Yes. Captrust holds 1,131,525 shares of CGMM, worth $37.3M, as of its Q2 2026 13F filing. It increased the position by 18,926 shares (+1.7%) from Q1 2026. Captrust has held CGMM since Q1 2025, across 6 quarterly 13F filings. CGMM is 0.1% of Captrust's reported 13F portfolio.

Current Value

$37.3M

Current Shares

1.1M

Total Value Change

+$36.5M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+1.7%
$37.3M0.1%$32.97
29
2026-Q1
Increased
1.1M
+7.5%
$32.7M0.1%$30.93
31
2025-Q4
Increased
1M
+3.8%
$29.9M0.1%$29.14
30
2025-Q3
Increased
997,496
+8.0%
$28.3M0.1%$28.34
31
2025-Q2
Increased
923,440
+2813.8%
$24.8M0.1%$26.75
46
2025-Q1
New
31,692
-
$757,1220.0%$23.71
34

Other major holders of CGMM: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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