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CGMMCGMM
6 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in CAPITAL GROUP EQUITY ETF TR

OSAIC HOLDINGS, INC. holds 2.4M shares of CGMM (CAPITAL GROUP EQUITY ETF TR), worth $80.6M as of 2026-Q2. The position was increased (+45.0% shares). CGMM represents 0.1% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$80.6M

Current Shares

2.4M

Total Value Change

+$79.7M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.4M
+45.0%
$80.6M0.1%$32.97
40
2026-Q1
Increased
1.7M
+9.8%
$49.5M0.1%$30.93
32
2025-Q4
Increased
1.5M
+90.7%
$44.3M0.1%$29.14
46
2025-Q3
Increased
804,734
+94.0%
$22.8M0.0%$28.34
45
2025-Q2
Increased
414,909
+1090.9%
$11.2M0.0%$26.75
45
2025-Q1
New
34,840
-
$832,3130.0%$23.71
34

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

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