CAPITAL GROUP EQUITY ETF TR

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CGMM·14022A102·US·ETF·Unknown - Unknown

CGMM (CAPITAL GROUP EQUITY ETF TR) is held by 58 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($708M), ENVESTNET ASSET MANAGEMENT INC ($345.6M), WELLS FARGO & COMPANY/MN ($155.4M). Net institutional sentiment: Bullish.

58

Holders

(7 Elite)

$2.2B

Total Value

87% (63)

Consensus

55 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)36

Insider (Form 4)39

Activist (13D/13G)38

Congressional (STOCK Act)48

Holder Quality

53

★★★★★

Elite

89

★★★★

Strong

61

★★★

Solid

19

★★

Below

26

★

Weak

Held by 58 funds

7 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CGMM.

Top Holders

Top Holders (58)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	21.5M(+62.5%)	$708M	0.2%	+5.77%	55
ENVESTNET ASSET MANAGEMENT INC	Increased	10.5M(+14.9%)	$345.6M	0.1%	+14.23%	36
WELLS FARGO & COMPANY/MN	Increased	4.7M(+55.5%)	$155.4M	0.0%	+7.05%	43
Pathstone Holdings, LLC	Increased	2.9M(+73.0%)	$95.8M	0.3%	+4.39%	54
JONES FINANCIAL COMPANIES LLLP	Increased	2.5M(+69.6%)	$81.3M	0.0%	+5.68%	44
OSAIC HOLDINGS, INC.	Increased	2.4M(+45.0%)	$80.6M	0.1%	+11.11%	40
Cetera Investment Advisers	Increased	2.3M(+49.7%)	$75M	0.1%	+10.00%	41
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.6M(+14.8%)	$51.9M	0.1%	+15.81%	34
MFMerit Financial Group, LLC	Increased	1.4M(+0.2%)	$46.4M	0.3%	+16.99%	35
MML INVESTORS SERVICES, LLC	Increased	1.3M(+40.1%)	$43.7M	0.1%	+13.36%	39
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.2M(+31.7%)	$40.7M	0.0%	+6.99%	37
RAYMOND JAMES FINANCIAL INC	Increased	1.2M(+145.9%)	$40.2M	0.0%	+3.32%	47
SEI INVESTMENTS CO	Increased	1.2M(+22.0%)	$39.3M	0.0%	+12.57%	35
CAPTRUST FINANCIAL ADVISORS	Increased	1.1M(+1.7%)	$37.3M	0.1%	+21.82%	29
ASSETMARK, INC	Increased	1.1M(+24.1%)	$36.4M	0.1%	+11.84%	35
ROYAL BANK OF CANADA	Increased	1.1M(+35.6%)	$35.5M	0.0%	+10.13%	38
Kestra Advisory Services, LLC	Increased	998,736(+9.4%)	$32.9M	0.1%	+12.67%	38
STIFEL FINANCIAL CORP	Increased	955,775(+3.1%)	$31.5M	0.0%	+16.80%	30
NewEdge Advisors, LLC	Increased	824,209(+10.8%)	$27.2M	0.1%	+17.91%	32
BENJAMIN EDWARDS INC	Increased	801,560(+50.0%)	$26.4M	0.2%	+9.60%	47

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CGMMCAPITAL GROUP EQUITY ETF TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer