CAPITAL GROUP EQUITY ETF TR

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CGMM·14022A102·US·ETF

CGMM institutional ownership changes in Q2 2026: 55 institutions opened or added positions, 8 trimmed or exited. CGMM (CAPITAL GROUP EQUITY ETF TR) is held by 58 institutional investors as of Q2 2026. Top institutional shareholders: 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 Oct 21, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (58)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	21.5M(+62.5%)	$708M	0.2%	-1.27%	55
ENVESTNET ASSET MANAGEMENT INC	Increased	10.5M(+14.9%)	$345.6M	0.1%	+6.62%	36
WELLS FARGO & COMPANY/MN	Increased	4.7M(+55.5%)	$155.4M	0.0%	-0.08%	43
Pathstone Holdings, LLC	Increased	2.9M(+73.0%)	$95.8M	0.3%	-2.56%	54
JONES FINANCIAL COMPANIES LLLP	Increased	2.5M(+69.6%)	$81.3M	0.0%	-1.36%	44
OSAIC HOLDINGS, INC.	Increased	2.4M(+45.0%)	$80.6M	0.1%	+3.71%	40
Cetera Investment Advisers	Increased	2.3M(+49.7%)	$75M	0.1%	+2.68%	41
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.6M(+14.8%)	$51.9M	0.1%	+8.10%	34
MFMerit Financial Group, LLC	Increased	1.4M(+0.2%)	$46.4M	0.3%	+9.20%	35
MML INVESTORS SERVICES, LLC	Increased	1.3M(+40.1%)	$43.7M	0.1%	+5.81%	39
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.2M(+31.7%)	$40.7M	0.0%	-0.14%	37
RAYMOND JAMES FINANCIAL INC	Increased	1.2M(+145.9%)	$40.2M	0.0%	-3.56%	47
SEI INVESTMENTS CO	Increased	1.2M(+22.0%)	$39.3M	0.0%	+5.07%	35
CAPTRUST FINANCIAL ADVISORS	Increased	1.1M(+1.7%)	$37.3M	0.1%	+13.70%	29
ASSETMARK, INC	Increased	1.1M(+24.1%)	$36.4M	0.1%	+4.39%	35
ROYAL BANK OF CANADA	Increased	1.1M(+35.6%)	$35.5M	0.0%	+3.94%	38
Kestra Advisory Services, LLC	Increased	998,736(+9.4%)	$32.9M	0.1%	+5.16%	38
STIFEL FINANCIAL CORP	Increased	955,775(+3.1%)	$31.5M	0.0%	+9.02%	30
NewEdge Advisors, LLC	Increased	824,209(+10.8%)	$27.2M	0.1%	+10.06%	32
BENJAMIN EDWARDS INC	Increased	801,560(+50.0%)	$26.4M	0.2%	+2.30%	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